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Tesla is going to light solar on fire

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Here we go again!

AC verses DC, much like Mac verses PC, is a tale as old as time. Battles fought, but the war never won. We use both everyday depending on the use and application. Each current has its place.

Energy is a pretty hot topic these days and solar is poised to become the next great battleground for the Current War. Much like it has always been, most people spend little time thinking about electrical currents. They plug something into something else and it typically just works. EV and solar aficionados on the other hand are keenly aware of the difference.

Here is a general and very basic reminder of the difference between the two currents: Typical solar panels, by their nature, have a direct current (DC) output. Household circuits and electric utility service lines use alternating current (AC). An inverter converts DC from a solar panel into household AC. String inverters handle the current conversion for a group of panels, while micro-inverters convert the current for each individual panel. Some panel manufacturers offer micro-inverters mounted on each panels and designate them as AC panels. In general, these two configurations have similar efficiency but offer unique sets of benefits for how they are used, installed, and maintained. It is important to note that each time current is converted to AC from DC and vice verse, there are losses in efficiency.

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Batteries for solar arrays are similar to the panels in the sense that they are also DC by nature. These too need an inverter to get from DC to AC. There are even some that are packaged with built-in charger/inverters and marketed as “AC batteries”.

It is widely accepted that batteries are integral to the viability of solar as sustainable energy solution. Additionally, the best place for solar arrays are at their point of use, i.e. homes, office buildings, and garages. Battery storage is the key component for bridging the gap of time between energy production and use.

In a residential application the Current War is a matter of how far DC should be carried into a home, when and where it should be converted, and how many times it needs converted.

As a challenge for manufacturers and system designers, every system configuration needs to be unique to the user’s needs and goals. Some solar manufacturers have addressed the different complexities by converting everything to AC as quickly as possible. This makes a system very easy to configure, install, and expand. Each panel has a micro-inverter that essentially ties into a household AC system directly. “AC batteries” compliment this system by also tying into the house AC system directly. The generation and storage can both be easily scaled up or down based on a user’s needs. Working with AC is considered safer than with DC, which add to the reasons for why this method is appealing. The downside comes from converting current twice between the panels and the batteries, resulting in a slight reduction in efficiency.

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Ironically, Tesla is expected to make a big push for a very DC-focused system, integrating a bunch of functions and elements. Nikola Tesla might be turning in his grave. Their goal is to limit the current conversion to a single point at the most downstream point possible, immediately before entering the household AC system.

Everything but the motor and onboard charger in a Tesla vehicle uses DC. Supercharging is achieved through DC and bypassing the onboard charger. The Tesla Powerwall is DC. Solar panel output is DC. It’s pretty obvious why Tesla is growing it’s DC ecosystem.

Energy generation and storage stay on the same side of the inverter. Additionally, Tesla is expected to switch another element to the DC side; the vehicle wall charger. Removing the current conversion bottlenecks will enable the vehicle to charge directly from the DC home battery to the car’s DC battery. I like to think of it as a dam exploding and releasing it’s reservoir of electrons, turning a trickling stream into a raging river!

Speculation is also swirling around the idea of vehicle-to-grid power. This would open a whole new realm of possibilities. It’s hard to say what use Tesla will make of this technology, but it could be possible to use your Tesla vehicle battery to power your home if the grid fails, or even send energy back to grid during demand spikes.

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For comparison, lets look at how an AC-focused system would compare to a DC-focused system in everyday use for a house with a Tesla vehicle from the vantage of an electron (keep in mind that these two examples hardly represent the entire spectrum):

Current Conversion Points:

AC:

  • Solar panel generates DC current
  • Unused mid-day Solar DC current converted to household AC at the panel
  • Household AC converted to DC at the house battery as excess storage
  • House battery DC converted back to household AC at night to charge your vehicle
  • Household AC converted to DC in the vehicles onboard charger and sent to vehicle battery

DC:

  • Solar panel generates DC current. Unused mid-day solar DC sent to house battery as excess storage. Then the same current flows from your house battery to your car battery.

Zero conversions in the DC ecosystem compared to four conversions in the AC ecosystem. No loss of efficiency. No bottlenecks. Pretty slick, right?

Yeah, I didn’t address what happens when your DC house battery is low and you draw from the grid and need an AC to DC conversion. Tesla is expected to seamlessly integrate this capability into their system. One conversion is still better than four.

Both systems will have their share of advocates, and neither of them should be seen as universally ‘wrong’. It comes down to which configuration would best suit the needs and goals of its user. One major comparison between the two systems is the number of components and the likelihood of complete system failure should one single component stop working.

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With an AC system, you have a lot of conversion points, but they are fairly independent. If one fails, the rest still work and your system can still function.

With a DC system, you may have one single inverter. If it fails, your entire system fails.

With varying degrees of grid reliability or “prepper” mindfulness, the spectrum of system variations can address every need. The Tesla DC ecosystem will be best used by Tesla vehicle owners. The list of which is about to explode. Not unlike that electron dam.

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I have a passion for all that is clean, green, responsible and logical. Because of this, I am a big Tesla enthusiast and future owner.

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Elon Musk

Trump’s invite for Elon just reshuffled Tesla’s big Signature Delivery Event

Tesla rescheduled its final Model S farewell to May 20 after Musk joined Trump in China.

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Tesla has rescheduled its Model S and Model X Signature Edition delivery event to Wednesday, May 20, 2026, after abruptly calling off the original May 12 celebration. The event will take place at Tesla’s factory at 45500 Fremont Boulevard in Fremont, California, the same location where the Model S first rolled off the line in 2012. Invitees received a follow-up email asking them to reconfirm attendance and download a new QR code ticket, with Tesla noting that all travel and accommodation expenses remain the buyer’s responsibility.

The reason behind the original cancellation came into focus the same day it was announced. President Trump invited Elon Musk, Apple’s Tim Cook, BlackRock’s Larry Fink, Boeing’s Kelly Ortberg, and executives from Goldman Sachs, Blackstone, Citigroup, and Meta to join his trip to China this week for a summit with President Xi Jinping. The agenda covers trade, artificial intelligence, export controls, Taiwan, and the Iran war, following weeks of escalating friction between Washington and Beijing over AI technology, sanctions, and rare earth exports. Trump wrote on Truth Social, “I am very much looking forward to my trip to China, an amazing Country, with a Leader, President Xi, respected by all.”

Tesla launches 200mph Model S “Gold” Signature in invite-only purchase

The vehicles at the center of all this are the last Model S and Model X units Tesla will ever build. Priced at $159,420 each, the 250 Model S and 100 Model X Signature Edition units come finished in Garnet Red with a one-year no-resale agreement, giving Tesla right of first refusal if the owner decides to sell. As Teslarati reported, the Model S defined Tesla’s early identity as a serious luxury automaker, and the Fremont factory line that built it is now being converted to manufacture Optimus humanoid robots.

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Musk’s inclusion in the China delegation drew attention given his very public relationship with Trump, and the invitation signals the two have moved past and past grievances. Trump originally brought Musk on to lead the Department of Government Efficiency following his inauguration, and despite a sharp public dispute in mid-2025, the two have appeared together repeatedly in recent months. A seat on the China trip, the most diplomatically consequential visit of Trump’s current term, puts Musk back at the table on U.S. economic policy at a moment when Tesla’s China revenue remains one of the company’s most important financial pillars.

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Tesla Semi hauls fresh Cybercab batch as Robotaxi era takes hold

A Tesla Semi was filmed hauling Cybercab units out of Giga Texas for the first time.

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A Tesla Semi loaded with Cybercab units was recently filmed leaving Gigafactory Texas, marking what appears to be the first documented delivery run of Tesla’s autonomous two-seater. The footage shows multiple Cybercabs secured on a flatbed trailer being hauled by a production Tesla Semi, a truck rated for a gross combination weight of 82,000 lbs. The location is consistent with Giga Texas in Austin, where Cybercab production has been ramping since February 2026.

The sighting follows a wave of Cybercab activity at the Austin facility. In late April, drone operator Joe Tegtmeyer spotted approximately 60 Cybercabs parked in two organized groups in the factory’s outbound lot, the largest concentration observed to date. Units being staged in an outbound lot is a standard pre-delivery step, and the Semi footage is the logical next frame in that sequence.


This is not the first time Tesla has used its own Semi to move Tesla products. When the Semi was unveiled in 2017, Musk noted it would be used for Tesla’s own operations, and over the years Semi prototypes were spotted carrying cargo ranging from concrete weights to Tesla vehicles being delivered to consumers. In 2023, a Semi was photographed transporting a Cybertruck on a trailer ahead of that vehicle’s delivery launch.

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The Cybercab itself was first revealed publicly at Tesla’s “We, Robot” event on October 10, 2024, at Warner Bros. Studios in Burbank, where 20 pre-production units gave attendees rides around the studio lot. Musk stated at the event that Tesla intends to produce the Cybercab before 2027. The first production unit rolled off the Giga Texas line on February 17, 2026, with Musk posting on X: “Congratulations to the Tesla team on making the first production Cybercab.”

Tesla’s annual production goal is 2 million Cybercabs per year once multiple factories reach full design capacity, with the company targeting a price under $30,000 per unit. Tesla has confirmed plans to expand its robotaxi service to seven cities in the first half of 2026, including Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas, building on the unsupervised service already running in Austin. Musk has said he expects robotaxis to cover between a quarter and half of the United States by end of year.

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Elon Musk

Tesla owners keep coming back for more

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Tesla has taken home the “Overall Loyalty to Make” award from S&P Global Mobility for the fourth consecutive year, reinforcing Tesla owners’ willingness to come back. The 2025 awards are based on S&P Global Mobility’s analysis of 13.6 million new retail vehicle registrations in the U.S. from October 2024 through September 2025. The complete list of 2025 winners includes General Motors for Overall Loyalty to Manufacturer, Tesla for Overall Loyalty to Make, Chevrolet Equinox for Overall Loyalty to Model, Mini for Most Improved Make Loyalty, Subaru for Overall Loyalty to Dealer, and Tesla again for both Ethnic Market Loyalty to Make and Highest Conquest Percentage.

Tesla’s streak in this category started in 2022, and the brand has now won the Highest Conquest Percentage award for six straight years, meaning it keeps pulling buyers away from other brands at a rate no competitor has matched. Tesla’s retention among Asian households reached 63.6% and among Hispanic households 61.9%, rates that significantly outpace national averages for those groups. That breadth of appeal across demographics adds a layer of significance to a win that some might dismiss as routine.

The timing matters too. After several consecutive quarters of decline, Tesla’s share of U.S. EV sales jumped to 59% in Q4 2025. That rebound, arriving just as competitors were flooding the market with new models and incentives, suggests Tesla’s loyalty numbers are not simply the result of limited alternatives. Buyers are still choosing it when they have plenty of other options.

What keeps Tesla owners coming back has a lot to do with the  and convenience of charging. The Supercharger network is the most straightforward example. With over 65,000 Superchargers globally, it remains the largest and most reliable fast-charging network in the world, and owners who have built their routines around it face a real practical cost when considering a switch. Competitors have made progress, but the consistency, speed, and availability of Tesla’s network is still the benchmark the rest of the industry is chasing.  Then there is the software side. Tesla has built a model where the car you own today is functionally different from the car you bought two years ago, through over-the-air updates that add continuous game-changing improvements such as Full Self-Driving that has moved from a driver-assist feature to an increasingly capable autonomous system. For many Tesla owners, leaving the brand means starting over with a car that will not get meaningfully better over time, and that is a trade-off fewer and fewer are willing to make.

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