But why did Vivint and Sunrun succeed when SolarCity failed? Sunrun apparently had a similar business model and economics. The linked analysis raises this question, although I don't know enough about the solar industry to say whether this is reasonable to ask, or fundamentally an apples-to-oranges comparison.
From a strategy standpoint - a no brainer to purchase what is now energy - he knew all the people there, was already working there, had a big stake there, and they may play an important role in his green energy plan.
For everyone saying he should have bought some chinese solar co - he's focused ons speed, and getting up to speed on a new solar company - why?
Secondarily, how are those solarcity or tesla shareholders doing? How is tesla energy doing? You got to be able to take some risks as the boss, that's why he is there. And no question he takes risks.
(I have no vested interest here)