News
Tales from Dandelion customers: geothermal heating, cooling, and energy independence
Behind every installation of a Dandelion geothermal heating and air conditioning unit is a story. These stories are different for each customer, but each tale involves a notable common factor — a move towards gaining independence from fossil fuels. Here are a couple of stories from Dandelion customers who turned to geothermal solutions, and never looked back.
The Engineer
An aerial view of Matthew VanDerlofske’s home, which is fitted with solar panels. (Photo: Dandelion Energy)
When software engineer Matthew VanDerlofske came across Dandelion Energy’s heating and air conditioning system, he realized that it was the perfect way to help his family step away from fossil fuels. For VanDerlofske, a key reason behind his adoption of Dandelion’s geothermal solutions is the savings offered by the system.
During the gas spike in 2008 and 2009, the software engineer admitted that his family was budgeting $600 in gas per month for their SUVs alone. They were also spending $1,600 worth of oil per year for heating, on top of 15 megawatts of electricity per year from the grid. Eventually, VanDerlofske and his family realized that it was time to “start weaning ourselves off fossil fuels.”
The family started in 2012, investing $6,700 to have 32 solar panels installed on their roof. They also traded in one of their gas-guzzling SUVs for a Chevy Volt. Later, the family added an additional 24 solar panels, allowing them to produce more power than they consume. The family also acquired a Chevy Bolt, their first all-electric car. VanDerlofske and his wife regarded Dandelion’s geothermal heating and air conditioning system as the next step in their pursuit of energy independence, as it allowed them to get all their heating and air conditioning needs from the ground.
The Environmentalists
Paul and Joanne Coons’ historic home in Clifton Park, NY. (Photo: Dandelion Energy)
Dandelion Energy customers Paul and Joanne Coons have always been passionate about the environment. At one point, Joanne, a high school environmental science teacher, took it upon herself to make her own biodiesel from restaurant waste, which she used on her diesel car. Together with her husband, she also experimented with burning home-brewed biodiesel at home, in order to help offset their house’s $4,500 annual heating cost.
The couple completely embraced the energy-independent lifestyle after they took on the task of renovating a dilapidated, historic house in Clifton Park, NY. The home, which had no buyers due to its condition, was transformed by the couple into one of the most energy-efficient homes in the country. Since then, the house has won several green building awards, and it has become certified as a LEED Platinum and NAHB Certified Green Building Emerald home.
To make their historic home energy independent, the Coons opted to install an array of rooftop and pole-mounted solar panels, which they use to help power the house and charge their Nissan Leaf and Toyota Prius Hybrid. The couple, who also has a reservation for the Tesla Model 3, also opted to have a Dandelion Air unit installed for heating and air conditioning. Referring to their biodiesel-brewing days, Paul stated that ground source heat pumps are the best of both worlds, since “you can heat and cool your home with the power of the sun, and you don’t have to keep fueling the system.”
Ultimately, customers who are already committing to sustainable energy through rooftop solar solutions can’t go wrong with a geothermal heating and air conditioning system. Read more about Dandelion Energy’s geothermal systems here.
Elon Musk
Tesla needs to come through on this one Robotaxi metric, analyst says
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Tesla needs to come through on this one Robotaxi metric, Mark Delaney of Goldman Sachs says.
Tesla is in the process of rolling out its Robotaxi platform to areas outside of Austin and the California Bay Area. It has plans to launch in five additional cities, including Houston, Dallas, Miami, Las Vegas, and Phoenix.
However, the company’s expansion is not what the focus needs to be, according to Delaney. It’s the speed of deployment.
The analyst said:
“We think the key focus from here will be how fast Tesla can scale driverless operations (including if Tesla’s approach to software/hardware allows it to scale significantly faster than competitors, as the company has argued), and on profitability.”
Profitability will come as the Robotaxi fleet expands. Making that money will be dependent on when Tesla can initiate rides in more areas, giving more customers access to the program.
There are some additional things that the company needs to make happen ahead of the major Robotaxi expansion, one of those things is launching driverless rides in Austin, the first city in which it launched the program.
This week, Tesla started testing driverless Robotaxi rides in Austin, as two different Model Y units were spotted with no occupants, a huge step in the company’s plans for the ride-sharing platform.
Tesla Robotaxi goes driverless as Musk confirms Safety Monitor removal testing
CEO Elon Musk has been hoping to remove Safety Monitors from Robotaxis in Austin for several months, first mentioning the plan to have them out by the end of 2025 in September. He confirmed on Sunday that Tesla had officially removed vehicle occupants and started testing truly unsupervised rides.
Although Safety Monitors in Austin have been sitting in the passenger’s seat, they have still had the ability to override things in case of an emergency. After all, the ultimate goal was safety and avoiding any accidents or injuries.
Goldman Sachs reiterated its ‘Neutral’ rating and its $400 price target. Delaney said, “Tesla is making progress with its autonomous technology,” and recent developments make it evident that this is true.
Investor's Corner
Tesla gets bold Robotaxi prediction from Wall Street firm
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Tesla (NASDAQ: TSLA) received a bold Robotaxi prediction from Morgan Stanley, which anticipates a dramatic increase in the size of the company’s autonomous ride-hailing suite in the coming years.
Last week, Andrew Percoco took over Tesla analysis for Morgan Stanley from Adam Jonas, who covered the stock for years. Percoco seems to be less optimistic and bullish on Tesla shares, while still being fair and balanced in his analysis.
Percoco dug into the Robotaxi fleet and its expansion in the coming years in his latest note, released on Tuesday. The firm expects Tesla to increase the Robotaxi fleet size to 1,000 vehicles in 2026. However, that’s small-scale compared to what they expect from Tesla in a decade.
Tesla expands Robotaxi app access once again, this time on a global scale
By 2035, Morgan Stanley believes there will be one million Robotaxis on the road across multiple cities, a major jump and a considerable fleet size. We assume this means the fleet of vehicles Tesla will operate internally, and not including passenger-owned vehicles that could be added through software updates.
He also listed three specific catalysts that investors should pay attention to, as these will represent the company being on track to achieve its Robotaxi dreams:
- Opening Robotaxi to the public without a Safety Monitor. Timing is unclear, but it appears that Tesla is getting closer by the day.
- Improvement in safety metrics without the Safety Monitor. Tesla’s ability to improve its safety metrics as it scales miles driven without the Safety Monitor is imperative as it looks to scale in new states and cities in 2026.
- Cybercab start of production, targeted for April 2026. Tesla’s Cybercab is a purpose-built vehicle (no steering wheel or pedals, only two seats) that is expected to be produced through its state-of-the-art unboxed manufacturing process, offering further cost reductions and thus accelerating adoption over time.
Robotaxi stands to be one of Tesla’s most significant revenue contributors, especially as the company plans to continue expanding its ride-hailing service across the world in the coming years.
Its current deployment strategy is controlled and conservative to avoid any drastic and potentially program-ruining incidents.
So far, the program, which is active in Austin and the California Bay Area, has been widely successful.
News
Tesla Model Y L is gaining momentum in China’s premium segment
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla’s domestic sales in China held steady in November with around 73,000 units delivered, but a closer look at the Model Y L’s numbers hints at an emerging shift towards pricier variants that could very well be boosting average selling prices and margins.
This suggests that the addition of the Model Y L to Tesla China’s lineup will not result in a case of cannibalization, but a possible case of “premiumization” instead.
Tesla China’s November domestic numbers
Data from the a Passenger Car Association (CPCA) indicated that Tesla China saw domestic deliveries of about 73,000 vehicles in November 2025. This number included 34,000 standard Model Y units, 26,000 Model 3 units, and 13,000 Model Y L units, as per industry watchers.
This means that the Model Y L accounted for roughly 27% of Tesla China’s total Model Y sales, despite the variant carrying a ~28% premium over the base RWD Model Y that is estimated to have dominated last year’s mix.
As per industry watcher @TSLAFanMtl, this suggests that Tesla China’s sales have moved towards more premium variants this year. Thus, direct year-over-year sales comparisons might miss the bigger picture. This is true even for the regular Model Y, as another premium trim, the Long Range RWD variant, was also added to the lineup this 2025.
November 2025 momentum
While Tesla China’s overall sales this year have seen challenges, the Model Y and Model 3 have remained strong sellers in the country. This is especially impressive as the Model Y and Model 3 are premium-priced vehicles, and they compete in the world’s most competitive electric vehicle market. Tesla China is also yet to roll out the latest capabilities of FSD in China, which means that its vehicles in the country could not tap into their latest capabilities yet.
Aggregated results from November suggest that the Tesla Model Y took the crown as China’s #1 best-selling SUV during the month, with roughly 34,000 deliveries. With the Model Y L, this number is even higher. The Tesla Model 3 also had a stellar month, seeing 25,700 deliveries during November 2025.
Tesla needs to come through on this one Robotaxi metric, analyst says
Tesla gets bold Robotaxi prediction from Wall Street firm
