The utilities surveyed to date indicate they believe the infrastructure can handle the number of vehicles on the horizon, but there is still a great deal of uncertainty concerning economics and behavior.
Which is a pity since despite his demonstrated genius in economics, his appreciation of how psychological forces shape human behavior seems nonexistent.
And while Eli may be correct that people who produce a lot of external value get rewarded in the long run, it would help if the economics field did a better job of rewarding positive externality generating behavior and of explicitly arguing for optimal social norms.
And putting rules in place that prevent that type of risky behavior from impacting the economy to the degree it has is a jobs issue and an economics issue.