Storage / Megapack
Megapack 3 / Megafactory / grid services
52%Believe the GWh. Do not believe the 'grid company' slogan until software/services are a disclosed high-margin segment. 45–60%.
Quiet compounder · merge relevance 55
Battery, solar, grid — the energy stack
Energy is a real business. Storage leads the GWh. Solar Roof never became the crown jewel. 4680 has a run-rate. Midstream is still a target. Do not average them into a vanity 80%.
Completion
52%
Beachhead is the parent score. Children do not recost the ring.
Energy deployed Q
13.5 GWh
est. from public artifacts
Energy deployed YTD
22.3 GWh
est. from public artifacts
Solar Roof / rooftop
Solar Roof / rooftop solar
22%22% of a rooftop product, ~0% of Master Plan 'every roof.' Do not let Megapack GWh launder this slip. Merge relevance near zero.
Cells / 4680
4680 cell line (unbundled)
48%Unbundle from T13. 40–56% of a cell line, not of 'Battery Day delivered.' Run-rate ≠ cost-down. Parent keeps the midstream dollars so rings stay honest.
Promised
A beautiful solar roof, batteries in every home and on every grid, Tesla as the sustainable-energy company.
Shipped
Powerwall/Powerpack era 2015–16, SolarCity 2016, Megapack at grid scale. Energy storage is the quiet compounder.
Missing
Solar roof never became the crown jewel. Residential solar is a side quest. Grid services and Megapack 3 are the live trench.
Daily desk · live + forensic
Today’s update
Sep 15 2026
Completion
52%
range 40–60%
est. from public artifacts
Since last quarter +2 pts · last official Aug 1 2026
Completion tape
- Q1'23 28%
- Q1'24 36%
- Q1'25 42%
- Q3'25 46%
- Q1'26 50%
- Q3'26 52%
IN TRENCHES
T5
Energy beachhead (Powerwall / Megapack / SolarCity)
Merge relevance 55
Child trenches · % complete
Today’s still
Today’s video
Stills
Megapack row. Storage is the quiet compounder. Do not let it launder Solar Roof. 
Reconstruction — glass tiles. Solar Roof remains the slipped Master Plan jewel. 
Reconstruction — wall pack. Powerwall 3 is a shipping SKU. Attach is the trench. 
Giga Nevada rooftop. Real solar. It powers a factory, not a humanoid. 
4680-class cells. Run-rate is real. Cost leadership in COGS is not proven. 
Lithium / midstream. Corpus Christi-class refinery is a child file, not nameplate.
Videos
Reconstruction · Solar roof recon — Reconstruction. A wet tile roof is not a mass product. Storage leads the GWh. Reconstruction · Powerwall recon — Reconstruction. A garage pack is a SKU. Attach rate is the missing number. Official · Deploying Megapack at scale — Official Tesla. Believe the GWh. Do not believe ‘grid company’ until software is a disclosed segment. Official · Introducing Tesla solar panels — Official Tesla. Panels exist. Solar Roof as the crown jewel slipped. Distinct trenches. Official · Tesla cathode factory — Official Tesla. Midstream intent. Cathode nameplate is still a target, not a 10-K line. Official · Las Megas — Megablock — Official Tesla. Megablock drop-in. Interconnect queues still sit outside Tesla.