> Peak solar power output and peak air conditioning load line up pretty well, so that doesn't need storage.
In general, yes, but if you look for a term called the duck curve which characterizes that frequently the load comes up after peak output, or even after sunset. For coastal CA wind often helps fill that offset as winds frequently come up near sunset, but it's not always a guaranteed thing.
So there does need to be some sort of offsetting storage - even if it's fairly short term. But, that gives us a nice set of market niches for renewable storage to grow up though with early smaller uses growing to larger uses. ie. peak offsetting for daily variation at small capacity, to larger uses of multi-day/weekly variation compensation, maybe extended weather variation offset, to massive uses for scales like seasonal offset.
https://en.wikipedia.org/wiki/Duck_curve
PS: and oddly enough, some of the old recommendations for efficiency are backwards for a newer renewable grid: e.g. getting a thermostat that schedules lower temperatures into the evening can push power use to later, vs pre-cooling during the day when you might consume the electric coming off panels w/o the need to store it in a battery.