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.
Investor's Corner
SpaceX reports its second earnings today: here’s what to expect
SpaceX (NASDAQ: SPCX) will report its second public earnings call today since its IPO earlier this year, and there are a few things we expect to hear about, as well as Wall Street analysts, who have already outlined their expectations for the call.
Wall Street analysts have a consensus of $12.72 billion in revenue and an earnings per share (EPS) of $0.13. These are broken down into three sectors: Space, Connectivity, and AI/SI, which are perceived in this way:
- Space: $1.41 billion
- Connectivity: $4.84 billion
- AI/SI: $6.47 billion
Other outlets cluster near $12.8 or $12.9 billion in revenue and $0.14 – $0.15 EPS. This implies a roughly 65 percent sequential growth from Q2’s $7.81 billion, driven mostly by AI/SI, with the first post-IPO positive EPS expected.
Here are the three things to watch for on the call:
AI Revenue Ramp and the $100B+ ARR target
AI is truly the swing factor for SpaceX, and analysts expect it to roughly double from Q2’s $2.56 billion and become about half of total revenue. Management previously guided to a $100 billion+ annualized run rate by December, including the Cursor acquisition, which was $60 billion, to close the quarter.
Listen for updates on SpaceX’s compute capacity, especially pertaining to its contracts with Google, Anthropic, and others, revenue per watt, any new deals, and Cursor’s early contribution.
Starlink/Connectivity Metrics and Mobile Expansion
Connectivity remains a main profit engine for SpaceX. Subscriber additions will be something to pay attention to, as Q2 ended at 12 million and previews are looking at 14 million for this quarter. Additionally, ARPU trends, enterprise and government growth, and any commentary on Starlink Mobile will be something to pay attention to, especially following the recent low-band spectrum deal and FCC-related constellation approvals.
Capex Trajectory, Cash Burn/FCF, and Starship/Operational Updates
Q2 capex of roughly $18.4 billion weighed on the stock. Investors will look to scrutinize Q3 spending levels, any guidance on the pace into Q4/2027, free cash flow, backlog, and liquidity. Operational color on Starship (Flight 14 milestones and Flight 15 timing/reusability progress), Falcon cadence, and government/NASA contracts are also in focus.
Of course, there will also be some speculation on the potential Tesla-SpaceX merger, but there was nothing mentioned in the company’s proxy it sent earlier this week.
SpaceX will report earnings after market close today and will stream the call on X.
Watch live as SpaceX discusses our Q3 2026 earnings at 3:30pm CT today → https://t.co/Qrb0qeVG15
— SpaceX (@SpaceX) October 20, 2026
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News
SpaceX just launched its secret Starfall saucer again
SpaceX launched its Starfall capsule again on Bandwagon-5, this time listed openly beside rideshare customers.
SpaceX launched its Starfall reentry capsule for the second time on Tuesday morning, flying it as the payload of the Bandwagon-5 rideshare mission. Falcon 9 lifted off from Space Launch Complex 40 in Florida at 7:04 a.m. ET with 32 payloads, and the first stage booster, on its 19th flight, landed on the droneship A Shortfall of Gravitas about nine minutes later.
Starfall was scheduled to separate last, 2 hours and 48 minutes after liftoff. The final customer satellite on SpaceX’s mission timeline comes off the upper stage about an hour and nine minutes in, which left a long gap before the capsule was due to be released alone. SpaceX later posted that the payload deployment sequence is complete. At liftoff, the company said Starfall “enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing.”
Starfall enables affordable, routine access to a microgravity environment, providing unique opportunities for on-orbit manufacturing, scientific research, and testing https://t.co/y8kJg3QDor
— SpaceX (@SpaceX) October 20, 2026
As Teslarati reported before the first Starfall flight, SpaceX made no public announcement about the vehicle then, and nearly everything known came from FAA and FCC filings. This time Starfall is an item name on the official mission page, listed beside paying rideshare customers. SpaceX has still not said what, if anything, is aboard this Starfall, Spaceflight Now noted.
The FAA’s environmental assessment from May describes a disk about 10.2 feet wide and 2.5 feet tall that weighs roughly 4,600 pounds and can bring 2,200 pounds of payload back to Earth.
Interestingly, the same rocket also carries a competitor’s hardware. Varda Space Industries launched its W-Series 7 capsule on Bandwagon-5, a spacecraft about three times smaller than Starfall that will test whether microgravity can improve the solubility of a cancer drug called Protac. It is Varda’s ninth reentry capsule, and W-8 and W-9 launched earlier this month on Transporter-18. SpaceX has been Varda’s launch provider since the company’s first Falcon 9 rideshare contract in 2021.
SpaceX has not published where or how this Starfall will come down. The preview we ran in June described a recovery from the Pacific Ocean, and the company has not said whether this flight follows the same plan. The launch also arrives hours before SpaceX posts its third quarter results after the market closes, a report we previewed earlier this week.
Elon Musk
The Boring Company’s latest Tesla tunnel truck mod “fits like a glove”
The Boring Company has modified a Tesla powered tunnel truck to carry freight containers underground.
The Boring Company has found a second job for the Tesla hardware it already runs underground. In a post on X, Elon Musk’s tunneling company showed its latest Prufrock Liner Truck modified to carry a standard 20 foot shipping container. “Using TBC tunnels to transport freight,” the company wrote. “The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20′ shipping container. Fits like a glove!”
The photo shows a red container sitting on a long, low white chassis parked outside, with drive hardware visible at one end. The Boring Company did not say where or when freight hauling would start, which customers it has in mind, or how many trucks it is converting.
Using TBC tunnels to transport freight.
The latest Prufrock Liner Truck (using Tesla Model 3 batteries and drive units) has been modified to carry a standard 20’ shipping container.
Fits like a glove! https://t.co/VV0phWK4fc
— The Boring Company (@boringcompany) October 19, 2026
Until now, the liner trucks have hauled concrete. Teslarati reported in August on Liner Truck 3, which uses Model 3 battery packs and drive units to move more than 22,000 pounds of precast tunnel segments to the boring machine. It has 28 miles of range, tops out at 12 mph, and is piloted remotely from the company’s operations center in Texas. The freight version appears to be the same platform with a different bed, and The Boring Company has not said whether it will also be remotely piloted.
Freight has been on the company’s menu for years. When TBC updated its product lineup in 2021, its freight tunnel was described as sized to fit a standard shipping container, “barely.” The company later used the idea at Tesla’s own factory, where Prufrock 3 dug a tunnel to Giga Texas that now moves finished Cybertrucks away from the production line.
The Boring Company closed a $3 billion Series D in September at a $23 billion valuation, and Teslarati has covered how that money is tied to a UAE tunneling push and a faster Nashville build. In Nashville, Prufrock MB1 and MB2 are mining at the same time, and a third machine is expected to launch in late October. Each machine needs a steady supply of liner trucks, so any design that works for segments and containers alike gives the company more use out of the same Tesla parts.
The Vegas Loop remains the only Boring Company system open to the public, and it moves passengers in Tesla vehicles. A freight service would be a separate product, and the post gave no indication that one is close to launch. For now, it is a truck, a container and a short caption saying they fit together.
