In the real world, commercial fleets (lease cars, uber drivers, delivery vans, buses, and increasingly trucks, etc.) are electrifying very rapidly. Reason: the

In the real world, commercial fleets (lease cars, uber drivers, delivery vans, buses, and increasingly trucks, etc.) are electrifying very rapidly. Reason: the economics have proven to be better. That debate was over years ago and it was very brief. Most car leasing companies are pretty much done switching to EVs at this point. TCO is way better for them. The market is bottle-necked on production volume. There is no demand problem for EVs at the right price point. Of course there are some manufacturers unable to meet those price points. And there are lots of attractively priced products in the market now. What went wrong with Tesla and Hertz relates to poor financial planning, poor execution combined with a Tesla specific problem of poor repairability. All of that is fixable. But maybe Teslas aren't the ideal vehicle for this. Having driven rentals, people using their bumpers for bumping into things is something that is a given. When those bumpers are really expensive to repair/replace, you have a problem. Charging infrastructure is actually a minor issue. The real issue is drivers having to figure things out for the first time in a rental car. That pain is easily offset by the low cost of charging. But of course you have to make that matter for the user and really deliver on that. Hertz made a mistake there by not just including that in the rental price. Just plug it in and don't worry about it. Electricity is cheap and Hertz is charging a premium so what are we talking about here? They should have just done a deal with Tesla on this. Tesla actually used to do include free charging and it helped them grow their customer base enormously. Don't worry about returning the car with a charge either. Herz can plug it in while they clean the vehicle. And so what if it isn't at 100% charge? Probably better for the battery if it isn't. This is both simple to do and it totally removes charging as a friction point because it is cheap, easy, hassle free and there's no pressure to top it up.