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The whole problem with EV transitioning is that the charging requires you to build out infrastructure. By making their standards open they made the infrastructu
by contingencies 1y ago
The whole problem with EV transitioning is that the charging requires you to build out infrastructure. By making their standards open they made the infrastructure investment shared. This was a high confidence basis for build-out. Now third parties like ABB produce chargers and sell them to third parties like gas stations. It's a perfectly rational business decision coming from a strategic position of "large greenfield investment and ongoing maintenance required". Obviously things evolve, but Tesla is certainly not in a worse position for the charging infrastructure (the main enabler of their products) due to the open patents decision at present.