Reaction to Tesla Inc. getting other automakers to switch charging standards has run the gamut, from the fawning to the dismissive.
“It’s just a plug,” Cowen analyst Gabriel Daoud wrote earlier this month, after General Motors Co. followed Ford Motor Co. in agreeing to make the jump. Two days later, Dan Ives of Wedbush compared investor excitement about Tesla’s charging business with when Wall Street began to realize the potential of Amazon Web Services — an $80 billion a year business.
Count Peter Rawlinson among the questioners. The chief executive officer of Lucid Group Inc. brings first-hand knowledge to the discussion — as chief ...
