I think the best way to think about this is to think of the mobile phone network. Do you sign up with AT&T or do you sign up with T-Mobile? Despite T-Mobile's

I think the best way to think about this is to think of the mobile phone network. Do you sign up with AT&T or do you sign up with T-Mobile? Despite T-Mobile's (allegedly - I don't live in the US, so I'm just going on what people say) better customer service, their network is just far less prevalent compared to AT&T's which enables AT&T to maintain its hold on customers. But T-Mobile continues to build out its network, having already achieved the point where there is enough of a network to pick up the necessary customers to fund the continued expansion of the network. I would see car chargers going the same way. From now on, if you want to play in this market, you're going to have to face down Tesla's advantage in the charging network. This is Tesla building a moat to make it harder for competitors, but as with all moats, it is not unbreachable - with enough resources, a competitor can achieve a minimal viable network which gets them a foothold in the market.