Earlier quoted context omitted.
> Seems like it’s happening without government intervention The federal government has definitely "intervened" by incentivizing interoperability through a $7.5B carrot[1] for interoperable charging networks. 1. https://news.ycombinator.com/item?id=36408329
So why is everyone fleeing the North American standards J1772/CCS1 in favor of Tesla's? What do these car companies stand to gain switching the charging port? They don't own charging networks.
So GM and Ford wanted to sign deals to use Tesla's charger network to remove a competitive advantage that Tesla had. Tesla apparently agreed to that, but one condition is that GM and Ford had to agree to switch future vehicles over to Tesla's previously-proprietary (and still Tesla-controlled) "NACS" standards instead of CCS. GM and Ford agreed. Rivian appears to have followed suit after GM and Ford agreed.
Other automakers are now evaluating the landscape to see where things will fall. The best alternative was always going to be that we had a unified CCS standard future, but now that GM/Ford have made that impossible, they may decide that it's better to get some leverage by unifying on NACS rather than having a split-standard future.