Part 9/12:
He compared Tesla’s charging business to the gas station industry, emphasizing that even with a small profit margin, the sheer scale and necessity of charging infrastructure mean Tesla can profit significantly as the dominant player. Moreover, opening up Tesla’s network to other EVs could boost overall EV adoption, leading to a larger pie from which Tesla can benefit.
The Broader Market and Investment Outlook
As the conversation wound down, Gerber maintained a bullish stance on Tesla stock, citing its strategic advantages and continued innovation. He acknowledged that recent price cuts and market pressures might lower margins but viewed the opening of the supercharger network as an overall positive development—an important catalyst for EV market growth.