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>Simply get 10% of mobility and 10% of electricity storage and they'll have justified well above their current valuation. Please show your math. >Tesla will b
by bigtimeidiot 10y ago
>Simply get 10% of mobility and 10% of electricity storage and they'll have justified well above their current valuation.
Please show your math.
>Tesla will basically take the market from coal and petroleum.
And you base this off, what, exactly?
Sometimes I think that half of HackerNews didn't even know solar or battery backups were a thing before Tesla. These are competitive spaces where Tesla has essentially no market share (just like cars).
I think Tesla will be successful, but I doubt they end up market leader in any of these things.
- Robotbeat 10y agoBattery backups were several times higher before Tesla. Just looking at the South Australia proposed battery, Tesla's offer of $250/kWh is about a third of other bids for storage, from what I can tell.
- delive 10y ago> Sometimes I think that half of HackerNews didn't even know solar or battery backups were a thing before Tesla. These are competitive spaces where Tesla has essentially no market share (just like cars). I'm genuinely curious if the numbers reported by SolarCity represent the full picture. [1] shows SolarCity with ~35% national marketshare while the closest competitor is at just over 10% (Vivint). This was in 2015, but it still appears to have a significant lead. [1] https://www.greentechmedia.com/research/subscription/u.s.-pv-leaderboard https://www.greentechmedia.com/research/subscription/u.s.-pv...