Unless the issue with product demand is directly related to the fact that traditional consumers - your future customers since the early adopters have been saturated - won't buy your product unless and until the two primary blockers have been sufficiently remediated in the minds of those prospective customers - range anxiety and readily available and easily accessible public charging stations. Even for the early adopters - without the Tesla SC network -
many of those customers would not have purchased Tesla vehicles. The SC network is almost definitively one the primary reasons that Tesla has been able to enjoy the success it has enjoyed to date - without it their success story would look very different over the past ten years. One investment precludes another. When you pull back on investments in the pre-requisite SC network that in turn enhances demand for your vehicles - especially to the next tranches of future customers:
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Does anyone here really think this strategy is going to
increase BEV adoption and
increase the likelihood that traditional buyers - which start with the early majority above - are going to buy Tesla vehicles? The MSM is going to blast out articles indicating that Tesla is basically abandoning the SC network - it's already happening as of yesterday - and existing legacy manufacturers that initially signed on to adopt J3400/NACS are now considering backing away from their initial commitments - this is also in the MSM now - and quite a few influencers with connections (Kyle Connor comes to mind) are indicating it's only a matter of time until the first player rescinds - and then the Domino affect may start to fall in the other direction -
away from J3400/NACS adoption. That may seem knee jerk to the innovators who tend to frequent forums like this - but rest assured this is a critical moment. Hopefully Tesla reverses course here sooner rather than later. Anyone who talks in terms of moats and such from an investment perspective, I mean that
sounds really good in theory - until you realize that you're going directly against
what your existing customers indicate they want from Tesla. Any company that somehow thinks that practicing ignorance with respect to customer experience and customer demand/satisfaction, to say nothing of prospective customer adoption moving forward, simply has misplaced priorities IMHO. It doesn't matter how smart Musk is - if he has lost touch with his customer base - which increasingly appears to be the case - that's a red flag that no one should ignore- especially when Tesla can certainly do both here - as I've repeatedly said - this isn't a startup company any longer - and many a very talented executive with great ideas has failed to successfully make the transition from the disruption phase into the adoption phase - and with decisions like we've seen this week - it's certainly possible Tesla may fail to make this transition if they continue to ignore their customers and continue to practice ignorance with respect to cannibalizing future customer demand by not focusing on what's necessary to eliminate blockers for future sales volume increases.
