Thanks, that's really useful. I guess in my head I had the impression that costs could potentially be static. eg: if you had 10 customers total, each needed to pay $1 to generate electricity to serve their needs. So when you scale up to 100 customers, you can still have everyone pay $1 and come out to the same place.

I totally get the general principle that not everything scales linearly like that. But, I also know very little about electricity generation, so I have no idea where the breakpoints are. (I would also guess that if the demand dips low enough, there could be a case where after decreasing costs for a while, costs actually start to rise again as there is some minimum infrastructure needed but fewer customers to bear the cost.)