batteries
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Sep 30, 2025 by Dylan Patel · across every show →
Everything said about batteries, oldest first
Sep 30, 2025 neutral
Patel: Battery Limitations Are the Main Bottleneck for Smart Glasses
“The main, main cap against, like, us all having, like, face glasses, you know, things like that is, like, batteries are not good enough, right? And the power dissipation with the batteries, like, it's terrible, so you have to do, make all these compromises.”
Jul 21, 2026 bullish
Smith: US residential solar will grow exponentially without tax subsidies
“We think residential solar grows exponentially from here even without tax incentives. For the first time, it's very economic with where electricity prices are likely to go to install solar, especially when it accompanies batteries, which make it much more make…”