Quite how this decision will impact on Solar Edge is a worthwhile question. Although in the grand scale residential storage is still being installed in relatively small numbers, Solar Edge had made a big thing of it's compatibility with the DC Tesla unit. 

The other interesting thing is to still see how different companies, Tesla and Sonnen in particular, are adapting their products and business models. It's certainly a dynamic market. Tesla for obvious reasons needs to shift boxes, as their entire business model, car included, is based on scale. My personal thoughts are that business models that provide more 'energy as a service' solutions will win out. Fascinating to be part of this sector.