I continue to think that Tesla needs to extend fixed station battery swapping and develop mobile battery swapping stations for peak periods combined with an ownership model of battery leasing or net battery worth if they ever want to become anything more than a niche player in the auto market.
Travel at many locations is by its nature very peaky, so building enough charging stations to handle the 1% maximum load makes no sense and is likely not economically or physically possible. Charging just takes too long, and there's not much that can be done about it unless some new form of energy storage comes along. That leaves battery swapping as the only way to deal with peak local demand, both fixed stations for heavily traveled areas, and mobile stations for ones with seasonal peaks.
Travel at many locations is by its nature very peaky, so building enough charging stations to handle the 1% maximum load makes no sense and is likely not economically or physically possible. Charging just takes too long, and there's not much that can be done about it unless some new form of energy storage comes along. That leaves battery swapping as the only way to deal with peak local demand, both fixed stations for heavily traveled areas, and mobile stations for ones with seasonal peaks.