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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.
Elon Musk
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
Tesla and SpaceX merger talks are reportedly advancing, and a deal could arrive by December.
Tesla and SpaceX are moving closer to a combination, with a deal announcement possible as soon as December, Bloomberg reported on Thursday, citing people familiar with the matter. The companies have also discussed a scenario in which the announcement slips into early 2027.
Boards and advisers on both sides are now working through the terms of the deal and the governance structure of the combined company, according to the report. One open item is how many SpaceX shares Tesla investors would receive. Bloomberg had previously reported that the two companies were aiming to announce a deal in the first half of next year and close it before the end of President Donald Trump’s term, so a December announcement would pull that schedule forward by months.
Tesla shares rose as much as 1.9% to $398.35 after the report, while SpaceX gained 0.6% to $140.63. SpaceX carries a market value of about $1.9 trillion following its June IPO, and Tesla is valued at about $1.55 trillion, which would make a combination the largest corporate deal on record. Neither company responded to requests for comment.
The talks became official on October 20, when Elon Musk said on SpaceX’s third quarter earnings call that both companies had formed special committees of independent directors to study a merger, as Teslarati reported. Musk said he could not take part because he is “a conflicted party” and called the process “an odd kabuki dance.” He also noted that Tesla would need approval from 50 percent of all outstanding shares, a bar the company missed in 2025 when a board declassification proposal won support from only 39.4 percent.
China remains the biggest structural problem. Bloomberg’s sources said the companies still need to work out how to isolate Tesla’s large and profitable manufacturing business in China from SpaceX’s U.S. government and defense contracts. JPMorgan analyst Rajat Gupta described those two factors last month as “key dynamics that are at odds with each other” for regulatory and shareholder approval. Musk has repeatedly said Tesla has no plans to separate its China business, a position he restated in August after ARK Invest predicted a merger announcement before the end of the year.
Washington adds another layer. Democrats took control of Congress in this month’s midterms and have pledged to investigate Musk’s business and political activities, which could bring added scrutiny to a deal involving one of the Pentagon’s most important launch and satellite contractors.
The report also lands three weeks before Tesla’s December 3 annual meeting at Giga Texas. That ballot has only three items, led by the re-election of Musk, board chair Robyn Denholm and JB Straubel, and includes no merger proposal. Any deal announced in December would likely require a separate special meeting for Tesla shareholders to vote on it.
The two companies already share a growing list of projects, including the Terafab semiconductor plant in Texas. Tesla’s next generation Roadster, which uses cold gas thrusters built on SpaceX hardware, turned up on display at SpaceX headquarters last month and has become one of the clearest public examples of that overlap.
News
SpaceX hid behind another name in the Arizona desert, and now it’s going big
SpaceX puts a $50 billion price on its Arizona supercompute campus ahead of December’s hearing.
SpaceX has put a price tag on the supercomputer campus it wants to build in the southern Arizona desert. In a statement Thursday, the company said it is pursuing a roughly $50 billion supercompute campus in Cochise County, about 80 miles east of Tucson. Together with a separate facility planned at Starbase, Texas, the two projects add up to more than $74 billion in planned investment.
The Arizona figure had not been disclosed before. SpaceX’s involvement only became public on November 4, when company representatives hosted a packed town hall at Cochise Elementary School for an application filed under the name Tombstone Resources LLC. A SpaceX representative told residents the filing used another name because putting SpaceX on it “draws attention” from outside the county, local station KVOA reported.
The application describes a 747-acre site near the Willcox Playa with up to nine buildings of about 493,000 square feet each. SpaceX plans to bring the campus online in four phases of roughly 1.5 GW, reaching 6 GW at full build, backed by a 24 GWh battery system and about $3.6 billion in grid upgrades. At that size, it would draw about 2.5 times more power than every data center in Maricopa County combined, according to an Arizona Republic analysis.
SpaceX says the project will create about 5,500 construction jobs and 1,000 permanent jobs, and that it could cut electricity bills for members of the local cooperatives by up to 20 percent. The campus would use dry cooling with no industrial groundwater use. Its application estimates ongoing water needs of 7 to 10 acre-feet a year, roughly what 20 to 30 homes consume.
Power is the bigger question. The site sits next to the Apache Generating Station, a coal and natural gas plant with about 1 GW of capacity that had been slated to retire by 2028. SpaceX told residents its investment could expand the station to more than 6 GW.
Local opposition is organized. A petition asking the county to deny the permit has gathered about 2,400 signatures, and the nearby playa is a landing spot for federally protected sandhill cranes, which SpaceX says its design accounts for. The Cochise County Planning and Zoning Commission will hold a public hearing on December 9 in Bisbee, with written comments due November 27. If approved, construction could start in March 2027.
The Texas project faces a vote the same day. The Starbase City Commission will consider a property tax abatement for SpaceX’s $24 billion gas plant and supercompute facility at its own December 9 hearing, as Teslarati reported. SpaceX said Thursday the Starbase site has already generated more than 3,000 construction jobs, and it committed $220 million to Brownsville’s water and wastewater systems, $40 million of which has been paid.
Both campuses would expand a footprint still centered on the Memphis area, where SpaceX’s Colossus data centers run largely on gas turbines and the company won a permit for a power plant in Southaven, Mississippi earlier this year. SpaceX ended the third quarter with 1.7 GW of nameplate compute. The Arizona campus alone, at full build, would be more than three times that size.
Elon Musk
Nvidia’s board meets on Jensen Huang, and Elon Musk already has an answer
Elon Musk says it would be an honor to hire Jensen Huang amid Nvidia turmoil.
Elon Musk says he would welcome Jensen Huang at one of his companies if Nvidia’s board decides to push out its longtime chief executive.
On Wednesday evening, the financial account ZeroHedge posted “Elon please hire Jensen” on X. Musk replied roughly two hours later: “That would be an honor.” Neither Huang nor Nvidia had responded publicly as of Wednesday night.
Musk’s reply came as Nvidia’s board met to decide Huang’s future. The Wall Street Journal reported that directors were preparing to oust him following reports of two extramarital relationships. One involves Alice Huang, a Singapore-based businesswoman whom U.S. intelligence officials reportedly believe was working for China’s Ministry of State Security. The New York Times separately reported a relationship with Kimberly Powell, Nvidia’s vice president of health care. Huang acknowledged being unfaithful in a memo to employees on Sunday but gave no details.
@zerohedge That would be an honor
— Elon Musk (@elonmusk) November 12, 2026
Under Nvidia’s bylaws, a majority of its 11 directors can remove the CEO with or without cause. Bloomberg reported that the board has been working with an outside firm on possible replacements and may name an interim chief, with CFO Colette Kress seen as the likely pick. Nvidia shares fell more than 8 percent in extended trading, according to CNBC, and the company is scheduled to report quarterly earnings on November 17.
Musk has more riding on Nvidia’s leadership than most tech executives. In August, he told investors on SpaceX’s first earnings call as a public company that it would build its AI infrastructure exclusively on Nvidia hardware, calling Vera Rubin “the best architecture.” SpaceX is also working with Nvidia on the compute payload for Starmind, its planned orbital AI constellation. In October, SpaceX said it had a binding commitment for a roughly $40 billion lease of Vera Rubin GPUs and related equipment, with the leases expected to begin in the first half of 2027.
The scale of that dependence is already enormous. On its Q3 call, SpaceX said it was bringing roughly 200,000 to 220,000 Nvidia GB300 GPUs online each month and expects 2.5 to 3 GW of nameplate compute by the end of the year. That buildout is now reaching new sites like the proposed $24 billion power plant and supercomputer campus at Starbase.
The relationship between the two executives also goes back nearly a decade. Huang has often told the story of personally delivering Nvidia’s first DGX-1 AI supercomputer to Musk in 2016, when no other customer wanted one. “Nobody wanted to be part of it, except for Elon,” Huang said on the Joe Rogan Experience last December.
Musk did not say what role Huang might fill, and his reply stops short of a formal offer. Huang co-founded Nvidia in 1993 and still owns about 3.6 percent of its stock, so any move to a Musk company would depend on whether, and how, he leaves the chipmaker he has run for more than three decades.
Tesla and SpaceX merger talks hit a new stage, and one hurdle remains
SpaceX hid behind another name in the Arizona desert, and now it’s going big
