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Tesla’s move toward opening its charging network could reshape the EV industry landscape. Historically, the proliferation of EVs has been hindered by limited charging options and range anxiety. Tesla’s superior charging network, once open to others, could set industry standards, forcing legacy automakers like GM and Ford to adapt quickly.
In the long run, this could mean that Tesla transitions from being primarily a vehicle manufacturer to a comprehensive mobility and energy ecosystem provider. As more automakers adopt Tesla’s charging standards, Tesla could dominate the entire EV infrastructure and autonomous mobility landscape.