Solar Energy

topic on 6 shows · 8 statements across 7 episodes

Innovators & Investors the Startup Ideas Podcast Capital Allocators the Green Blueprint Big Technology All-In

8 statements about Solar Energy, every show

INNOVATORS & INVESTORS Assertion Supported
De Wit: Dutch grid congestion from green energy blocks new company connections
“We have a labor shortage in the Netherlands, but also our grid is congested due to the sudden uptake of electric vehicles, solar, energy. So it's difficult for new companies to get access to the grid.”
Ewout De Wit Feb 20, 2026 ▶ 8:24 S2E7: Tech, Trade & Trust: India–Netherlands and the Long Game ft. Ewout De Wit
GREEN BLUEPRINT Assertion Contradicted
Hickenlooper: House reconciliation bill proposed taxing all wind and solar energy
“The House bill came over and it had a tax on all wind energy and solar energy. So no, no longer are we going to give them tax credits, but we're going to, you know, we're going to tax them.”
John Hickenlooper Aug 27, 2025 ▶ 18:21 John Hickenlooper’s optimism in the face of opposition
BIG TECHNOLOGY Prediction Open · timeframe Jul 2030
Morris: China Will Power Future AI Data Centers Primarily With Solar
“This for, to a large part, is how China is going to power the future of data centers and AI with solar energy.”
Stephen Morris Jul 28, 2025 ▶ 34:53 Countdown to GPT-5, OpenAI’s Stargate Sputters, AI Math Wars
STARTUP IDEAS Assertion Contradicted
Schneider: Wind energy received 10x more investment than solar in 2023
“Something I found fascinating is that last year in 20, 23, there was 10 X the amount of investment in wind than there was in solar.”
Cody Schneider Jul 8, 2024 ▶ 1:09:04 8 startup ideas backed by data/trends to get you paid (steal these $1M+/year ideas)
STARTUP IDEAS Assertion Supported
Schneider: Wind energy is now cheaper than natural gas
“It's already cheaper than natural gas and natural gas. It looks like can't go cheaper. So what's going to naturally happen in the market and solar still getting cheaper.”
Cody Schneider Jul 8, 2024 ▶ 1:10:14 8 startup ideas backed by data/trends to get you paid (steal these $1M+/year ideas)
ALL-IN Assertion Partly supported
Friedberg: EVs and solar power are already cheaper than traditional energy
“Absolutely. They're cheaper.”
David Friedberg Jul 29, 2022 ▶ 56:38 E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
ALL-IN Prediction Not checkable as stated
Musk: Terrestrial nuclear fusion is probably uncompetitive by an order of magnitude
“A fusion earth fusion is not competitive economically. I think that is I would say it's probably not competitive economically by an order of magnitude.”
Elon Musk May 16, 2022 ▶ 49:22 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
CAPITAL ALLOCATORS Assertion Supported
Ma: Wind and solar energy costs fell 70% and 90% last decade
“Solar and wind costs have come down dramatically over the Past decade. I think for wind, it's about 70% over the last decade. For solar, it's about 90% cost decline.”
Liqian Ma Jun 11, 2020 ▶ 51:23 Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)

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