Comment by 0_____0

It's not the Uber strategy, because there's a physical limit to how efficiently a human can drive another human around the city. The Uber strategy was to push out competitors then bring pricing back up.

Chinese PV isn't going to get more expensive. The massive subsidies seen by Chinese PV companies from 2005-2024 account for a whopping 3.2% of solar firm incomes. [1] Over that same 2004-2024 period, solar cells prices have fallen to about 4-5% of 2024 prices. Not a typo. It's not the Uber model if they win by actually making the product at a fraction of the cost.

[1] https://www.oecd.org/en/publications/subsidies-and-the-solar...