Both comments are true. We could go faster if fossil subsidies shifted to solar and batteries, but we will still go fast regardless. Most US solar is utility scale, but buying your own solar is cheap enough now you can almost go off the grid (battery price decline will catch up shortly) assuming you have enough space for panels. Utility scale solar is still a good investment, even with the loss of tax subsidies, and is the fastest way to deploy new generation capacity.

Regardless, we’ve reached a global tipping point where solar, battery, and EV deployment continues to accelerate and peak fossil fuel demand is very near.

CATL's announcements of Sodium Ion batteries promise an order of magnitude cost reduction over lithium. Having enough storage to capture peak energy will be game changing; the only significant hurdle is to modernize the grid but there's a lot of resistance to that /rimshot

Electricity is cheap compared to GPU capital costs and depreciation. Intermittent usage is only cost efficient with capital that cheaply buffers energy either generically like batteries or specifically like heating up your smelters. It is not unsolvable, but not as easy as you imagine to retool.