News
My journey with a SolarCity System: Snow, Net Metering
After 9 months of planning, waiting and negotiating, my SolarCity system installation was finally completed in December of 2014. Following the install, the only steps that remained were to implement updates required for net metering and to finalize the electrical and building inspections.
The electrical inspection went quickly, but the building inspection was a pain. The local building inspector wasn’t very responsive and scheduled inspections shortly after large snow storms, but then refused to do the inspection due to “snow covering the panels”.
While we waited for the inspections, which finally took place in March of 2015, National Grid installed a new Net Meter. Net meters are capable of monitoring the amount of power being sent back into the grid. The meter swap is quick work, but be forewarned that it requires power to be cut from your home during the swap.
Weathering the Storm
We had a brutal Winter here in the Northeast and this was my first year with panels. So I had concerns about the impact of the heavy snow being on top of the panels, and also how one goes about cleaning off the snow. I asked SolarCity about proper handling and they told me not to worry about it:
“We understand your concern with the snow and the load that it would cause. Please be advised that when your system was built, our engineers took into consideration, your roof structure as well as the amount of weight that it would be able to hold. We also have the system approved by the City for load bearings.The City and our engineers did take into consideration, the amount of largest amount of snow that your roof can withstand before we installed. I understand that there was a mass message out to all the people in the area advising them to make sure that they clear the roof. We advised that you allow the snow to melt/slide down on its own., If you are hiring someone to come out to clear the roof. Make sure that they be careful and they only sweep the panels.”
I patiently waited for the snow to slide off the panels and sure enough it did, and with no issues. The snow slides off the black, wet glass-like surface of the solar panels. You definitely don’t want to be anywhere below the roofline when the snow decides to let go!
Early Issues – Broken Gear
Once National Grid completed the net metering install, I was finally approved to turn on the system. The first step involves turning a big dial (on each inverter) from off to on. I have three inverters which means three dials to flip on.
I turned each of them on. Two lit green almost immediately while the remaining inverted displayed a red fault light. There were no instructions on what to do in this scenario; no manuals and no guidance, so my only option was to call for help.
Getting help from SolarCity on the issue at had was a frustrating experience. SolarCity has a lot to learn when it comes to customer service. I spoke to several customer support managers as I continued to escalate my issue.
Finally, after five weeks of follow ups and many phone calls, I got the broken inverter fixed.
Tip:
SolarCity doesn’t bother to tell you this, but what I discovered was a little black button in the middle of the inverter. It’s hard to see but if you press the button you’ll be able to cycle through messages on the digital display, one of which is a fault code. Providing SolarCity with a fault code is much more useful than just letting them know that a red light is blinking.
Early Issues – Snow Fall
As mentioned earlier, snow doesn’t stick to the panels for long, but it does manage to build up before it lets go. Imagine 3 feet of heavy snow mixed with ice over your entire roof all letting go at the same time. It’s not a slow drip. It’s an avalanche.
The end result is dead flowers, dead bushes, and broken branches on vegetation immediately below the roof. As much as it’s common sense that snow will eventually melt from a roof and slide down, I wish SolarCity would have warned us that snow tends to slide from solar panels at a much quicker rate. I would have done something to fortify those flowers and bushes. After all, landscaping is not cheap.
There’s an accident waiting to happen so I think it’s in SolarCity’s best interest to pre-warn people of this, especially newbies to the world of solar panels.
Summary
Eleven months after starting the project, my SolarCity system finally went live (partially) on February 23, 2015. And on April 1, 2015, the third inverter was fixed allowing the system to work in its full capacity.
The image to the right is showing the day when the transformer on my street blew up and the entire street lost power for several hours. I added 33% more power from my large system going back into the network while using very little (Winter time) the same day the transformer blew. But then again, it was also April 1. Nobody made a fuss — National Grid replaced the transformer and all has been stable since. My best guess as to why that happened? Perhaps the transformer was already near its thresholds and my solar installation was the one to tip it over?
I’ll be writing about system monitoring, cost savings and billing errors in upcoming posts. The story isn’t over yet.
Tesla has launched a new solution to a rare but relevant Supercharger problem with a new Virtual Waitlist, a remedy that will solve sequencing confusion when there is a line to charge at one of the company’s locations.
Teslarati reported on what we called the Virtual Queue last month. In rare occurrences, there were physical altercations at Superchargers when someone might have cut in line to charge. Tesla started to develop some sort of system that would resolve this issue, and now it is finally rolling it out.
Tesla launches solution to end Supercharger fights once and for all
It will start with a Pilot Program, and Tesla is calling it the ‘Waitlist.’
Announced on May 11 on the official TeslaCharging X account, the pilot program is currently active at sites in Los Gatos, Mountain View, and San Francisco in California, as well as San Jose, CA, and the Bronx, NY (East Gun Hill Road). Drivers are encouraged to share feedback directly through the Tesla app to refine the system before a potential broader rollout.
We’re now testing a new waitlist feature at 5 Supercharger sites. Share feedback through the Tesla app to help us make it better.
– Los Gatos, CA – Los Gatos Boulevard
– Mountain View, CA – El Monte Avenue
– San Francisco, CA – Lombard Street
– San Jose, CA – Saratoga Avenue
-… pic.twitter.com/epTVzpJxgW— Tesla Charging (@TeslaCharging) May 11, 2026
Tesla released the video above to showcase the feature, which automatically joins the waitlist when your vehicle has the Supercharger with the wait as the destination in the navigation. There is also a notification that lets you know your place in line.
In this specific example, the video shows that the wait is less than five minutes, and that there are two cars ahead of the one in the video:
Credit: Tesla
Having a wait at a Supercharger is relatively rare, but it does happen. It is even more frequent now that there are more EVs allowed to use the Supercharger Network. Those non-Tesla EVs can also join the queue, as Tesla added in its social media release of the pilot program that they can join the waitlist using the Tesla app.
The release of this program should help alleviate the rare risk of incidents at Superchargers. Tesla will expand this program as it sees fit, and it gathers valuable data and reviews from users.
Investor's Corner
Tesla Optimus is already benefiting investors, top Wall Street firm says
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Tesla Optimus is already benefiting investors from a fiscal standpoint, at least that is what Alexander Potter at Piper Sandler, a top Wall Street firm covering the company, says.
Piper Sandler has updated its detailed valuation model for Tesla (NASDAQ: TSLA), concluding that at recent share prices around $400–$420, investors are essentially acquiring the company’s ambitious Optimus humanoid robot project at no extra cost.
Analyst Alexander Potter, in the firm’s latest “Definitive Guide to Investing in Tesla,” built a comprehensive framework covering 17 separate product lines.
This granular approach values Tesla’s core businesses—including electric vehicles, energy storage, Full Self-Driving (FSD) software, in-house insurance, Supercharging network, and a standalone robotaxi operation—at approximately $400 per share, without assigning any value to Optimus or related inference-as-a-service opportunities.
“At $400/share, we think investors can buy Optimus for ‘free,’” Potter stated in the note. Piper Sandler maintained its Overweight rating on Tesla shares and a $500 price target, which implicitly attributes roughly $100 per share to the robot-related businesses— a figure the analyst views as potentially conservative.
The updated model incorporates elements often overlooked by other sell-side analysts, such as detailed forecasts for Tesla’s insurance operations, Supercharger revenue, and a distinct valuation for the robotaxi business separate from FSD software licensing. It also accounts for Tesla’s 2025 CEO compensation plan for the first time.
Potter acknowledged that his estimates for 2026 and 2027 fall below Wall Street consensus, citing factors like declining deliveries from certain discontinued models and reduced regulatory credit income.
However, he expressed limited concern, noting that traditional vehicle delivery metrics are expected to matter less over time as FSD subscriber growth and robotaxi deployment metrics gain prominence. On Optimus specifically, Potter suggested the humanoid robot program, combined with inference services, “arguably will be worth more than Tesla’s other businesses combined,” though the firm has not yet produced formal long-term forecasts for these segments.
Tesla shares have traded near the $400 range in recent sessions, reflecting ongoing investor focus on the company’s autonomous driving progress and expansion into robotics and AI. The Optimus project remains in early development stages, with Tesla aiming to deploy the robots initially for internal factory tasks before broader commercial applications.
This Piper Sandler analysis highlights the growing emphasis among some investors and analysts on Tesla’s long-term technology platform potential beyond its current automotive and energy businesses.
As with any forward-looking valuation, outcomes will depend on execution timelines, technological breakthroughs, regulatory approvals for autonomous systems, and market adoption of humanoid robotics—areas that carry significant uncertainty and execution risk.
The note underscores a common theme in Tesla coverage: differing views on how to quantify emerging high-growth opportunities like robotics within the company’s overall enterprise value. Investors are advised to consider their own risk tolerance and conduct thorough due diligence regarding these speculative elements.
News
Tesla Giga Texas buzzing as new Cybertruck appears to enter production
Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Tesla Giga Texas is buzzing with a lot of action, as it appears the new Cybertruck trim that was offered a few months back has entered production. Additionally, the Cybercab manufacturing ramp-up is continuing amidst Tesla’s busy May, which includes a handful of things from an automotive perspective.
Drone operator Joe Tegtmeyer captured striking footage over Giga Texas on the morning of May 11, 2026, revealing fresh batches of Cybertrucks that may mark the start of series production for the long-awaited $59,990 Dual Motor AWD variant.
Tesla launches new Cybertruck trim with more features than ever for a low price
The vehicles lined up in staging areas, and we got a great look at three of the units parked on the property:
Hard to say for sure, but production of the $59K AWD @Cybertruck may be just getting started here on this early and soggy morning at Giga Texas … this version is much harder to visually distinguish from the premium AWD versions, so I’ll come back on Wednesday and we’ll see if… pic.twitter.com/UX7yCQpgeC
— Joe Tegtmeyer 🚀 🤠🛸😎 (@JoeTegtmeyer) May 11, 2026
Tegtmeyer notes the difficulty in visually distinguishing this base AWD model from higher-trim versions, unlike the earlier Long-Range RWD that lacked a motorized tonneau cover.
Tesla launched the $59,990 Dual Motor AWD Cybertruck in late February 2026 with a brief introductory pricing window that closed by month’s end.
Initial U.S. delivery estimates of June 2026 quickly slipped to September–October and, for newer orders, as far as April 2027.
The move underscores robust consumer interest in a more accessible all-wheel-drive Cybertruck priced under $60,000 before incentives—positioning it as a volume play for Tesla’s electric pickup lineup while premium AWD and Cyberbeast variants continue to be sold as usual.
Meanwhile, Cybercab production at the same Austin facility shows steady, if deliberate, progress. Tegtmeyer’s latest flyover documented dozens of glossy production-spec Cybercabs parked in the outbound lot—consistent with Tesla’s early statements that initial output would remain modest before scaling later in 2026.
The purpose-built robotaxi, unveiled in 2024 and lacking a steering wheel or pedals, rolled its first unit off the line in February. Volume manufacturing began in April, with early examples already undergoing autonomous testing around the factory grounds.
Elon Musk has repeatedly emphasized that Cybercab and Semi production will start slowly before ramping “exponentially” toward year-end. The presence of multiple finished units signals Tesla’s Unboxed manufacturing process is maturing, even as the company balances Cybertruck output with autonomy milestones.
Recent drone imagery also shows ongoing construction for Optimus and test-track expansions, highlighting Giga Texas’s evolving role as Tesla’s hub for next-generation vehicles.
For Cybertruck buyers, the potential ramp of the $59K AWD offers hope of shorter waits and broader market access. For autonomy enthusiasts, the growing fleet of Cybercabs hints at robotaxi service trials on the horizon.
While official confirmation from Tesla remains pending, Tegtmeyer’s footage provides the clearest public signal yet that both programs are advancing in parallel at Giga Texas.
Tesla launches its solution to rare but relevant Supercharger problem
Tesla Optimus is already benefiting investors, top Wall Street firm says
