Why do all these analysts miss the elephant in the room. NO other brand has charging infrastructure like Tesla.
While true, it's also less relevant that is may seem.
Most drives in personal vehicles are NOT of the nature to need mid day charging. Globally well over 90% of days of driving I'm sure. Of course as long as you have home overnight changing every day, you will rarely be thinking about charging away from home. And let's be honest, if you have Tesla money, likely you can find a plug where you park. Not everyone, but most.
Today there may not be a thick super fast charging network, but travel on the 50kW network really isn't so bad for a driver claiming to be saving the planet in a brand new BEV with huge battery. With a Model X pulling a trailer, it's not fun to make 1000km in a day, but that's an exception obviously.
By the time Model Y is available in good numbers, let's say 100,000 of them on the roads, public <100kW chargers will be much more prevalent. Why? Because by then there may be twice as many BEVs on the road vs today. Well, almost. Public chargers are for-profit. Some get government funding for their planet saving efforts, some may try to break even on the charging and sell lots of coffee and burgers, maybe even Wi-Fi.
While Tesla has been making headlines, most other BEVs being more city focused, still there's a significant 50kW network now. It seems likely we'll see new stations getting better charge rates, as will be the move by Tesla going forward.
Eventually Tesla's market share in long distance BEV driving will fall from say 80% to 10% and their own charging network will lose its added value. No petrol car today needs their own petrol distribution network. This is the future, public charging for everyone. Tesla may just decide to open their network as it will be CCS anyway by then. If an Audi happens to want to stop where there is a Supercharger because the burgers are awesome, why not? Just use the Tesla energy, it's green and not too much of a higher rate.
If there is a BP station on the local highway, why would Shell add theres right next door? Makes no sense. Tesla is the exception, for now. They'll have chargers right next to the 50kW and 350kW public chargers. A necessary evil in the past and to an extent present. And it's prevented faster growth of public chargers, realistically. But as Tesla drivers find other options on CCS, Tesla will lose incentive to expand as much. And to be frank, they've not come close to their goals over 2018 and it's been find for most locations. V3 charging will further enable their locations to process more cars per day per stall.