So to your point @JayClark, pre-chilling is a valid method of shifting demand but it also wastes energy. A better way would be to partner with homeowners to use solar as a way to level demand (and maybe that's their plan). Their savings from infrastructure avoidance should be split more equally IMHO.
Agreed on all points really. The fact is, as Tesla (and hopefully other companies) continue to work toward more effective and lower priced battery/solar solutions, and if solar can continue to drop in price which it has been, and should continue to do - at some point the electric company business model starts to fall apart if enough of people keep installing these systems. And from what I can tell this really is ramping up again for the first time in years now that we have viable combined battery/solar options.
As it is, if I count a little "added" home equity for a "paid for" solar/battery solution on my home, including the extra savings for charging my electric cars off-peak at SRPs prices, I can break even after about 4-5 years even under the SRP price plans even after purchasing a 4 PW system. And while in my initial configuration I'll be using the Grid as a battery to some extent after the PW is full, it's a not too large a stretch for me to just 10-12kWhr more solar and be able to run my whole house off the grid if the electric companies continue to drag their feet, raise prices, or change the rules in ways that make it where they won't provide service without crazy conditions. This seemed impossibly far off just a few years ago - and suddenly it's seems it's almost here.