ChargePoint ($SBE) continues to break investing with a crazy SPAC run up in the EV space to the likes of Tesla, NIO, and others.

Perhaps the biggest differences being: - they offer a durable and well-liked product - they operate over 100,000 charge stations globally - they did $150M in revenue in 2019 - they own ~70 market share in the US as charging underpins EV adoptions