polysilicon

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 22, 2023 by Shalini Ramanathan · across every show →

Everything said about polysilicon, oldest first

May 22, 2023 negative

Assertion Supported

Ramanathan: Much of global polysilicon is made in Xinjiang

“A lot of polysilicon is, right now, it's made in the Uyghur region of China. There are, you know, known human rights abuses, well-documented”

Shalini Ramanathan May 22, 2023 ▶ 6:46 How will we power all those green factories?

Jan 17, 2024 neutral

Insight

Kra: Value commodity startups on 10-15 year prices, not 2-year spikes

“When we're looking at companies that are making a commodity product, I want to look back 10 or 15 years at the commodity price. I don't want to invest against a two-year spike in something. You know, that's what a lot of people did in the polysilicon boom in 2…”

Gabriel Kra Jan 17, 2024 ▶ 9:22 Venture investors riff on headwinds, hype, and wildcards of 2023

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polysilicon

Everything said about polysilicon, oldest first

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