Good question. They'll be understandably unhappy that their competitive advantage is being muscled away. I worry about the future innovation that was planned for these companies that are moving from CCS to Tesla, as adopting it really does put an upper bound on charge speeds. Definitely a big win for Tesla across the board.

I don't think 800V is a competitive advantage yet. Hyundai has the fastest charging EV at the moment, but it still doesn't use 350kW and it's only a few minutes faster than a Tesla for 10-80. Plus, it's not at all clear that they won't be forced to dial the number down -- Teslas used to charge a bit faster but it was really messing with the batteries, and Hyundai may be about to hit a similar problem. The C rate they'll allowing their batteries to charge at is pretty high.

It needed to happen, between the existing Tesla network and the IIJA upcoming spending on a charging network it will make EV adoption happen much faster. Competing standards only hurts the consumers and will slow EV adoption.

Yes a big leap backward for any EVs with 800V systems like Hyundai, Porsche, Mercedes, Polestar, Lucid Air. Until NACS v2 arrives but even that is less than 1000V edit: I guess NACS 1000V would be v4 not v2

From what I can tell with my eyeballs, whatever the voltage limit is, it's less for NACS, since the DC pins are closer together.

It falls into the category of 'high enough.' IIRC Tesla mentions 1000V for NACS. And we already know that superchargers happily push more than 600A. That's such a ridiculous amount of power that it'll be decades before batteries aren't the limit.