Tesla reminds me of Microsoft. While Microsoft makes great computers, the software solidified Microsoft as a top/necessary player in the emergence of the computer/internet era. Microsoft’s competitors were forced to use Microsoft’s software giving them a huge leg up in the market. While Tesla’s cars are arguably the best electric vehicles, the charging infrastructure is where I believe they will make their bread and butter in the years to come. Tesla’s competitors will need pay Tesla to use their charging infrastructure to compete in the EV market. Building out their own infrastructure will most likely be a waste of time and money.

#Tesla #software #dependence