Reason 2: Cybertruck
The really big advantage of V4 dispensers is supposedly going to be the higher voltage support. In order to have a good charging experience, Cybertruck (supposedly), and cars from 800 volt automakers like Hyundai, Lucid, and others, need to have V4 dispensers.
Cybertruck is still not out yet though, and even if it makes it by end of 2023, we probably won't see large numbers until mid 2024 if not later. Therefore, from a Cybertruck point of view, Tesla still doesn't have a big motivation today to get V4 dispensers rolled out ASAP. Once they do have the Cybertruck motivation though, I think Tesla is going to want to keep their initial 800 volt capable dispensers more exclusively available for Cybertruck owners. Additionally, I think the Cybertruck motivation means we'll probably see the rollout of V4 dispensers be somewhat correlated with Cybertuck ramp up.
For the 800 volt automakers, we haven't seen any of them sign onto NACS (correct me if I'm wrong), but let's assume they do before 2025. In that case, I think they will just have to accept not having broad 800 volt Supercharger access more until 2025. If I had to guess, this is something they've already been told, and therefore are hemming and hawing about if or when they really want to switch to NACS.