Remember when Tesla unveiled Powerpacks and Powerwalls. They really talked up partnering with other companies and creating an ecosystem. This was even the reason why they did not include inverters. They wanted other companies to step into that space. But since then, I don't hear much about partners, and they have included their own inverters. There is much more focus on Tesla Energy than a Tesla ecosystem. So what happened? Did they just get greedy? I suspect that the ecosystem just wasn't coming together as quickly as Musk would have liked. And Musk is not inclined to sit around and wait for others to decide to come along. So my impression is that we may see this repeat again. With Tesla Semi there are huge opportunities for a vast ecosystem. And so many of the ideas we are talking here about are things that an inspired entrepreneur could run with within this ecosystem. Anybody want to design the smartest damn electric trailer on the market? It's wide open, and I bet that Tesla would be happy work with you on it. So at the unveiling I expect Musk to express a great deal of welcome to anyone that want into this ecosystem. But...what happens when entrepreneurs fail to step forward? I think Tesla will fill in critical gaps. I don't see Tesla going into competition with FedEx or UPS so long as they are quick to exploit the opportunities. But if they leave big gaps, Tesla or someone else may just fill them. Amazon comes to mind. Another issue here is that Musk really cares about Tesla's rate of growth. Sucking all the juice out of a certain value chain may not be compatible with ambitious growth. I think this is why Tesla wanted partners in the energy space. Why get bogged down in bidding for contracts and installing systems when so many other players are willing and able to do that? The more rapidly the stationary battery market grows, the more rapidly Tesla can scale into that market. That's what they wanted. But apparently Tesla Energy has to do some of that blocking and tackling themselves to get this market rolling. So I think this is really important for anyone who wants to play in Tesla's ecosystem: Tesla wants to move fast. If you can facilitate that for Tesla, Musk will be your best friend.