Tesla tends to misjudge public response to its wares. And with the exception of China, it’s always been a pleasant surprise. It was forced to “anti-sell” the Model X to retain any hope of filling orders this century. It had to hurriedly adjust the Model S product mix to meet dual-motor demand. And now stationary storage is going to quickly outstrip the 30-percent allotment at the Gigafactory. In fact, Criswell predicts that before Gig One has spit forth a single vehicle, Tesla will already be taking bids for Gig Two.
The wholesale cost of a Li-ion/solar tag team is falling far faster than anyone predicted, even without the Gig. And Tesla’s brand equity is rising far faster than anyone predicted. Put this stuff together, and you have a very hip brand name selling a very affordable and very green power solution to an addressable market of, um . . . every entity you can think of, be it a school, big-box retailer, small business, homeowner, landlord, tenant.
Even if these entities haven’t yet “gone solar,” they could “go Tesla” — and gain instant credibility with business partners and/or retail customers and/or shareholders, not to mention save $$. You can’t afford a Tesla car, even the III? You can still own a Tesla. Show it off on your wall, even.
Other Criswell predictions: