[chollida1]

Interesting timing for this as they report earnings tonight. They also announced that they've leased 2 buildings near Livermore that give them almost 1,000,000 square feet of space.

There is alot of speculation on CNBC that these announcements were made early to help direct the investors call as TSLA is widely expect to report poor earnings this quarter due to Model X delays.

Tesla's Powerwall is also starting to be installed. I always thought they'd announced the powerwall to gauge interest. I assumed that they'd want to focus all their battery storage capacity towards car deliveries. I guess this is a positive sign that they can meet their battery needs.

[blackguardx]

I thought the consensus was that the Powerwall was to soak up some capacity at their upcoming plant and get their per unit costs down.

[kirrent]

I seem to remember reading that the powerwall is specced to use the batteries removed from Tesla cars once they've reached something like 70% of original capacity. Reuse is cheaper than recycling.

[luckydata]

The new buildings are because the factory is running out of space for office workers - there's quite a few there and now they are pretty crammed and in places where ventilation and other "amenities" are not readily available.