> is he wrong?

Yes.

“Nearly 75 players are active in the CAISO battery storage ecosystem. Top players include EIG Management Company, NextEra Energy, Arevon Energy, Hectate Energy, and Cultivate Power, all of which have eight or more projects underway” [1].

Tesla isn’t yet a player in utility storage. (They’re at the table, but only starting to bid, and they’re more or less politically fucked in America for the time being on that front.$

[1] https://blog.yesenergy.com/yeblog/the-caiso-energy-storage-r...

I would be more inclined to check and see if someone’s dream revelation was correct than be a human search engine for people that don’t want to use one.