Photo voltaic Roof, large value raise | Webpage 29

Did any individual hassle to hear to the earning get in touch with? Elon dodged

Did any individual hassle to hear to the earning get in touch with? Elon dodged the dilemma about the 1000 roofs for each week determine that was quoted again in early 2020. Claimed even with the rate boost desire nevertheless is sturdy and outpaces offer. Elon mentioned they located they built “major mistakes in examining” in examining the problem of making roofs thanks to the complexity of roofs. He explained some roofs are 2-3 simpler than other roofs and you are unable to have a one dimension fits all merchandise and that some roofs value Tesla 2-3x as substantially to establish. Explained “what we simply cannot because of is get rid of a significant volume of dollars.” He also talked about some complete B$3# about some roofs staying “rotted out” or lacking the structural integrity to help the roof.

1.) “rotted out roofs” and/or roofs without having sufficient structure are specifically why there is language in everyone’s agreement that safeguards Tesla in opposition to “unforeseen situations at the installation location.” Nobody in listed here expects Tesla to absorb the price of fixing a rotted out or normally structurally deficient developing. And primarily based on stories we have observed in listed here with men and women who have experienced inspections these significant value hikes are not in in any case similar to correcting “rotted out roofs” or roofs lacking structural integrity.

2. Regarding Elon’s remark on the “considerable problems” about assessing complexity and therefore difficulty in putting in the roofs… So you be expecting us to imagine that a company with the economical and intellectual sources of Tesla, just one of the most progressive and knowledge driven business in the environment with some of the most fantastic engineers, in the world necessary fifty percent a 10 years of item improvement to figure out that residential roofs have a huge variety of complexity and wide range? Isn’t really this exactly why the V1 roof rollout was so slow and the merchandise was so highly-priced? Just isn’t this precisely what their engineers diligently appeared at when developing V3? Isn’t this precisely why V3 was likely to be so quick and cheap to employ and that it would make it possible for for 1000 roofs for every week? Do you men remember the press convention back in 2019 on the V3 roof and about how all the things was meticulously combed as a result of and simplified in this kind of a way as to conveniently set up the roof in a day? And that this is why it took Tesla many years of product improvement streamlining so as to get to the V3 roof? Are you truly expecting us to feel that it took Tesla half a ten years , numerous product revisions, and x amount of installs to determine out that their present-day value estimate calculator was off by not 5% not 10% not 20% but 40-100%?? Why was there not careful analytics all along the way of roll out monitoring each individual and each install with frequent revisions in pricing so that Tesla would not get burned, but also, the buyer would not get burned by breaking contractual agreements?

And in the long run there are persons in here with a basic two plane roof, practically a piece of paper folded in fifty percent, the least expensive complexity possible for any roof who continue to noticed a 40%+ rate hike. What about them???

3.) Forcing a ability wall with every single solar roof + enormously enhanced pricing. For some of us who have carefully ran the TOU numbers a energy wall may perhaps not even split even in excess of the warrantied lifestyle of the energy wall. So why would we fork out for it outside the house of backup energy? I might do significantly superior investing that 10K more than 10 many years. Plu some folks by now have turbines for backup ability. The photo voltaic roof was at first marketed to be a no brainer for people today who essential a new quality roof and photo voltaic. It was intended to be more affordable than that but certainly extra pricey than photo voltaic alone. Now out of the blue a top quality roof + panels is drastically more affordable than a Telsa roof + obligatory powerwall. I can get a top quality concrete tile roof that we know from the take a look at of time will conveniently previous 50+ yrs and solar method with the finest hardware in the field, Panasonic Strike extremely low degradation panels with some of the greatest temperature coefficient general performance out there with a thoroughly optimized array with micro inverters for close to $35-45K for an average sized roof with a 6-8kw array. If you use a leading quality comp shingle roof it is additional like 25-35K. Now that roof will price what 60-70K+ when you contain a electrical power wall? I’m certain there will be some very top quality luxury purchasers who can swallow that price tag but adequate to put in 1000+ roofs a 7 days? I am very skeptical there are that numerous people today completely ready to shell out that considerably for a photo voltaic glass roof + powerwall.

4.) Eventually Tesla was not forced to interact in these contracts that they are now reneging on. Elon’s tone in the meeting contact made it appear like Tesla was a sufferer and couldn’t bare the stress of getting rid of all that cash. As stated higher than they had all the assets offered more than several years to truly track down and nail down their value so that they don’t engage into hundreds of dropping contracts. Just about every corporation that is actively accomplishing business and participating in contracts is expected to do their because of diligence and engage into the agreement in fantastic religion with the expectations that they will be capable to fulfil them. As you can see from the testimony in this thread Tesla has remaining a lot of loyal customers and admirer boys out to pasture. I know my viewpoint of Tesla and Elon is now 180 degrees diverse from what it was a 12 months ago.

Thoughts?