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EVs can be charged at home. Electricity is a commodity and will continue to be. I'm skeptical of the commercial value of their network long term.


People making along trips want to charge quickly and are willing to pay ~3x the retail cost of electricity to do so. So it can be quite profitable right now.

Longer term I expect charging to become a low margin commodity business, but other networks have had serious reliability issues so people may be willing to pay a premium simply to know everything will work when they get there.

PS: Even longer term I expect in road charging to become a thing on major highways, but that’s easily 20+ years away.




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