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.