Smart grids enable many applications like large scale cooling to shift of demand without building new storage infrastructure on the supply side. Not to mention simply shifting maintenance cycles can shift a lot of 'supply' to different parts of the year without building any infrastructure at all.
Add it all up and Wind + Solar meet total energy demands and have near ideal capacity factors with ~2-4 new hours of total grid energy storage. VS. the 6 days which he assumes.
PS: http://arstechnica.com/science/news/2010/04/it-looks-like-ti...