Valley of Death
2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 14, 2022 by Scott Jacobs · across every show →
Everything said about Valley of Death, oldest first
Jul 14, 2022 negative
Jacobs: Most 2000s cleantech companies that failed deserved to die
“Back in the late 2000, when the first time we heard the Valley of Death moniker come out, most of the things that died in the Valley of Death deserved to die. They didn't have a good proposition to the customer. They didn't have an economic proposition to the …”
Oct 15, 2025 neutral
Mature PV solar technologies now compete primarily on price and compressed margins
“PV modules have matured, you know, polycrystalline technologies are mature. There's lots of companies and, you know, we insure many of those companies but they're not trying to cross the valley of death. They're competing on price, driving down their margins.”