Part 5/11:
While acknowledging Tesla’s dominance in EV sales, Baron recognizes that expanding infrastructure, like the opening of charging stations, benefits all automakers, including Ford and General Motors. Tesla’s fast-charging technology and a network of 4,500 stations with 45,000 chargers are critical in transforming transportation.
He sees these infrastructural developments as supportive of Tesla’s agenda to accelerate worldwide electrification and believes that Tesla’s comparatively low-cost models—such as the Model 3, priced at approximately $33,000—offer unmatched value. This affordability, paired with technological superiority, makes Tesla the leading force in global automotive transformation.