My thoughts as well, this is their business advantage to lose.
> NACS is the most common charging standard in North America: NACS vehicles outnumber CCS two-to-one, and Tesla's Supercharging network has 60% more NACS posts than all the CCS-equipped networks combined.
Yet, in your link it's complained about that the Supercharging network capacity is already strained. Bottom line is that the vast majority of the charging stations that will exist 10 years from now are still yet to be built.
Tesla may still be hoping for a regional break, as their standard wins in some geographies but not for others. This would be a loss for all of us all collectively.
Certainly feels like they should have known better. Past greed will leave them (and their customers) with a massive writeoff in the future if your prediction comes to pass.