Subject: Re: Pilot and EVs
All of the second tier charging networks look like a dead end to me. They are inferior in every way.
Pilot is a depleting asset. The cost of EVs is coming way down. All cars and trucks (OK maybe 99%) are going electric. Tesla will own the trucking and most of the auto market. I doubt that Pilot will make much money from Super or Megacharging even if they somehow get a contract. (WEB/Gates and Elon aren't friends and I doubt that Elon wants to work with BRK.)
Autoline Daily had a teardown/benchmarking expert on this week. TLDR: Legacy auto isn't catching up ... they've fallen hopelessly behind. Their outdated factories look like write-offs.