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solar installation

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jun 22, 2023 by Ethan Zindler · across every show →

Everything said about solar installation, oldest first

Jun 22, 2023 bullish
Prediction Held up
Zindler: Global Solar Installs Could Near 650 GW Annually by 2030
“We're talking about another potentially close to doubling of installation per year by the end of this decade, something like the 600 to 650 gigawatts, something like that range.”
Ethan Zindler Jun 22, 2023 ▶ 36:22 Building out a U.S. solar supply chain
May 28, 2026 bullish
Assertion Not checkable as stated
Panthalassa wave data centers achieve 99.8 percent availability with minimal batteries
“In all of our optimizations, we can be achieving for payloads, you know, we can be achieving with very little battery, like, 99.5, 99.8% power availability with far less battery than you would need for an equivalent solar installation, for example.”
Garth Sheldon-Coulson May 28, 2026 ▶ 18:45 Building inference data centers on the high seas
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