> It's a new distributed tech stack that can be spung up at scale incredible speed vs centralized generation infra.

When you get too much renewables solar/wind you can get blackouts like spain did. Fast grids fail fast. It's also important to have grid inertia to resist changes in frequency (which you get from due to the kinetic energy stored in spinning generators)

You can make frequency inertia with solar (even without batteries if you accept running with a constant reserve so with reduced efficiency). Spain showed that there is a learning curve, that's for sure, but their issue was a "simple" oscillation problem that can be fixed by adjusting frequency-follow rate and grid-disconnect rules. It wasn't like a peak of energy consumption or loss of energy production that only a rotating mass could compensate.

Hence Islanded i.e. skip grid because US incompetence is inability to hook up grid with multiyear lead times due to skilled labour shortage. The entire point is to skip the grid or rather, due to US constraints, hook up to grid not really an option to meet rollout timelines.