Neither Ford nor Honda "lose" or "win" when Exxon or 7-11 open or close a gas station.
What I'm arguing is that the existence of charging stations today, proprietary or not, has exactly zero relevance to which auto manufacturer will ultimately "lose" or "win" ... because 99% of electric vehicle charging happens at home. You seem to think that Tesla getting some kind of head start on this dead end retail electricity selling business gives them a leg up on BMW. I think that's a bizarrely silly thing to think.
Ultimately Tesla and BMW and other manufacturers will sell, or not sell, their cars on the strength or weakness of their cars.
At some point, Exxon and 7-11 will install charging stations with cables for different manufacturers, or cables for whatever standardized interface the car manufacturers agree on.
In any case. Whether or not Tesla's plan to open a bunch of charging stations will help them sell more cars ... this is a "recommend me a stock" thread ... the folly isn't in whichever one of is is wrong about this. It's in whichever one of us thinks he knows something the market doesn't and picks a stock based on that belief. Because even if you're right, that advantage or disadvantaged is already priced into the stock today.
The time to buy or dump Tesla's stock because of their charging station plan was the day before they announced their charging station plan.