MidCurveCapital
@midwit_capital
Just midcurving / I own 0.1% of Personalis / Capital markets are lagging indicators of innovation
ID: 1595520954913931264
23-11-2022 20:53:49
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Solar is winning! Casey Handmer's solar-maximalist worldview was and continues to be right.
From Doug Lewin: "America makes less than 1/20 of that amount [China] and even less when it comes to the more difficult task of manufacturing cells. But Texas is known for manufacturing and T1 — short for Type 1 civilization — is building solar manufacturing in Texas that