Netflix was never about red-envelope DVDs; those were just the decoy.

The payday came the instant tech let them flip a switch to streaming—and a sleepy mail-order shop became a $500 billion titan almost overnight.

Solar is at that exact switch-flip now.

Panels were the envelopes.

Sub-$100/MWh batteries just turned them into a 24-hour power network.

Because batteries—the streaming of solar—are now feasible.

For the first time, that makes “Solar+”—solar and batteries together—possible…

And solar+ produces electricity that’s ultra-cheap, and crucially, always on tap.

It finally cracks solar’s intermittency problem—day or night, power is there when you need it.

Companies that have been waiting for this moment are moving at light speed.

In 2020, battery installations were less than 5% of solar installations.

In 2025, they’re expected to hit 60%—or the equivalent capacity of all solar installed in 2023.