Norbert
TSLA will win
Even at just 90 kW utility demand charges are going to be around $2000 / month in addition to energy charges (at least in California and New York - haven't checked other utilities to see what demand charges are).
I saw lower prices so far, for example here, Southern California Edison, for demand between 20 kW and 200 kW:
http://www.sce.com/NR/sc3/tm2/pdf/ce30-12.pdf
12.15 $/kW * 90 kW = $1093.50
12.15 $/kW * 50 kW = $607.50
These rates are surely designed for single-location customers. I don't know, but could imagine that, perhaps with the help of the DOE, fast chargers for EVs might get rates customized for them.