[Kadin]

I don't know who Tesla expects to sell to, but I agree that utilities could be very interested. They benefit from smoother demand more than just about anyone.

In many places, the utilities aren't allowed to charge different rates over time (or if they do, it has to be in the form of a discount/incentive vs. the single-rate price, it can't be punitive) even though power costs more to produce at some times. Smoothing out demand by pushing storage out to the edges of the grid seems like it would be a benefit to them.