Grid connection is a lagging indicator (obviously). It took 3 months for the solar roof owner below to get connected, because of the utility company.

This video is a follow up on an installation after grid-connection. Customer claims cost for normal solar PV + batteries was $70,000 VS solar roof $100,000. So 40% higher now. But if you factor in the cost of a new roof ($50,000) it's actually cheaper for a new or replacement roof.



Here's another installation in SoCal.



First responders are already training for how to operate safely on a Tesla solar roof if they are called to a house fire etc.



Many sources back up that solar roof has been installed in 8 states. The worst you can say is that Tesla/Musk are late to deliver (but that is standard for Musk, he's wildly optimistic about time).

https://techcrunch.com/2019/06/11/te...-on-its-third-

Here's a Forbes article that is critical of the solar roof (the main point is it's not cost effective):
https://www.forbes.com/sites/davidle...la-solar-roof/

As I think you pointed out recently solar PV making is a cut-throat business, with an undifferentiated product competing on cost. The roof might solve that issue.

Good call!

It was an excellent call!

Like I said, you're the dumbest poster on 2p2 and post the most amazing own goals. This is yet another example. That was actually an excellent call!!!

We buy weekly expiring puts and that paid off handsomely for JKC...that post was made on THURSDAY premarket, 3 minutes before the market opened, not Friday as you dishonestly claim. Here's the actual graph at the actual time (Thursday 22nd just before open):






Thanks for making me look good, you dumb clown. Using your annualized edit methodology above, annualized return is in the millions of percent. Funding indeed secured.

Can you please stop being such an incredibly stupid own-goal dumbass? No one is going to believe that you're not my sockpuppet with this level of rank stupidity. No real person (except maybe your average Tesla fanboy?) is as dumb and dishonest as you. You are the dumbest poster on 2p2.

Who gives a **** about Australia? It's a blip. Australians generally don't buy EVs due to the long travel distances and lack of charging infrastructure, so I'd expect Tesla at launch to do well in a tiny market. Are you desperately reaching for any good news you can find?

So you post a few shill videos and zero actual evidence that "100+" solar roofs are installed? As for the bolded, many sources quote Tesla claiming that they're "being" installed in 8 states, which is a lovely nonspecific claim. None claiming they've installed 100+ roofs. And we know that Musk has lied before on this topic; he fraudulently claimed "hundreds" during the conference call and they actually had 12 as Tesla later clarified. Oops.
By being far more expensive? Solar roof costs are insane, even with subsidized prototypes. The numbers Tesla and their shills give for normal roofing are pure fiction; they had a good laugh at Tesla's fraud comparison on some roofing forums that discussed it.

Solar roofs will never be economically viable or have much demand for several reasons:

- Installation cost is insane. For an existing roof you have to pull it all up. Which means it only makes sense in greenfields or roof replacements. But greenfields are cost sensitive and a $100K roof when you can do it for $20K makes no sense.
- It comes with unknown and very real fire risks that regular tiles do not, especially with the Walmart news going mainstream.
- As a solar solution it stinks - the cells have far worse economies of scale than the solar panel industry, are less efficient and more prone to overheating, aren't appropriately sized for the house (your power is a function of your roof size and orientation), and fully half of the panels will be on the wrong side to catch the sun in the northern hemisphere!!!!!! Half the damn panels will be shaded outside of summer. One of the few test customers they installed the roof on is a perfect microcosm of how this makes no sense at all:



2/3 of that roof is shaded most of the day and half is on the wrong side for facing the sun, which means you're installing ultra-expensive non-solar shingles on most of your roof for no real gain. You can get the same power output with more-efficient panels cited in the right place for far lower cost and disruption. Then there's this:

Forgetting the insane cost of this, you can have solar panels in a day on your existing roof or ultra-expensive solar shingles with 2 weeks of disruption.
Way smarter and more capable people and companies than Musk/Tesla have tried solar roofs and found it not viable. They just don't make sense.

You'll get a bunch of loser fanboys who want a "Tesla roof" but there isn't a large scale market for these things, the economics are just way wrong. You can get a Model 3 + a normal roof + solar panels and a large battery system for less than the cost of a solar roof. That says it all really.

By the way this is an excellent summary of the Solarcity acquisition as shown by the lawsuit. This is balls-out fraud and self dealing. Musk would be in prison with any other SEC head.



It's pretty obvious that this lawsuit is the only reason Tesla are pushing solar now; trying to get ahead of these fraud charges after they bought the company and progressively shut it down to near zero, they're now desperately trying to bring it back to life so they can claim it is a viable business with a future.

It's more than 1/2 the size of California (population-wise), with a decent GDP per capita, I'd say it's worth considering. Also, Australia has a high reliance on petroleum imports, and no car manufacturing capacity locally, which makes EVs powered by locally generated electricity a particularly attractive proposition, above and beyond the merits that apply everywhere.

The distance might be a positive for EVs too, I've read of people sleeping with Autopilot on between Sydney and Melbourne (620 Miles), that's obviously against the rules and dangerous, but once FSD kicks in it will be the norm, much better than flying even in many ways.

The fire department is not going to train up for solar roofs if there are 12 installed globally?

Tesla have been uncharacteristically secretive about solar roof since the original announcement. They've been refusing requests from journalists in the Buffalo factory. I expect to see this pick up steam, though maybe a bit slower than Musk's timeline.

Solar roof is inarguably a differentiated product.

I agree with you that the basis for the cost comparison was on the high side, but get a grip you precious **** head, it's called a sales puff. People will look into that for themselves, and if Tesla can't solve for cost, the product won't fly. So that is what it comes down to.

Did you really use the early adopter price as the basis for cost comparison, in the same post as criticizing Tesla for inflating the cost of a standard roof?

Shame shame shame on you.

The success of solar roof depends on its cost. You might argue Tesla can't get there, but don't straight up lie about the strategy.

That says it all really. A short-term speculative investor with no concern or understanding of how a real business works, trading on the whims of an irrational market.

No comment on the lap record?

Short term (news-based) speculation means you need to the understand the company and how investors think about it very well. And I've demonstrated very well in this thread - I've predicted autopilot timelines far better than the company's CEO, I've predicted production ramps far better than the company's CEO, I've predicted profitability far better than the company's CEO, I've predicted the outcome of the Solarcity bailout far better than the company's CEO, I predicted that funding wasn't secured, far better than the company's CEO.

I crush the predictions of the CEO of the company and you say I don't understand how "a real business works"? What does that say about the Musk, then?
There's a large car tax in Australia which make Teslas non-viable for volume. Electricity is also extremely expensive (over 2.5x USA) thanks to "green" initiatives. Australia is my home country even though I've been permanently traveling (courtesy of Musk's pumps and predictable frauds) for over 5 years so I'm sure there's no large market there.
This is funny on about 3 different levels.
They're "uncharacteristically secret" because the factory is basically shut down apart from the Panasonic making solar panel cells for export. Lots of news outlets have covered this, and a Buffalo lawmaker where the factory is has just called Tesla a fraud and ordered the Comptroller to investigate, given that the entire factory and its equipment was paid for by NY taxpayers and Tesla appears to be unlikely to meet (even meagre) employment and production requirements.

The lies and the nature of the factory are documented in many places, the most recent here:

“He’s Full of ****”: How Elon Musk Fooled Investors, Bilked Taxpayers, and Gambled Tesla to Save SolarCity

Basically, another Musk fraud. If he was really producing solar roofs and this was a success story, they'd let reporters tour.

Of course price is what it comes down to, and solar tiles are always going to be far more expensive than panels (and solar roofs more expensive still) just from basic manufacturing and installation realities. That's the whole point - it's economically doomed from the start. Musk promising that he can make the solar roof equivalent of $10,000 Model 3 is just that - more lies and fraud to fool gullible assclowns like yourself.

@plainsite is an amazing follow on Twitter

If you want a summary of the unsealed docs from solar city lawsuit (and the questionable redactions) give it a read


Jason wheeler definitely left because of musk being a total fraud

I missed this little gem. Let's recap.

Timeline from last week:

- Taycan does great at Nürburgring, which is the standard for car quality testing, showing very high performance endurance driving
- Teslas are incapable of this because they overheat and die/lose all battery power and charge after several minutes of performance driving (Nurburgring is 7-8 minutes, a 16 mile track).
- Musk, the thin skinned loser who calls heroes pedophiles when they criticize him, instantly panics that he no longer has a flagship car, and tweets that Tesla will be doing Nurburgring next week (now this week).
- A week later, he tweets out that Tesla got a great 4-door lap time at Laguna Seca, an ultra-short track (8x shorter than Nurbrugring) that's short enough that Teslas can get to the finish line before they die from dead charge/overheating.

See how that all works? Another solid conjob from a talented conman, and of course you eat it all up like an idiot.

The Laguna seca tweet is lol

Thinking of adding short if green today

Wrong. The public is getting fleeced on margins (I wouldn't be surprised if it was in the 300-400% of cost range). Maybe exporting so much gas and coal has consequences for domestic prices. Distribution seems weird and expensive too. Only 17% of Australia's electricity comes from renewable sources (excluding hydro). Impossible for that to be the primary driver or retail electricity costs.

That explains your pro-fossil fuel bias. What kind of mine does your family own? Is it coal? Guess you'd be more in favor of EVs if it were lithium.

You vastly overestimate your intelligence.

Being slightly smarter than a bunch of retail "investor" donks trading a public stock is not the same as knowing how to start, and operate, a successful company. It's quite likely you're -EV and just running good too, your trading strategy sounds like it's straight out of the 1970's.

It's quite simple. The grid needed massive upgrades to cope with (useless) feed-in solar which added over $100 billion in costs. Green energy is the only reason we pay 30c/kWh instead of 14c.

Ah, the mind of a conspiritard. This is like talking to a Ron Hubbard devotee.

Creepy scientology loser:

Me: "Ron Hubbard is a fraud"
Them: Are you a pedo? Why do you hate Ron Hubbard? Do you have interests in organized religion?

Creepy Musk devotee (descapito)

Me: "Elon Musk is a fraud"
Them: "Your family has coal mine interests? You're a short trying to profit aren't you? Why do you hate innovation? The industry data showing Tesla have more accidents are made up by insurance companies to increase premiums!"

Creepy cult losers that idolize others are all the same.

We're not talking about intelligence - we're talking about demonstrated track record of prediction of me vs Elon Musk. A ******ed monkey could beat Elon Musk of course - he has the worst track record of predictions on Tesla profitability, autonomous driving timelines, product timelines, etc, of any human being alive I think.

Europe data for the countries with registrations reported (Norway + Holland + Spain) 10 days into September is looking pretty sweet, although it's hard to tell what's what because of ship timing. This plus good enough InsideEV US numbers (disappointingly low, but not awful-quarter low) + UK numbers makes this unlikely to be an awful quarter in terms of deliveries and fairly likely to be a decent one.



Personally I'm hoping for a rip quite a bit higher before the quarterly losses (reported in November) + Taycan further gutting S/X + Solarcity fraud stuff starts to bite.

Yea. They are going to deliver 90k cars. With an even worse mix than last q, but 90k cars again.

It's setting up to be a mirror of last quarter.

Added short. Will look to rebuy puts if deliver #s pump.

Few things I'm thinking about.

1) If deliveries are the same, we should expect more of a loss based on price cuts and maybe worse mix, right? (I know they only cut once this quarter but the cuts from last quarter didn't affect the entire quarter)

2) How much of the service hell will play into the loss? From all the twitter reports they have to have mounting liabilities, and I'd guess much more than planned from that.

3) What other liabilities might hit this Q? There are so many lawsuits and whatnot out there...

https://twitter.com/1millennialgirl/...13857741946886

sad.

i guess they just don't like repeat customers.

said it here a few months ago, they are way underreserving for warranties because, let's face it, those tent-cars seem to be a pile of garbage sticked together with tape and glue.
so they will just **** over their customers who, obviously, won't come back.

how-to-damage-your-brand-101

It's more like the people that buy from them are so deluded that they'll give them more and more money almost no matter what. Why would elon treat those people well ? He has no need to.

what choice do they have to fix their car?

there are tons of lawsuits ongoing that tesla has to fight tooth and nail to not set a precedent or be forced to make a recall. they are coming and they are going to be expensive af.

10k posts woo!

for posterity: TSLA up 4.7% today lmao to $246.60