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Curated tech Twitter/X posts on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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Gigascale Founder and former Meta CTO @schrep says new solar startups will go after installation costs rather than compete with China on solar panels. "If you look at a solar farm, you lay down all this steel and put up all this framing for the panels. When that panel was the most expensive thing on the field, then [startups producing solar panels] made sense." "But solar panels are now the cheapest thing in the field. All the rest of the stuff costs more than the panel." "I think what we're…