Residential solar in the US will be an enormous growth category going forward: 1) clear guidance from BBB 2) clear guidance from POTUS EO 3) increasing traditional electricity generation prices from utilities 4) degrading grid reliability because of maintenance OPEX 5) decreasing cost of solar + storage It’s a runaway freight train that will benefit US consumers over the next decade.
Patrick Collison
Patrick Collison4.9.2023
Solar deployment is now happening at a roughly $500B annualized rate. Which technology deployments were larger than this? The US's aircraft production during WWII seems to have peaked at maybe $400B (inflation-adjusted). Global datacenter construction appears to be maybe $200B/year.
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