I think this alternate future of a gigantic CCS network is a really long ways off. Have you ever tried to use non-Tesla DC fast charging? It's a mess! There aren't a lot of stalls, one of them is usually broken, and the payment processing is a mess! I thought people were exaggerating until I experienced it first hand. While I think they will eventually get their act together, I don't think it's unreasonable to claim that the terrible DC fast charging experience is a huge deterrent to non-tesla EV buyers right now. This ultimately creates a chicken and egg problem that results in such slow progress in the EV charging world (outside of Tesla.) It's why Tesla's US EV market share is around 60%.

I actually think this is great for Tesla in other ways in the nearer term. With other automakers switching to NACS, this removes a huge concern for would be non-Tesla EV buyers. Now you may think this would erode Tesla's market share, but I think it will convert far more ICE customers than Tesla customers. The net effect is a faster EV adoption, faster cultural acceptance of EVs, and more people considering Tesla in the near-mid term.

I fail to see how this negatively affects Ford, GM, and Rivian. They can retrofit the charge port relatively cheaply or deal with an adapter. Yes, it affects resale value of early customers. But that's how it goes with new technology, and buyers are naive to think otherwise. Besides, when compared to their ICE counterparts, they're probably still coming out ahead on maintenance.