> This is not a new product, though...Battery power inverters with AC and solar input are a popular class of products.

Often "totally new product" == bad (or more accurately, "first mover" == bad)

I think there is a misconception that totally new products make the money. But the second (or later) mover is often in a better position [1].

Dropbox was not new. File sharing existed prior. AirBnB was not new. Vrbo existed prior. Ethereum was definitely not the first crypto.

The iPod was not new. MP3 players were popular enough to be found at most electronics stores.

My rule of thumb is I want competitors. I want a product category to have some existing popularity (so I know there is money to be made), but not universal.

I think we're far from battery storage being universal in homes and world-wide.

So, if someone can become the iPod or Dropbox of battery storage, that might be a $100+ billion company.

I don't know if Pila is it. But the idea of a battery mesh, instead of the all-or-nothing powerwall sounds interesting.

I would love to be able to build up my home battery storage 1-kwh at a time instead of financing a giant battery all at once.

I can especially see that having value in middle-income countries.

Edit: Adjusted my 10-kwh statement to 1-kwh to make the example make more sense.

[1]: https://insight.kellogg.northwestern.edu/article/the_second_...