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Tesla: Transformers Limiting Factor (Patreon)

Published:
2025-09-09 19:37:39
Imported:
2026-06
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Content

About one or two years ago, Elon Musk highlighted that transformers would be a limiting factor for energy, and it seems he now needs to tackle this issue personally due to their scarcity. Recently, new patents have emerged, revealing Tesla's plans for transformers and additional innovations in solar technology, among other areas.

He has a plan for Energy

PS the Megapack Business alone will be worth $1 Trillion.

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Comments

Cybernek

I think tesla will need design their own transformers to beat what we currently have. All transformers have a power factor that limits conversion energy with heat losses. Most transformers have a 2-3% wasted energy loss from conversion. What solar tries to do in industrial applications is produce the exact voltage they need to minimize losses but its almost impossible because of the varying input from the sun. I think if tesla wants to beat this market capitalizing on up to 3% more efficiency, they will need to redesign transformers or do away with it alltogether.

Dr.Pouf

$1T for the Mega pack business... Sure... Tesla are pioneers, and therefore quickly get the lion's share on their segment. However, they are terrible at keep their market share, because they don't adjust their pricing when competition comes. They used to have over 80% market share on the home batteries sector with the Powerwall, now they are below 8%... The market has grown tremendously, but they failed miserably in keeping their lead... The US market is not the World, and James has a tendency to forget about that. Probably the same reason he jumped into Enphase, whose market share is decreasing Worldwide...

LaxGuy36

I thought Tesla was just a car company.

Carl

* At least 1 Trillion .. could be 2x or 3x that amount

Chewie

After AI, the most important thing will be energy. Stack more TSLA

King Lewy

Love to see Tesla make a better Transformer and creat a new business

Ayu✨

Fascinating! Excited to see what unfolds here.

Chuck3Putt
>>186712815

LOL. It's great for us that so many still don't see it coming. I've told friends and family, but not sure any have listened. I don't push, just a gentle FYI. I'll feel bad for them if they don't pay attention, but only so bad.

Chuck3Putt
>>186707456

Valid point on keeping market share. Still believe that they will capture enough of each of their segments to become a juggernaut.

Chuck3Putt

Tradfi is likely watching but fearful due to the volatility that Elon causes. I'm buying, so don't take this as a trolling attack. Just saying that Elon adjusting his presentation even a little could help a lot. I do believe that if TSLA performs as I expect, the world economy will adopt anyway, despite individual investors and car buyers. Let's not forget that big business will align with the tech (Ai and Robotics) they believe in. They aren't 30-50 year old car buyers with personal and political agendas/vendettas in mind. People consider their vehicles to be personal projections of themselves. Corporations want ROI.

Ironman

This is what I love about Elon and what may make people jealous. When Elon hits an obstacle he invents something new that solves the problem. At work we called this; trick-knowledgey.