It really is difficult to see how utility companies can survive without either an ultra-rapid transition to new business models, or acquisitions. The trouble is getting a utility company to turn rapidly is a bit like getting a colossal cruise liner to do the same, they are just not built for it. On the other hand, very often when a huge company buys a small nimble upstart, they don't know what to do with it, and the employees of said upstart get bored and frustrated and move on.  It really is exciting to watch this energy transition. Being on the inside (recruiting for energy storage players at both utility and behind the meter scale) we see and hear a lot of what is going on, and where skills, talent and focus are being deployed. My money is many of the big utilities won't see out the course.