Well I think the business model would change a bit and e.g. you’d probably see convenience stores being converted into something more lounge-y. No matter how yo

Well I think the business model would change a bit and e.g. you’d probably see convenience stores being converted into something more lounge-y. No matter how you slice it, having real estate at every high-traffic location in America is a much better position to be in than not having such real estate. Especially given that those companies have gargantuan war chests, are technologically, logistically, and financially extremely sophisticated, etc etc. Not to mention they also own the fuel sources that generate most of the electricity, and they’re the largest players even in the next generation energy sources. There might be something I’m missing, I just don’t see why this would be anything close to a durable advantage for Tesla.