| Not so sure I believe this strategy. An app isn't going to make me buy a car or Tesla equipment. Aesthetics, utility, and cost are my main purchasing decision dimensions, and Tesla isn't winning those for me. I'm not buying something shaped like a prune that can't haul gear and equipment. The ads on Uber and other delivery apps are irrelevant to my daily life. Uber claims advertising has generating $500M in ARR, but that's co-mingled with restaurants seeking placement on Uber Eats. Ads for movies and McDonalds on Uber is probably generating a small pittance of that sum. Furthermore, lots of businesses will get into EV charging when it takes off. Existing gas stations, restaurants, and shopping will undoubtedly join when they believe the timing is right. FWIW, I'm dreading having to buy an EV. Gasoline works better for my use cases. I don't have a place to charge at home, and I don't want to wait for on-demand fill ups. I think the push to EVs has been a function of worldwide market and regulation, not necessarily consumer choice. |
Yeah, if you don't have home or workplace charging, EVs really don't have significant advantages at the moment.
They tend to be pretty aggravating, tbh.