I’ve been thinking a lot about the renewable energy sector, particularly solar farms and installers, and I’m curious about everyone’s perspective. With government funding cuts, do you think it’s still a good time to pursue a startup in this industry? My sense is that the growing energy demands from AI and other emerging technologies could create significant opportunities despite the policy shifts.

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There is definitely opportunity, but do consider the capital outlay required as well as the weathering of swings in the regulatory environment.

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High interest rates and low trust of residential solar installers have decimated the residential solar industry in the US. There is lots of growth in emerging markets for solar in general. However, the AI infrastructure play here is more with energy companies like GE Vernova. Listen to SunCast podcast to learn about the broader market, solid show.

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I think you’re right.

There is significant opportunity in the southeastern united states, but solar farms last longer up north due to reduced UV damage of the solar panels. It comes down to sales, and trying to compete with local utilities that have their own plans to use solar power.

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