Master Plan, Part Deux
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Master Plan, Part Deux
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Re: Master Plan, Part Deux
#2> "Create a smoothly integrated and beautiful solar-roof-with-battery product that just works, empowering the individual as their own utility, and then scale that throughout the world. One ordering experience, one installation, one service contact, one phone app.
We can't do this well if Tesla and SolarCity are different companies, which is why we need to combine and break down the barriers inherent to being separate companies. That they are separate at all, despite similar origins and pursuit of the same overarching goal of sustainable energy, is largely an accident of history. Now that Tesla is ready to scale Powerwall and SolarCity is ready to provide highly differentiated solar, the time has come to bring them together."
I don't really see how this answers the question as to why they need to merge? Why can't their just be a partnership?
Re: Master Plan, Part Deux
#3> "Create a smoothly integrated and beautiful solar-roof-with-battery product that just works, empowering the individual as their own utility, and then scale that throughout the world. One ordering experience, one installation, one service contact, one phone app. We can't do this well if Tesla and SolarCity are different companies, which is why we need to combine and break down the barriers inherent to being separate…
The friction caused by integration points between two companies in that sort of arrangement is usually a significant pain point for customers.
(Anecdotal evidence, based on working in an energy startup in Australia for a few years).
Re: Master Plan, Part Deux
#4Meh.
Sure, stuff sounds neat, but where are you going to get the capital from?
Another secondary share offering?
I guess the most concrete thing I saw was new factory for Model 3. Shouldn't that be your only priority?
Not designing an electric semi truck on paper to entice Joe Q Public into stepping up for another secondary share offer?
Re: Master Plan, Part Deux
#5[deleted]
Re: Master Plan, Part Deux
#6Meh. Sure, stuff sounds neat, but where are you going to get the capital from? Another secondary share offering? I guess the most concrete thing I saw was new factory for Model 3. Shouldn't that be your only priority? Not designing an electric semi truck on paper to entice Joe Q Public into stepping up for another secondary share offer?
I swear to god he could do it all just as described and there will still be people who have nothing to say but "meh."
Blows my mind.
Re: Master Plan, Part Deux
#7"So, in short, Master Plan, Part Deux is:
- Create stunning solar roofs with seamlessly integrated battery storage - Expand the electric vehicle product line to address all major segments - Develop a self-driving capability that is 10X safer than manual via massive fleet learning - Enable your car to make money for you when you aren't using it"
I take this as...
Having solar powered superchargers power autonomous semitrucks transporting cargo across america.
Having solar powered superchargers power autonomous public buses transporting people around a city.
Have my car join a fleet of uber-like autonomous teslas while i'm not using it.
Re: Master Plan, Part Deux
#8Anyone else think AbstractTelsaFactoryFactory?
Re: Master Plan, Part Deux
#9To anyone who's paid close attention to Tesla and to Elon's various offhand remarks to the press and on Twitter, this was all easy to see coming, every bit of it.
But now that he's confirmed it all officially: this NUTS. This is so awesome. The press is going to go crazy with this.
I wonder what will happen to Uber...seems like it will be hard for them to compete with the rates of cars that don't have to pay their driver a living wage, nor pay for gas.
Electric semis-- THANK GOD. I live in Chicago and I can't tell you how sick I am of the massive exhaust plumes billowing over me as they pass by, and the roaring of their engines on the street outside my apartment.
Re: Master Plan, Part Deux
#10Meh. Sure, stuff sounds neat, but where are you going to get the capital from? Another secondary share offering? I guess the most concrete thing I saw was new factory for Model 3. Shouldn't that be your only priority? Not designing an electric semi truck on paper to entice Joe Q Public into stepping up for another secondary share offer?
I swear to god he could do it all just as described and there will still be people who have nothing to say but "meh." Blows my mind.
It's almost as if some people are skeptical!