The author explores two potential scenarios that could arise if automakers join Tesla's Supercharging network. In one scenario, Tesla sales decline as buyers opt for other EVs with access to the Supercharger network. Alternatively, non-Tesla owners may discover the advantages of Tesla vehicles through their Supercharger experiences, leading to a resurgence in Tesla's market share.
, and I think a couple of years after we had started recommending other automakers join the Supercharger network, the first non- Tesla s can use many of the Supercharger s in the US.
In a scenario on the other end of the spectrum, non-Tesla EV owners discover more and more from visiting Superchargers the ways in which Tesla vehicles are superior. This grows Tesla’s share of the US EV market again, and even leads to Tesla dominating the US auto market as it transitions to EVs.
We shall see. Of course, that said, we can’t really test how this change alters the EV buying landscape in the coming year, because just at the same time as Supercharger access is opening up,
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