Optimus robots will arrive in Robo taxis to install your Tesla solar roof which will also receive Internet and XAI LLM service from orbiting data centers. When? By the end of the year.
With $20T TAM!
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
#102Earlier quoted context omitted.
Do you suspect Amazon is going to stop delivering packages?
Altogether, no. But I do think a combination of Amazon Locker, autonomous vehicles and perhaps drones are likely to radically change how last-mile delivery looks, and I don't think it's a coincidence that so much of that network currently offloads the capital onto third-party contractors.
In my country they are really pushing parcel lockers. And it makes sense- most people are not at home during the day. If they can put a 24/7 locker in every neighborhood or apartment complex it would be much more efficient.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#103Optimus robots will arrive in Robo taxis to install your Tesla solar roof which will also receive Internet and XAI LLM service from orbiting data centers. When? By the end of the year.
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"what I'm gonna do" is not advanced technology. More like a modern version of the Duke and the Dauphin.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#104Why did it fail? I remember seeing the launch announcement for SolarCity and being wowed (logic: every house needs a roof, so why not make the roof from solar tiles instead of regular tiles and get free energy). I guess the unit-economics didn’t work? (but seems like a good thing to have tried given the massive TAM)
Solar Roof was vaporware when it was presented by Musk. It was blatant fraud. There's no "free energy" here. The roof was way more expensive than a regular roof covered in solar panels.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#105A solar energy product from Tesla was an odd fit with the CEO’s anti-environmentalist MAGA stance anyway.
The reason Tesla acquired SolarCity was to bail Musk out. Same as xAI, and then SpaceX, bailed out his Twitter purchase.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#106> 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.
Coming from a family of local contractors, some of whom install HVAC and such. Most of them probably understood this. It's part of the business. Pretty much every product, you are going to install, has some sort of training required, to install it properly, such that the manufacturer warranty isn't voided.
I'm from the same background of contractors. This stuff happens all the time and is nothing unqiue to Tesla. The regular anti: Musk, Ellison and Zuckerberg crowd out with their drums and masks again.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#107Earlier quoted context omitted.
Works perfectly fine in Europe. https://www.prefa.at/produkt-katalog/solarsysteme/solardachp...
Interesting. They look great on a single-surface roof with 90° edges. It seems that as soon as your roof deviates from that the aesthetics begin to trend toward conventional PV panels (which of course also do not accommodate more complex roof profiles).
Bonkers roof profiles are primarily and American thing, to be honest; not that they’re totally non-existent elsewhere, but the super-complex roof on a detached house is very American.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#108I wonder about those first adopters and where this leaves them with future support or warranty issues. The system itself looks so different from standard panel-based rooftop solar that installers will need to have been trained to install the tiles. After those installers get stiffed I feel like they might have zero incentive to come out and look at any systems that develop issues over time. I looked at this tile-base…
Well, class-action lawsuits are a thing.
Tesla mandates arbitration in their purchase agreements. Last I checked when buying a vehicle, you could opt out upon written snail mail request (I opted out, certified return receipt with a copy to my state’s Attorney General), unsure if that still applies or applies to this product.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#109Earlier quoted context omitted.
I do agree that Lambert's coverage of Tesla appears to be pretty one-sided, and that the company has provided significant benefits to the world, but I also think there's a reasonable case to be made that Musk himself is a uniquely deleterious figure, even if the harm he brings isn't with his bare hands.
That may be true, but I feel that is a separate conversation (whether Elon Musk and his companies, taken whole, have had net good or net bad contributions to the world) from Lambert's coverage, which seems to pick any single _event_ and select the most heinous, corrupt, version full of malicious intent when often unwarranted, extremely bad faith and never adds informational value to that larger debate.
I can't speak for everything the author has written about Tesla, but I don't see any intent stated or implied in this particular article. Instead it seems to mostly be accurately describing an action taken by Tesla that doesn't cast the company in an especially good light. That's not bad journalism just because some people might like Tesla or Musk and want to give them the benefit of the doubt or downplay anything negative they might do.
Re: Tesla killing Solar Roof is leaving installers with six-figure losses
#110Earlier quoted context omitted.
How does one go about acquiring these?
By googling wholesale solar panel dealers, one example would be https://krannich-solar.com/us-en/ Assuming you're in the US 48 states there should be plenty of companies that'll take your money for a factory sealed pallet load of panels. They come wrapped up from the factory, basically all they do is do the invoicing/billing to you, they buy them by the 40' or 45' container load and then load them onto trucks at a lo…
Have you done this yourself?
I am curious what the installation process is like. It seems like all the home solar companies I've dealt with want to sell you the whole kit (panels, inverter, etc.). If you've done this, I am curious how your experience was.