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Cybertruck Hype and Delay
- Tesla's Cybertruck announcement generated immense hype, with nearly 2 million pre-orders.
- However, four years later, production has just begun, and the market is now crowded.
Charging Anxiety vs. Gas Convenience
- Charging anxiety is a major barrier for EV adoption, unlike readily available gas stations.
- Tesla's Supercharger network offers an advantage, but its exclusivity limits broader EV adoption.
Tesla's Charging Network Opens Up
- Other car companies gaining access to Tesla's charging network is good for customers.
- However, it could diminish Tesla's competitive advantage and generate revenue for Tesla.