The solar industrial revolution is the biggest investment opportunity in history – Casey Handmer's blog

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…

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, and exploit this transition. There is a bitter lesson here – solar is all you need. Modern humans evolved perhaps 200,000 years ago, and for the 10,000 intervening generations between then and now, endured 100 billion mostly short, poverty stricken, ignorant, and fearful lifetimes. Our current time is so different from even the lives of our grandparents that it is difficult to make a comparison,

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