I really dislike headlines like this on HN that imply that lab research mixed with theory are somehow practical. It would be great if there were a "Theoretically" in there along with removing the hype-included "drone" reference.
His 2017 talk to the MIT Energy Initiative (https://www.youtube.com/watch?v=u_K1URyarE0) goes into the economics of solar and why his company is using this strategy. Basically, they need to find niche markets until they can work their way down the learning curve and achieve economies of scale.
He also discusses thermophotovoltaics. Very efficient light-weight PV allows for longer drone flights but night is an obstacle to multi-day flights. Given the choice between batteries and fuel to keep aloft until dawn this does seem like a possible breakthrough, deserving of the article's title, although the text could be a lot more clear.