Sunrun

The approval covers an Europe-specific configuration.

A Texas homeowner received a Powerwall 2 recall notice in the Tesla app at the end of August and was directed to Sunrun.

A technician visited on September eight, determined replacement was needed, then the case transferred to a partner company that scheduled a visit with a four hundred and fifty dollar troubleshooting fee.

The owner declined to pay, viewing the work as covered under recall and warranty.

Do you have headroom in the substation that serves that?" So I'm seeing, aside from the big data centers, we're going to have more distributed, smaller inference data centers.

And even interestingly, uh, companies like Span and, and Sunrun are doing micro GPUs-

Mm-hmm

... embedded or integrated into their products, uh, that they sell to the home.

I haven't done any financing at all.

I mean, we were ear- early, uh, Sunrun partner back in the Akina days, but zero financing.

I would just run the numbers and say, "Hey, you're better off, uh, taking out a home equity loan." And owning the system, it was just always better.

But now, boy, with the, losing that 30%, uh, uh, some kind of, uh, financing and we're using prepaid leases, it's just absolutely essential.

When I started SunCast, so that would be two thousand and six, when I started SunCast in two thousand and fifteen, very few companies saw a revenue model that would work.

Y- y- We knew that like Vivint and Sunnova and a little bit of Sunrun were playing around with this idea that they could attach batteries in places like Hawaii and Puerto Rico, but they in fact became the test bed for how do batteries provide grid resiliency services, so much so that when major hurricanes and other catastrophic events hit over the last ten years, it was those companies that had batteries that got in the news because their system stayed online.

Their system provided grid resiliency and reliable power in areas like Puerto Rico that were otherwise devastated and took w- weeks, if not months, to get their power grid stabilized and back to serving their customers.

And the world began to see that, like solar panels, the sort of global infrastructure focused on clean energy was driving battery costs to the point where-- A- and I would say the EV sector as well, like, you know, Elon and many other entrepreneurs like BYD that drove, uh, the EV adoption and the, and the EV sort of, um, innovation curve, helped to get us to a place where we could genuinely consider batteries as a energy technology for clean energy.

So what's the boot camp you send them through?

So Jeff Elder, Sunrun, door-to-door vet.

Sunrun, probably it's the largest standing solar company in the business.

They ran great boot camps to get like new solar reps off the ground.

And we kind of just duplicated that in the insurance space.

BASE's installed unit cost is undisclosed, but my assumption is that BASE has no scale advantage at this early stage.

Tesla and Sunrun operate at larger scale, and BASE also competes with other licensed retailers.

If the factory already builds the battery cheaper than incumbents can buy one, that would change my classification.

On BASE's own account, the trade pays for the promise.