Tesla Energy simply isn't the Tesla investment story. Elon bought Solar City because he could and eliminated some negative overhang for him. I voted against it, and I was right. Tesla Energy won't ever exceed 10% of the market valuation of this company, because it's dumb in conception. This company is valued by the prospect of higher-than-average margins in automotive with a potential kicker to Transportation as a service. I literally think those of you that drag yourselves inline with TE are Elon zombies. Solar has a future, but residential solar is a bad implementation of it. Battery support is valuable, but it's a commodity business. Most of you don't get this and I understand that.
What you really need to understand, but most of you can't, is that Elon is shooting himself in the foot with his autopilot claims. He has no idea what he's talking about on these issues. The turnover in leadership is strong evidence. There's no reason for Tesla to be making these dumb FSD claims, but they continue on. No one knows how to get to FSD from here.