I think that you are close, but its more like Tesla is Apple now and the rest of the industry is trying to be Android. Where Tesla dominates the US with a proprietary charging network, others are slowing inching (or millimetering?) forward with open charge networks and a variety of new designs.

Eventually they are bound to catch up on volume. But by then, might Tesla have a significant desirability advantage? And in the auto-market, desirability is an amazingly effective proxy for assessing margin advantages.