The street to photo voltaic glory has been affected by failed firms — those it’s possible you’ll know (Solyndra) and a whole bunch you in all probability don’t.
Will the burgeoning hydrogen house observe an analogous bumpy street? Hydrogen is at an analogous part 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 Power Influence Companions’ funding within the firm).
First Photo voltaic was one of many only a few Western firms that survived the worth strain, commoditization and commerce dynamics within the photo voltaic trade throughout its early development part. 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, masking First Photo voltaic’s wager on mass-producible cadmium telluride know-how, in addition to the dangerous step of retooling manufacturing.
Additionally they cowl the parallels to hydrogen: How does a novel know-how compete in opposition to dominant incumbents? How does that know-how navigate the boom-and-bust cycles of an rising market? How can an government crew decide probably the most helpful metric for its artistic groups?
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