Sunrun 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 ×2 ▲ on 🏛️ Infrastructure-bill tax credits make the captured solar incumbents rip E94 · 2022-09-01 ▶ 1:14:34

The great thing about the IRA and what Chuck Schumer did is actually will be written in 10 or 15 years from now, because when we get to energy independence, when every home is resilient, the national security calculus in America changes wholeheartedly overnight.

Sacks support ×2 ▲ on 🏛️ Infrastructure-bill tax credits make the captured solar incumbents rip E89 · 2022-07-29 ▶ 39:11

And the vast majority of the bill, like you said, are subsidies for clean energy, which are basically handouts to special interests in the donor class and the Democratic Party.

Chamath support ×2 ▲ on 🏛️ Infrastructure-bill tax credits make the captured solar incumbents rip E46 · 2021-09-14 ▶ 28:04

And where does all the tax credits and tax dollars go? Sun Run, Sun Power. These are companies that basically have this oligopolistic stranglehold on essentially installing solar panels and battery walls in homes across the United States. ... if this bill passes as written, you're going to see these stocks rip

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.