Why Tesla motors + Solarcity makes sense.

An analyst on Bloomberg laughed at the combination, but I say it makes very much sense, because:

  1. Both are in a high growth potential industry
  2. Both are in the same segment — renewable energy, electricity generation and storage
  3. There is absolutely no way of reaching renewable energy targets without growing the transport and storage infrastructure by an order or orders of magnitude!
  4. Only other option is to consume the produced (renewably-sourced) energy locally.
  5. USA leads a car-centered suburban lifestyle, which fits this combination nicely.
  6. The amount of energy consumed by transportation is 7x over that of the electric network itself. So TSLA + Solarcity has still a lot of room to grow into.

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