저자: ChamathPalihapitiya · 외국인
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테슬라의 에너지 사업이 과소평가되어 자동차 사업만큼, 혹은 그 이상으로 성장할 잠재력이 있다고 주장. 로보택시는 주행 데이터(150억 마일 vs 구글 2,500만 마일) 우위로 선두 유지 전망. 에너지 저장장치(Megapack, Powerwall) 확대와 가상발전소 사업이 핵심 근거. 다만 솔라루프 품질·고객서비스 문제, 솔라시티 인수 소송, 전력 인력 부족 등 리스크도 언급됨.
다듬은 글
we must discuss the enormous bombshell uh sha pilot haa recently delivered on Tesla's future almost all Tesla reviews you come across on YouTube and in the media from bulls and bears alike have two major flaws that are simply overlooked first Tesla's greatly underestimated energy division which has the potential to grow to be at least as large as its automile division but most likely much larger um second the market for robo taxi Futures since it has 15 billion miles of data and is expanding faster than anyone else Tesla is already leading this industry Google in second position only has 25 million miles and the difference is still widening the business with the most data will emerge victorious in both the autonomous driving and consequently the robo taxi markets nobody's currently catching Tesla will Tesla's energy division because it's stock to sore then to find out keep watching Elon Musk claims that everything Tesla Incorporated is more than just an automobile manufacturer this goal which has been neglected for years due to issues with car manufacturing is now beginning to take shape in 2022 musk's electric vehicle company plans to make a significant push to increase its supply of energy storage for both individual households and the power grided overall now is an excellent moment for Tesla to refocus on its energy business which has been overlooked in favor of starting up the electric vehicle assembly line this includes solar and energy storage Elon Musk has been advocating for this idea for nearly 2 years ever before Tesla revealed a startling profit in the third quarter of 2021 Liam musk the CEO of Tesla stated we had to redirect a great amount of resources during a teleconference with Wall Street analysts following the company's November earnings as far as we can see into the future Tesla is now predicted to grow at an absolutely insane rate musk asserts that while it would be difficult to overstate the extent to which Tesla energy will play a significant role in Tesla's operations moving forward it will undoubtedly do so unafraid to voice audacious claims or aspirations musk asserted that solar energy would develop at the fastest rate among all Technologies with storage coming in second and that Tesla energy would eventually resemble Tesla's automobile business I think both over time will grow faster than Automotive he stated I think especially if you look at sort of if you look at like year-over-year growth it will be absolutely incredible over the course of say year gigantic increase beyond the model threep Point Skeptics point out a number of other reasons why musk might be in sales mode for the solar and energy Industries the solar sector has been associated with more negative than good news in recent years a shareholder lawsuit against Tesla for its contentious 2016 acquisition of SolarCity has been filed musk has been promoting a solar roof for years but it's off to a slow start its solar business has gotten terrible customer service reviews and its solar panel Manufacturing in Buffalo New York has been beset by issues Tesla is making an effort to draw comparisons with apple link um Hardware ecosystem in the house which entices customers to make additional purchases a lot of Tesla owners already hold the Triple Crown to PowerAll home battery installed in the garage or perhaps outside solar panels or a Tesla solar roof on the roof and an electric vehicle parked in the driveway making the house as energy independent and self-sufficient as feasible is the fundamental tenant of Tesla uh living in a home powered by Tesla is the idea this dish will be delivered in portions due to the fact that charging an electric car raises household electricity costs significantly which solar can eventually help balance electric cars have long been considered the entry point to solar energy uh in October must calculate that yeah the power usage of a two-car household with both petrol cars swapped out for electric ones would quadruple there is strong encouragement for customers who invest tens of thousands of dollars on Tesla solar equipment to also buy a power wall thus far over 250,000 of them have been placed all over the world this year Tesla's large scale initiatives are anticipated to gather momentum as well an enticing alternative for utilities Under Pressure to reduce greenhouse gas emissions from coal and natural gas is battery storage for renew able energy and Tesla constructed the 182.5 megawatt elcor battery energy storage system in the San Francisco Bay area which is situated at the utility substation close to Monterey Bay uh when it goes online later this year it will rank among the biggest utility owned systems in the world and be able to power uh an estimated 136 500 homes for extended periods of time according to the company website Tesla's utility scale battery solution is the mega pack a modular system system that starts at about $14 million for a 0.8 megawatt battery the size of a shipping container the elorn system makes extensive use of them in order to start mass-producing Mega packs musk's group is building a factory in laop California Central Valley a Tesla pilot program for a so-called virtual power plant is at the center of house and grid this enables consumers of the three biggest Utilities in California to return their electricity to the grid during periods of high demand the California Public Utilities Commission reports that 42 megaw of batteries or approximately 31,500 residences are owned by Tesla members the company has formed an energy trading team to Market batteries to wholesalers and just obtained a license to sell electricity directly to consumers in Texas there will be numerous challenges for Tesla to face the lack of battery cells in the competitive job market for skilled electricians have often prevented the corporation from achieving its energy targets there is fierce rivalry for both well-known rooftop and solar battery installers like Sunrun Incorporated and large industrial companies delays may occur because firm Executives in charge of the energy division seldom stay for extended periods of time new leaders will have to get past musk's obsession with Tesla's solar roof those single siiz textured glass panes that house photovoltaic sells although the solar roof is attractive and well-liked by customers it is still expensive and challenging to install even after musk's demonstration models helped convince Tesla's shareholders to consent to a two buyout of the solar panel installer Solarity more than 5 years later there were many problems with the acquisition uh in addition to serving as chairman and major shareholder musk's cousins ran Solarity on a day-to-day basis the True Believers don't seem to have slowed down in the slightest during a solity takeover trial this summer Antonio Garcia a former board member and early Tesla investor testified before a Delaware Chance Record that the company hasn't strayed from its early ambition to transform the way the world produces energy in my opinion Tesla uh was going to be the General Electric of the 21st century said since then we've been on that path Tesla is at the Forefront of the energy disruption even though the robo taxi business is still three years off is it however maybe even larger once again Tesla is outpacing the competition when it comes to decentralized distribution methods and energy deregulation when not if Tesla will fully Embrace Elon Musk in the energy sector is the only question and since a lot of people were late for the party due to car accidents I figure a lot more people would lose out on this chance it's not going to be myself Cathy wood or chath though in addition musk revealed that instead of being a $10,000 one time add-on Tesla's complete self-driving package will be available as a subscription starting in qa1 this move will enable Tesla to start generating recurring income while it continues to develop its self-driving technology according to musk uh $1 trillion doll price makes sense even if consumption barely double while it's likely the investors have already assumed Tesla will ultimately make its Vehicles into profitable Robo taxis the business is still a long way from achieving that goal furthermore musk has a track record of making exaggerated claims about technological advancement if you made $50 billion worth of cars it would be like having $50 billion of incremental profit basically because it's just software musk stated lithium ion batteries which power laptops smartphones and other gadgets are the same batteries that Tesla uses to power its electric cars it'd be intriguing to observe what they develop further now we are limited to focusing on Tesla's shares for the time being this company has consistently exceeded our expectations in the past what are your thoughts regarding Tesla's Energy Future tell tell us in the comments section below
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