Tesla is confident in their economic skills. They have multiple sources of revenue, both one time (they have massive margins on cars) and recurring (selling software on cars, and money from the Energy division, plus now from charging), and they have a LOT in the bank (a sweet 15-20 Billion cash, iirc).
Other legacy companies have loads of baggage, and they cannot compete. [1]
Supercharging is no longer the moat they must have, and they are willing to drain it to increase more revenue from the access instead.
Other legacy companies have loads of baggage, and they cannot compete. [1]
Supercharging is no longer the moat they must have, and they are willing to drain it to increase more revenue from the access instead.
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[1]: https://www.theverge.com/2023/6/27/23771407/ford-f150-lightn...