Part 10/11:
Colin emphasizes that the industry is in an early stage where standardization would traditionally take longer, but the current momentum suggests rapid industry alignment. Companies not aligning with Tesla’s standards risk becoming marginalized.
Final Thoughts
Tesla’s strategic moves in expanding and licensing its Supercharger network, coupled with industry-wide standardization efforts, are positioning the company not only as a dominant EV manufacturer but also as the backbone of the global EV charging infrastructure. These developments are expected to yield measurable benefits for Tesla's stock and market share while reshaping the competitive landscape.