This is clearly a good point in that infrastructure is a cost and needs continual upgrade and maintenance.
However it's not clear that the appropriate way to pay for that is usage based: looking at domestic supply for example it's roughly the same cost per house to connect to the grid, so it doesn't really make sense to pay more if you have more usage.
I'm not sure what alternative models look like for this and I'm not sure they are better or worse. But there probably is room for innovation on billing this part.
For the last mile you're probably right, but the electricity has to come from somewhere. So you also need to size the production capacity, distribution network, sub-stations and whatnot to match the installed capacity. Things get really bad, really quickly, when demand and availability doens't match.
However it's not clear that the appropriate way to pay for that is usage based: looking at domestic supply for example it's roughly the same cost per house to connect to the grid, so it doesn't really make sense to pay more if you have more usage.
I'm not sure what alternative models look like for this and I'm not sure they are better or worse. But there probably is room for innovation on billing this part.