I modeled a rolling scenario where 1/8 of the fleet starts charging every two hours. It isn’t a perfect model, of course. The intent was to simulate both time zones and people coming home from work at different times.
If we accept the above and add the idea that people will charge at work for an additional eight hours, for a total of 16, then power requirement is cut in half. This would still require a massive increase in power generation and delivery capacity.
And then, of course, there’s a percentage of the population that will need to charge fast. That means half an hour.
The problem is power. Energy can be delivered over time, power is instantaneous. We don’t have enough power.
While I agree that entrepreneurs often find a way, we still haven’t come up with a way to violate the rules of physics. That’s a hard limit.
You've obviously thought about this more than I have so I don't have much to say - I'm just skeptical of answers like this since I think they often turn out to be wrong. Not very satisfying, but I guess we'll see what ends up happening.
When there’s demand, capitalism and markets are usually pretty good at solving for it.