Another thought comes to mind. There is the possibility of an infrastructure bill that includes government grants to build out an EV charging infrastructure. But charging infrastructure that is only usable by Tesla could well be ineligible.
As is often the case, the devil is in the details. Might they take the grants and use it to build new SC that also includes CCS plug(s), and leave existing SC as they are? If so, how many CCS plugs - all chargers at the station, or just one? Would they only support cars that have plug-and-charge? If they do include a CCS plug, would they also be obligated to include a CHAdeMO plug (with no plug-and-charge capability)? Or just install one EVgo cabinet at new SC sites? It may well depend on what the requirements are to get a grant.
Or does he have something else in mind? Only Elon knows for sure.