thin film solar

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 11, 2021 by Shayle Kann · across every show →

Everything said about thin film solar, oldest first

Nov 11, 2021 neutral
Insight
Kann: Cleantech 1.0 losses were concentrated in thin film, biofuels, and Better Place
“So the big categories of where the money pits in cleantech one.o were thin film solar. Like you said, alternatives to silicon for PV, biofuels, and then one big money pit, which was, you said battery swapping, it was Better Place... If you subtract those three…”
Shayle Kann Nov 11, 2021 ▶ 10:39 Can 'deeptech' venture capital solve climate change?
Feb 15, 2024 bullish
Assertion Partly supported
Kann: First Solar is the only surviving Western thin-film manufacturer
“In fact, there is only one Western thin film solar manufacturer still today, and very few Western-based solar manufacturers, period. And so the only one that has made it through that gauntlet for this long is First Solar”
Shayle Kann Feb 15, 2024 ▶ 29:42 More 2024 trends: ESG, carbon certifications, curtailment, and AI
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