I don’t agree that is what he is saying here. Of EVs in the rental market it will be Tesla that will be the choice, not that EVs will be the choice over ICE. (If in fact a choice remains.) If he is saying EVs over ICE as you suggest he has no better idea which will dominate than you or me do.
With EV technology in its current state common sense will dictate not many people going on a vacation road trip or a business road trip will want to carve time out of that to manage the inconvenience of time management when it comes to charging issues with an EV. Especially if they are going to a very cold climate as the Chicagoland folks have demonstrated.
And none of those issues will change unless EV manufacturers can defy the laws of physics. Again I refer to the Chicagoland folks this week.