Part 9/11:
Looking ahead, Tesla's expansion of its Supercharger network and partnerships is integral to solidifying its market dominance. Although the Supercharger business alone may not multiply Tesla's stock 5x, the incremental value—estimated at upwards of $50 to $100 per share—is significant.
Implications for Competitors and Industry Standards
Tesla’s growing influence pressures competitors like Rivian, Volkswagen, Honda, and others. While initially requiring adapters, automakers are increasingly likely to make deals with Tesla or adopt similar standards to stay competitive. As more automakers partner with Tesla, the window for independent charging networks diminishes, creating a landscape where avoiding Tesla’s ecosystem could mean limited market access.