I wonder if Tesla is repositioning from being a Ford to being an Exxon
I don't think the business case for that closes. EVs are still overwhelmingly charged overnight at home. As they percolate to lower price points, that will change somewhat, but ultimately the total spend on charging stations is just too low to be much more than a distraction for a company the size of Tesla. The reason they built the supercharger network was that it was needed to sell cars, and now that they have it t…
And Tesla would like to be in that business too, with PowerWall batteries and "solar roof" panels.
If they're succeeding well here is another matter though.