Part 8/11:
Competitive Landscape and Future Outlook
While some automakers may resist standardization initially, the pressure to provide seamless EV charging experiences will compel many to negotiate access to Tesla's network. The increasing number of adapters and deals suggests a future where Tesla’s charging standards become industry norms.
Tesla’s move to license its charging and self-driving technologies also indicates a strategic attempt to maintain technological leadership while expanding its influence. Such licensing could help accelerate industry-wide EV adoption, benefiting Tesla indirectly through increased vehicle sales.