Not irrelevant - but not making money neither. Look at the financials of this 'underlying charging network for the entire continental US' - the optimistic ones

Not irrelevant - but not making money neither. Look at the financials of this 'underlying charging network for the entire continental US' - the optimistic ones, project that it will bring ... 10B$ in revenues in 5-10 years (revenues, not profit !). It's absolutely meaningless in the big picture of this company revenues and valuation.