They already have the StorEdge inverter available and approved in US and South Africa. Might as well let that ride. Getting approval for somebody else's inverter in other markets probably wasn't worth it, so they just decided not to sell it anywhere else.
Well, when I talked with my Tesla Powerwall rep, he said they sell both in the US but that their recommendation was to go with the AC for a few reasons.
1) The StorEdge only supports 2 batteries. I have a larger house, so I need at least 4. So unless I feel like replacing one of my existing inverters, AC allows me to scale better.
2) If you use the StorEdge, you're stuck using the SolarEdge app and you have to put in a special SolarEdge meter (I suspect similar to the Tesla gateway).
3) The if you use the StorEdge, you have to run a separate DC bus direct to the battery which is a limitation. Also, I don't believe SolarEdge can manage 4 batteries on 2 StorEdges as one. Tesla on the other hand has no problems managing 4 AC PW2s in a federated fashion.
4) If you use the PW2 AC, you can put the batteries anywhere on your AC system. The Tesla app manages all the PW2's and via their Gateway (included with PW purchase), it manages it for all the applications (TOU shifting, backup power, solar boot off grid etc).
I asked pretty extensively about the future. They never confirmed a Tesla inverter but I stated I ultimately expected Tesla to release an inverter and based upon that assumption am I limiting myself in any way shape or form? Answer "no" with some commentary about AC being able to accommodate all usage cases in the future. I pretty much got that the AC PW2 was the future path in Tesla's eyes. And that DC PW2 was for very specific use cases.
Second question was DC seems more efficient to me especially when one thinks about the car charging. Aka I'd like to pipe direct DC In and bypass the on-car inverters. He basically said there is not that much loss going DC-AC-DC (I think it's actually like 6%). Not a super clear answer but I'll ask when he is here next Wed again.
We discussed the whole aspect of the solar running when the grid is down and he said the Gateway allows that by mimicking the grid power signal and fooling the SolarEdge inverters as I described previously.
Finally, he said that every application one could imagine from backup power to TOU power shifting etc would all be possible with the AC power wall without limitation. And in fact that the AC power walls are their recommended route.
So, in the end, the decision for me was pretty easy. Hmmm Tesla app or SolarEdge app. No brainer. Also, for 4 PowerWalls, mounting would be much more convenient for me if I had the AC version as I have a more remote spot they would fit perfectly in. And, I kind of wanted them out of the garage. I realize I have two very large lithium batteries in my garage already with the two cars, but why add the risk of 4 more batteries in the house and some garage space sucked up when i could mount them more remotely in a room under my pool gazebo on a wall where they will be cool and dry and I won't miss the space.