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greekrich92today at 2:47 PM4 repliesview on HN

Solar and progress on better batteries is a more consequential and useful technological revolution than AI. Should be a huge story, but there's not enough money to be made via speculation so it's not.


Replies

jampatoday at 3:24 PM

> there's not enough money to be made via speculation

I mean, there is money to be made. CATL stock (the major producer of EV batteries with 50% market share, with billions of contracts for stationary batteries) rose 48.81% over the last 6 months, for example.

But I agree that news about renewables goes unnoticed. I only see news about renewables because I actively seek out channels and websites that cover it. I wonder if it is because most companies in the industry are Chinese and don't focus on PR in the West as AI companies do.

tootietoday at 4:28 PM

AI is enough of an issue. As fast as we are adding renewable capacity, demand is also growing extremely fast. We're chasing a rapidly moving target. And we're stuck in an adverse political climate for the time being as well.

feelameetoday at 3:05 PM

why is it? of course now this is true. But people investing money in the future of AI, a future where AI can produce an enormous amount of goods.

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toomuchtodotoday at 2:59 PM

Nailed it. Solar, wind, and batteries are going to be the predominant form of generation in a decade, but there is no speculative benefit, so it’ll happen silently.

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