The problem is they aren’t doing it. The ones who are are charging about the same price (or often higher!) for electricity that you would spend for gas (per mile) while even the Supercharger users who have to pay end up spending almost half the price as they would for gas.

If you don’t have an electric car (I have two, a Volt with no quickcharge and a Leaf with a quick charge), it’s hard to understand just how strong Tesla’s position in the market is here. It’ll probably be a decade before others catch up. Less if they partner with Tesla.

But here’s the thing: the market for electric cars is enormous, as big as the market for regular ICE cars. It’s not a niche. That’s why the “Tesla killer” argument is dumb: if your target is Tesla, you’ll lose because you’ll always be behind, fighting over a niche that Tesla created. Because Tesla wasn’t targeting other EVs, or even hybrids, they are targeting the entire market. If your target is ICE vehicles, then you may win because there will be plenty of market to go around.

The only chance to beat Tesla is to beat ICE cars.