Jason Moser
๐ค SpeakerAppearances Over Time
Podcast Appearances
We're clearly headed in that direction.
Again, it goes back to, it's just going to take a little while to fully get there.
It's a big world out there.
It's funny, I was down in Georgia for the holidays, driving to my parents' house down in Moultrie, Georgia, and just along the way, saw plenty of solar farms out there with a lot of solar
cells out there generating electricity, a lot of farmland down there.
We're seeing even agriculture starting to adopt that solar mentality.
There's a ton of sunlight out there.
I think I'm going to take this a couple of different ways.
One, I know that we've got a lot of folks in our Foolish universe who like First Solar.
First Solar, I think, is a compelling idea.
It does not come without risks.
I think the solar space in general is just really, really difficult.
Again, I think
Ultimately, it's just too great of a resource to pass up on.
But then the flip side of that, too, is, I'm going to go back to Amazon, what Jeff Bezos was talking about a few months ago.
With data centers in space, Travis, and the beauty of having the data
center in space is just unlimited power because you're up there with the sun.
Now, who actually is providing the generation there, I guess, remains to be seen.
Maybe First Solar will be a part of that.
Probably it will be another company that has yet to even start.