Elon Musk just revealed the highly anticipated sequel to his original “master plan” (circa 2006). As suspected, the first part of that four-part plan is all about solar energy while the rest focuses on electric and autonomous vehicles.
The Tesla CEO’s blog post reads:
So, in short, Master Plan, Part Deux is:
Create stunning solar roofs with seamlessly integrated battery storage
Expand the electric vehicle product line to address all major segments
Develop a self-driving capability that is 10X safer than manual via massive fleet learning
Enable your car to make money for you when you aren’t using it
The first part of the plan is essentially Musk’s way of explaining why Tesla’s offer to acquire SolarCity makes sense to potential naysayers like the Tesla and Solar City board members, shareholders and the public. Essentially Musk wants to create a solar roof that also has a battery.
One ordering experience, one installation, one service contact, one phone app.
We can’t do this well if Tesla and SolarCity are different companies, which is why we need to combine and break down the barriers inherent to being separate companies. That they are separate at all, despite similar origins and pursuit of the same overarching goal of sustainable energy, is largely an accident of history. Now that Tesla is ready to scale Powerwall and SolarCity is ready to provide highly differentiated solar, the time has come to bring them together.
The second part details Tesla’s plan to create electric and eventually autonomous trucks and buses, which is already in the works, according to Musk.