Depends how much the average consumer is paying attention. Many probably don't know that every EV can use the Tesla chargers now.
The competition here is certainly constrained. Most car manufacturers are making less EVs due to decreasing overall demand and expirarion of federal EV tax credits.
The real competition is on the other side of the Pacific. Europe and Canada have accepted that on some level while the US continues to artificially prop up its EV market ex-China.
There are legitimate concerns don't get me wrong. But the US won't be able to hide from a more dynamic and competitive product forever.