Fascinating blog post.

https://caseyhandmer.wordpress.com/2024/05/22/the-solar-industrial-revolution-is-the-biggest-investment-opportunity-in-history/

Help me understand: isn’t solar a dead end? The sun doesn’t always shine, we need to 10,000x our battery capacity to run the world on solar, and we’d be strip mining the Earth for those battery metals. 

Nuclear is the only way. Obsession with solar only furthers oil (see Germany).

summoning /daylight | kylemccollom.com | we are hiring: careers.daylight.xyz

Nuclear is good for base load.

But US has more than enough sunshine.

Other countries, not so much.

Elon seems to think solar + batteries works and his track record with applied engineering around basic physics is pretty good.

Batteries are getting quite cheap.

https://x.com/_JeanLeon/status/1793779769315823658
https://x.com/stevelevine/status/1793671423300677933

They are getting just as cheap! The strip mining thing is FUD. We're getting better at finding new deposits, extraction, etc.

https://caseyhandmer.wordpress.com/wp-content/uploads/2024/05/image-7.png

They are getting just as cheap! The strip mining thing is FUD. We're getting better at finding new deposits, extraction, etc.

https://caseyhandmer.wordpress.com/wp-content/uploads/2024/05/image-7.png

https://warpcast.com/dwr.eth/0x3eb3fe4e

But batteries. We are nowhere near the tech for enough capacity, and we’d be significantly strip mining to get to that capacity.