@larmor didn't say anything except to quote my earlier post explaining about demand charges to large users of electricity, so I assume your response is directed at me.
I wasn't using this as an argument to why the SCTY deal is attractive, but merely that PowerPack has a huge application for doing this if its priced right that many don't know about.
The SCTY deal is good for SCTY for obvious reasons (they're headed down the tubes without it), but its good for TSLA in much less obvious ways that I'm hoping Elon does a good job explaining between tonight and Tuesday. It has the ability to provide TSLA with access to capital that neither dilutes shareholder equity nor increases corporate debt in the near term (which, coincidentally is probably the most important timeframe TSLA has ever had in its history in terms of needing reliable access to capital), if TSLA plays the cards correctly.
The future cash flows that SCTY owns from the PPAs will be peanuts to TSLA in a few years once Model 3 and Y and more start shipping in volume, but they're worth hundreds of millions (maybe even billions) of dollars. Selling off the rights to those cashflows today will provide a big cash infusion right now, when it counts.