The (wireless) elephant in the room...

Interesting commentary here... but it's worth noting the one thing missing from the post-earnings discussion: infrastructure.

Yes, of course, lots of companies and organizations are building EV chargers with increasing levels of charging power. But the Cybercab shown last year has no plug, and is designed only for wireless (inductive) charging, so either it gets a plug, or Tesla spends big bucks adding wireless charging pads to their Supercharger network

https://www.theautopian.com/either-you-believe-elon-musk-or-you-dont/