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Feb 04
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LONG
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Chamath Palihapitiya
Host, All-In Podcast / CEO, Social Capital
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Distributed solar bypasses rising transmission, distribution, and grid delivery costs by generating electricity where it is consumed. Aggregated distributed systems (Virtual Power Plants or VPPs) can coordinate thousands of rooftops and batteries to deliver capacity comparable to traditional gas plants during peak hours. This model addresses the "last mile" cost problem of electricity, offers direct cost savings to consumers, and provides valuable grid relief and stability services through VPPs. It represents a significant growth area as grid infrastructure costs continue to rise. Long opportunities in companies involved in residential/commercial distributed solar installations, battery storage solutions, and virtual power plant aggregation software/services. Regulatory hurdles for VPP integration, high upfront costs for consumers (though declining), competition from utility-scale projects, technological obsolescence, local grid constraints. |
Chamath Palihapitiya
Why Is Solar Attracting $500B Every Year
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