The cost to Tesla. My concern is their capital expenses and how long they can sustain a model of building out chargers for all their customers.
One of the topics that often comes up when i speak with prospective EV buyers at car shows and EV events is how the current charging infrastructure will evolve, to the point where it is truly feasible for anyone to own an EV. Today it is a mess, with competing and inconsistent charging connectors and voltages, and no clear path to a resolution. I worry that Tesla seems to be trying to "solve it" for everyone but that that is not a long term solution, technically or economically.