It's an interesting study in economics (from my layman's perspective), because on the one hand they're multiplying production of batteries several times (and their competitors are also trying to keep up), while at the same time massively increasing the demand for them with both a system like this, Powerwall and the Model 3 for consumers (they plan to produce hundreds of thousands a year). It's mad to think about how they scaled that up in... pretty much the past five years (Gigafactory 1 started to produce powerwalls / packs in 2016 and battery cells themselves in 2017).