> they effectively own and control a large percentage of all charging infrastructure in the world. Every other car company adopting their standard means they have a lot of customers that will pay them to charge at their stations (even independent of the licensing).
This is the argument I find interesting... IMO if everything does centralize on NACS, nothing (AFAICT) is stopping the really big players like bp, Shell, Exxon, etc from just outfitting their already-existing real estate, already-existing infrastructure with NACS. The petro-companies are ludicrously well capitalized, very sophisticated, and have tons of baked-in advantages. Memes aside, they're also already the biggest players in the energy transition anyway. Basically if I were investing in Tesla, I'd be curious why this doesn't just create a great opening for the huge huge players to mop the floor.
Again, consumers (and the environment, probably) win here, so I'm happy about it!
P.S. Also thank you for entertaining a thoughtful convo. Usually this question just attracts zealots and it doesn't get me closer to an answer. You did -- so thank you!