Photovoltaics

topic on 3 shows · 3 statements across 3 episodes

Cheeky Pint the Green Blueprint All-In

3 statements about Photovoltaics, every show

CHEEKY PINT Assertion Partly supported
Handmer: Solar panel costs fall 20% annually with production doubling every two years
“It's like forty-something percent per doubling of production, and currently production's doubling roughly every two years. So you could say 20% a year. That's the panel by itself.”
Casey Handmer Oct 28, 2025 ▶ 18:31 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
ALL-IN Assertion Not checkable as stated
Chamath: US energy supply chain is fragile and exposed to China
“We have a critical deficit of electrons in America. We do not have the capability we need to make the energy we need quickly in many ways. We have supply chain issues on Nat gas. We have critical supply chains that can be shut off by China around photovoltaics…”
Chamath Palihapitiya Apr 11, 2025 ▶ 37:00 The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
Woolard: Developing flat-cost tech against rapidly cheapening competitors is unwinnable
“If you're asked to develop something that's price is flat to increasing, when your competitor's price is decreasing every day, you're asked to do something you can't win at.”
John Woolard Nov 13, 2024 ▶ 2:25 Why concentrated solar couldn’t compete

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