Solar Power

topic on 9 shows · 26 statements across 22 episodes

Acquired Cheeky Pint the Neon Show Catalyst the Green Blueprint How I Built This the a16z Podcast All-In TBPN

26 statements about Solar Power, every show

a16z Opinion
Bernauer: Nuclear is the only viable way to power Mars fuel production
“And so I looked into solar power on Mars and found that was really challenging, and then I looked into nuclear power on Mars and found that was the only way.”
Doug Bernauer Aug 4, 2026 ▶ 4:06 The Nuclear Renaissance - Radiant |  a16z American Dynamism
ALL-IN Assertion Partly supported
Dreyfus: Solar power requires 5x more copper per megawatt than gas turbines
“Solar power per megawatt takes five amounts, five times the amount of copper than a typical base load CCGT gas-fired turbine.”
Dan Dreyfus Jun 10, 2026 ▶ 8:22 Dan Dreyfus: The Next AI Bottleneck is Copper
ALL-IN Assertion Supported
A 1-gigawatt solar-powered AI data center requires 35,000 acres
“A one gigawatt data center needs five gigawatts of solar. Each gigawatt of solar takes up 7000 acres. So at five gigawatts, that's 35,000 acres. That's bigger than San Francisco.”
Dan Dreyfus Jun 10, 2026 ▶ 17:10 Dan Dreyfus: The Next AI Bottleneck is Copper
Synthesizing natural gas from air and water is now financially viable
“The solar has gotten so cheap that you can actually kind of do the reverse process, and it makes financial sense, increasingly so over time.”
Casey Handmer Oct 28, 2025 ▶ 9:13 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
Mechanical solar tracking systems became economically obsolete in 2016
“Economically speaking we should have deleted trackers in 2016, right? Like the trackers are the systems that move the panels around. Obviously we're still in 2025 installing trackers.”
Casey Handmer Oct 28, 2025 ▶ 20:12 Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
a16z Insight
Hayes: Useful technology and lucrative technology are fundamentally distinct
“We tend to conflate, particularly in this era, like, useful tech and lucrative tech, and those are not, like, there's technologies that are incredibly useful that are not particularly lucrative, like penicillin right now, like antibiotics are not, it's not, no…”
Chris Hayes Jul 30, 2025 ▶ 14:55 AI Content and the War for Your Attention
a16z Insight
Hayes: Solar gets less hype than AI because it's less lucrative
“Partly because it's not that lucrative, I think in the end. But also it's not that intentionally salient in the way that AI is.”
Chris Hayes Jul 30, 2025 ▶ 43:55 AI Content and the War for Your Attention
TBPN Assertion Supported
Handmer: Solar Panels Convert Sunlight to Energy 100x More Efficiently Than Plants
“Converting sunlight into energy about a hundred times more efficiently than plants do, and electricity is quite a bit more useful than corn.”
Casey Handmer Apr 6, 2025 ▶ 12:11 Casey Handmer (Terraform) on Turning Sunlight and Air into Fuel
NEON SHOW Assertion Supported
Round-the-clock solar power now costs less than coal in many cases
“Today, the cost of round-the-clock solar is actually lower than the cost of coal in many cases, particularly in India.”
Jayant Sinha Feb 28, 2025 ▶ 1:13:25 Digi Yatra, AQI, UDAN Scheme, And India's Net Zero Goals | Jayant Sinha | The Neon Show Podcast
GREEN BLUEPRINT Assertion Supported
Shah: Solar Costs $30-$50/MWh Compared to $95/MWh for New Natural Gas
“Today, you know, solar power installed is, you know, 30 dollars a megawatt hour. Without the tax credits, it's 50 dollars a megawatt hour. That's more expensive than 30 dollars a megawatt hour. I get that. But that's not out of the money. Right? New natural ga…”
Jigar Shah Feb 19, 2025 ▶ 32:01 Open Circuit: Jigar, Katherine, and Stephen are back
ALL-IN Prediction Open · timeframe Dec 2074
Baker: World will run mostly on solar power within 50 years
“I think it is highly likely that in my lifetime, the world just runs on solar. Like if you just, you know, we all know compound interest is the greatest force on earth, but if you just look at the rate at which photovoltaic cell efficiency is compounding, batt…”
Gavin Baker Dec 7, 2024 ▶ 16:26 New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
NEON SHOW Insight
Srikantaiah: Solar power merely shifts pollution without addressing energy demand
“Solar only pushes away the pollution to some other place. The manufacturing place, and then what do you do with the solar rejects, the photovoltaic cells which remain with you? So all those challenges are there. In the short term, yes, it's a better answer tha…”
Vishwanath Srikantaiah Feb 23, 2024 ▶ 38:56 Bangalore Water Crisis Explained I Karnataka Govt Failure? | Vishwanath S on The Neon Show
CATALYST Assertion Supported
Bullard: California solar curtailment exceeded 600 GWh in April 2023
“That we curtailed more than 600 gigawatt hours of solar in I think it was in April of twenty-twenty-three, up from in twenty-twenty, like, half that much.”
Nat Bullard Feb 15, 2024 ▶ 20:56 More 2024 trends: ESG, carbon certifications, curtailment, and AI
GREEN BLUEPRINT Prediction Open · timeframe Dec 2050
Davis: Solar will make up 40% of US generating capacity by 2050
“According to our outlooks, by twenty-fifty, 40% of the generating capacity, just like electricity generating capacity in, in the U.S. Will be solar.”
Michelle Davis Jan 9, 2024 ▶ 1:36 The terawatt era of PV: ‘Solar will be the gas of today’
GREEN BLUEPRINT Prediction Not checkable as stated
Davis: Solar will basically be the energy industry in two decades
“Solar is not just sort of one of the fastest growing, most important renewable energy technologies. It's one of the fastest growing, most important energy technologies, period. Like it will be basically The energy industry in the next couple of decades. Like, …”
Michelle Davis Jan 9, 2024 ▶ 2:09 The terawatt era of PV: ‘Solar will be the gas of today’
HOW I BUILT THIS Assertion Supported
Swaminathan: Daytime Solar Curtailment in Spain Enables Zero-Cost Storage Charging
“And actually in, in places like Spain, for example, there is so much solar being produced that they are curtailing solar production during the day. So actually it is possible to charge for some hours of the day at zero cost, or perhaps in some places, even at …”
Ramya Swaminathan Oct 12, 2023 ▶ 31:28 Unlocking the renewable energy revolution with Ramya Swaminathan of Malta Inc.
HOW I BUILT THIS Assertion Open · timeframe Aug 2026
Fambro: Aptera yields 10 to 12 miles of daily solar charge overcast
“It'll, it'll still charge. It might only charge, you know, 10 miles worth or 12 miles worth or something like that if it's overcast or in a northern latitude, you know.”
Steve Fambro Aug 3, 2023 ▶ 29:15 Powering cars with solar energy with Steve Fambro of Aptera Motors
GREEN BLUEPRINT Assertion Supported
Slenk: Stockton Unified offset over 80% of its energy consumption with solar
“The district offset more than 80% of their energy consumption with solar.”
Yesh Pavlik Slenk May 30, 2023 ▶ 9:45 Degrees: The fastest electric vehicle fleet makeover in the West
Adams: LADWP must add 4,000 MW solar, 3,000 MW wind by 2035
“We need about 5700 megawatts of wind. A part of solar and about 4300 megawatts of wind. So that's a lot, but you know, there's a, what a 3000 megawatt increase on wind and a 4000 megawatt increase on solar that we need to build ideally by 20, 35.”
Marty Adams Mar 28, 2023 ▶ 14:14 Live: The most ambitious city energy transition in America
CATALYST Assertion Supported
Bullard: Solar projects average 1% cost overruns compared to large infrastructure
“The mean cost overrun for solar power is one percent, and only two percent of solar projects ever have a cost overrun of more than 50%.”
Nat Bullard Mar 2, 2023 ▶ 29:45 More 2023 trends: EVs, onshoring, and the three ages of decarbonization
ALL-IN Assertion Supported
Chamath: Solar power costs three cents per kilowatt-hour, making it the cheapest energy
“You know what the cheapest source of energy is today? Fusion. It's three cents a kilowatt hour.”
Chamath Palihapitiya Feb 11, 2023 ▶ 1:42:35 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
GREEN BLUEPRINT Assertion Supported
Gallucci: NYC has installed 300 megawatts toward its 1-gigawatt 2030 solar target
“New York City has a goal of installing one gigawatt with a solar by 2030, and I believe has about a third, is about a third of the way there, so 300 megawatts, and the sense is that it's possible to meet that goal, but they, the city would really have to accel…”
Maria Gallucci Nov 2, 2022 ▶ 10:30 New York’s clean energy puzzle
CATALYST Assertion Supported
Jenkins: Tax credits dropped solar and wind costs up to 90%
“The investment tax credit and production tax credit that helped, along with policies in other countries, drive the cost of solar power down by about 90% since 2009 and wind power down by about 70% since 2009.”
Jesse Jenkins Aug 5, 2022 ▶ 13:42 What the Inflation Reduction Act of 2022 would mean for climatetech
ACQUIRED Assertion Contradicted
Rosenthal: Walmart is the largest US commercial producer of solar power
“So like Walmart, I think is now the largest U S commercial producer of solar power.”
David Rosenthal Jul 19, 2022 ▶ 2:52:22 Walmart · Acquired
GREEN BLUEPRINT Assertion Supported
Lovins: New Renewables Beat Existing Thermal Plant Operating Costs Globally
“And now, in ninety-odd percent of the world, it's cheaper to build new solar and wind power than to build a fossil-fueled or nuclear power plant, and in upwards of half the world, it's cheaper than just running those thermal plants, even if building them costs…”
Amory Lovins Apr 13, 2022 ▶ 8:18 The ‘profound change’ from today’s energy crisis
CATALYST Prediction Held up
Atkinson: Kit Carson Co-op will achieve 100% daytime solar in 2022
“Kit Carson Electric Cooperative that serves the area around Taos in New Mexico. Set a goal to get to a hundred percent of their daytime energy usage generated from local solar by 2022. And they are, they're making that goal. They're going to be there within a …”
Astrid Atkinson Mar 11, 2022 ▶ 28:32 What the grid can learn from the internet

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