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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.
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!
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.
Tesla (NASDAQ: TSLA) reported its earnings for the third quarter of 2026, marking a reasonable performance on the various financial metrics. Tesla still plans to hold a call that will field investor questions at 5:30 p.m. ET, 4:30 p.m. CT.
Here’s where Earnings came in:
- Total Revenues: $28.046 reported vs. $28.34B expected
- Non-GAAP EPS: $0.48 reported vs. $0.45 expected
- Operating Margin: 2.6 % reported vs. 2.5% expected
- Operating Income: $718M reported vs. $721M expected
- Free Cash Flow: $1.531B reported vs. ~-$4.51B expected
Tesla $TSLA Earnings Results:
Revenues: $28.046B
Non-GAAP EPS: $0.48
Operating Margin: 2.6%
Operating Income: $718M
FCF: $1.531B— TESLARATI (@Teslarati) October 21, 2026
Major Takeaways
Full Self-Driving (Supervised)
“FSD (Supervised)⁴ attach rate continued to grow, reaching over 75% of new vehicle deliveries in North America – our most mature market – a nearly twenty percentage point sequential increase. We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets.”
Tesla Semi
“We began volume production of Tesla Semi, our Class 8 heavy-duty truck. The top variant can go 500 miles at full 82,000 lbs gross combination weight while achieving an efficiency of 1.7 kWh/mile. That efficiency allows the Tesla Semi to use a third of the energy used by a comparable diesel truck to haul the same payload. In a transportation market where energy is one of the largest components of total cost per mile, this will provide a meaningful advantage to Tesla Semi operators.”
SI Compute
“We plan to reach 400 MW of SI training compute by the end of the year, supporting the development of both vehicle and humanoid robot autonomy software. Additionally, we continued construction for the Austin Fab, where we plan to start commissioning equipment in 2027.”
Robotaxi
“We began deployment of Cybercab into our Robotaxi fleet in Austin. We reached nearly two million cumulative unsupervised miles for our Robotaxi service as of the end of the quarter. Operating hours in Austin are now 6am to midnight, and we expect to reduce wait times via increased fleet supply and improvement of Robotaxi orchestration algorithms. Grok is available in Cybercab with access to Grok Bot and Connectors, which allows users to manage their inbox, calendars, files, chats and tasks – all hands free via voice command – making Cybercab a mode of transport, a productivity space and, with our entertainment options, a second living room.”
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla (NASDAQ: TSLA) reports its earnings for Q3 today. Here’s what to expect, as the company will reveal its balance sheet after the market closes on Wednesday.
Tesla already reported deliveries just after Q3 ended, and it demolished Wall Street consensus estimates of roughly 462,000 vehicles. Tesla delivered 486,532 cars in the third quarter, which was a big beat, but was down 2.1 percent from the same quarter last year. Energy storage deployments were 13.7 GWh, up year-over-year.
Tesla showrooms picked clean ahead of Q3 end as demand looks strong
For the quarter, analysts have already compiled their predictions for what Tesla will report this afternoon:
- Total Revenues: $28.34B
- Non-GAAP EPS: $0.43
- Operating Margin: 2.5%
- Operating Income: $721M
- Free Cash Flow: ~-$4.51B
Here are a few things we are looking forward to hearing about on the call:
Automotive Gross Margin and Overall Profitability
This was 16.3 percent in Q2, down from 19.2 percent in Q1, and was impacted by warranty charges and some fading regulatory credits. Consensus implies overall gross margin near 18 percent, but a miss here would potentially reinforce concerns about pricing pressure on its vehicles.
Pay attention to energy storage margins as well, especially since Tesla missed GWh expectations, although it was still a strong quarter.
Robotaxi/Cybercab, Unsupervised FSD, and Optimus Progress
The Say questions from retail investors usually focus on these types of projects, and this quarter is no different. Scaling the Cybercab fleet beyond Austin amid the open NHTSA safety review, timeline for Unsupervised FSD in customer cars, Robotaxi unit economics, and Optimus cost per unit plus when it could start generating revenue, are all things to be looking for.
Any concrete timelines or regulatory path details will likely move the stock more than the near-term numbers. SpaceX merger speculation, which was detailed during SpaceX’s earnings call last night, may also surface, although the key details were shared last night.
Elon Musk just confirmed the Tesla and SpaceX merger step everyone was waiting for
Say Investor Questions
- How does the Cybercab fleet scale past Austin, and what’s the regulatory path outside Texas given NHTSA’s open safety review?
- When can we anticipate FSD unsupervised in customer cars?
- When will the CyberCab be available for customer purchase/ownership?
- What’s the unit economics per paid robotaxi mile, and how does it compare to the thirty-cent target?
- Tesla has acknowledged that HW3 vehicles cannot support unsupervised FSD. When will owners know whether they can upgrade their hardware for free, and when will Tesla provide a clear plan?
The full Earnings Call will be streamed this evening after market close around 5 p.m. this evening.
SpaceX confirmed the date of Starship’s 15th launch window with some massive ambitions for the mission, as it will attempt to catch Ship for the first time.
CEO Elon Musk confirmed during SpaceX’s Earnings Call last night on October 20 that it would launch Starship for its 15th test flight in November, and there are some incredible things the company wants to try, making it perhaps the most groundbreaking launch in the program’s history.
SpaceX delivers blockbuster Q3 results as Super Intelligence segment booms
The most major development of the call was SpaceX’s intention to catch Ship alongside catching the Super Heavy Booster, something that has happened in the past. SpaceX showed an animation of the Ship catch, which will be done on the launch tower’s chopsticks:
SpaceX has released a new Starship tower catch animation for the upcoming Flight 15! https://t.co/kStn01Da8u
— Truthful🛰️ (@Truthful_ast) October 20, 2026
This monumental goal is to catch both the Ship and Booster in a dual-catch scenario, an incredible feat since SpaceX has never been able to reuse a Ship after launch. Musk said it would be “the first time that an orbital launch vehicle has been fully recovered,” and said it would be a “profound technology milestone.”
Musk said the odds of success on this first Ship catch attempt are “more likely than not,” but SpaceX is ultimately prepared for more tries moving forward. The SpaceX frontman said that, starting next year, Starship would have a “steady stream” of flights through the end of the year.
The cadence will accelerate in 2027, with Musk stating the company plans to target weekly flights in the first half of 2027 and twice-weekly by year-end.
The Flight 15 attempt follows that of Flight 14, which took off in late September and was Starship’s first orbital mission. It deployed 26 Starlink V3 satellites, accomplished a controlled ocean splashdown of both stages, and shed more light on potential challenges for the program moving forward.
As of now, the Starship program is firing on all cylinders.
Interested in ordering a Tesla? Use my referral code for three free months of Full Self-Driving (Supervised) here.
Tesla Q3 2026 Earnings results: in-line revenues, slight beat on EPS
Tesla reports Q3 Earnings today: here’s what to expect
