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Allowing non-Teslas to charge at the Tesla network is no different than Tesla opening a +1 factory (virtually, the influx of non-Teslas). Tesla, even now, has
by powerbroker 5y ago
Allowing non-Teslas to charge at the Tesla network is no different than Tesla opening a +1 factory (virtually, the influx of non-Teslas). Tesla, even now, has two completed factories producing Teslas, and two about to go into production in 6 months.
Tesla operates the chargers at a profit (or should do so soon). Accordingly, the additional cars charging, will spur provision of additional charger sites.
As a user of the Tesla network since 2016, the availability of more charging options leads to, at least, the following network effects:
* reduced need to go 'out of your way' to find a charger;
* reduced likelihood that a car runs out of charge before reaching the next charger;
* better attention to the upkeep of the charger sites and the repair of the chargers (all chargers, not just Teslas' -- competition); and
* fewer chargers under-utilized or over-utilized -- as it becomes easier to 'right size' many discrete units, rather than just a few dozen.