I don't see it as a positive. There are a zillion established players, including LG and Tesla's own major partner, Panasonic, in the BESS market and going head-

I don't see it as a positive. There are a zillion established players, including LG and Tesla's own major partner, Panasonic, in the BESS market and going head-to-head with them just results in commodification. Moving capacity into zero-margin lines of business is not a growth story.