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This seems at minimum possible. The general consensus at the time of the SolarCity acquisition was something like "that's a failing venture, but the products and manufacturing capacity are relevant to Tesla". And now we've seen Powerwall synced up with SolarCity tech, but no major leaps forward for SolarCity itself.

Would it be all that surprising if this was a move to quietly wind down SolarCity as a separate concern in favor of using it as a smaller feed-in to Tesla?

(If anyone actually knows more internals there, I'd be fascinated to hear.)




The new solar roof thing from Solar City may or may not end up being a major leap forward, but it is a product of the Tesla merger.


Not very quietly, SolarCity as a separate brand has been wound down already, it's marketed as Tesla Energy now.




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