futureproof
Member
Wow, where do I start... I guess I'll start by saying this is the last bit I will post on this particular debate and move on to keep the conversation moving forward...
so, this whole thing started when I said Solarcity has a competitive advantage over competitors in the Solar business because of their long standing relationship with tesla(economies of scale)as well as early start in moving to market with products which no on else is doing. Energy storage is an inevitable addition to the PV system product, so clearly Solarcity is creating the moat. Second, you said it doesn't have anything a competitor can just copy and do they same. I said they have copyright on software/operating system(my reference to iOS and Android). You said that's not relevant (the phone software/operating system comparison) and I said yes it is and referenced Werner using using wireless/landline reference of here is the direct quote from the article:
"TW: … so if you think about smart phones, or the i-phone, the shift in 2007, those product life cycles ar so fast, the conversion from land line to wireless to smart phones, the incumbents never thought that this is a good idea, so you get a little of that both here and in America."
as far as you saying that "back up" wasn't in the article I quoted, I took that as back up wasn't mentioned in the article. I had said earlier post that sunpower was behind in energy storage development compared to Solarcity reference mr. Werners comments in the article @kenliles posted. So might have been crossed intentions here...
I'm going to finish up by saying when you say "feel free to disagree but the truth is..." It comes of as implying I wasn't being truthful as well. I think it is best to leave the one-ups-man -ship alone and keep to bringing good debate and information to this forum. Only makes for a positive environment regardless if you like Solarcity or not...
so, this whole thing started when I said Solarcity has a competitive advantage over competitors in the Solar business because of their long standing relationship with tesla(economies of scale)as well as early start in moving to market with products which no on else is doing. Energy storage is an inevitable addition to the PV system product, so clearly Solarcity is creating the moat. Second, you said it doesn't have anything a competitor can just copy and do they same. I said they have copyright on software/operating system(my reference to iOS and Android). You said that's not relevant (the phone software/operating system comparison) and I said yes it is and referenced Werner using using wireless/landline reference of here is the direct quote from the article:
"TW: … so if you think about smart phones, or the i-phone, the shift in 2007, those product life cycles ar so fast, the conversion from land line to wireless to smart phones, the incumbents never thought that this is a good idea, so you get a little of that both here and in America."
as far as you saying that "back up" wasn't in the article I quoted, I took that as back up wasn't mentioned in the article. I had said earlier post that sunpower was behind in energy storage development compared to Solarcity reference mr. Werners comments in the article @kenliles posted. So might have been crossed intentions here...
I'm going to finish up by saying when you say "feel free to disagree but the truth is..." It comes of as implying I wasn't being truthful as well. I think it is best to leave the one-ups-man -ship alone and keep to bringing good debate and information to this forum. Only makes for a positive environment regardless if you like Solarcity or not...