I agree solar is very tough to beat, and even more so as storage improves. As I've said before, I consider Helion is the least dubious fusion approach, but that doesn't imply I think their absolute chance of commercial success is high.

One very significant issue with Helion's scheme is the enormous quantity of tritium produced. To put this in context: to power the world with such reactors might require ~10 TW. If using 2DD + D3He, this would produce 12 grams of tritium per second. If this stream were all released into the environment (which it would not be, but this is for purposes of illustration) it would lift all the water in the entire biosphere close to the US legal limit for tritium in drinking water, including all 1.3 billion cubic kilometers in the oceans. Tritium capture and containment will have to be extremely good for this technology to be globally acceptable.