this post was submitted on 28 Nov 2023
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Strong disagree. Let's say Tesla stock collapses. They are still a very profitable company with a product that sells well. So unless they're finances are structured in such a way that makes a stock price collapse catastrophic, they would continue to sell cars. They're charging network is actually one of the most valuable things they have. It's taken them a decade plus to get that infrastructure installed, there are more stations and stalls than all other charging networks combined in the US. That's why just about every automaker has pledged to adopt the Tesla charging connector. They recognize that pinning their EV future to Electrify America's shitty unreliable network is not a success strategy, and part of the reason their EVs aren't selling is because public charging on road trips is a nightmare.
So no, those stations aren't scrap. They're insanely valuable. Even if you assume something horrible happens to Tesla and everybody decides not to adopt that connector, the stations can be easily retrofit to use the CCS connector that other automakers use currently.