Sorry, this is a joke. Elon was right, we will all understand why solar City was not an optional purchase. It was going to failed along with the value they had built and Tesla would have had to start over with solar products. The solar roof is one, but the other will become more clear once the semi is out. Each company that buys multiple semis will need many many panels and batteries to keep costs down below 7c/KWh. There is only one way. Solar. Maybe some wind, but mostly solar. Maybe if your distribution hub is next to a dam, but really mostly solar. Lots and lots of solar and batteries. Loads and loads of batteries.
To put this into context, 100,000 semis are equivalent to 3.4 million model 3s. And you can't charge a semi at home. But companies will need to and will mostly charge these trucks where they load and unload them. Mega chargers on the freeway will also need solar and batteries to keep costs down.
To win this case, all Tesla has to do is show a plan. It's not a bail out if the acquisition of solar City is a critical part of a real plan. I think Tesla can make a very compelling case for why they needed solar City. Tesla requires the economies of scale provided by gf2 to make it all work. Without that massive scale and with new solar tariffs, getting panels in the volumes, quantity and quality that they required would not be possible. This would have jeopardized supercharging and megachargers.
Edit: to be clear. Breach of fiduciary duty is very hard to prove. The problem is that all Elon has to prove is that he had the best interests of the stock holders in mind. He doesn't have to be successful with the acquisition. It's not a measure of competence only intent. As long as he can prove the intent was something other than a handout to his cousins, then nothing else really matters.
