"Prezactly my point."
I had thought your point was:
"T is going to drag this out as slowly as possible, until the Feds/states start threatening to cut the money off."
... which is a puzzling point, since there is no money to be threatened to cut off for V3 universal CCS1 access.
Setting that aside, and turning to the new point:
"If there are no financial penalties to stretch it out indefinitely, why bother
actually doing it?"
Yes, there is no stick.
But there is a carrot in the form of the add'l net income on the revenue from CCS1 charging at V3 stalls (that aren't also Magic Docks).
Tesla is also free to charge whatever it wants to per/kWh.
As for NEVI funding, yes, the V4 design meets the specs.
But Tesla has to win NEVI awards from state-level DOT contracting.
And despite the misleading headline of this article from about a year ago:
... Tesla has been wildly UNsuccessful in winning state-administered NEVI funding:
"So far, Tesla is the winning bidder to build chargers at about 18% of the sites selected by states using the federal dollars to fund fast chargers, more than any other company, according to data from EVAdoption, an EV and charging analytics firm. Tesla has won around $8.5 million of the roughly $77 million awarded so far."
... as $8.5m is trivial for Tesla, winning less than a fifth of the site awards (which says something about the state-level vendor selection process).
This piece:
... cites an even lower share of only 14%, but with no specific citation.
So far (at least according to information I have been able to find), Tesla has opened just a single NEVI-funding station, in Rockland Maine (with eight stalls, perhaps the smallest new Tesla station anywhere).
Meanwhile, just in New England, NY, and NJ over the past year or so, Tesla has opened about at least about a dozen stations with Magic Docks, both V3 and V4.
Perhaps some state funding was involved, but not via NEVI.
The most recent count:
The National Electric Vehicle Infrastructure (NEVI) Formula Program continues to grow. Learn about the latest EV charging station progress and conditional NEVI awards.
driveelectric.gov
... is -- after $7.5b was allocated by Congress three years ago -- 17 stations with 69 ports (which doesn't add up, since the min is 4 per station, which would mean 68 four-port stations plus a single five-port station, but the Tesla station in Maine has eight, so something is off with this figure).
Even since the big bad news in the spring about Tesla cutting back on its expansion, Tesla has opened up stations with a cumulative stall tally many multiples of what NEVI has achieved in three years, all w/o any direct public funding.