[loceng]

It doesn't sound like they have someone competent leading or coordinating efforts in their Solar division.

I believe Elon said the biggest issue for the whole ecosystem is battery supply, Powerwalls competing with availability for their EVs etc. Compound this with they're putting out and trying to scale new battery tech, this does feel like it could lead to this mess.

Certainly they'd want to capture orders ahead of the curve enough but problematic when the product is still evolving and costs and timeline aren't known yet.