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“The idea that the United States cannot compete against that with mostly or fully automated solar panel manufacturing in the United States, which has cheaper…”
@Dwarkesh Podcast
US can stand up automated domestic solar manufacturing in ~2 years; not far behind China and far cheaper
FSLRLONG@ $197.53
$210.82+6.73%
since call Aug 15
peak +14.0%
“The learning rate for natural gas is nowhere near as steep as solar, which just tells you that it's easy to make solar panels, much easier to make solar…”
@Dwarkesh Podcast
Solar costs fall 43% per doubling of production, accelerating; it will power most new AI data centers
TANLONG@ $40.69
$50.25+23.50%
since call Aug 15
peak +42.7%
“the answer is no, we're not totally screwed because batteries actually do the same job that the grid does... The grid transports power from one place to…”
@Dwarkesh Podcast
Batteries perform temporal arbitrage and cannibalize the grid; grid asset utilization falls year after year
LITLONG@ $46.00
$2.09-95.46%
since call Aug 15
“in the long run, it might make more sense to think of the size of our economy or the size of our civilization as the raw energy use that we do rather than GDP.”
@Dwarkesh Podcast
If energy throughput becomes the real measure of AI-era economic scale, energy producers re-rate as the binding input.
XLELONG@ $43.48
$60.08+38.18%
since call Aug 15
peak +40.9%
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