[davnicwil]

I agree with your other points but not with the charger network one.

What do you mean by multi-decade infrastructure investment? It hasn't taken Tesla multiple decades to spin theirs up. If you mean it's a multi-decade commitment, well sure, but it's very clear at this point that VW (and others) are going to make that commitment.

Also, it seems rather likely that actually there will be a much better commodity charger network, running on an open standard, set up. Seems unthinkable that it wouldn't be the case, actually, probably even legally enforced by regulation if necessary - though it will probably just make economic sense for all manufacturers to agree to this and evolve naturally.