Uncle Jack Rickard makes some comments about Solar, Batteries, and economies of scale in his latest video: "EVTV - New Project - 30kW High Voltage DC Smart Inverter - progress on Tesla Model 3 Batteries."
Start watching from about
[1:21:18] (optionally, set playback speed to 1.25x). Imma quote the section on Bty Day from [1:24:45] because IMHO Jack nails it:
"I think you're gonna see some surprising things and be made to look very foolish on some of your prognostications into the future. But I do expect some cool stuff to come out of it.
"One of the issues I don't think people have grasped is that when Elon musk announced the Gigafactory what he was saying was with the building of one building I'm going to double the world's output of lithium batteries.
"Well several years have gone by, and it's no longer half the output of the world supply. Batteries have become kind of a big business. But it has become apparent to him in a way I don't think it has to you that he doesn't need a gigawatt of batteries, he doesn't need a terawatt of batteries, he needs several terawatts of batteries, and he needs them kind of right now.
"To do everything he is planning on, with the cars, with the power walls, with the rooftops, with the semi-truck, and with utility grid storage, utility grade, utility scale grid storage.
"There's not enough batteries in the world again and he has to figure out a way to make batteries faster, cheaper and more quickly than you can imagine. And this is what's keeping him awake at night, is where do I get a terawatt of batteries like by the Fourth of July? And that's the pressure he's feeling. He doesn't really need it by the Forth of July, but he thinks he does and so it's gonna be kind of interesting to see that coming battery day.
"I'm gonna leave you with my favorite commercial: At some point some, somebody does have a better idea."
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