This is the stupidest theory ever. Supercharger expansion is not slow because of Tesla or any technical reason under their control, but because Supercharger stations require a) massive amounts of electricity and b) local government planning approvals, and the 2nd of those in particular only moves at the speed of government. There are sites in Australia that have been tied up for years by petty council politicking.
https://x.com/fomahun/status/1785333618157527081?s=46&t=LAqP...