In the 2000s, there was a media format war between Sony’s Blu-ray and Toshiba’s HD DVD. Sony, which owns a production company, convinced Warner Bros. to drop the rival format. And then Paramount followed suit, putting the last two nails in HD DVD’s coffin.
Fast-forward to today’s electric vehicle charging standards war, and it feels like déjà vu. Last month, Ford announced it’s adopting Tesla’s previously proprietary North American Charging Standard (NACS) port for its future vehicles. And General Motors, the largest automaker in North America, just announced yesterday that it’s following suit. Together, Ford, Tesla, and GM represent nearly three-quarters of the EV market in the US — or 72 percent.
Tesla is starting to look like Sony in…
