Solar Industry
What happens when solar infrastructure becomes a coordination game rather than a utility monopoly?
Playbook
| Prompts | Questions | Reflections |
|---|---|---|
| Principles | What guides us? | Irradiance is ground truth, LCOE is honest |
| Performance | Is it working? | Yield, LCOE, network growth |
| Protocols | How do we do it? | Design → RFP → Install → Verify |
| Platform | What tools? | PVWatts, HelioScope, on-chain verification |
| Players | Who's involved? | Utilities, EPCs, Glow, Starpower |
The Thesis
Solar is transitioning from utility extraction to community ownership.
| From | To |
|---|---|
| Centralized ownership | Community ownership |
| Shareholder extraction | Operator participation |
| Opaque carbon credits | Verified additionality |
| Geographic monopoly | Global capital flows |
The driver: DePIN replaces utility capex with token-incentivized deployment.
Opportunity Score
7.1 / 10 — Monitor Closely
| Dimension | Score | Why |
|---|---|---|
| Market Attractiveness | 8.0 | $300B+ market, 20%+ CAGR |
| Technology Disruption | 7.5 | Glow proving the model |
| VVFL Alignment | 7.0 | Loop works — AI optimization is gap |
| Competitive Position | 6.5 | First-mover, token sustainability TBD |
Verdict: Strong fundamentals. Geographic arbitrage works (India 1/5 US cost). Watch AI routing layer.
The Loop
Solar Farms (DePIN) → Generation Data → AI Optimization → Token Rewards
↑ ↓
└─────────── Rewards fund more farms ────────────────────┘
More farms → More verified generation → Better optimization → Higher yields → More farms
Deep Dives
| Section | What's There |
|---|---|
| Principles | 6 immutable truths, data model |
| Performance | KPIs, scoring, diagnostics |
| Protocols | Glow model, deployment workflows |
| Platform | ABCD stack, tools |
| Players | Incumbents, insurgents, ecosystem map |
Context
- Energy Industry — The bigger picture
- Telecom Industry — Parallel disruption pattern
- DePIN — Decentralized Physical Infrastructure
The Meta Question
"When infrastructure can be deployed, verified, and owned by communities — what happens to the meaning of 'grid'?"