Mind boggling. Note, I edited the numbers of cars from thousands to millions, but doesnt affect the story.
Suppose we consider that 125,000 gas stations serve 250,000,000cars (plus trucks etc), the numbers (rounded from a Google search) are very approximate but illustrate my point.
A glance shows one station for every 2000 cars, disregarding trucks.
At some stage, EVs will match, then exceed the number of gas cars, so we might guess that x years downwind we might have 150,000,000 gas cars and 150,000,000 EVs.
Those EVs will require EV stations.
Suppose half of them charge at home, then at the x point I am imagining, 150,000,000 cars of which 75,000,000 charge at home, and also supposing EVs have similar range and fill frequency, will require 37,500 EV charge stations.
If Tesla were to supply charging to every man and his dog, and build out SCs at one per day, they would produce nearly 375 SCs per year. (Well, maybe 300ish).
If point x occurs in 20 years which is when the no. of EVs in USA matches the no. of ICE cars, then in 20 years Tesla will have installed just 7500 SCs.
But I just said that there would be a need at point x for 37,500 charge stations. There will be a shortfall of 30,000 EV charge stations in 20 years, if 20 years is point x.
Therefore there needs to be a major push to build EV charge stations.
We shouldnt miss that there are now more gas stations than EV stations that will be required at point x, so it would be attractive for gas stations to start converting now, from the envelope calcs above, I think there should be about 5(?) conversions daily, but since they dont need that capacity yet, totally electric, then the 125000 gas stations ought to be installing chargers now, in place of some bowsers or their real estate is going to be very old hat.
If point x is 15, or 30, years, the same scenario applies.
Moral: Tesla's rollout rate of SCs is a mere drop in the bucket. I hear they were aiming for one per day but falling far short.