Ideating SolarCity

Elon didn't start SolarCity, but apparently he told his cousins, Lyndon and Peter Rive (who had just sold Everdream in 2006) about the idea in 2004 while driving to Burning Man.

Which is early, (and also conveniently placed in the story, as SunPower was started in 2005) as back then going solar was not economically competitive with fossil fuels (natural gas) and you did have to be prescient to see that battery technology (for storage) and solar panels, could and would get cheaper over time. Or you know, know enough to look at the historical charts of prices for these materials.

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