battery storage
3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement May 21, 2018 by Ross Israel · across every show →
Everything said about battery storage, oldest first
May 21, 2018 bullish
Distributed Energy and Battery Storage Will Trigger the Uberization of Electricity
“Distributed energy, this convergence of renewables and battery storage is going to be a really big change. We, if I can summarize the opportunity, we've seen Uber where there's been excess capacity in the car fleet. The one place in infrastructure where there'…”
Dec 7, 2020 bearish
Chamath: Hardware solar and batteries are 'meh' businesses; software infrastructure is key
“Now, do I want to own the battery storage technology? Not really. Do I want to own Resi Solar? Not really. Those are kind of meh businesses. But do I want to own infrastructure that is the software layer? Absolutely.”