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RT Chamath Palihapitiya: China added more solar capacity in 2025 than America has installed in its entire history. That's the most important energy ch...
RT Chamath Palihapitiya
China added more solar capacity in 2025 than America has installed in its entire history.
That's the most important energy chart you'll see today.
And 2025 was also the first year when small-scale distributed solar pulled in more investments than utility-scale solar farms globally.
Considering that the U.S. has hundreds of GW stuck waiting for grid connections, the conditions are aligned to start putting solar + storage on every American home.
My research team put together a Deep Dive on solar, if you want the full breakdown.
Here’s the link: https://chamath.substack.com/p/solar-deep-dive
China added more solar capacity in 2025 than America has installed in its entire history.
That's the most important energy chart you'll see today.
And 2025 was also the first year when small-scale distributed solar pulled in more investments than utility-scale solar farms globally.
Considering that the U.S. has hundreds of GW stuck waiting for grid connections, the conditions are aligned to start putting solar + storage on every American home.
My research team put together a Deep Dive on solar, if you want the full breakdown.
Here’s the link: https://chamath.substack.com/p/solar-deep-dive