I think it's pretty clear that although they may succeed in ramping up production of the Model 3 fast enough to satisfy advance orders, they probably can't ramp

I think it's pretty clear that although they may succeed in ramping up production of the Model 3 fast enough to satisfy advance orders, they probably can't ramp up installation of superchargers to match. There are economies of scale that apply to car production that aren't matched by the ability to get physical locations upgraded with the necessary high-current wiring, let alone contracts with whoever owns all those locations. If they don't reduce demand, they're unlikely to cope, and charging money is the obvious way to achieve this. Once they're charging to charge, it makes sense to come to agreements with other manufacturers of EVs to use each other's charger networks. In the long run it makes no sense to have multiple networks of vehicle chargers, just like it makes no sense to have gas stations that only fill Fords.