Solar

First test of beaming power from orbit to Earth is weeks away, says Cowboy Space CEO

4 takeaways: how lasers carry power from orbit to the ground, why the rocket becomes the satellite, and why old chips keep working in space

Oct 11 • Scuttlebutt

Solar and storage made 70% of new US grid power in 2026, says SEIA's CEO

11 arguments: why most new solar goes into Trump-won states, why policy swings hurt more than the subsidy cuts, and why solar can't power the AI boom…

Oct 8 • Scuttlebutt

The S&P has 500 stocks, but really it's got 7, says Rayliant's CIO

12 arguments: why he says chip restrictions handed China the necessity to invent, where the money from AI actually lands, and the market he no longer…

Sep 21 • Scuttlebutt

A US solar industry costs less than one hyperscaler's data centers, says Swift Solar CEO

11 insights: How stacked cells lift solar's ceiling from 30% to 45%, what China's 90% grip on manufacturing does to a US rebuild, and the Google name…

Sep 17 • Scuttlebutt

Nvidia's $96.2 billion quarter, a 200,000-account Chinese bot farm aimed at US data centers, and OpenAI's own inference chip | Moonshots

Whether Nvidia is quietly financing its own demand, Musk's $3.5 trillion SpaceX projection, why 70% of China's AI tokens go to video, and a…

Aug 30 • Scuttlebutt

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