[hedora]

The way I read the "two to one" number is that Tesla's market share in NA is collapsing.

Even if competitors decide to use the Tesla standard, it'll be a few years before they ship it. By then, Tesla's current 66% share of deployed vehicles will almost certainly have dropped to less than 50%.

Also, Musk said they're opening up superchargers to CCS soon, so car buyers like me don't think the Tesla connector is a differentiator any more.

Having said that, I have a CCS car, and charge station availability is totally fine, at least in the parts of California where superchargers exist.