solar cells

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Jun 22, 2023 by Ethan Zindler · across every show →

Everything said about solar cells, oldest first

Jun 22, 2023 neutral

Assertion Supported

Zindler: US has seen roughly 40 GW of solar module announcements

“I think we've seen about 40 gigawatts of module announcements a much smaller percentage of that that's going to be sells.”

Ethan Zindler Jun 22, 2023 ▶ 17:35 Building out a U.S. solar supply chain

Jul 25, 2024 neutral

Assertion Contradicted

Berdichevsky: Solar has 10x higher value per kilo than batteries

“There's like a 10 X difference in the value per kilo of the good between batteries and solar. So it's still a lot more efficient and effective and faster to ship solar around the world than it is with batteries.”

Gene Berdichevsky Jul 25, 2024 ▶ 28:04 The EV market’s awkward teenage years

Sep 12, 2024

Assertion Supported

Khan: Over 100 startups attempted alternative solar cells before silicon won

“Cause back before it was obvious that crystal and silicon was going to be The dominant winner. There were a hundred technology startups. I mean, literally a hundred technology startups doing different kinds of solar cells, lots of different thin film stuff, SI…”

Shayle Kann Sep 12, 2024 ▶ 9:37 The better mousetrap fallacy

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solar cells

Everything said about solar cells, oldest first

Turn any episode into a week of clips.