SolarCity clearly has a great model for encouraging adoption, but I wonder how prepared they are for infrastructure maintenance and upgrades? Commercial solar panels function at relatively low conversion efficiency at the moment, so I would want to know if they plan to upgrade panels as improvements emerge or settle for the lower efficiency. Also, in the 20-year time horizon, panels do require costly maintenance, are these costs built in to the futures that are sold to investors?
Ultimately it is a chicken-and-egg scenario but it has the potential to grow if players on both fronts (those promoting electric cars and those promoting the supporting infrastructure) continue to make incremental advances. The two are inextricably linked, which is why you see Tesla investing in both.
Regarding your question on users who are away from home – right now, cross-country trips are only possible for those willing to stop and re-charge their cars at an outlet whenever they run out of juice. It’s a sad reality but the industry needs to grow exponentially before that can become a reality. EV adoption is driven mainly by ideology – users who care enough about the environmental effects of their transport to take on extra inconvenience in exchange for a smaller footprint. Therefore, companies have to continue to try to improve and capture new users incrementally with incremental improvements in the technology to drive adoption. Bottom line, to make it work, we have to make people care!
I can understand why YouTube has to pay content creators for ad revenues that they have helped generate, but 55% seems excessive. Overall it seems that YouTube does not fully understand the advantage that it enjoys right now – it is a household name for searching content and it has built up a huge content library. Content creators who don’t post on YouTube (for which they are not paying hosting fees) lose out on a huge potential avenue for exposure. If they don’t re-structure their revenue sharing to keep them profitable, they may be outpaced by the competition and lose their bargaining power
Bold topic selection, and a well organized analysis. I would, however, question how tell the business and operating models are truly aligned, given the concerns surrounding the sustainability of civilian acquiescence. Additionally, one needs to examine the rate at which they are recruiting versus the rate at which their territorial coverage is expanding to see if they will have a sufficient supply of manpower to maintain control of their territories as they expand.