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It makes sense. Tesla's raison d'être is sustainability. If at scale their product is still powered by dirty energy, it will undercut the product. It's not just
by abalone 10y ago
It makes sense. Tesla's raison d'être is sustainability. If at scale their product is still powered by dirty energy, it will undercut the product. It's not just a fast car, it's a clean car. If utilities don't keep pace with them in terms of solar deployments, it's literally a risk to the company. Empowering customers to directly source clean power at the grassroots level frees them from dependence on utilities.
- Analemma_ 10y ago> It makes sense. It makes sense strategically. I think most of the people complaining about the deal are more concerned with whether it makes sense tactically, since SolarCity is bleeding cash and wasn't expected to survive much longer, and will now be hitched to Tesla, which doesn't have a great cash flow situation either.
- tcoppi 10y agoSolarCity's immediate cash flow looks a lot better when you take away sale and customer acquisition costs, in fact it brings them very close to profitability. It is widely expected that the merger will close that side and bring it closer to Tesla's sales model, which is cheaper per customer acquisition.