Comment by schiffern
11 hours ago
>We can make ten or hundred times the number of solar cells we make right now
Tomorrow?
The limit isn't just about the current capacity or the maximum theoretical capacity, it's also about the maximum speed you can ramp.
>Tomorrow?
Eventually :)
Markets are forward looking, and not really bound to 'tomorrow'.
Do we really need to say (on HN especially) that time-to-market does matter?
Not just for startups either. If you ramp up the Polio vaccine in 1 year vs 10 years, that has a big impact on human wellbeing. The two scenarios are not equivalent outcomes, even though it still happens "eventually."
Speed matters.
Sure, speed matters.
Developing new technology happens to matter more.
I'm sure investors are going to do their own analysis on this and reach their own conclusions, you should try betting against it.
Surely the constraint will be the rate at which you can get them into and installed orbit, not the manufacturing rate