We were planning to fully electrify our house + transportation in the next few years. PG&E rate hikes and net metering policies put the damper on that. It's now more expensive to fuel a vehicle with electricity than gas, so I'm charging my PHEV at work and using gas for the rest. We have solar + battery sized for the existing usage of our house (gas heating, cooking, and vehicles), because that's what PG&E would let us interconnect. Upgrading the size to support a heat pump or EV would make us lose NEM2, so we've just chosen to defer those upgrades until NEM3 is rolled back or NEM4 comes out or there's new technology or the Californian government falls.
In a way this is the market doing what it's supposed to. There's a shortage of electricity because of everyone doing electrification upgrades, so the price of electricity rises, which incentivizes people to defer further electrification upgrades until the grid can handle it. But if states actually want adoption, they need to solve the utility bottlenecks and increase generation capacity to support all the new usage.