EV Charging Standards, Tesla’s Strategy, Tesla’s Reward

It increasingly looks like Tesla’s standard for charging will be the standard for the industry. Why did Tesla seize this opportunity, and why do they deserve to profit from it?

Differentiation and Value Capture in the Internet Age

The implication of the Smiling Curve is not only that aggregators have increased economic power, but that differentiated suppliers do as well; Omni Software is an example.