Well they’ll have data on non-Tesla users now too. The current market leader in the US has about 17% share, so even if Tesla eventually becomes the biggest auto maker, you’d still expect at least 75% of cars to not be made by them. They now have charging data on those 75%.

More profitable than the data though will be selling the charges. The rates they’re charging at Tesla Superchargers are far in excess of what they’re paying for the electricity.