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same reason massive video streamers pay $0.0005/GB for cdn bandwidth while you and I are paying $0.05/GB for aws egress. the demand at the grid and commercial
by cagenut 2y ago
same reason massive video streamers pay $0.0005/GB for cdn bandwidth while you and I are paying $0.05/GB for aws egress.
the demand at the grid and commercial scale is so huge right now that anyone putting cells into suburban-home sized systems and dealing with that type of customer (the absolute worst kind) are practically throwing money away when they could be doing 1 - 10 big deals with competent (electrical and financial) counterparties. in a supply constrained world there's no point in serving the bottom of the market. talking to you is an opportunity cost.
it'll come soon though as production ramps. the recent inflection of EV growth below expectations has created the slack for it to be possible, but it'll still be a few years as those are all NMC lines.
if your curious to see examples of what the commercial scale looks like today victron has a great youtube channel full of them:
https://www.youtube.com/@VictronEnergyBV/videos https://www.youtube.com/@VictronEnergyBV/videos