From a strictly business standpoint, your assertion is valid. But if Elon Musk actually genuinely meant what he said on why he co-founded Tesla, then it makes sense that he's opening up the superchargers to non Tesla EVs.
In the early 2000s, Elon Musk co-founded Tesla “to accelerate the advent of sustainable transport by bringing compelling mass-market electric cars to market as soon as possible.”
So it's about the adoption of sustainable transport to the world, not just Tesla. Therefore, offering up the superchargers to non Tesla EVs seems to align with such goal as more people would start driving EV (Tesla or not) with the added convenience.
A fair comment but I take everything he says with a pinch of salt. If he wanted to open up charging for the greater good he would have done so before government incentives. He could also concentrate on bringing out cheaper cars given the huge margins, but he’s a business guy.
For the longest time I thought Tesla would be killed off once the legacy automakers got on with it, but I’m not seeing anything from them to suggest Teslas position is at risk. The number of vehicles they’re selling is tiny vs what Tesla sells. The good ones are selling twenty thousand units per year here, many are selling only a couple of thousand, or even just a few hundred. Those numbers are a rounding error in the Tesla world, and they don’t have the supply chains sorted to increase meaningfully, as the serious ones (including Tesla) gobble up battery supply the slow movers (most of the industry) is going to be starved of supply. Apple did this with flash memory chips in the iPod era. They bought up supply on locked in contracts and there were barely enough chips to go around amongst all the other mp3 and even phone makers.
Even if legacy ramps up or enough of them ramp up sufficiently to take share from Tesla with good product (ie comparable real world range, charging speeds, efficiency and most importantly route planning and on route battery preconditioning) the public charging network is going to strangle them. People will not buy a car that they can’t refuel easily.
In some locations Tesla has 100 chargers while EA has 6. Half of which don’t work...
When they put in new locations they often put in 20 or more. EA puts in 4-6 and calls it job done. And then they conk out within months.
The manufacturers need to band together and create their own charging co-operative.
They also need to figure out how to make the chargers cheaper as well as if you look at a Tesla site you see very little equipment in terms of the cabinets vs an EA site of the same size. No wonder their installs cost a fortune and Tesla build outs are cheap.
The NACS standard won’t happen as frankly the connector isn’t the issue, it’s the chargers themselves and everything else about them.
As for VHS vs beta, the comparison falls down as actually beta wasn’t really superior in picture quality, but it did have shorted tapes that could not record a movie or sports events. So it was arguably inferior. Throw in the fact that VHS tapes were everywhere and VHS wins. Plus the machines were cheaper to make. Tesla’s are cheaper to make than their competitors vehicles, and their charging is available everywhere and *works*. From that metric Tesla is VHS, proprietary aspect not withstanding…