The tweet was deleted by the author.
But we saved everything 🙂.
Gary Black emphasizes the competitive necessities in the electric vehicle sector. He asserts that legacy automotive manufacturers will need to allow their EVs to utilize Tesla's superchargers in order to remain viable in the rapidly evolving market.
Black maintains that, while automakers may be open to using Tesla's charging network, they will likely avoid ceding control over the full self-driving technology—a key component of future automotive innovation.
Black’s assessment of the shifting balance of power in electric vehicles aligns with recent debates over Tesla’s strategic positioning, including the board’s response to proposals such as a potential investment in xAI. Broader sentiment surrounding Tesla’s future has also been shaped by continued optimism around autonomy and executive compensation decisions, reflecting the ongoing significance of full self-driving technology and industry leadership.