Comment
Comment by pcprincipal
I read a lot of articles on TSLA and usually fail to see any mention of their power business. Granted, this is a small part of revenue right now ($1.1BN for FY17 of $11.8BN total), but growing fast and with some highly visible data points (Puerto Rico, South Australia). They are going to win multi-billion-dollar contracts if the US or other countries decide to rebuild their grids. As a TSLA shareholder, this opportunity actually gets me more excited about the future of the company than autonomy. It seems to me they have less competition doing huge battery installations than building autonomous vehicles.