Your standard clean energy, product management, and consumer electronics nut.
Trying to break out of some writer’s block (and the world always needs another Apple opinion…), so here’s a quick…
Residential Solar’s Rapid Consolidation
Residential solar has an addressable market numbering in the millions. At first glance, it looks ripe for exploitation. However, despite its young age, it is a deceptively mature market.
More than one track?
The residential solar market is at an inflection point. Roughly 600,000 systems have been installed to date. Depending on your assumptions, there remain some ~30,000,000 to go.