SolarCity seems to be a black swan[1] of photovoltaic energy. Short term we may wonder what is the right price for IPO, but long term it seems that they incredi

SolarCity seems to be a black swan[1] of photovoltaic energy. Short term we may wonder what is the right price for IPO, but long term it seems that they incredible well identified the root problem vs. cost to solve for solar system. Reminds me an analogy of passenger airplanes, where we though that most savings will come from more efficient airplanes, while dynamic pricing provide a huge efficiency boost. [1] - http://en.wikipedia.org/wiki/Black_swan_theory http://en.wikipedia.org/wiki/Black_swan_theory