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.
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