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Re:Tesla Says Model 3 on Track as Quarterly Loss Beats Estim... by usrusr on Thursday February 23, 2017 @03:21AM (#13712468)
How high is their current valuation relative to other energy storage companies? (Honestly, I don't know)
Re:Tesla Says Model 3 on Track as Quarterly Loss Beats Estim... by patrickk on Thursday February 23, 2017 @04:12AM (#13712610)
Another way to look at it: how big is the global market for gas peaker plants? If current trends continue, solar PV + batteries will be cheaper at some point than any fossil fuel[1], so at that point Telsa energy will begin to consume large chunks of that market.

According to this link[2] gas peaker plans were 50% of energy installs in 2013, the best link I could find from a quick search.

[1] Interesting talk on this topic: https://www.youtube.com/watch?v=Kxryv2XrnqM

[2] http://www.eia.gov/todayinenergy/detail.php?id=15751