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The solar industrial revolution is the biggest investment opportunity in history
Solar is in the process of shearing off the base of the entire global industrial stack – energy – and the tech sector still lacks a unified thesis for how to best enable, accelerate, an…
While it is uncertain exactly how much compute we need to saturate demand, current LLM capabilities already require significantly more electricity to scale than can be provided by the grid or even newly built gas or nuclear power plants, primarily due to supply chain constraints on steam turbines. We have cheap power, plenty of space, a skilled workforce, advanced robotics, so why not set up a versatile machine shop (such as Hadrian) between the mine and the nearest port or airport and export high value finished parts rather than metal bars or raw ore? The incipient emergence of solar cheaper than fossil fuels is probably the last opportunity to reshuffle the deck in terms of ownership of these various means of production, and represents a unified, industry wide investment thesis with unlimited capacity for outsize returns in response to technical innovation.
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