You're ignoring all the ways it's cheaper to provide service to big, compact consumers like factories or data centers, vs. a big branching distribution network,

You're ignoring all the ways it's cheaper to provide service to big, compact consumers like factories or data centers, vs. a big branching distribution network, more transformers and metering and billing costs. And then there's math is not optional details like power factor (https://en.wikipedia.org/wiki/Power_factor https://en.wikipedia.org/wiki/Power_factor), although I don't know how they play out for these different sorts of consumers, but it's important to realize the grid past power plants is anything but simple and passively operated. Plus factories can negotiate schedules of when they're pulling X amount of power, and most of them can shut down during extreme peak demand. It costs power companies a lot to avoid brownouts and blackouts during those worst periods of a year, and most of us home consumers don't have a firm deal to conserve during them. The biggest devil in the details of all of this is what comes after whatever is producing power, solar cells or conventional power plants, baseline and peaking. That is, after all, what this topic is about.