Part 2/12:
The discussion began with a focus on Tesla’s early decision to standardize its charging connector in North America, which has become a point of contention. Gordon Johnson argued that Tesla doesn’t make money from its chargers—an assertion met with skepticism. Ross Gerber countered, emphasizing Tesla’s strategy of setting a de facto industry standard by making it inconvenient for other EV manufacturers to bypass Tesla’s network. Tesla’s adapters and proprietary connector effectively lock in users, giving Tesla a dominant position in fast charging infrastructure.