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solar power

4 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Feb 11, 2023 by Chamath Palihapitiya · across every show →

Everything said about solar power, oldest first

Feb 11, 2023 bullish
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
Dec 7, 2024 bullish
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
Jun 10, 2026 neutral
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
Jun 10, 2026 neutral
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
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