BayouCityBob
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Even if Tesla built the network out of desperation, they stumbled into a dominant position that will likely last for decades or more. Look at the history of gasoline retailing as an example: bear in mind that in 1900 there were only 8,000 vehicles in the country, in 1909 the first paved road in the US was built, by 1911 there were 600k vehicles on the road but already all the leading fuel players were established.
The first fuel pump companies (Tokheim 1898, Gilbarco 1910) are still two of the three big manufacturers of fuel pumps. Over 100 years later the big fuel retailers who still dominate the market today were already established. Shell was in the West and (Standard Oil broken up in 1911 by the USSC) brands Exxon, Mobile, Chevron, ARCO, Texaco dominated most of the US. In 1910 there were under 1,000 filling stations in the US. In 1920 there were 15,000. In 1930 there were 120,000.
What did it matter who was leading back in 1910? The brands and companies that had established themselves in the pre-1910 era when vehicle fueling was small and irrelevant (and horses dominated, with 25 million on the road!), retained their dominance for more than a century. Tesla is the standard oil of the EV charging space (and may suffer the same fate). EA and EVGO are out there making the case to be the Shell of the new era. Tesla is also the Gilbarco of the era with ABB and a few others contending to be the Tokheim etc.
https://www.convenience.org/Topics/Fuels/The-History-of-Fuels-Retailing
The first fuel pump companies (Tokheim 1898, Gilbarco 1910) are still two of the three big manufacturers of fuel pumps. Over 100 years later the big fuel retailers who still dominate the market today were already established. Shell was in the West and (Standard Oil broken up in 1911 by the USSC) brands Exxon, Mobile, Chevron, ARCO, Texaco dominated most of the US. In 1910 there were under 1,000 filling stations in the US. In 1920 there were 15,000. In 1930 there were 120,000.
What did it matter who was leading back in 1910? The brands and companies that had established themselves in the pre-1910 era when vehicle fueling was small and irrelevant (and horses dominated, with 25 million on the road!), retained their dominance for more than a century. Tesla is the standard oil of the EV charging space (and may suffer the same fate). EA and EVGO are out there making the case to be the Shell of the new era. Tesla is also the Gilbarco of the era with ABB and a few others contending to be the Tokheim etc.
https://www.convenience.org/Topics/Fuels/The-History-of-Fuels-Retailing
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