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by Temporary_31337 684 days ago
Re Tesla superchargers - because Tesla is currently valued as a tech company at multiples of PE. Chargers are utility companies and command very low margins high upfront costs and high maintenance so are usually priced pretty low. In many instances utility companies that are private don’t even make profits and have to be rescued by the government and taxpayers in the long run so yeah that’s why.
2 comments

I hear you, but gas stations make money, right? Can't Tesla adopt the same model and lease parcels of Supercharger land to convenience stores?

If you are correct that they are a utility and should be priced low, then Superchargers would be detrimental to Tesla's stock price and should be spun out as a separate utility company with lower margins. This would create a better EV experience, thus furthering Tesla's goal.

Also here probably foresees being forced to open up the Tesla charger network (maybe that's always happening?) so why bother to invest?