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September 26, 2017
The Siren Song of Modularity
Product designers and engineers are drawn to the idea of modularity. I am guilty – I find modular product concepts irresistibly compelling. It seems every few years, a new product or concept comes out that stokes that interest – promising all the benefits of m...Read More >>
May 11, 2017
Tesla, Please Don’t Give Solar a Black Eye
I was very excited to see Tesla provide more details on their Solar Roof. A bunch of smart people have already started to dig into the details to try and figure out the true cost, including GTM and PickMySolar. I have been skeptical of this product – so many have tr...Read More >>
April 11, 2017
The One Day Business Case
As an engineer, I had the typical mild level of disdain for “business people” – marketers, MBAs, people with fuzzy backgrounds that appeared so confident, despite not knowing the basic laws of physics. I took pride in my engineering-ness. I huddled with my fellow engineer...Read More >>
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3+ years on @SlackHQ and I still don't know how to work Threads!
Interesting how the solar manufacturers are exiting the O&M business. Seems like this is a profit center for the turbine industry (gas, wind), but not for solar?
First Solar sells off its O&M business to NovaSource: Deeming that "the strategic thesis behind O&M has changed," First Solar has sold off its O&M business to the same private equity firm that SunPower did earlier this year. http://dlvr.it/Rd8Ql6 #solarenergy #solarpv #solar
Hydrogen advocates I'm sure disagree with this analysis, but props to @SeanCasten, a candidate for the US House of Representatives from IL, for showing up to the discussion.
OK, so I need to do a brief rant on something hugely important that almost no one cares about. Humor me.
To wit: in the absence of an as-yet unidentified break through in storage tech, hydrogen is never going to be anything other than a niche player in energy mkts. Thread:
They must really want to copy Tesla - getting into the solar business. 🤑Nikola's only revenue source was solar panels for its founder - Business Insider https://www.businessinsider.com/nikola-earnings-only-revenue-solar-panels-founder-chairman-trevor-milton-2020-8