I don't see how this could be true, Tesla is way ahead of everyone in terms of charging infrastructure. The Mach-E and Id.4 both look like good cars, but Electrify America is still smaller, and having some growing pains. I think Tesla may have real competitors in the very short term, but not quite yet. The only thing is that some people may not care about fast charging, because you really don't need it most of the time, especially if you have another ICE car for road trips.