I think the big difference here is that NACS is a Tesla connection, and all of which are at Tesla superchargers, which if the industry uses that would hand the

I think the big difference here is that NACS is a Tesla connection, and all of which are at Tesla superchargers, which if the industry uses that would hand the charging network to Tesla, unless Tesla allows everyone to use their connector. So unless the NACS connector is free for any other company to use, then competition is being infringed, regardless of how good the connector is.