Tesla isn't merely opening its walled-garden charging network to rivals anymore. By selling its proprietary hardware directly to competitors like EVgo, the automaker is quietly transforming into the wholesale backbone of the American highway.
In a quiet corner of Chicago, a subtle but tectonic shift in the automotive landscape is unfolding.
To understand why EVgo would cede its hardware identity to its most formidable competitor, you have to look at the stubborn psychology of the modern car buyer.
For years, Tesla's moat was built on a vertically integrated ecosystem. Industry analysts broadly concede that the automaker's AI infrastructure, self-driving autonomy, software…
Tesla isn't merely opening its walled-garden charging network to rivals anymore. By selling its proprietary hardware directly to competitors like EVgo, the automaker is quietly transforming into the wholesale backbone of the American highway.