3 ms·

> Also, cost sensitive buyers are not a great cohort to market to … > ("Tesla’s little-known Autobidder product has already made over $330 million for energy

by amluto 3y ago

> Also, cost sensitive buyers are not a great cohort to market to … > ("Tesla’s little-known Autobidder product has already made over $330 million for energy investors") A lot of investors looking for returns would love to save 30-40%. I also wonder whether Autobidder, which is hosted on Tesla’s cloud, would actually be very exciting for grid operators who value reliability and things like black start. Anyway, my real point is that I’m comparing apples to oranges, but Tesla’s value proposition in the energy sector doesn’t look unassailable to me. If I worked at a company like EG4, I would seriously consider trying to compete.

toomuchtodo 3y ago
When real competition presents itself, the discussion will be material. Engineering culture is hard to cultivate, no utility is going to write an autobidder replacement. Utilities can barely do anything besides put RFPs out for generation, maintain their distribution networks, and operating their IT systems for billing and grid management. Some even fail at that (US PG&E). This is like saying "all of these slow moving, conservative, entrenched, low paying organizations can compete with software companies if they just tried." And if horses could sing. Engas has terrible enterprise fundamentals to try to create an engineering culture ($$$) to obtain market leverage [1]. TLDR Culture and resources matter to innovate and deliver. The stars must align. [1] https://www.gurufocus.com/stock/FRA:EG4/summary https://www.gurufocus.com/stock/FRA:EG4/summary
- amluto 3y ago
  I forgot to include the link to the system I was referring to: https://signaturesolar.com/eg4-18kpv-hybrid-inverter-system-bundle-61-44kwh-eg4-lithium-powerwall/ https://signaturesolar.com/eg4-18kpv-hybrid-inverter-system-... Amusingly, it’s from EG4, and they seem to be capable of innovation. But it’s not the same EG4 :)

by amluto 3y ago

toomuchtodo 3y ago

When real competition presents itself, the discussion will be material. Engineering culture is hard to cultivate, no utility is going to write an autobidder replacement. Utilities can barely do anything besides put RFPs out for generation, maintain their distribution networks, and operating their IT systems for billing and grid management. Some even fail at that (US PG&E). This is like saying "all of these slow moving, conservative, entrenched, low paying organizations can compete with software companies if they just tried." And if horses could sing. Engas has terrible enterprise fundamentals to try to create an engineering culture ($$$) to obtain market leverage [1]. TLDR Culture and resources matter to innovate and deliver. The stars must align. [1] https://www.gurufocus.com/stock/FRA:EG4/summary https://www.gurufocus.com/stock/FRA:EG4/summary

amluto 3y ago
I forgot to include the link to the system I was referring to: https://signaturesolar.com/eg4-18kpv-hybrid-inverter-system-bundle-61-44kwh-eg4-lithium-powerwall/ https://signaturesolar.com/eg4-18kpv-hybrid-inverter-system-... Amusingly, it’s from EG4, and they seem to be capable of innovation. But it’s not the same EG4 :)