>Long time before our electrical systems to be able to compensate for that kind of whole sale change. Will be at least 20 years if it ever happens.

There's little to no reason that the electrical grid itself needs to change for the sake of EV's.

The biggest problem is that while slow charging (L2) in your own garage would be perfect for 99%+ of people in the US, and isn't even very expensive, that's a barrier to entry most people do not want to screw with. So, everyone wants DC fast that mimics a gas station experience, even if it's completely unnecessary for almost everyone's use cases.

Land is limited, new builds like that are expensive, slower to earn returns, and make little sense with so few EVs in the US - which leads to a viscous cycle. It's a bit of TotC.

>I would also say that any ICE vehicle that has 0 subscription models, upgradable firmware, tracking software will probably have a value premium to it in the not distant future.

Consumers do not care about this. If they did, such cars would not sell. No one is going to pay extra for fewer features.

> The biggest problem is that while slow charging (L2) in your own garage would be perfect for 99%+ of people in the US, and isn't even very expensive, that's a barrier to entry most people do not want to screw with.

I feel like this is only an opinion that people who have never actually used an EV have. Plugging in my car overnight at home every few days is infinitely more convenient than needing to drive somewhere to plug it in somewhere else. The actual charge time is irrelevant as long as it's not more than ~12 hrs.

> No one is going to pay extra for fewer features.

Right, what people want is to pay less for fewer features.

If EVs with all their limitations are going to replace ICE cars for daily use, they need to be cheap. We need the Ford Focus or Toyota Tercel of EVs, with the same set of features (i.e. very few) that those cars had when they were introduced.

Otherwise I'll just go buy a used ICE Tercel or Focus.

When Tesla showed the world that an EV didn't have to look like a middle school science project and drive like a golf cart, it made sense that they went upmarket. They had to recover development costs. That won't work to get mass conversion.