solar
6 statements across 3 episodes · 3 bullish · 1 bearish · 3 people on the record · first statement Oct 15, 2025 by Zach Dell · across every show →
Everything said about solar, oldest first
Oct 15, 2025 neutral
Oct 15, 2025 bearish
Dell: Cheap solar and storage will make nuclear economics unviable
“My opinion is that the rate of solar deployment will go up so fast as the costs continue to go down that it might just not matter. That we'll have so, it'll be so easy and low cost to deploy solar and storage that the economics of building nuclear reactors jus…”
Oct 15, 2025
Dell: Power generation costs dropped significantly while transmission costs climbed
“The cost to make the electron has gone down really significantly over the last 20 years, largely driven by the build-out of solar. But the cost to move the electron has gone up very significantly because our infrastructure is aging, and utilities have this kin…”
Oct 15, 2025 bullish
Jan 8, 2026 bullish
Huang: Natural gas is probably the only viable power solution this decade
“We're going to need nuclear. Wind is not going to be enough. Solar is not going to be enough. Let's just all acknowledge that we'll take it. We'll take everything we can. But the fact that matters, I think for the next decade, natural gas, you know, is probabl…”
Aug 15, 2026 positive
Taylor: Nuclear energy causes fewer deaths per unit of power than solar
“Nuclear energy is the safest form of energy, empirically. If you look at the amount of power generated versus the amount of deaths it's even safer than solar, which is very strange, because how does someone die from solar? But actually, most solar is installed…”