That's the plan as of right now, but the clear intent here is to push the government to change the rules to allow NACS-only chargers. If a few more automakers (Hyundai and VW being probably the most relevant) sign deals with Tesla to use NACS, it'd be impossible to argue that there's any reason to do a CCS buildout.

I think this is very much correct. This is the line from the Federal Highway Administration's rule from February (https://www.federalregister.gov/documents/2023/02/28/2023-03...) that talks about the Tesla connector vs. CCS:

> FHWA Response: Commenters overwhelmingly supported the CCS connector standard and verified that the industry is moving to adopt CCS as a market standard; therefore, FHWA requires CCS Type 1 connectors for each DCFC port through this final rule. Although a few commenters preferred Tesla connectors, most of the Tesla products are proprietary and do not address the needs of the majority of EV makes and models available in the domestic market. However, on November 11, 2022, Tesla announced its “North American Charging Standard” (NACS), which makes its existing and previously proprietary Electric Vehicle charging port and connector available for broad and open public use, including to network operators and vehicle manufacturers. In the announcement, Tesla noted that charging providers were planning to offer NACS charging ports at public charging infrastructure. This rulemaking allows permanently attached non-proprietary connectors (such as NACS) to be provided on each charging port so long as each DCFC charging port has at least one permanently attached CCS Type 1 connector and is capable of charging a CCS-compliant vehicle.

Again, the CCS rule came out in February, and when the rule was being made it definitely did look like "the industry is moving to adopt CCS as a market standard", as prior to Nov 2022 there was no "North American Charging Standard", only Tesla's closed, proprietary tech.

I think the government would only allow NACS only if it becomes an open standard. The government can't mandate a connector that only one manufacturer can make when alternatives exist.

Musk is set up to win both ways. That's the genius.