Honestly, Tesla should lean into their recent successes with charger standards and shift to being a company that sells/licenses EV tech to other companies, much as Intel is transitioning from making their own chips to making other people’s. Let GM and Ford and Hyundai and VW whack each other over the head until they haven’t got any margins left, and focus on the aspects of the business that are more profitable than simply making cars.
Honestly, Tesla should lean into their recent successes with charger standards and shift to being a company that sells/licenses EV tech to other companies, much as Intel is transitioning from making their own chips to making other people’s. Let GM and Ford and Hyundai and VW whack each other over the head until they haven’t got any margins left, and focus on the aspects of the business that are more profitable than simply making cars.