solar

3 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Jun 10, 2025 by Bill Gurley · across every show →

Everything said about solar, oldest first

Jun 10, 2025 bearish

Assertion Supported

Gurley: Capital-intensive hard tech historically yields poor venture returns

“You could study it like mathematically and it hasn't been a great place for returns. And you could look at, you know, there was a massive amount of venture capital put into solar. 1520 years ago, and it didn't work.”

Bill Gurley Jun 10, 2025 ▶ 1:06:21 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best

Mar 4, 2026 neutral

Insight

Each additional megawatt of solar yields diminishing economic value

“I think it's also true that in a, you know, generally in a stable demand environment, each megawatt of solar that comes on is worth a little bit less. The most valuable solar that came on was the first megawatt, and then you get to a point where the supply of …”

John Arnold Mar 4, 2026 ▶ 49:42 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best

Mar 4, 2026 bearish

Assertion Supported

Solar power purchase agreement costs are up over 50% since 2020 lows

“Meanwhile, you know, the cost of a PPA, a power purchase agreement, for solar is well off the lows. What kind of lows happened around twenty-twenty, and it's the cost, again, of delivered electrons from solar is, you know, probably 50% plus more expensive than…”

John Arnold Mar 4, 2026 ▶ 48:12 The World's Greatest Energy Trader on Markets, China, and AI · Invest Like The Best

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solar

Everything said about solar, oldest first

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