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cover of episode 327: Can Solar Really Power the Future? Breaking Myths and Building the Next Energy Revolution with Scott Wharton, Tandem PV CEO

327: Can Solar Really Power the Future? Breaking Myths and Building the Next Energy Revolution with Scott Wharton, Tandem PV CEO

2025/3/17
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AI and the Future of Work

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Dan Turchin: 我对太阳能的认识比较陈旧,起初认为太阳能不足以支持人工智能等高能耗技术。但通过与Scott Wharton的对话,我了解到太阳能技术在过去十年中成本下降了90%,目前已成为全球最便宜的能源。同时,电池成本也下降了70%,这使得太阳能和电池的组合能够提供更经济高效的能源解决方案。 此外,我还了解到美国2024年新增能源中80%来自太阳能和电池,以及中国在太阳能领域的快速发展。这些都表明太阳能的普及并非单纯的政策驱动,而是其成本效益的体现。 最后,我还对太阳能发电的可靠性以及在多云天气下的发电效率等问题有了更清晰的认识。 Scott Wharton: 我认为太阳能技术已经取得了显著进步,其成本在过去十年中下降了90%,目前已成为全球最便宜的能源。同时,电池技术也取得了长足发展,成本下降了70%。这使得太阳能和电池的组合能够提供24小时不间断的可再生能源。 我们公司Tandem PV正在研发一种新型的钙钛矿太阳能电池,其效率比目前的硅基太阳能电池高出30%以上。这种技术具有成本低、效率高、环保等优点,并且不依赖稀土金属。 此外,我还谈到了太阳能产业的就业机会,以及如何通过政策调整来促进太阳能产业的更快发展。我相信,在未来15年内,太阳能将成为地球上主要的能源来源。 最后,我谈到了应对传统能源行业挑战的方法,以及我对未来十年太阳能产业发展前景的乐观态度。

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Scott Wharton is a visionary entrepreneur and CEO making waves in the solar industry as the leader of Tandem PV, where he’s developing solar cells that are about 30% more efficient than current market options. Previously, he spent eight years at Logitech as a general manager, revolutionizing how businesses use consumer tech for productivity and collaboration. Before that, he was the CEO of Vidtel, which was acquired by Fidelity Investments in 2013. A bold thinker and risk-taker, Scott is known for his leadership and innovation across industries. He holds an MBA from Yale and a bachelor’s degree from Binghamton University.

In this conversation, we discuss:

  • How solar energy has become the cheapest and most scalable power source —and why most people haven’t caught up to this reality.
  • The breakthrough potential of perovskite solar cells and why they’re set to replace silicon as the industry standard.
  • Why the U.S. must invest in solar manufacturing – and how bringing production back from China strengthens energy security.
  • The evolving synergy between solar and battery storage —how new advancements are making 24/7 renewable power a reality.
  • Common myths about solar’s limitations and why concerns about cost, reliability, and land use no longer hold up.
  • Scott’s journey from leading video conferencing at Logitech to revolutionizing the solar industry – and what motivated him to take on this challenge.

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