rooftop solar

“One of the things that we've seen go into place in places like Hawaii and Australia, where this is also an issue, is that you'll start to see limitations on how much solar can go in, whether that's limiting new installs or limiting the size of the install. You…”

“I think, you know, rooftop solar companies do this amazing feat, which is sell someone a 20, 25 year power plant on their roof. But it really should be the entry point to whole home electrification, all those little products stacking up value and management fo…”

“So the European Union is proposing to More or less automatically allow rooftop solar nearly anywhere with a permitting time of a month.”

“In the early days of rooftop solar, some of those companies, SolarCity being an example, you know, dabbled in like, oh, maybe we should do an energy efficiency retrofit at the same time that we do rooftop solar. They all backed away from that, because it ended…”

“So if you take Australia, for example, where one in three homes have rooftop solar, I think that's about 20 gigawatts of solar, so a very similar solar install capacity to somewhere like Texas”

“Look, I don't necessarily think there's a sizable storage standalone business, at least relative to the size and scope of what we're looking at today in, you know, solar and storage and solar only, right? Like, that's Like, obviously, it's there. It's just as …”