[tw04]

>Power plant: https://electrek.co/2022/08/18/teslas-virtual-power-plant-fi...

That's not a power plant... they are producing 0 electricity. They are allowing powerwall OWNERS to act as a grid-scale BATTERY. A battery != a power plant and produces nothing even remotely resembling a real power plant in recurring revenue.

>Here is a grid storage project: https://electrek.co/2022/03/22/tesla-megapack-selected-big-n...

Again, they are producing 0 electricity, they are selling a battery to someone else to use.

Let me know when Tesla starts building their own solar farms or nuclear power plants and using it to power their supercharger network. That will be the only way it's at all comparable to Shell.

[yazaddaruvala]

If you don’t consider power price arbitration a “power plant” when even the US Department of Energy does, then I’m not sure how to bridge our gap.

Meanwhile, here is a Tesla subsidiary project https://www.bloomberg.com/news/features/2021-03-08/tesla-is-...

Tesla is also constantly vertically integrating. The writing is on the wall. If you’d rather not see it, then ok, that is your prerogative.

[tw04]

>If you don’t consider power price arbitration a “power plant” when even the US Department of Energy does, then I’m not sure how to bridge our gap.

Except they don't, they specifically call it out as a "virtual power plant" because it doesn't produce power, and isn't regulated by the rules of a power plant that actually generates power.

>Meanwhile, here is a Tesla subsidiary project https://www.bloomberg.com/news/features/2021-03-08/tesla-is-...

So again, a battery, not a power plant, not actually producing any power. And at a cost that will be dramatically undercut by the wave of cheap LifePo4 batteries that make significantly more sense for grid storage and are slowly trickling into the US now that patents have expired.

>Tesla is also constantly vertically integrating. The writing is on the wall. If you’d rather not see it, then ok, that is your prerogative.

The "constant vertical integration" the Tesla fanboys constantly screech about is just a lot of marketing around doing exactly what every other auto company has done in the past. The fact they're finding secondary uses for their battery tech is great. But across the board, outside of EV's, they produce a vastly inferior product. The powerwall is an inferior product to countless existing home battery solutions. Their "solar roof" was literally a bailout of his cousin and is vastly inferior to existing solar panel options, and grossly overpriced. What's their total install base? 1,000 houses? Have they even hit that with the "solar shingles", not the bait and switch overpriced solar panel options?

I can't even tie a Tesla charger into my utility provider's night and weekend plan, I have to use a chargepoint or enel charger. So tell me all about this massive lead they've got.