Agree, I don’t see it as a current threat to Powerwalls, although it could serve in a pinch. Plus, V2G is a lot more appealing when it isn’t degrading your battery on a $170k car. But there are benefits to the grid/society and arbitrage that Tesla could help its customers monetize. If Tesla develops the “million mile” battery and blockchain based power accounting, it would go a long ways to making energy consumption more sustainable. Take the millions of Tesla solar, Powerwalls, V2G mobile storage, G2V super charging, with a centralized NN driving its IoT ecosystem, and it’s utterly exciting to think about the impact Tesla can make. THATS why I want to be in the Tesla network, not EV superiority.
Just did an exact repeat of my Summer 2019 CCS trip (I-Pace) this time using my 2020 Model X. Since there was a violent headwind and 40-50°F daytime temps this year on the way up (>550 Wh/mi), I just used the data from the trip back. Cliff Notes: No significant charging trouble with either car. 660 mile trip from SLC, Utah, to SoCal. Google Maps - 9 hr Tesla MX - 11 hr Jaguar I-Pace - 12 hr