Earlier quoted context omitted.
> There are so many car makers, there is no monopole they could get. Same for solar and batteries. The automobile industry will contract as we move from individual ownership to mobility. But along with that transition some manufacturers will keep up and others will not. Tesla is hoping to be one of the winners, taking perhaps 25% of the mobility market as the car buying market dries up. Tesla's valuation is also base…
> 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 m…
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...