Part 8/12:
A key point of discussion is Tesla’s infrastructure initiatives, particularly the charging network. While Tesla's charging revenue is relatively modest—projected to add about $1 billion by 2030, which is a tiny fraction of its current $300 billion revenue—the strategic importance is significant. The ability to deploy a standardized charging network contributes to Tesla’s dominance, making it a critical component of the EV ecosystem.
The move towards a unified charging standard, adopted by multiple automakers, signifies industry validation of Tesla's approach. For Tesla, these partnerships and standardizations reinforce its market leadership and service ecosystem.