And that’s to say nothing of what they’re doing to drive down battery costs through economies of scale and basically creating the energy storage mass market. $100kWh is revolutionary. Every home in sunbelt America can have decent backup or go off grid with solar for mere thousands of dollars. I still think few people grasp the paradigm shift that’s on the horizon.
The bottleneck is no longer fuel costs and delivery. It’s technology cost and it’s declining rapidly. Look at Enphase’s IQ8X grid forming micros. The future is coming fast.
Just getting people to think differently about these things is extraordinary. Making the Powerwall an accessible consumer good, is an important step forward. Tesla single-handedly changed the public's perception of electric vehicles.
Some people obsessively, maniacally try to deny Tesla the credit they deserve for changing the auto market (for the exact same reason some people try to deny Apple the credit it deserves for entirely changing the phone market). Nobody else did it, which is also why they're so far ahead of their peers. The giants of the industry handed them a decade headstart.
The bottleneck is no longer fuel costs and delivery. It’s technology cost and it’s declining rapidly. Look at Enphase’s IQ8X grid forming micros. The future is coming fast.