[Graphon1]

Another major difference:

iPhone was a platform. As more people bought the iphone,

- the phone became more attractive to 3rd party accessory makers (protective cases, cables, etc) and apps makers.

- the phone itself became more valuable to owners, as more complementary products became available.

- the phone became more valuable to Apple, who could get feedback and make the phone better.

The hockey stick on the analogous factors for Tesla is much shallower. The "complementary products" for owners of cars will be primarily recharge stations. Still few and far between.

There is no benefit to 3rd parties, that I see. No benefit to other stakeholders like utilities. And Tesla itself does not enjoy a growing, self-reinforcing cycle of value, as sales increase. It's really just economies of scale.

[jinglebells]

Surely the complimentary products are ones compatible with the Tesla connector.

Electric motorcycle or RV for the weekend or electric lawn mower. Just throwing it out there.

[patrickk]

An entire charging industry akin to gas/petrol stations is another side benefit. These businesses could be located in "unusual" areas such as multi storey car parks because there isn't the same danger posed by large amounts of liquid fuel. This alone will be an enormous industry.