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Installing Solar Panels through SolarCity
Shortly after placing my order for my Tesla Model S I started looking into installing a solar panel system at home as a way to offset the soon-to-be increased electricity bill. My research turned me to a SolarCity system which I ended up signing up with in April of 2014.
After a number of scoping, design, and utility company challenges the day finally came for installation.
Sizing the Job
While I had originally hoped for a much larger system, the system that was installed was still large by most people’s standards. The final design called for 70 panels, each capable of generating 255W for a total of 17.8 kW and an annual expected output of 18,611 kWh.
To put that into perspective, my Model S uses an average of 775 kWh (as measured through a digital submeter) or approximately 2,400 miles. That usage will climb a bit for the winter months, but I still intend to use about 9,300 kWh per year for my Model S which equates to 50% of my expected solar generation capacity.
What this means is that I’ll be driving my Model S on 100% solar generated energy and still have solar energy to spare to offset my normal electric costs.
Many installations are half this size or smaller due to a number of constraints. Because of the size of this job, SolarCity booked 2 days for the install and sent a crew of about 8 to do the work.
Scheduling
It was a bit nerve wracking waiting for the project to begin 8 months after my April sign up date. This put us smack dab in the middle of winter for a December 8th install in New England. We’ve had snow and ice storms along the way which made me more skeptical that the install would ever take place.
I’m happy to report that the entire SolarCity team in charge of the project arrived on the scheduled date. They were late due to leftover work at a different site, but they turned up despite the wet weather, 30 degree temperature and got right to work. It was immediately evident that this crew knew what they were doing and it was just another day on the job despite the magnitude of the install.
Solar Panel Installation
The first order of business was to tape off and secure the area from foot traffic. Anchors are attached to the roof which the crew secured their safety harnesses to.
Once the precautionary safety measures were in place, the crew began setting up dozens of anchor points across the roof surfaces later to be used as mounting points for the solar panels. That part took most of the first day.
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By the end of the first day they had managed to install solar panels on the smaller of the 2 roof lines and had most of the anchors ready on the larger roof line.
Weather Proof Guarantee
A Noreaster hit right in the middle of the week so installation was postponed. To make matter worse, all of the heavy rain and cold weather ended up icing over the roof. I crawled into both attics below each roof to ensure that all of the nails and anchors on the roof didn’t create a leak and was relieved to find that everything was totally dry.
SolarCity guarantees a leak-free installation so it was great to be able to validate that even after torrential rains.
The crew returned on the third day despite the rain and proceeded to work a full day in extremely cold weather and light rain.
Uh oh, Design Challenges
Two different design issues were uncovered during the solar panel installation. The first of which was related to a misjudgment on the number of solar panels that would fit. Designers back at corporate had mapped out 70 panels for the roof, but one of the panels would not fit behind the chimney. The crew offered to stick it somewhere else, but we declined as it would have been asymmetrical anywhere else and the aesthetics would not have been good. So we ended up with a total of 69 panels and a slight decrease in target generation capacity.
The second issue was identified on the third day. While the entire install was on the front of the house (thanks to National Grid), they had a pipe running in the middle of the roof on the rear of the house which looked stupid and unnecessary.
I spoke to them about it and they cheerfully redesigned and relocated the entire pipe. In the rain. In 30 degree weather. On top of the house. The install team took our concerns seriously and took care of the problem.
The Final Touches
After lugging the panels up all day (each panel weighs about 45 pounds) and mounting them, they took the time to level each of them so they were completely flat.
At one point a single panel in the middle of the lot was a bit out of place (not perfect) so one of the guys had to slide down the wet, cold, glass on his knees (getting soaked in the process), 30 feet above ground with just a line to keep him safe just to adjust the angle slightly. Those installers are hard core!
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Electric Connection
I was surprised that SolarCity needed no access to the house (other than for bathroom breaks) to do the job. The entire connection for my house was on the outside. They needed to cut the power for about 45 minutes to connect into the mains but otherwise there was very little disruption.
The size of the installation required 3 inverters which they placed on the side of the house.
Next Steps
The process leading up to the install (3 part series) was frustrating and error-prone between the reluctant power company and the mistakes made by the out-of-touch engineers back at SolarCity corporate. But SolarCity’s installation team was nothing but first class, all the way. They knew their stuff, were very safety conscious and worked through some harsh conditions to get the job done, and done well. They restored my confidence in the decision I made and I’m confident again that things are going to work out well.
Now that the system is installed and ready to go we need to have the inspections done. SolarCity coordinates it all, but there’s a building inspection, an electrical inspection and then an inspection by the power company. Once all passes (in about 3-4 weeks) we’re given the green light to flip the switches and start putting that free energy from the sun to good use.
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Elon Musk has declared that SpaceX has effectively solved one of Starship’s most persistent engineering challenges: the reliability of its heat shield tiles.
During the company’s first-ever Earnings Call, the SpaceX CEO stated:
“I don’t want to jinx it or anything, but I think I would call the heat shield problem solved at this point. All indications from data and visual inspection is we have solved it. That doesn’t mean we won’t make improvements, but we do not see any technical obstacles to achieving rapid reusability at this point.”
Starship’s heat shield consists of roughly 18,000 hexagonal ceramic tiles covering the windward side of the upper stage. These tiles form the thermal protection system that shields the vehicle’s stainless-steel structure from the extreme heat of atmospheric reentry.
Elon says he believes the heat shield problem with Starship is currently solved.
He called it “arguably the single biggest problem” pic.twitter.com/eEE9vM5zlz
— TESLARATI (@Teslarati) August 4, 2026
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During descent, atmospheric friction generates temperatures exceeding several thousand degrees Celsius and creates plasma flows capable of melting unprotected metal. The tiles absorb, radiate, and insulate against this energy, allowing the vehicle to survive and potentially fly again. Without a durable heat shield, full and rapid reusability, the cornerstone of Starship’s design for frequent launches, satellite deployments, and deep-space missions, would remain impossible.
The tiles have long been a source of difficulty. On earlier test flights, a significant number of tiles detached during ascent due to vibration, aerodynamic loads, and imperfect attachment methods using pins and adhesives. Gaps between tiles allowed hot plasma to infiltrate, causing secondary damage and hot spots on the underlying structure.
These issues echoed challenges faced by NASA’s Space Shuttle, whose ceramic tiles required extensive, labor-intensive inspections and replacements between missions, preventing rapid turnaround. SpaceX has iteratively improved materials, standardized tile shapes, refined attachment techniques, added secondary ablative layers, and tested sealing methods such as “crunch wrap” felt to close gaps.
Progress was visible across Flights 10–12, with steadily better tile retention, yet questions remained about whether the system could support the minimal-refurbishment goal of rapid reuse.
Flight 13 on July 24 provided the decisive evidence. Ship 40 flew a deliberately more demanding profile with higher dynamic pressure to stress the heat shield beyond typical operational loads. It successfully deployed 20 operational Starlink V3 satellites, the first such payload on a Starship mission, performed an in-space Raptor engine relight, and executed a controlled reentry.
Elon Musk sheds two new bits of detail on Starship after 13th test launch
Cameras on six of the satellites and onboard sensors captured extensive imagery and data of the shield throughout the flight. The ship then achieved its softest splashdown to date in the Indian Ocean, remaining intact and floating rather than breaking apart or exploding as on prior missions. This allowed drone inspections and continuous telemetry of the heat shield in near-real time.
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Post-flight analysis showed the majority of tiles remaining attached with only minor damage and limited plasma streaking at seams. Musk noted that the mission delivered “all the heat shield data we needed and then some.” Combined with visual inspections, these results underpinned his subsequent assessment that the core technical barriers to rapid reusability have been cleared. While refinements will continue, Flight 13 marked a pivotal step toward Starship’s operational future.
SpaceX COO Gwynne Shotwell outlined ambitious plans for Starlink Mobile during the company’s August 4 Earnings call, signaling a direct challenge to U.S. wireless giants like AT&T, T-Mobile, and Verizon.
Shotwell noted that the three companies generate roughly $600 billion in combined annual revenue. “I anticipate us to be able to acquire quite a few of their customers because I think our service will be better,” she said. “We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster… I’m quite excited about Starlink Mobile.”
SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:
“Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones… pic.twitter.com/UYZUkrGc0L
— Sawyer Merritt (@SawyerMerritt) August 4, 2026
SpaceX intends to combine its satellite constellation with terrestrial infrastructure. The company has acquired about 65 MHz of spectrum from EchoStar and plans to deploy next-generation Starlink Mobile satellites in 2027, with upgraded service targeted for the end of that year.
Shotwell described the enhanced network, leveraging more satellites and spectrum, as potentially “100 times better” than the current direct-to-cell offering, which already supports basic texting and app-based voice/video in coverage gaps through partnerships. She also indicated plans for low-cost cellular base stations that could integrate with existing Starlink dishes, creating a hybrid system for broader capacity in urban, suburban, and rural areas.
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For the general public, Starlink Mobile promises significant advantages. Satellite connectivity can fill gaps where traditional cell towers fail, delivering service in remote locations, mountains, or during outages caused by storms, wildfires, or infrastructure damage—conditions in which ground networks often collapse.
Users could enjoy more consistent coverage without relying solely on dense tower builds, potentially at competitive prices as SpaceX scales. The hybrid approach aims to support full mobile services, including higher-speed data, while working with unmodified smartphones over time.
These developments revive long-standing but unfounded rumors of a Musk-developed “Tesla phone.” Speculative claims of a “Pi Phone” or similar device with built-in Starlink connectivity have circulated for years on social media, often featuring fabricated images and details. Elon Musk has repeatedly denied any such plans, stating Tesla has no intention of entering the smartphone market unless forced by extreme circumstances with app stores.
No official product, filings, or development announcements have ever materialized; the rumors remain hoaxes.
The announcement quickly pressured telecom stocks. Shares of AT&T, Verizon, and T-Mobile fell between roughly 2 and 4 percent in after-hours and premarket trading as investors weighed the competitive threat from a hybrid satellite-terrestrial network.
While execution challenges remain—spectrum deployment, infrastructure rollout, and regulatory hurdles—Shotwell’s remarks mark SpaceX’s clearest signal yet of entering the consumer mobile market as a full competitor.
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Venture capitalist Chamath Palihapitiya has cautioned investors shorting SpaceX shares, drawing a direct parallel to the intense short-selling pressure Tesla faced in its early public years.
Responding to reports of elevated short interest in the newly public rocket, satellite, and AI company, Palihapitiya noted that similar dynamics played out with Tesla, where aggressive short sellers ultimately “went broke.”
SpaceX (NASDAQ: SPCX) went public on June 12, 2026, in the largest IPO on record, pricing at $135 per share. Shares quickly surged to an all-time high of $225.64 just days later, briefly implying a valuation exceeding $2 trillion. The stock has since retreated sharply amid valuation concerns, lockup expiration fears, and broader market dynamics.
By early August, it traded near $108–$125, representing a roughly 50 percent decline from the peak and bringing the market capitalization closer to the $1.5–1.7 trillion range. On August 4, shares closed up more than 9 percent at $125.33 ahead of earnings before facing pressure in after-hours and premarket trading.
Short interest has climbed dramatically. According to S3 Partners data widely cited in market reports, short positions reached approximately 219.3 million shares by late July, about 34 percent of the limited public float of roughly 640 million shares, and represented a notional value of around $24.6 billion.
Utilization of shares available to borrow hit 95 percent, with borrow fees rising. This level of shorting exceeded the dollar value of short bets against Tesla at the time and built rapidly ahead of two catalysts: the company’s first post-IPO earnings and an August 6 lockup expiration that could free up to 911.5 million additional shares.
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CEO Elon Musk has issued warnings of his own. In mid-July, as short interest approached one-third of the float, he posted that “the survival probability of firms who maintain a significant short position in SpaceX over time is very low,” reiterating his view that the company could ultimately be worth more than Earth if it achieves its goals.
On August 4, just before earnings, Musk responded to the latest short-interest data by saying, “I try to warn them, but they just double down.”
SpaceX delivered its first quarterly results as a public company after the close on August 4. Second-quarter revenue rose 92 percent year-over-year to $7.8 billion, beating consensus estimates near $6.8–6.9 billion.
The net loss narrowed to $541 million, or 9 cents per share, better than the roughly 23–24 cent loss expected. Starlink/connectivity contributed about $4.3 billion (up 66 percent), while the AI business generated $2.6 billion (up roughly 250 percent). Capital expenditures were heavy at $18.4 billion, largely tied to AI infrastructure. Management projected a $100 billion annualized revenue run rate by year-end 2026 and outlined a path toward $1 trillion in annual revenue by 2030.
The combination of Chamath’s historical reminder, Musk’s repeated alerts, and the company’s ambitious growth targets underscores the high-stakes debate surrounding SPCX. Short sellers are positioned for near-term supply pressure from the lockup, while long-term bulls point to Starlink scale, Starship progress, and AI compute expansion as reasons the bears may ultimately face the same fate as many early Tesla skeptics.
SpaceX has solved Starship’s biggest challenge, Elon Musk says
SpaceX is coming for wireless giants with Starlink Mobile
