[ldbooth]

I will say on the positive side ... Starlink/SpaceX is a huge asset. And the Tesla Energy Megapack has a huge forward market opportunity (utility grids are just getting started with battery energy storage for smoothing out renewables). And the Tesla charging products are the gold standard.

[3cats-in-a-coat]

Li-ion batteries will quickly show themselves a terrible way to smooth out renewables. I mean purely economically. Initial cost, unreliable range in hot or cold weather, and over time.

Although considering they needed helicopters dropping 50 tons of water over ONE BURNING TESLA SEMI for like a full day, imagine when a megapack catches on fire. Oh my God, it will scorch the skies of the entire f*kin' planet. I'm kidding (I hope), but you get my point.

Yes SpaceX is the key asset 100%. But he can be kicked out of SpaceX if he keeps upsetting Some Important People, and he's a deeply unserious man-child, and he doesn't know when to stop.