The street to photo voltaic glory has been affected by failed corporations — those you might know (Solyndra) and tons of you most likely don’t.
Will the burgeoning hydrogen house observe an identical bumpy street? Hydrogen is at an identical section of market and technological maturity, with related ranges of hype.
On this episode, Shayle talks to Raffi Garabedian, the previous CTO of pioneering photo voltaic producer First Photo voltaic and now the co-founder and CEO of Electrical Hydrogen Co. (Disclosure: Shayle simply led Vitality Influence Companions’ funding within the firm).
First Photo voltaic was one of many only a few Western corporations that survived the value stress, commoditization and commerce dynamics within the photo voltaic trade throughout its early progress section. How did First Photo voltaic do it? And what does that inform us about surviving the heady-but-volatile hydrogen house?
Shayle and Raffi dig into that historical past, protecting First Photo voltaic’s guess on mass-producible cadmium telluride expertise, in addition to the dangerous step of retooling manufacturing.
Additionally they cowl the parallels to hydrogen: How does a novel expertise compete in opposition to dominant incumbents? How does that expertise navigate the boom-and-bust cycles of an rising market? How can an government group decide probably the most helpful metric for its inventive groups?
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