You should consider that Tesla actually sells a lot of Powerwalls to non-residential buyers. In California, this price increase on Powerwalls will flow directly into the bids for services that Tesla provides to municipal projects. Especially the SGIP funded projects. The SGIP has provided recent data for the waitlist projects that were approved. Tesla has been charging about $1,000 per kWh of storage. I would bet dollars to donuts that Tesla is not providing discounts to these Equity customers because they know the SGIP will subsidize the purchases.
Outside of California, these higher rates will translate directly to Tesla's Powerwall pricing. And as we've noted noted, Tesla's tech is likely one of the best in the business for both the core ESS and the Gateway tech. So they'll win the bids/contracts anyway.
https://www.selfgenca.com/documents/nonres_waitlist