SolarCity

3 statements across 3 episodes · 2 bullish · 1 bearish · 1 people on the record · first statement Jan 31, 2022 by Shayle Kann · said 9 times in 7 episodes since 2021 · across every show →

Mentions by year

brought up most by Shayle Kann (7), Ramez Naam (1), Jigar Shah (1)

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2025 3 mentions in 2 episodes 2 per episode
2023 2 mentions in 1 episode
2022 2 mentions in 2 episodes 1 per episode
2021 1 mention in 1 episode

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Everything said about SolarCity, oldest first

Jan 31, 2022 positive
Assertion Supported
Kann: Sunrun became the leading US residential solar company by acquiring Vivint
“Sunrun is far and away the leading residential solar company in the country these days, having surpassed the empty shell formerly known as SolarCity a few years ago, and having acquired its next biggest competitor, Vivint Solar, more recently.”
Shayle Kann Jan 31, 2022 ▶ 3:47 The future of the home solar market
Oct 19, 2023 negative
Assertion Supported
Kann: Solar companies abandoned efficiency retrofits due to high sales friction
“In the early days of rooftop solar, some of those companies, SolarCity being an example, you know, dabbled in like, oh, maybe we should do an energy efficiency retrofit at the same time that we do rooftop solar. They all backed away from that, because it ended…”
Shayle Kann Oct 19, 2023 ▶ 24:45 The pace of home electrification
Jul 23, 2026 positive
Insight
Kann: Third-party financing triggered the late-2000s residential solar market inflection
“What caused the Inflection for residential solar in the late 2000, which is really when the market started to take off was financing. It was when solar city and sun run and sungevity and all these companies introduced the like PPA and lease model.”
Shayle Kann Jul 23, 2026 ▶ 33:28 The multi-billion dollar promise of vehicle-to-grid integration
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