While it's a good point, I think the electricity/oil comparison breaks down slightly when you remember that, at best, you are probably selling a small minority of the total fuel. Most people charge most of the time at home and buy from their home electricity provider. This will continue to be true probably forever, with fast chargers only providing energy only longer road trips. I don't know what percentage of driving occurs on those kinds of trips, but my guess is "not very much".
Yes, you have the issue with many urban dwellers not having a garage/private parking space in which to install a home charger, but I think that cheap, ubiquitous, lvl 2 chargers are going to become more and more common in apartment parking complexes, office parking lots, parking structures, and more. And these much cheaper, slower chargers are always going to have more competition simply by virtue of not needing a large "network" and therfore having very low entry costs.
Tesla very well might come to completely dominate the lvl 3 fast charging space. But I think that that is always going to remain a pretty small part of EV fuel sales.
Yes, you have the issue with many urban dwellers not having a garage/private parking space in which to install a home charger, but I think that cheap, ubiquitous, lvl 2 chargers are going to become more and more common in apartment parking complexes, office parking lots, parking structures, and more. And these much cheaper, slower chargers are always going to have more competition simply by virtue of not needing a large "network" and therfore having very low entry costs.
Tesla very well might come to completely dominate the lvl 3 fast charging space. But I think that that is always going to remain a pretty small part of EV fuel sales.