Okay, this is pure speculation, but after the recently announced Tesla/Sunrun/Renew Home partnership, I keep coming back to one comparison. Tesla bought SolarCity in 2016 for roughly $2.6bn. At that time it was a pretty straightforward combination of rooftop solar + Powerwall + Tesla's energy ecosystem and the fact that it was Elon's brother's company 😀. So, fast forward ten years and Sunrun is worth roughly the same proce, going on the share price today, but the strategic advantage has changed.
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