1. Battery electric vehicles are the inevitable future, so you can invest now (when it's possibly too early) or invest later (when it will definitely be more expensive). So far, the market seems to be on board with investing now.
2. Established automakers are ripe for disruption in the classic sense, not because they're too slow or too bureaucratic, but due to their opportunity costs. They make money now selling ICE vehicles and lose money when they try to sell electric vehicles. It feels like the Apple II to Mac transition but they don't have a Steve Jobs at the helm to force the issue.
3. Therefore, electric vehicle manufacturers are the smart bet for the long haul.
And, for what it's worth, as an EV owner, I'm absolutely on board with this thesis. Infrastructure changes will come fast once demand is there.