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Can't predict numbers but some obvious integration points are... a) on the hardware side a solar panel customer could also buy the power wall (natural extension
by mvpu 10y ago
Can't predict numbers but some obvious integration points are... a) on the hardware side a solar panel customer could also buy the power wall (natural extension) and car, which can yield very high LTV per consumer; b) on the services side a fully autonomous ride sharing means low operating cost; c) if Solar City continues to lease out the panels then Tesla could become the biggest solar powered grid network on the planet.
- gph 10y agoI just don't see a) as happening much. If there are cheaper solar panel or electric cars available I don't see the point in a consumer not going with the competition. Unless Tesla intentionally makes it hard to integrate competitors solar panels into their power walls/cars, which would likely land them in some anti-competitive/monopoly troubles in a number of jurisdictions.
- mvpu 10y agoPossible.. interesting thing to note is that home owners are more inclined to lease panels than buy them (so retail cost doesn't matter much it appears). SolarCity really took off after it started offering the 0 down lease. If that trend continues, Tesla could potentially offer a blanket $x/month for energy production and $y/month for consumption (cars) and lock people in. We know panel cost and batter cost will go down over time, so the game is likely in selling experiences not entities..