And the plummeting price of solar modules makes it more cost effective to over provision for the case of clouds, and/or to mount solar panels to optimize for morning and evening production as well.
Generation costs are a small part of most consumers' bills, but particularly in CA.
If you look at the location marginal pricing map from CA ISO: https://www.caiso.com/todays-outlook/prices
You'll see that right now (before solar has really kicked in), The price for the next megawatt hour of generation is $49 -- i.e., under 5c per kWh. That's comparable to the average price in PJM (east coast) at the same time:
https://www.caiso.com/todays-outlook/prices
The big problem for California is that cheap generation via solar doesn't move the needle as much on consumer bills because of the transmission and distribution costs. In San Francisco, for example the distribution fee is over $0.20/kWh. That's twice what mine is in Pittsburgh. In contrast, the generation pricing is only about $0.04/kWh more than mine:
https://www.pge.com/tariffs/assets/pdf/tariffbook/ELEC_SCHED...
though this pricing does favor behind the meter generation such as residential solar.
People are always pointing out the marginal volumetric costs of electricity, which is indeed very high. But that is just reflection of the fact that we use so little energy because of our history of efficiency laws and the mild climate, so the fixed charges and taxes that combine into the volumetric price are much higher than in other states. And our extremely large fleet of behind the meter solar panels also contributes to the higher volumetric price of grid electricity. All together, this doesn't tell us much about whether renewables are a good policy or not.
(When you factor in behind the meter, solar is, in fact, probably reducing the average cost to consumers.)
Many of those other states avoid high electricity costs because they are cold states that don't use electricity for heat.
California's energy problems aren't due to the source of their energy.
Yes, I am over-simplifying the very complex problem of grid management, but so are you.
Advancements in solar also are improving with clouds.
Also, you know, batteries. When someone makes it cost effective to install a device to sell your car battery power on the grid we'll also have a better time managing the grid during spikes... Would be nice if that also did home battery backup in blackouts... 70 kWh would get me through most of the ones I've experienced.
If the sun is shining vs not (and if further withdrawal will freeze the salt) absolutely controls power output.