Thumbnail for All-In Summit: Nuclear fusion and the potential for energy abundance

All-In Summit: Nuclear fusion and the potential for energy abundance

Fri Sep 22 2023

electrified natural gas or solar plants.

So where the sun is shining, we should have solar panels, where the wind is blowing we

you can like literally go today, take a smokestack down and put a solar farm there.

Thumbnail for All-In Summit: Bill Gurley presents 2,851 Miles

All-In Summit: Bill Gurley presents 2,851 Miles

Fri Sep 15 2023

But in the solar market, which I know you spend a lot of time in,

Thumbnail for All-In Summit: Ro Khanna on China, political reform, major challenges facing the US and more

All-In Summit: Ro Khanna on China, political reform, major challenges facing the US and more

Tue Sep 12 2023

We need it for solar, wind, and for clean infrastructure.

Thumbnail for E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more

Fri Sep 01 2023

it's cheaper now and chamath can speak to this to install solar wind than it is to do a lot of the

broadly speaking the cost of solar is effectively now the the cheapest form of energy yeah on a

reactors and there's just not enough solar installed right now so you know you also think

installation here and an installation there of two different modes of energy generation solar is

proliferation of solar agree so that that yeah we all agree the u.s is already roughly energy

Thumbnail for E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

Sat Aug 26 2023

effective to put solar in than to burn coal or build a new coal

Thumbnail for E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

Fri May 05 2023

And right now you can build a solar plant for a billion dollars a gigawatt. You can build a wind plant for $1.2 billion a gigawatt. A coal plant will cost you about three and a half billion dollars a gigawatt.

I'm just trying to make the point that if you look at the levelized cost of energy now, what you're saying is exactly why solar and wind are winning. It's just so much cleaner. It makes so much more sense.

And if we, and the same is true, you know, and, you know, we have great solar power in this country. We have, you know, we have an abundance of renewable energy in this country.

Thumbnail for E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more

Fri Mar 24 2023

It started in things like CLOs, it started in asset-backed securities, solar, car loans,

Thumbnail for E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

Fri Mar 03 2023

a tariff and slowing the export of certain materials and technology to make solar wafers now

of energy to zero in this country and the levelized cost of energy particularly via solar

a gpc and it's an economic tit for tat that we're going to play out we tax chips they tax solar

Thumbnail for E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

Sat Feb 11 2023

And Bard answered that it took the first pictures of a planet outside our solar system, which is

It's the sun using solar panels.

actually deploying solar on every single rooftop in China.

You can do it in 10 by putting solar on every rooftop.

Thumbnail for E109: 2022 Bestie Awards Live from Twitter HQ

E109: 2022 Bestie Awards Live from Twitter HQ

Sat Dec 24 2022

were saying, hey, you're talking your book on solar when you were in your disagreement with

Friedberg. That's obvious. You've been very upfront that you were investing in solar.

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