Part 3/11:
Colin highlights that Tesla appears to be winning the "charging war." Unlike other charging providers, Tesla deploys Superchargers at a lower cost and boasts a reliability rate of over 99%. Conversely, studies reveal that roughly 25% of non-Tesla charging stations are non-functional, putting Tesla at an advantage in terms of infrastructure dependability.
The Industry's Response: ChargePoint and Standardization
ChargePoint, a leading EV charging network, saw its stock decline over 10%, prompting questions about whether this drop is overdone or reflects potential opportunities. Colin suggests that some misunderstanding surrounds the implications of these developments.