Yes, they got screwed because 1) Tesla dropped prices repeatedly on new cars, and 2) the payback that makes TCO on an EV lower for private owners is not capture

Yes, they got screwed because 1) Tesla dropped prices repeatedly on new cars, and 2) the payback that makes TCO on an EV lower for private owners is not captured by a rental company. #1 may or may not have been something they saw coming, but how they missed #2 is a mystery.