I’d like him to account for his inconsistency on exponential growth in solar, where for every other technology he displays exponential growth in performance/dollar, as he should, but with solar, he talks about exponential growth in installed base.
I haven’t seen that part of his work, but it makes good sense to me—a larger part of the cost of solar is installation costs compared to many other technologies and those costs are extremely variable. He may simply be using “installed base” because that is the best available measure that actually captures all of the costs.
I’d like him to account for his inconsistency on exponential growth in solar, where for every other technology he displays exponential growth in performance/dollar, as he should, but with solar, he talks about exponential growth in installed base.
I haven’t seen that part of his work, but it makes good sense to me—a larger part of the cost of solar is installation costs compared to many other technologies and those costs are extremely variable. He may simply be using “installed base” because that is the best available measure that actually captures all of the costs.