Tandem PV

“Every customer I talk to, like, the first question they ask me is, is it made in the U.S.? And if it, if my answer is no, they're not interested, right?”

“All of our customers utility-scale customers were able to successfully safe harbor, like, gigawatts worth of project pipeline, and so the investment tax credit for all of our customers is still intact through mid- twenty-thirty.”

“We placed deposits on equipment at the end of 24, early 25. We got the equipment, started getting it in September of 25, and the factory is fully commissioned in January of this year.”

“Ultimately we saw that we actually can get our equipment through an exemption because we were, it was semiconductor equipment, so that was great.”

“In the next couple months we're gonna be kicking off paid pilots with almost a dozen customers here in the U.S. Between utilities and IPPs.”

“Our team believes that we'll be at 35, 36% efficiency in the medium term and there's so much more room to grow.”

“So if you look at our factory, it's all, you know, off the shelf thin film equipment.”

“Take that into the context of a recent announcement that we just made, which is that we've now crossed 30% efficiency On a solar panel, right?”

“Taking over the EnerVenue building made kind of our build-out months shorter, millions of dollars cheaper,”

“For the last few years, we've been making 10,000 panels a year, testing those in our indoor accelerated labs and also external testing And, you know, we're there on our kind of R&D format where we're able to, you know, we had a module outdoors for 18 months wi…”

“Once we kind of had the updated budget after we identified the building, we turned up this whole factory and we were over budget by literally 7000 dollars. Multi-million dollar build out, and we're 7000 dollars over.”

“My understanding is that it's pretty unheard of, but we were able to get a hundred percent equipment financing for this demonstration factory. And so between that and venture debt, we were able to finance this 40 megawatt nameplate factory which is great.”

“When you think about our technology compared to silicon, it's like a 30% improvement. When you think about it in compared to cad tell, it's a 50% improvement.”

“Utility scale is where we're going. That's the beachhead, and probably where we may just stay.”