What I think is happening. 1. They've spent a decade building the largest, highest quality network. From site selection, permitting, building components, cons

What I think is happening. 1. They've spent a decade building the largest, highest quality network. From site selection, permitting, building components, construction, they are probably the most capital efficient org out there. 2. Others are catching up, eventually the supercharger network will be a commodity. 3. They have plenty of capital, so they can just get ahead and outbuild everyone else. There's only so many chargers a geolocation needs. They may come to dominate fast charging. 4. It's still clunky for non Tesla's, but about the same as the competition. The Tesla charging experience is still gonna be a step ahead.