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While the Supercharger business itself isn't expected to be a multi-billion dollar revenue stream, it can positively influence Tesla's stock price by an estimated $10-$60 or more per share, supporting the company's overall valuation.
Impact of Partnerships and Industry Standardization
The alliances between Tesla and traditional automakers like GM and Ford mark a turning point in the industry. As more OEMs make deals to access Tesla's Supercharger network, Tesla's infrastructure becomes more ubiquitous, reducing charging time detours for users and enhancing overall convenience.