Pretty much, Apple and Dell are the only ones in this industry making money. They make it by being WalMart. We make it by innovation.

Customers want to save money and time and have the broadest assortment of items, and we think that by bringing e-commerce and digital capabilities together with the stores, we can do things that a pure e-commerce player can't.

You can make an internet company with 10 people and it can have billions of users. It doesn't take much capital and it makes a lot of money - a really, really lot of money - so it's natural for everyone to focus on those kinds of things.

So we originally expected to make about 35 gigawatt hours at the cell level [solar] and about 50 gigawatt hours at the module or pack level. Now we are expecting to do about 150 gigawatt hours in the same volumetric space as the original design.

The revolutionary breakthrough will come with rockets that are fully and rapidly reusable. We will never conquer Mars unless we do that. It'll be too expensive. The American colonies would never have been pioneered if the ships that crossed the ocean hadn't been reusable.

When Henry Ford made cheap, reliable cars people said, 'Nah, what's wrong with a horse?' That was a huge bet he made, and it worked.