> We need nuclear to meet baseload because the storage requirements (for PV particularly, by far the largest renewable) would be absurd without it.
The problem with statements like this is that when they're proven wrong (they aren't always, but when they are), it's often because of some massive underlying shift that makes a bunch of assumptions wrong, leading to a wrong prediction.
If we envision a system where not only delivery, but storage is centrally managed, then yes, there's a massive amount of energy storage required, and that's hard to justify and invest in for large companies.
If instead you assume that maybe electric cars will act like large battery reservoirs, and stuff like the powerwall will also be used to supplement it, then we end up with a massive amount of battery storage already distributed to different endpoints, an d paid for by individuals instead of a few massive companies.
Whether that's all that likely, or even possible at a huge scale because of required rare materials is a question, but that's an entirely different type of scenario than "energy companies invest in massive batteries to leverage solar/wind for efficiently", and the type of thing that's hard to predict and because of that often overlooked. That doesn't mean stuff like that doesn't happen all the time. In fact, I would say there's a major shift like that every decade or so, we just don't necessarily notice them unless we look at them.
The internet itself was a major thing. Just relating to the internet, there have been major advanced every few years. The rollout of new major advancements is unevenly distributed and often over the span of a decade, leading to it being hard to notice them. Just this last year, the massive increase in remote work will likely cause a major shift in the economics of many markets, and change how many predictions would play out.
Bringing this back to energy, consider that it seems like every year California is having massive fires, and is bankrupting its public utility provider to the point that the state is prepared to take it over if it gets much worse. At that point, if the state decides it needs to actually replace a lot of infrastructure that PG&E needs to maintain, maybe pushing for some partially distributed model starts to make sense.
These are all things that go into making predictions about energy really hard, since we're at an inflection point where a lot of stuff that used to work is not working very well, and new technologies are just at the cusp of being useful.