I'm really curious to see how Tesla handles this. Will there be a surcharge or will it be more expensive for non-Tesla EVs? Will you be able to get priority in some fashion? Will Tesla, if it's truly an energy company and not an automaker begin to slowly not make as many cars? I mean if I can get a Model Y version of a Mercedes for $5k less and use all of Tesla's infrastructure ya know maybe that's an attractive option? ETC.
As an investor though I love it because my thesis is Tesla is just a slow-moving all-encompassing energy conglomerate that makes cars and this is furthering that thesis.
If that happens, Tesla should set a price for other EVs which makes it profitable for them, and then just build as many charging locations as there is demand for. Everyone wins.
TLDR Tesla recognized the charging story was crucial to EV sales, and spent the capital to have a superior product. To this day, no other automaker is doing the same.
[1] Electrify America doesn't count, as it was funded out of VW's Dieselgate settlement, which is also why it couldn't be VW branded and the EA brand was created: https://www.cnbc.com/2019/05/10/vws-2-billion-penalty-for-di...
[2] https://www.tesla.com/blog/tesla-repays-department-energy-lo... (May 22, 2013: Tesla Motors announced that it has paid off the entire loan awarded to the company by the Department of Energy in 2010. In addition to payments made in 2012 and Q1 2013, today’s wire of almost half a billion dollars ($451.8M) repays the full loan facility with interest. Following this payment, Tesla will be the only American car company to have fully repaid the government.)
[3] https://insideevs.com/news/531709/tesla-completes-supercharg... (Tesla Completes Supercharger Factory In Shanghai; It will make 10,000 units (stalls) per year.)
False. In North America, Electrify America (https://www.electrifyamerica.com/) and Electrify Canada (https://www.electrify-canada.ca/) are automaker built. Trying to claim it "doesn't count" is just childish.
GM is funding EVgo's build of 350 kW chargers: https://insideevs.com/news/546869/gm-evgo-boost-charging-pla...
And of course you have Ionity in Europe: https://ionity.eu/
I'm unsure why you'd come in so hot with a link that doesn't back your point, and still not name the auto makers in your text.
So obviously no one used it because "give out free access to all of your future electric car technology forever" is a pretty shit trade for "we'll share our couple year head start on charging" in the long term, and now we have incompatible charging networks.