5 ms·

While this sounds good as an hypothesis - the ground reality is far from this, Tesla build quality is below average at best w QA being non-existent. Tesla Insur

by ameen 6y ago

While this sounds good as an hypothesis - the ground reality is far from this, Tesla build quality is below average at best w QA being non-existent. Tesla Insurance is an unproven entity and horribly mismanaged. Eg: https://teslamotorsclub.com/tmc/threads/tesla-insurance-claim-check-bounced.214809/ https://teslamotorsclub.com/tmc/threads/tesla-insurance-clai... Many potential Tesla solar customers (that I know of) have ended up using other solutions as Tesla simply didn’t have stock availability - it’s a novelty product line. Many “investors” do not know the ground reality and base their decisions on the Twitter feed of an individual.

cptskippy 6y ago
> Many potential Tesla solar customers (that I know of) have ended up using other solutions as Tesla simply didn’t have stock availability - it’s a novelty product line. I order a system from Tesla on Sept 30th, it was installed Nov 3rd, and I received permission to operate on Nov 23rd. Other quotes I received were targeting installation Jan or Feb 2021.
- linsomniac 6y ago
  I believe the previous article is talking about the first generation solar shingles which Tesla never really got off the ground.
  - conk 6y ago
    It may have taken Tesla longer to bring the solar roof to market than originally planned but it’s been available since early this year. I’ve seen several Tesla roofs in person, and they seem to be a great choice if you need a new roof and can afford it.
- ameen 6y ago
  Maybe availability has improved now. As the child suggests it was about the Tesla shingles.
- tinus_hn 6y ago
  It’s the same argument as ‘they’re so busy nobody goes there anymore’ anyway.
wolco2 6y ago
I think you misunderstand what the market is. It isn't some reality driven by known data you have available. It's a popularity market that must judge the future as well as the now. Unproven insurance model with a 40% potential. Insane demand causing shortages in solar panels is a great company to give money to. Remember the goal of investing in the market is to know where the market is going and to get there quickier. You are saying the market is wrong on valuation.. you can't really bet on that only market players reactions.

by ameen 6y ago

cptskippy 6y ago

> Many potential Tesla solar customers (that I know of) have ended up using other solutions as Tesla simply didn’t have stock availability - it’s a novelty product line. I order a system from Tesla on Sept 30th, it was installed Nov 3rd, and I received permission to operate on Nov 23rd. Other quotes I received were targeting installation Jan or Feb 2021.

linsomniac 6y ago
I believe the previous article is talking about the first generation solar shingles which Tesla never really got off the ground.
- conk 6y ago
  It may have taken Tesla longer to bring the solar roof to market than originally planned but it’s been available since early this year. I’ve seen several Tesla roofs in person, and they seem to be a great choice if you need a new roof and can afford it.
ameen 6y ago
Maybe availability has improved now. As the child suggests it was about the Tesla shingles.
tinus_hn 6y ago
It’s the same argument as ‘they’re so busy nobody goes there anymore’ anyway.

wolco2 6y ago

I think you misunderstand what the market is. It isn't some reality driven by known data you have available. It's a popularity market that must judge the future as well as the now. Unproven insurance model with a 40% potential. Insane demand causing shortages in solar panels is a great company to give money to. Remember the goal of investing in the market is to know where the market is going and to get there quickier. You are saying the market is wrong on valuation.. you can't really bet on that only market players reactions.