> Tesla offloaded the hardest, least profitable part of the Solar Roof — the physical install and the customer relationship — onto small local companies, let them absorb the training and tooling costs, and then pulled the product out from under them. I wonder how many of the companies understood this is what Tesla was doing, and recognized the risk inherent in their position.
Tesla killing Solar Roof is leaving installers with six-figure losses
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Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#52Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#53Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#54It was incredibly badly engineered product, sold in a stupid way.
Why was it badly engineered?
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#55> Tesla offloaded the hardest, least profitable part of the Solar Roof — the physical install and the customer relationship — onto small local companies, let them absorb the training and tooling costs, and then pulled the product out from under them. I wonder how many of the companies understood this is what Tesla was doing, and recognized the risk inherent in their position.
It seems to me that this is standard practice in the industry (solar panels/batteries, HVAC, boilers, heat pumps, etc). And, yes it leaves you at risk if the supplier decides to cancel the product(s) or if they just go bust. Electrek has a bias against Tesla/Musk, IMHO and so tend to paint everything in a negative way. You need to take what they write with a grain of salt.
I would say Tesla and Musk are a little bit worse here than Siemens or Honda or whatever. Usually the manufacturers don't lie quite as loudly about the future of the product.
I'm sure Tesla has been more opaque then other manufacturers, but I agree that the consequence here is just normal course of business stuff.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#56Musk’e fraudulent bailout of Solar City (and himself) reaches its conclusion.
Nothing ever really ends, he's just higher up in the stack now fraudulently bailing out everything below with SpaceX.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#57> Tesla offloaded the hardest, least profitable part of the Solar Roof — the physical install and the customer relationship — onto small local companies, let them absorb the training and tooling costs, and then pulled the product out from under them. I wonder how many of the companies understood this is what Tesla was doing, and recognized the risk inherent in their position.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#58Earlier quoted context omitted.
Do you think robotics on the street are going to last long at scale? How’s it going for Flock ALPR cameras? Is Bezos going to be out in the streets defending automated vehicles, drones, and last mile robots on foot? Unlikely.
I don’t think that comparison works. People aren’t attacking Flock cameras because they’re taking work away from hard working video camera watchers. It’s because they’re spying on them. By comparison autonomous delivery vehicles aren’t doing anything the manned vehicles don’t do today.
> As part of a June 2024 survey, the Vanderbilt Policy Accelerator for Political Economy and Regulation (VPA) polled 1,031 U.S. adults ages 18 or older to identify attitudes toward drone delivery services, which may soon be much more common due to changes in the regulations governing them. Our polling reveals that Americans are deeply concerned about the possibility of neighborhood disturbances, privacy violations, and abuses of power by the large corporations poised to dominate drone delivery, including Amazon, Google, and Walmart. Moreover, we find overwhelming bipartisan support for the regulation of drone delivery services. When Americans learn about policy options to curtail the drawbacks of drone delivery, they respond positively to the government taking action.
I think the comparison works.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#59> Tesla offloaded the hardest, least profitable part of the Solar Roof — the physical install and the customer relationship — onto small local companies, let them absorb the training and tooling costs, and then pulled the product out from under them. I wonder how many of the companies understood this is what Tesla was doing, and recognized the risk inherent in their position.
It seems to me that this is standard practice in the industry (solar panels/batteries, HVAC, boilers, heat pumps, etc). And, yes it leaves you at risk if the supplier decides to cancel the product(s) or if they just go bust. Electrek has a bias against Tesla/Musk, IMHO and so tend to paint everything in a negative way. You need to take what they write with a grain of salt.
Just filter for his posts, it's kind of crazy. After a few posts I started noticing a while back. Lambert writes like Elon Musk killed his puppies with his bare hands.
It causes Lambert to have nearly zero credibility in anything he writes about Tesla. It doesn't come from a place of good faith reporting.