So the word from London seems to be that Musk wants to share Supercharger IP with other EV makers so long as they play by the same rules, specifically that the contribute to the building and maintenance of Superchargers and do not charge a fee per use. This does not feel like a true open source kind of arrangement, especially as it requires payment be made to Tesla. Yet it expresses a willingness to partner. Moreover, it may weed out potential participants who are only interested in short-term compliance cars. That is, if you were only interested in compliance cars to be destroyed at the end of a lease, you might not be so willing to obligate yourself to a long-term investment with ongoing maintenance in Tesla's infrasructure. Instead, you would like short-term arrangement that does not outlive your leases. So Musk seems to be saying, if you're committed to building out a lasting infrastructure, we're ready to partner with you.
Along these lines, I wonder if Tesla will also hold out for greater commitment from any maker that wants to use Tesla drivetrains. That might include that clients must support the Supercharger infrastructure and at least offer Supercharger access as an option to their customers. Also the clients car needs to be a truly compelling vehicle and not marketed as merely a compliance car. I think it does little good for Tesla's brand when clients offer half-hearted compliance cars like the RAV4. Cars with Tesla on the inside should be just as compelling and practical as the cars Tesla makes. I think Tesla is at a place where it can be choosy. Hold out for true EV commitment. The rest is just a waste of time.