Cody Schneider

I mean, that's probably a company they spin out though, right? It's like you spin out this investment arm and also the tax code arm that's servicing clients that are investing in this and they're paying you a percentage and you have some, you know, whatever, some type of fee that's built.

I mean, that's probably a company they spin out though, right? It's like you spin out this investment arm and also the tax code arm that's servicing clients that are investing in this and they're paying you a percentage and you have some, you know, whatever, some type of fee that's built.

So something I found fascinating is that last year in 2023, there was 10X the amount of investment in wind than there was in solar.

So something I found fascinating is that last year in 2023, there was 10X the amount of investment in wind than there was in solar.

So something I found fascinating is that last year in 2023, there was 10X the amount of investment in wind than there was in solar.

Even though solar is cheaper.

Even though solar is cheaper.

Even though solar is cheaper.

No idea. But this is just what's happening. I think it's like... So my girlfriend's from the semiconductor space and she's a material science engineer. She did a bunch of shit in neuromorphic stuff. Basically way smarter than me, right? She can read. And so the... What she said is that the upkeep on these solar panels is the challenge because there's breakage that occurs naturally, right?

No idea. But this is just what's happening. I think it's like... So my girlfriend's from the semiconductor space and she's a material science engineer. She did a bunch of shit in neuromorphic stuff. Basically way smarter than me, right? She can read. And so the... What she said is that the upkeep on these solar panels is the challenge because there's breakage that occurs naturally, right?

No idea. But this is just what's happening. I think it's like... So my girlfriend's from the semiconductor space and she's a material science engineer. She did a bunch of shit in neuromorphic stuff. Basically way smarter than me, right? She can read. And so the... What she said is that the upkeep on these solar panels is the challenge because there's breakage that occurs naturally, right?

It's like a fucking piece of glass. So if like hail happens or you got to clean them off and those types of things, just like a lot of moving parts that are existing within a single unit. And so when you scale that up, it gets, you know, you have a lot of nodes that can go wrong basically. Now, in contrast, when you look like a turbine, it's like, yo, it's just a spinning thing.

It's like a fucking piece of glass. So if like hail happens or you got to clean them off and those types of things, just like a lot of moving parts that are existing within a single unit. And so when you scale that up, it gets, you know, you have a lot of nodes that can go wrong basically. Now, in contrast, when you look like a turbine, it's like, yo, it's just a spinning thing.

It's like a fucking piece of glass. So if like hail happens or you got to clean them off and those types of things, just like a lot of moving parts that are existing within a single unit. And so when you scale that up, it gets, you know, you have a lot of nodes that can go wrong basically. Now, in contrast, when you look like a turbine, it's like, yo, it's just a spinning thing.

Big spinning thing, right? The challenge is the manufacturing of them and the transport. Like that's the issue. I mean, I don't know if you've ever been on a remote highway and, you know, whole section is cut off because one of the wind blades is taking up both lanes. And, you know, like that, that's something that is happening. Right.

Big spinning thing, right? The challenge is the manufacturing of them and the transport. Like that's the issue. I mean, I don't know if you've ever been on a remote highway and, you know, whole section is cut off because one of the wind blades is taking up both lanes. And, you know, like that, that's something that is happening. Right.

Big spinning thing, right? The challenge is the manufacturing of them and the transport. Like that's the issue. I mean, I don't know if you've ever been on a remote highway and, you know, whole section is cut off because one of the wind blades is taking up both lanes. And, you know, like that, that's something that is happening. Right.

And so I think that they're figuring this out and the costs are coming down with this, but it's already cheaper than natural gas. And natural gas, it looks like can't go cheaper. So what's going to naturally happen in the market? And solar is still getting cheaper. That's the crazier part of this. It looks like wind is kind of at its threshold of decreasing costs.

And so I think that they're figuring this out and the costs are coming down with this, but it's already cheaper than natural gas. And natural gas, it looks like can't go cheaper. So what's going to naturally happen in the market? And solar is still getting cheaper. That's the crazier part of this. It looks like wind is kind of at its threshold of decreasing costs.

And so I think that they're figuring this out and the costs are coming down with this, but it's already cheaper than natural gas. And natural gas, it looks like can't go cheaper. So what's going to naturally happen in the market? And solar is still getting cheaper. That's the crazier part of this. It looks like wind is kind of at its threshold of decreasing costs.