I fully agree with this for Tesla's as EV's. Their charging infrastructure is an amazing competitive moat.
The funny thing is, the exact same thing applies in reverse for Tesla as an autonomy company vs a car company. For a decade now, Tesla is going to come in and crush autonomy, but the reality is it's "a literal cluster F#$% when it comes to reliability."
I think that's why a lot of us are frustrated with how Tesla treats autonomy, and are so skeptical that they are about to make some major breakthrough. History says other EV companies haven't broken through the charging side, so it's unlikely the next "big thing" will either. Perfectly reasonable extrapolation. Tesla has told us amazing things are just around the corner for autonomy for 10 years, but the history is.... slow, incremental progress, just like other charging networks.
In my opinion, Tesla is spending the goodwill they earned with good cars and charging, and they are spending it on very thin, unproven future technologies that are not the primary reason to buy a Tesla. They would be better served making a broad set of truly great, affordable EV's that have support like your Ford dealer does, and crushing that market instead of having endless news cycles about missed dates, fights with regulators, removed features, and their pushback on 3rd party support and right to repair.
The one troublesome issue for Tesla is that charging is something that unquestionably can be solved with money. Any company willing and funded can build Tesla's charging network in 2-3 years. There is no unsolved technical challenge. Meanwhile, Tesla is trying to compete on autonomy, where nobody has any idea when (if ever) this will actually be functional, and all the money in the world couldn't solve this in a short calendar period, yet they are pissing people off with how they behave in this area with the belief that it will pay off in the future. In the middle, they have mediocre product support, and pretty hostile, monopolistic behavior towards their customers that ironically, dealers actually are effective at reducing. It's a very risky proposition compared to the companies that "only" need to figure out charging, and have 100+ years of running an automotive business and some deep brand loyalties.