"Cash for Moat" - Tesla's ‘Gummi Bear’ Pivot
The Blind Squirrel's Monday Morning Notes, June 12th 2023.
Summary
I have stayed away from the “third rail” that is Tesla since starting this letter- even when writing about the EV sector!
However, I believe that the announcements last week about Tesla opening up its North American charging network to GM and Ford (and eventually others) creates exi…