And if there is no gateway, then what will be used for the network and as a transfer switch?
I kind of hope Tesla has a Meter Socket, Gateway, Main Panel combo in the works. This way they can replace the California-standard main service panel with a single unit that also has a relay to disconnect the utility if the PoCo goes offline while keeping the downstream loads hot from the PV+ESS. I guess the inverter for the PV+ESS would still need to be housed somewhere else.
PS. if you're lurking these forums and are interested in buying a future house in California. Make sure the gas riser is more than 36 inches away (measured square) from the main panel . Tell your realtor to add that to the list of "must haves".