> This gives Tesla a massive revenue stream and scale to grow that network even bigger. Tesla's supercharger network is a loss leader whose purpose is to sell

> This gives Tesla a massive revenue stream and scale to grow that network even bigger. Tesla's supercharger network is a loss leader whose purpose is to sell their cars [1], whose margins are also under pressure. There's no significant barrier to entry for EV supercharging other than perhaps having a profitable business to pair it with. The NACS connector and the exclusivity of its charging stations was a moat, one that Tesla traded for tax credits. It's mostly a real estate game. Shell is already adding EV chargers at key stations. Others will follow. 1. https://www.canarymedia.com/articles/ev-charging/major-automakers-take-on-tesla-with-us-wide-ev-charging-network#:~:text=Even%20Tesla's%20Supercharger%20network%20is,near%20future%2C%E2%80%9D%20he%20added https://www.canarymedia.com/articles/ev-charging/major-autom....