To use the metaphor of "turning an ocean liner around" (often used to refer to ICE manufacturers who struggle to become EV manufacturers - but used in a different context here):
Tesla's Australian supercharger network was like an ocean liner that was moving slowly for 8 years, then finally in the last year managed to get it up to full cruising speed. (30% of all sites opened in the last 8 months).
If Elon wanted to alter direction slightly at that speed, sure. But what he did was the equivalent of dropping the anchor what the ship was at full speed. This email is like telling everyone that it's fine, we're still moving. Whereas in reality, most of the engines aren't working and we don't know what direction the ships is facing.
Remember, Tesla don't physically build the sites themselves. I suspect they are going to be contracting more of the installation and probably even the project management out for the sites they continue to build in-house, coupled with using partners like BP, EG, etc to build their own branded sites. Makes much more sense at this point where they are trying to stem cash flow issues.
The concept has been proven, the tech has been developed, it makes a lot of sense to transition to this sort of arrangement (again, assuming that is the direction, just based on how I'm reading the tea leaves with the available information)