The recent moves by Tesla have probably been to force the government to amend regulations that would standardize the CCS Type 1 connector for DC fast charging. These rules were announced in February by the Biden administration for projects funded by the National Electric Vehicle Infrastructure Program.

If Tesla hadn't gotten others on board, the next 5 years would likely see CCS chargers eclipse the Supercharger network many times over with probably 5-7x more CCS chargers as Tesla chargers. As people in this thread have said, the Supercharger network is a big selling point for Teslas. If CCS charging availability were 5-7x greater than Tesla availability, that current advantage would become a liability for Tesla over the long-run.

Given that GM, Ford, and Rivian are all announcing that they're adopting the CCS charger, it seems likely that the government will probably change their regulations around charging standards to the Tesla charger. If the three largest American EV companies are all using NACS in 2025, it makes little sense for them to mandate CCS chargers. With Tesla, Ford, Rivian, and GM all going NACS, it seems likely that more will follow. Hyundai is already thinking about it: https://www.autoblog.com/2023/06/20/hyundai-to-consider-join.... Stellantis (Chrysler, Jeep, Dodge, Fiat) is evaluating it: https://fordauthority.com/2023/06/ford-rival-stellantis-look....

In fact, Tesla had to make its connector non-proprietary or they'd be locked out of everything funded by the National Electric Vehicle Infrastructure Program. The rules allow for non-CCS chargers to be available (as long as there's also a CCS charger) only if they're non-proprietary. If Tesla had kept their connector proprietary, any charger with a Tesla connector would be ineligible for government funding. Now, they can have a Tesla connector as long as they also have a CCS connector. As I've speculated, given that it seems likely most EVs sold in the US will be using NACS from 2025+, it seems likely that the government will even change its rules to favor the NACS connector.

Tesla's shift to calling it the North American Charging Standard and opening it up to competitors is probably more about preventing one of their advantages (Tesla vehicles being compatible with the most charging stations) into a major liability (Tesla vehicles requiring an adapter to use the majority of charging stations in 2025+).

https://www.govinfo.gov/content/pkg/FR-2023-02-28/pdf/2023-0...