...I won't seriously consider any other brand as 'competition' until they also roll out a nationwide charging infrastructure.
I know what you mean. The building Tesla's proprietary supercharger network in North America has been an impressive engineering and marketing accomplishment. The Company now claims 2,000+ supercharger stations (with a whopping 20,000+ dispensers) and more on the way. Taken together with a system of Tesla Class 2 destination chargers and increasing optional availability to aftermarket DC fast chargers (CHAdeMO and CCS), and most Tesla drivers appear to have have little cause for the fabled "range anxiety" of the early days.
But along with pretty much every other electric car sold in the U.S., the new luxury "competition" for Tesla (e.g., Lucid, Porsche, and for trucks, Rivian) will use CCS fast chargers for travel trips, correct? As of May 2020 there were ~2,400 CCS stations with 5,100 outlets (plus 2,600 CHAdeMO stations with ~4,000 outlets).
My point? I'm not sure that the absence of a proprietary company charging network will really hurt sales of these new luxury-sport models. Instead, I tend to think that they will sink or swim on the merit of their individual features, performance, quality, comfort, durability, and customer service.
Now that the concept of consumer electric vehicles is well-established in the minds of the buying public, adopting a non-proprietary charging standard (CCS) in 2021 may just prove to be the successful business strategy it could not have been in, say, 2012. We'll see.
It will also be interesting to see if Tesla North America (grudgingly) adopts the CCS charge option (via built-in charge ports on new cars and affordable adapters for the rest), as it has done in Europe. Amd what would be the long-term impact to Tesla if it eventually adopted CCS as its sole charging standard (and eliminated the classic, simple Tesla plug)? I don't know.