Imagine a Supercharger site where the stalls didn't say "TESLA" like they currently do. They said "NACS". Would you still use it? Would you feel wounded or hurt somehow? It's just a label.
But the large number of other manufacturers jumping in, who will necessarily have to pay for/donate money into Supercharger site installation... face the possibility of paying for "TESLA" to be slapped on every stall... which they won't like or want.
I don't think the car-using public cares or really sees value in "FORD," "VOLVO" or "VW" being at the top of the stall either... it's kinda confusing. If EVGO, Blink, Shell, Exxon or Chevron etc. want to get into this business, are we all going to see different brands? Is that confusing?
The U.S. government, devoting public tax money to Supercharger site installation, won't want one company's name on the stalls. They will want something that is nobody. NACS is that nobody.
My suggestion is that "NACS" gets put onto the Superchargers from now on. The question of whether to go back to the thousands of stalls already deployed and change the names is... up to Tesla and I would expect them to not do that.
To the question "should Tesla spin off the Superchargers into their own company" - do not discount Elon's altruistic bent. He could navigate through this by making a separate company, that government taxmoney would go to, so that the optics are not "hey, Tesla is getting free money from the government!!!" People on all sides of this will have to figure out how to be comfortable with the accounting. Perhaps the company can be structured so that Tesla is the head of the standards body and responsible for channeling new innovations and technologies into NACS - while the rest of the company is simply devoted to installing, permitting, manufacturing and government outreach.
I stretched my photoshopping skills to change a photo of a Supercharger to say NACS on it. But for some reason TMC isn't accepting it
(Aside: I wish the name of the standard was
not NACS. It would be a lot easier to deploy it globally without the geographic reference. I fear that chance has passed... perhaps NACS can simply have another name for non-North American deployments... e.g. "Electric Vehicle Charging System" / EVCS)