Looks like GM and Ford are soon able to join the NACS charging party!
With hundreds of supercharger sites (not chargers, sites!) deployed since the original announcements, it’ll be interesting to see what impact this has on charger availability, if any.
Energy has been a side-stream business for them for a while and continues to grow… exponentially. Solar production, battery manufacturing, software for energy management, charging network… these are all parts of the business that people talk about when they say Tesla isn’t “just a car company”, but traditional financial analysts aren’t factoring that part of the business in because legacy automakers don’t deal with all of that stuff.
Tesla will have a “gas station” model part of their business, but that’ll be a small part of it. Vehicle manufacturing, shipping and logistics, lending/banking, insurance, energy production and management, robotics and automation, server storage and compute power, data analytics… the business has a lot of arms and is taking steps to be an industry leader in each segment.
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You can look at their quarterly reports. I don’t know if exponential will be accurate for any extended period of time but they doubled energy generation revenue and their services revenue is up ~50% (granted, this is supercharging + car repairs + a slew of other stuff)
https://www.sec.gov/Archives/edgar/data/1318605/000162828023034847/tsla-20230930.htm
Nope. Just someone paying attention to the actual business they do rather than all of the anti-EV news.
Elon’s a dick, but Tesla is doing a lot of shit right and other companies are going to be playing catch up for a while.