The highway to photo voltaic glory has been affected by failed firms — those chances are you’ll know (Solyndra) and lots of you in all probability don’t.
Will the burgeoning hydrogen area observe an analogous bumpy highway? Hydrogen is at an analogous section of market and technological maturity, with related ranges of hype.
On this episode, Shayle talks to Raffi Garabedian, the previous CTO of pioneering photo voltaic producer First Photo voltaic and now the co-founder and CEO of Electrical Hydrogen Co. (Disclosure: Shayle simply led Power Affect Companions’ funding within the firm).
First Photo voltaic was one of many only a few Western firms that survived the worth stress, commoditization and commerce dynamics within the photo voltaic business throughout its early progress section. How did First Photo voltaic do it? And what does that inform us about surviving the heady-but-volatile hydrogen area?
Shayle and Raffi dig into that historical past, protecting First Photo voltaic’s guess on mass-producible cadmium telluride expertise, in addition to the dangerous step of retooling manufacturing.
Additionally they cowl the parallels to hydrogen: How does a novel expertise compete in opposition to dominant incumbents? How does that expertise navigate the boom-and-bust cycles of an rising market? How can an government staff choose probably the most helpful metric for its inventive groups?
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