Part 4/11:
He explains that charging networks serve primarily as amenities—additional services rather than the core driver of EV adoption. In retail and multi-family residential settings, charging habits are akin to offering a free coffee—an inexpensive marketing tool rather than a revenue generator. Thus, no significant slowdown in charging infrastructure growth is anticipated.
ChargePoint's integrated software solutions position it well to capitalize on industry standardization. As the industry moves toward universal standards (such as CCS and NACS), companies capable of providing comprehensive charging platforms will likely dominate, with ChargePoint poised to benefit due to its fully integrated backend systems.