Back
“Solar gets 40% cheaper every time production doubles, and that pace is speeding up, so it becomes the cheapest way to fire-hose power at AI.”
Source
Dwarkesh PodcastYouTube“China is killing the US on energy. Does that mea…”18:42
“The learning rate for natural gas is nowhere near as steep as solar, which just tells you that it's easy to make solar panels, much easier to make solar panels. There are actually very few manufactured products which are easier to make. The Wright-Sawyer coefficient is 43%. So every time we double cumulative production, we get a 43% reduction in cost.”
Performance
Entry$39.84
Current—
Since call— pending
Confidence72%
How this was scored
Entry$39.84Aug 15, 2025 · 15:26 UTC · paste.trade
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.