The NACS plug is smaller and better, so I don't mind that change. I think you're right, and it's very likely someone else will eventually become the largest charging network with NACS, far outpacing the Supercharger network, given that Musk has all but killed the entire division, regardless of what he says to the contrary.
Companies like BP who already understand the "refueling of cars" retail business are the most likely candidates.