Agree except I would flip the Solar City home customers and the grid storage since I think the grid storage will be a much bigger (and more profitable) market.
Agree on much bigger. And therefor, in time, with volume, more profitable. But in small volumes I think Solar City home customers will be more profitable on a $/kWh base, and as I wrote, I think they start slowly. Therefor I still think thats the right priority - yet.