Enphase Energy, Inc.

Chamath support ×2 ▲ on ⚡ 100 million homes become mini-utilities and strand incumbent utility debt E200 · 2024-10-18 ▶ 1:04:44

There's storage that's coming online very aggressively. The solar capability itself is ramping up aggressively. We're also forcing these utilities to actually be deconstructed so that there's more efficiency in the energy markets.

Friedberg oppose ×2 ▲ on ⚡ 100 million homes become mini-utilities and strand incumbent utility debt E189 · 2024-07-26 ▶ 1:36:10

And we have to have this ability to more rapidly kind of accelerate high power output systems like nuclear. Because while solar is great, it's a low power output. You need much more volume.

Chamath support ×1 ▲ on ⚡ 100 million homes become mini-utilities and strand incumbent utility debt E189 · 2024-07-26 ▶ 1:36:01

You don't think that distributed energy can basically deliver effectively energy at a marginal cost of zero?

Jason support ×2 ▲ on ⚡ 100 million homes become mini-utilities and strand incumbent utility debt E182 · 2024-06-07 ▶ 1:16:53

Solar is just getting so cheap. Batteries are getting so cheap, putting batteries in your home, putting solar in

Jason support ×2 ▲ on ⚡ 100 million homes become mini-utilities and strand incumbent utility debt E176 · 2024-04-26 ▶ 37:19

All the regulations are going to get opened up to put batteries and solar everywhere.

Chamath support ×3 ▲ on ⚡ 100 million homes become mini-utilities and strand incumbent utility debt E176 · 2024-04-26 ▶ 33:44

the biggest investment I've made is in a company called Palmetto. They are close to now the largest residential solar business in the United States ... So I've always thought a ginormous directional bet to make would be to go along the disruptor. The person that helps arm the rebels in this case would be the person that arms 100 million homes. And then eventually at some point just short the debt of these utilities because they won't be able to service them.

Jason support ×2 ▲ on ⚡ Household energy resilience — every home becomes its own virtual power plant E97 · 2022-09-23 ▶ 58:34

Technology is there. I mean, people are getting generators for natural gases backups. We're going to have to figure out how to take the load off the grid and build resiliency into it.

Chamath support ×3 ▲ on ⚡ Household energy resilience — every home becomes its own virtual power plant E97 · 2022-09-23 ▶ 54:47

At the end of the day, there are tens of utilities in America, but there are 100 million households. And the only path to energy independence is to get every single 100 million household to be resilient, which means they need their own solar panels. They need battery storage. They need their own potable water.

Chamath support ×3 ▲ on ⚡ Solar wins alternative energy — nuclear and wind lose E71 · 2022-03-05 ▶ 1:05:49

in times of uncertainty, you actually want to be deploying. So, you know, I announced what was it last week? I think it was a solar deal. The solar deal. You know, I put $228 million into this thing.

Friedberg oppose ×2 ▲ on ⚡ Solar wins alternative energy — nuclear and wind lose E70 · 2022-02-24 ▶ 47:28

Just to give you one counterpoint to your statement about energy independence arising potentially from solar, to generate a gigawatt of capacity and industrial scale solar farm would take about 7,500 acres. ... So the actual amortized cost over the lifetime of that solar installation works out to something on the order of 15 cents a kilowatt hour. Whereas if you do it on an industrial scale, it works out to about 3 cents a kilowatt hour.

Sacks support ×1 ▲ on ⚡ Solar wins alternative energy — nuclear and wind lose E70 · 2022-02-24 ▶ 32:46

Long term, I think solar is the answer, but I think that's a long term strategy.

Jason support ×3 ▲ on ⚡ Solar wins alternative energy — nuclear and wind lose E70 · 2022-02-24 ▶ 50:57

$2.5 trillion to put solar on every home. The end. Like, we're $30 trillion in debt. 10% of our debt would make us energy independent forever. The plan gets better when you do math.

Chamath support ×3 ▲ on ⚡ Solar wins alternative energy — nuclear and wind lose E70 · 2022-02-24 ▶ 17:52

The real solution is to actually go fully alternative and to go to renewable energy because you can today deploy solar vastly more aggressively in the United States. Look, at the end of the day, the thing that is completely abundant and has the best implications all around is solar. ... And I think our real solution is solar. It's practical. It can be done today and it can be done right now.

Jason support ×2 ▲ on ⚡ Distributed backup power boom — generators and rooftop solar E39 · 2021-07-09 ▶ 8:57

And we're going to put in a power generator, which I know not everybody is able to do. But you can buy a portable one for as little as 300 or 400 bucks, I think, now. So a portable generator in case you lose power, stock up on everything else.

Friedberg support ×2 ▲ on ⚡ Distributed backup power boom — generators and rooftop solar E39 · 2021-07-09 ▶ 9:11

I think there's going to be a big kind of power generator push, right? Distributed power has always been something. That's the whole point of solar. You get the solar on your roof. You get your own power.

Sacks support ×2 ▲ on ⚡ Solar wins alternative energy — nuclear and wind lose E35 · 2021-06-13 ▶ 42:06

Look, I think the future of alternative energy is solar. ... It's an inexhaustible supply. The cost of solar panels keeps going down exponentially. The cost curve is going down exponentially.