{"version":"1.0.0","segments":[{"speaker":"Tim Montague","startTime":51.2,"endTime":53.45,"body":"Welcome to the"},{"speaker":"Tim Montague","startTime":51.2,"endTime":53.45,"body":"Clean Power Hour live December 1"},{"speaker":"Tim Montague","startTime":53.480000000000004,"endTime":58.13,"body":"2022, years almost over, how are"},{"speaker":"Tim Montague","startTime":53.480000000000004,"endTime":58.13,"body":"you, John?"},{"speaker":"John Weaver","startTime":59.57,"endTime":62.03,"body":"Oh, Tim, what a"},{"speaker":"John Weaver","startTime":59.57,"endTime":62.03,"body":"great question. You're laughing"},{"speaker":"John Weaver","startTime":62.03,"endTime":64.61,"body":"there. Because, you know, I got"},{"speaker":"John Weaver","startTime":62.03,"endTime":64.61,"body":"a lot going on and I'm terribly"},{"speaker":"John Weaver","startTime":64.61,"endTime":67.01,"body":"stressed about so many things."},{"speaker":"Tim Montague","startTime":67.58,"endTime":70.43,"body":"You're you're"},{"speaker":"Tim Montague","startTime":67.58,"endTime":70.43,"body":"still breathing, you're still"},{"speaker":"John Weaver","startTime":69.78,"endTime":74.07,"body":"Still breathing,"},{"speaker":"John Weaver","startTime":69.78,"endTime":74.07,"body":"still breathing. That's and a"},{"speaker":"John Weaver","startTime":70.43,"endTime":70.76,"body":"breathing,"},{"speaker":"John Weaver","startTime":74.07,"endTime":77.58,"body":"year, there's lots of things"},{"speaker":"John Weaver","startTime":74.07,"endTime":77.58,"body":"going on I you know, solar"},{"speaker":"John Weaver","startTime":77.58,"endTime":83.16,"body":"projects have challenges, you"},{"speaker":"John Weaver","startTime":77.58,"endTime":83.16,"body":"know, just taken on, probably a"},{"speaker":"John Weaver","startTime":83.16,"endTime":87.81,"body":"little more work than I should."},{"speaker":"John Weaver","startTime":83.16,"endTime":87.81,"body":"Outside of solar construction"},{"speaker":"John Weaver","startTime":87.81,"endTime":92.61,"body":"and just trying to do as best I"},{"speaker":"John Weaver","startTime":87.81,"endTime":92.61,"body":"could, but world is busy man."},{"speaker":"John Weaver","startTime":92.73,"endTime":96.39,"body":"And it's the entity or and"},{"speaker":"John Weaver","startTime":92.73,"endTime":96.39,"body":"sometimes modules don't show up"},{"speaker":"John Weaver","startTime":96.45,"endTime":99.78,"body":"sometimes. panelboards don't"},{"speaker":"John Weaver","startTime":96.45,"endTime":99.78,"body":"show up. Sometimes. disconnects"},{"speaker":"John Weaver","startTime":99.78,"endTime":103.86,"body":"get delayed for a third time,"},{"speaker":"John Weaver","startTime":99.78,"endTime":103.86,"body":"Timothy. Two disconnects,"},{"speaker":"John Weaver","startTime":104.13,"endTime":108.81,"body":"delayed for a third time,"},{"speaker":"John Weaver","startTime":104.13,"endTime":108.81,"body":"Timothy. Oh, it's got to take"},{"speaker":"John Weaver","startTime":108.81,"endTime":109.28999999999999,"body":"care of us. I"},{"speaker":"Tim Montague","startTime":109.43,"endTime":112.13,"body":"hope I hope Santa"},{"speaker":"Tim Montague","startTime":109.43,"endTime":112.13,"body":"is listening. And he's gonna"},{"speaker":"Tim Montague","startTime":112.13,"endTime":113.18,"body":"bring you some distance"},{"speaker":"John Weaver","startTime":114.59,"endTime":119.03,"body":"for Chris, is that"},{"speaker":"John Weaver","startTime":114.59,"endTime":119.03,"body":"within Santa? Is does does Santa"},{"speaker":"John Weaver","startTime":119.03,"endTime":123.02,"body":"Claus have solar disconnects AC"},{"speaker":"John Weaver","startTime":119.03,"endTime":123.02,"body":"and DC disconnects within his"},{"speaker":"John Weaver","startTime":123.02,"endTime":125.63,"body":"scope of delivery says"},{"speaker":"Tim Montague","startTime":125.63,"endTime":127.7,"body":"that's that's what"},{"speaker":"Tim Montague","startTime":125.63,"endTime":127.7,"body":"Santa does, dude."},{"speaker":"John Weaver","startTime":128.32999999999998,"endTime":132.95,"body":"I hope he's I hope"},{"speaker":"John Weaver","startTime":128.32999999999998,"endTime":132.95,"body":"it's real. I was. So I will"},{"speaker":"John Weaver","startTime":132.95,"endTime":136.91,"body":"digress a tiny bit. I did"},{"speaker":"John Weaver","startTime":132.95,"endTime":136.91,"body":"Thanksgiving with a family had"},{"speaker":"John Weaver","startTime":136.94,"endTime":140.0,"body":"about 18 of us together was"},{"speaker":"John Weaver","startTime":136.94,"endTime":140.0,"body":"really nice. And had my"},{"speaker":"John Weaver","startTime":140.0,"endTime":143.87,"body":"brother's four little kids."},{"speaker":"John Weaver","startTime":140.0,"endTime":143.87,"body":"They're running around. And, and"},{"speaker":"John Weaver","startTime":143.87,"endTime":146.45,"body":"there was a discussion about"},{"speaker":"John Weaver","startTime":143.87,"endTime":146.45,"body":"whether Santa Claus was real."},{"speaker":"John Weaver","startTime":146.75,"endTime":150.89,"body":"And it was Oh, yeah. And this"},{"speaker":"John Weaver","startTime":146.75,"endTime":150.89,"body":"eight year old was telling the"},{"speaker":"John Weaver","startTime":150.89,"endTime":154.51999999999998,"body":"five year old that stuff is"},{"speaker":"John Weaver","startTime":150.89,"endTime":154.51999999999998,"body":"fake. And then the five year old"},{"speaker":"John Weaver","startTime":154.51999999999998,"endTime":158.3,"body":"was like, I already knew it was"},{"speaker":"John Weaver","startTime":154.51999999999998,"endTime":158.3,"body":"fake. And it's just like, Oh,"},{"speaker":"Tim Montague","startTime":158.9,"endTime":161.81,"body":"who's cute? You"},{"speaker":"Tim Montague","startTime":158.9,"endTime":161.81,"body":"know, we do we start lying to"},{"speaker":"Tim Montague","startTime":161.84,"endTime":168.41,"body":"our fellow humans at an early"},{"speaker":"Tim Montague","startTime":161.84,"endTime":168.41,"body":"age. And Fake news is real."},{"speaker":"Tim Montague","startTime":168.62,"endTime":173.32999999999998,"body":"Right? Like that is the it's"},{"speaker":"Tim Montague","startTime":168.62,"endTime":173.32999999999998,"body":"that store. That ability we have"},{"speaker":"Tim Montague","startTime":173.32999999999998,"endTime":177.44,"body":"to fool ourselves is very deep."},{"speaker":"Tim Montague","startTime":173.32999999999998,"endTime":177.44,"body":"And we do it around a lot of"},{"speaker":"Tim Montague","startTime":177.44,"endTime":179.54,"body":"things. Not just Santa Claus."},{"speaker":"John Weaver","startTime":180.98,"endTime":183.68,"body":"We think we think"},{"speaker":"John Weaver","startTime":180.98,"endTime":183.68,"body":"solar projects are going to"},{"speaker":"John Weaver","startTime":183.68,"endTime":187.19,"body":"close when the probability of"},{"speaker":"John Weaver","startTime":183.68,"endTime":187.19,"body":"them is pretty low. Sometimes"},{"speaker":"Tim Montague","startTime":187.309,"endTime":189.109,"body":"we're not going to"},{"speaker":"Tim Montague","startTime":187.309,"endTime":189.109,"body":"talk about that we're not going"},{"speaker":"Tim Montague","startTime":189.109,"endTime":190.039,"body":"to talk about that."},{"speaker":"John Weaver","startTime":190.609,"endTime":193.399,"body":"The life of a"},{"speaker":"John Weaver","startTime":190.609,"endTime":193.399,"body":"salesperson, Timothy, the life"},{"speaker":"John Weaver","startTime":193.399,"endTime":194.899,"body":"of sales. It's good."},{"speaker":"Tim Montague","startTime":195.38,"endTime":197.63,"body":"There are crazier"},{"speaker":"Tim Montague","startTime":195.38,"endTime":197.63,"body":"things happening in the world"},{"speaker":"Tim Montague","startTime":197.66,"endTime":202.16,"body":"than disconnects not not showing"},{"speaker":"Tim Montague","startTime":197.66,"endTime":202.16,"body":"up. Yes, our friend Elon Musk"},{"speaker":"Tim Montague","startTime":202.19,"endTime":207.41,"body":"has, I think broken the land"},{"speaker":"Tim Montague","startTime":202.19,"endTime":207.41,"body":"speed record for a crazy town"},{"speaker":"Tim Montague","startTime":208.28,"endTime":212.48,"body":"with his shenanigans with"},{"speaker":"Tim Montague","startTime":208.28,"endTime":212.48,"body":"Twitter, and you know, going to"},{"speaker":"Tim Montague","startTime":212.48,"endTime":216.74,"body":"war with Apple and then kissing"},{"speaker":"Tim Montague","startTime":212.48,"endTime":216.74,"body":"and making up with Tim Cook"},{"speaker":"Tim Montague","startTime":216.74,"endTime":220.94,"body":"yesterday, I was glad to see Tim"},{"speaker":"Tim Montague","startTime":216.74,"endTime":220.94,"body":"Cook held out an olive branch to"},{"speaker":"Tim Montague","startTime":221.06,"endTime":225.95,"body":"to Ilan. But as we were saying,"},{"speaker":"Tim Montague","startTime":221.06,"endTime":225.95,"body":"also, you know, these guys live"},{"speaker":"Tim Montague","startTime":225.95,"endTime":230.03,"body":"in in the matrix and and I think"},{"speaker":"Tim Montague","startTime":225.95,"endTime":230.03,"body":"they think it's kind of"},{"speaker":"Tim Montague","startTime":230.06,"endTime":236.33,"body":"entertaining, right? And and"},{"speaker":"Tim Montague","startTime":230.06,"endTime":236.33,"body":"we're just we're just pawns by"},{"speaker":"Tim Montague","startTime":236.33,"endTime":241.1,"body":"it. Or not, you can choose to,"},{"speaker":"Tim Montague","startTime":236.33,"endTime":241.1,"body":"to, to, you know, go off the"},{"speaker":"Tim Montague","startTime":241.1,"endTime":246.53,"body":"platform and not watch the"},{"speaker":"Tim Montague","startTime":241.1,"endTime":246.53,"body":"shenanigans. I tell I tell my"},{"speaker":"Tim Montague","startTime":246.53,"endTime":248.81,"body":"friends and family I went to"},{"speaker":"Tim Montague","startTime":246.53,"endTime":248.81,"body":"visit my family over"},{"speaker":"Tim Montague","startTime":248.81,"endTime":252.35,"body":"Thanksgiving too. And my sister"},{"speaker":"Tim Montague","startTime":248.81,"endTime":252.35,"body":"in law likes to give me a hard"},{"speaker":"Tim Montague","startTime":252.35,"endTime":256.4,"body":"time she goes so how's that?"},{"speaker":"Tim Montague","startTime":252.35,"endTime":256.4,"body":"How's that Elon working out for"},{"speaker":"Tim Montague","startTime":256.4,"endTime":261.26,"body":"you? Because I'm a I'm a Tesla,"},{"speaker":"Tim Montague","startTime":256.4,"endTime":261.26,"body":"Tesla investor, Tesla fan all"},{"speaker":"Tim Montague","startTime":261.26,"endTime":264.68,"body":"the way I do believe in Tesla."},{"speaker":"Tim Montague","startTime":261.26,"endTime":264.68,"body":"And we're going to talk about"},{"speaker":"Tim Montague","startTime":264.68,"endTime":269.06,"body":"the semi here in a second. I"},{"speaker":"Tim Montague","startTime":264.68,"endTime":269.06,"body":"think the Twitter play is all"},{"speaker":"Tim Montague","startTime":269.06,"endTime":275.51,"body":"about making more money to go to"},{"speaker":"Tim Montague","startTime":269.06,"endTime":275.51,"body":"Mars, or making more influence"},{"speaker":"Tim Montague","startTime":275.81,"endTime":280.22,"body":"to make more money to go to"},{"speaker":"Tim Montague","startTime":275.81,"endTime":280.22,"body":"Mars. And he doesn't like to"},{"speaker":"Tim Montague","startTime":280.22,"endTime":284.51,"body":"talk about that. Because that"},{"speaker":"Tim Montague","startTime":280.22,"endTime":284.51,"body":"sounds crazy to most people, not"},{"speaker":"Tim Montague","startTime":284.51,"endTime":288.86,"body":"to you and I we understand that"},{"speaker":"Tim Montague","startTime":284.51,"endTime":288.86,"body":"mission. It's not complicated."},{"speaker":"Tim Montague","startTime":288.86,"endTime":292.13,"body":"Actually, it's just a mission to"},{"speaker":"Tim Montague","startTime":288.86,"endTime":292.13,"body":"go further than we might go as a"},{"speaker":"Tim Montague","startTime":292.13,"endTime":294.98,"body":"single planet species, right?"},{"speaker":"Tim Montague","startTime":292.13,"endTime":294.98,"body":"We'll go further. If we go to"},{"speaker":"Tim Montague","startTime":294.98,"endTime":301.07,"body":"two planets, will we go to three"},{"speaker":"Tim Montague","startTime":294.98,"endTime":301.07,"body":"or four? It's gonna be very hard"},{"speaker":"Tim Montague","startTime":301.07,"endTime":304.46000000000004,"body":"to go to two, it's going to be"},{"speaker":"Tim Montague","startTime":301.07,"endTime":304.46000000000004,"body":"very, very expensive. And that's"},{"speaker":"Tim Montague","startTime":304.46000000000004,"endTime":309.26,"body":"why Elon is trying to make money"},{"speaker":"Tim Montague","startTime":304.46000000000004,"endTime":309.26,"body":"with things like neural link and"},{"speaker":"Tim Montague","startTime":309.53,"endTime":313.76,"body":"boring company. And you know,"},{"speaker":"Tim Montague","startTime":309.53,"endTime":313.76,"body":"right. And he is a genius but"},{"speaker":"Tim Montague","startTime":313.76,"endTime":319.30999999999995,"body":"he's also crazier than all get"},{"speaker":"Tim Montague","startTime":313.76,"endTime":319.30999999999995,"body":"out. And they you know, I get it"},{"speaker":"Tim Montague","startTime":319.30999999999995,"endTime":322.13,"body":"why advertisers want nothing to"},{"speaker":"Tim Montague","startTime":319.30999999999995,"endTime":322.13,"body":"deal with him. He's crazy."},{"speaker":"Tim Montague","startTime":322.28,"endTime":325.28,"body":"Letting let it letting Donald"},{"speaker":"Tim Montague","startTime":322.28,"endTime":325.28,"body":"Trump back on the platform is a"},{"speaker":"Tim Montague","startTime":325.28,"endTime":329.84000000000003,"body":"horrible idea. It's a private"},{"speaker":"Tim Montague","startTime":325.28,"endTime":329.84000000000003,"body":"company this BS about oh, we're"},{"speaker":"Tim Montague","startTime":329.84000000000003,"endTime":334.25,"body":"gonna save free speech. That is"},{"speaker":"Tim Montague","startTime":329.84000000000003,"endTime":334.25,"body":"a bunch of BS I'm sorry. Twitter"},{"speaker":"Tim Montague","startTime":334.25,"endTime":337.54999999999995,"body":"can't save free speech any more"},{"speaker":"Tim Montague","startTime":334.25,"endTime":337.54999999999995,"body":"than your your I can't John"},{"speaker":"Tim Montague","startTime":337.54999999999995,"endTime":339.53,"body":"Weaver. Yeah,"},{"speaker":"John Weaver","startTime":339.95000000000005,"endTime":343.52,"body":"I I've lost a tiny"},{"speaker":"John Weaver","startTime":339.95000000000005,"endTime":343.52,"body":"bit of energy. You know, I used"},{"speaker":"John Weaver","startTime":343.52,"endTime":347.33000000000004,"body":"to post significantly to"},{"speaker":"John Weaver","startTime":343.52,"endTime":347.33000000000004,"body":"Twitter. And I've lost a tiny"},{"speaker":"John Weaver","startTime":347.33000000000004,"endTime":351.28999999999996,"body":"bit of energy, a decent amount"},{"speaker":"John Weaver","startTime":347.33000000000004,"endTime":351.28999999999996,"body":"of energy actually. Yeah. Um,"},{"speaker":"John Weaver","startTime":351.74,"endTime":355.07000000000005,"body":"and it's just it's affecting my,"},{"speaker":"John Weaver","startTime":351.74,"endTime":355.07000000000005,"body":"it actually has a knock on"},{"speaker":"John Weaver","startTime":355.07000000000005,"endTime":358.82000000000005,"body":"effect, because usually my"},{"speaker":"John Weaver","startTime":355.07000000000005,"endTime":358.82000000000005,"body":"reading of the News gives me"},{"speaker":"John Weaver","startTime":358.82000000000005,"endTime":361.22,"body":"good energy because I'm like,"},{"speaker":"John Weaver","startTime":358.82000000000005,"endTime":361.22,"body":"Oh, look what I just found. Look"},{"speaker":"John Weaver","startTime":361.22,"endTime":363.44000000000005,"body":"at this little infant"},{"speaker":"John Weaver","startTime":361.22,"endTime":363.44000000000005,"body":"information I just found, let me"},{"speaker":"John Weaver","startTime":363.44000000000005,"endTime":367.58000000000004,"body":"share it with the people who are"},{"speaker":"John Weaver","startTime":363.44000000000005,"endTime":367.58000000000004,"body":"also interested in solar news."},{"speaker":"John Weaver","startTime":367.97,"endTime":370.37,"body":"And I've, you know, worked hard"},{"speaker":"John Weaver","startTime":367.97,"endTime":370.37,"body":"to get a bunch of them on"},{"speaker":"John Weaver","startTime":370.37,"endTime":372.86,"body":"Twitter. And there's lots of"},{"speaker":"John Weaver","startTime":370.37,"endTime":372.86,"body":"people who want to know about"},{"speaker":"John Weaver","startTime":372.89,"endTime":376.46000000000004,"body":"Solar Tech solar noon, solar"},{"speaker":"John Weaver","startTime":372.89,"endTime":376.46000000000004,"body":"prices, hardware manufacturing."},{"speaker":"John Weaver","startTime":377.33000000000004,"endTime":381.28999999999996,"body":"And this little dance has"},{"speaker":"John Weaver","startTime":377.33000000000004,"endTime":381.28999999999996,"body":"affected me to some degree. It's"},{"speaker":"John Weaver","startTime":381.28999999999996,"endTime":384.74,"body":"not, you know, it's, it's just"},{"speaker":"John Weaver","startTime":381.28999999999996,"endTime":384.74,"body":"affected me it's got a it's,"},{"speaker":"John Weaver","startTime":384.74,"endTime":390.02,"body":"it's, it's in my head. Some of"},{"speaker":"John Weaver","startTime":384.74,"endTime":390.02,"body":"the some of the things that Musk"},{"speaker":"John Weaver","startTime":390.14,"endTime":393.55999999999995,"body":"does some of the people he"},{"speaker":"John Weaver","startTime":390.14,"endTime":393.55999999999995,"body":"associates with some of his"},{"speaker":"John Weaver","startTime":393.55999999999995,"endTime":398.05999999999995,"body":"political opinions. I, I"},{"speaker":"John Weaver","startTime":393.55999999999995,"endTime":398.05999999999995,"body":"disagree with his"},{"speaker":"John Weaver","startTime":398.05999999999995,"endTime":405.04999999999995,"body":"categorizations of just of how"},{"speaker":"John Weaver","startTime":398.05999999999995,"endTime":405.04999999999995,"body":"the political spectrum has been"},{"speaker":"John Weaver","startTime":405.04999999999995,"endTime":410.27,"body":"displayed on Twitter. There's"},{"speaker":"John Weaver","startTime":405.04999999999995,"endTime":410.27,"body":"plenty of research that shows"},{"speaker":"John Weaver","startTime":410.69000000000005,"endTime":414.14,"body":"different political ideologies"},{"speaker":"John Weaver","startTime":410.69000000000005,"endTime":414.14,"body":"being pushed in different"},{"speaker":"John Weaver","startTime":414.14,"endTime":419.17999999999995,"body":"volumes on Twitter, as a result"},{"speaker":"John Weaver","startTime":414.14,"endTime":419.17999999999995,"body":"of the algorithms and and it's,"},{"speaker":"John Weaver","startTime":419.27,"endTime":421.88,"body":"it's, you know, he says things"},{"speaker":"John Weaver","startTime":419.27,"endTime":421.88,"body":"he doesn't say things that are"},{"speaker":"John Weaver","startTime":421.88,"endTime":423.89,"body":"necessarily the truth, he"},{"speaker":"John Weaver","startTime":421.88,"endTime":423.89,"body":"doesn't say things that are"},{"speaker":"John Weaver","startTime":423.89,"endTime":426.95000000000005,"body":"necessarily going to happen"},{"speaker":"John Weaver","startTime":423.89,"endTime":426.95000000000005,"body":"right away. He is there to troll"},{"speaker":"John Weaver","startTime":426.95000000000005,"endTime":430.70000000000005,"body":"the world, and get people to pay"},{"speaker":"John Weaver","startTime":426.95000000000005,"endTime":430.70000000000005,"body":"attention because he saw that"},{"speaker":"John Weaver","startTime":430.70000000000005,"endTime":435.79999999999995,"body":"Twitter was profitable. During"},{"speaker":"John Weaver","startTime":430.70000000000005,"endTime":435.79999999999995,"body":"Donald Trump's first two years,"},{"speaker":"John Weaver","startTime":435.86,"endTime":439.61,"body":"that was the first time Twitter"},{"speaker":"John Weaver","startTime":435.86,"endTime":439.61,"body":"was ever profitable, was during"},{"speaker":"John Weaver","startTime":439.64,"endTime":443.03,"body":"Donald Trump going nuts on"},{"speaker":"John Weaver","startTime":439.64,"endTime":443.03,"body":"Twitter. And then as Donald"},{"speaker":"John Weaver","startTime":443.03,"endTime":446.48,"body":"Trump people realise he was an"},{"speaker":"John Weaver","startTime":443.03,"endTime":446.48,"body":"absolute freak, Twitter numbers"},{"speaker":"John Weaver","startTime":446.51,"endTime":452.24,"body":"Twitter profitability went away"},{"speaker":"John Weaver","startTime":446.51,"endTime":452.24,"body":"again. So I, you know, it's it's"},{"speaker":"John Weaver","startTime":452.24,"endTime":455.84000000000003,"body":"a platform for communication"},{"speaker":"John Weaver","startTime":452.24,"endTime":455.84000000000003,"body":"amongst people on the planet,"},{"speaker":"John Weaver","startTime":455.87,"endTime":459.40999999999997,"body":"and it was a pretty good one. I"},{"speaker":"John Weaver","startTime":455.87,"endTime":459.40999999999997,"body":"hope it holds on good, but I do"},{"speaker":"John Weaver","startTime":459.44000000000005,"endTime":463.34000000000003,"body":"definitely see people reacting"},{"speaker":"John Weaver","startTime":459.44000000000005,"endTime":463.34000000000003,"body":"differently to it. And I do feel"},{"speaker":"John Weaver","startTime":463.34000000000003,"endTime":469.85,"body":"my energy has changed. Similarly"},{"speaker":"John Weaver","startTime":463.34000000000003,"endTime":469.85,"body":"to how my energy changed with"},{"speaker":"John Weaver","startTime":469.85,"endTime":475.82000000000005,"body":"Facebook, when I used to really"},{"speaker":"John Weaver","startTime":469.85,"endTime":475.82000000000005,"body":"enjoy sharing, you know,"},{"speaker":"Tim Montague","startTime":476.41999999999996,"endTime":480.02,"body":"I, when you learn"},{"speaker":"Tim Montague","startTime":476.41999999999996,"endTime":480.02,"body":"when you learn that the"},{"speaker":"Tim Montague","startTime":480.02,"endTime":484.49,"body":"leadership of a company are not"},{"speaker":"Tim Montague","startTime":480.02,"endTime":484.49,"body":"necessarily looking out for your"},{"speaker":"Tim Montague","startTime":484.49,"endTime":489.28999999999996,"body":"best interests, and really just"},{"speaker":"Tim Montague","startTime":484.49,"endTime":489.28999999999996,"body":"trying to make money. That"},{"speaker":"Tim Montague","startTime":489.28999999999996,"endTime":492.38,"body":"changes things and, and, you"},{"speaker":"Tim Montague","startTime":489.28999999999996,"endTime":492.38,"body":"know,"},{"speaker":"John Weaver","startTime":493.13,"endTime":495.40999999999997,"body":"if it was only"},{"speaker":"John Weaver","startTime":493.13,"endTime":495.40999999999997,"body":"money, if it was only money, I"},{"speaker":"John Weaver","startTime":495.40999999999997,"endTime":497.92999999999995,"body":"would have been okay with"},{"speaker":"John Weaver","startTime":495.40999999999997,"endTime":497.92999999999995,"body":"Facebook, but Facebook got into"},{"speaker":"John Weaver","startTime":497.92999999999995,"endTime":499.37,"body":"politics, and"},{"speaker":"Tim Montague","startTime":499.369,"endTime":504.769,"body":"wings. Yeah. And"},{"speaker":"Tim Montague","startTime":499.369,"endTime":504.769,"body":"they sold our information for"},{"speaker":"Tim Montague","startTime":504.769,"endTime":508.45899999999995,"body":"nefarious purposes to people"},{"speaker":"Tim Montague","startTime":504.769,"endTime":508.45899999999995,"body":"with the various purposes like,"},{"speaker":"Tim Montague","startTime":508.81899999999996,"endTime":513.919,"body":"that's not cool, man. Yeah. So"},{"speaker":"Tim Montague","startTime":508.81899999999996,"endTime":513.919,"body":"Have a little respect. So"},{"speaker":"Tim Montague","startTime":513.919,"endTime":516.259,"body":"anyway, let's talk about some ID"},{"speaker":"Tim Montague","startTime":513.919,"endTime":516.259,"body":"though. Or whatever they're"},{"speaker":"Tim Montague","startTime":516.259,"endTime":519.709,"body":"calling it right. There's a"},{"speaker":"Tim Montague","startTime":516.259,"endTime":519.709,"body":"there's there's an electric semi"},{"speaker":"Tim Montague","startTime":519.739,"endTime":525.169,"body":"in America now. It's real. It's"},{"speaker":"Tim Montague","startTime":519.739,"endTime":525.169,"body":"going to start shipping next"},{"speaker":"Tim Montague","startTime":525.169,"endTime":531.469,"body":"year. No. And today, oh, they're"},{"speaker":"Tim Montague","startTime":525.169,"endTime":531.469,"body":"going to actually deliver some"},{"speaker":"Tim Montague","startTime":531.469,"endTime":532.579,"body":"to customers today."},{"speaker":"John Weaver","startTime":532.97,"endTime":535.97,"body":"i If we saw I did"},{"speaker":"John Weaver","startTime":532.97,"endTime":535.97,"body":"put a link on there for Canary"},{"speaker":"John Weaver","startTime":535.97,"endTime":539.72,"body":"media on our document to talk"},{"speaker":"John Weaver","startTime":535.97,"endTime":539.72,"body":"about it because today is semi"},{"speaker":"John Weaver","startTime":539.72,"endTime":543.98,"body":"day for Tesla, and they will"},{"speaker":"John Weaver","startTime":539.72,"endTime":543.98,"body":"show it off but I'm almost"},{"speaker":"John Weaver","startTime":543.98,"endTime":551.21,"body":"certain that Pepsi Cola will get"},{"speaker":"John Weaver","startTime":543.98,"endTime":551.21,"body":"a Tesla semi maybe it's gonna go"},{"speaker":"John Weaver","startTime":551.21,"endTime":554.45,"body":"today maybe it's gonna get sent"},{"speaker":"John Weaver","startTime":551.21,"endTime":554.45,"body":"next week but but it's coming"},{"speaker":"John Weaver","startTime":554.54,"endTime":559.49,"body":"and it's and supposedly it's"},{"speaker":"John Weaver","startTime":554.54,"endTime":559.49,"body":"real, so not next year. I think"},{"speaker":"John Weaver","startTime":559.49,"endTime":562.19,"body":"Pepsi is getting the first ones"},{"speaker":"John Weaver","startTime":559.49,"endTime":562.19,"body":"now. So if you scroll down a"},{"speaker":"John Weaver","startTime":562.19,"endTime":563.6899999999999,"body":"tiny bit, you might have a"},{"speaker":"Tim Montague","startTime":563.6899999999999,"endTime":566.3,"body":"battery powered"},{"speaker":"Tim Montague","startTime":563.6899999999999,"endTime":566.3,"body":"behemoth with up to 500 mile"},{"speaker":"Tim Montague","startTime":566.3,"endTime":569.03,"body":"range is the first time I"},{"speaker":"Tim Montague","startTime":566.3,"endTime":569.03,"body":"designed for the start to be"},{"speaker":"Tim Montague","startTime":569.06,"endTime":572.4499999999999,"body":"from the start to be electric."},{"speaker":"Tim Montague","startTime":569.06,"endTime":572.4499999999999,"body":"Musk says it's super fun to"},{"speaker":"Tim Montague","startTime":572.4499999999999,"endTime":574.55,"body":"drive. Well yeah, of course it"},{"speaker":"Tim Montague","startTime":572.4499999999999,"endTime":574.55,"body":"is."},{"speaker":"John Weaver","startTime":576.14,"endTime":585.89,"body":"It's true. Here we"},{"speaker":"John Weaver","startTime":576.14,"endTime":585.89,"body":"go. So right there Tesla by the"},{"speaker":"John Weaver","startTime":585.89,"endTime":590.18,"body":"end of the year, expects to"},{"speaker":"John Weaver","startTime":585.89,"endTime":590.18,"body":"deploy 15 By the end of this"},{"speaker":"John Weaver","startTime":590.18,"endTime":592.91,"body":"year Okay, so maybe by the end"},{"speaker":"John Weaver","startTime":590.18,"endTime":592.91,"body":"of the year before next year."},{"speaker":"Tim Montague","startTime":593.0899999999999,"endTime":594.92,"body":"Look at that"},{"speaker":"Tim Montague","startTime":593.0899999999999,"endTime":594.92,"body":"though Renaud delivers an"},{"speaker":"Tim Montague","startTime":594.92,"endTime":597.56,"body":"electric semi to Coca Cola"},{"speaker":"Tim Montague","startTime":594.92,"endTime":597.56,"body":"interest. Yes."},{"speaker":"John Weaver","startTime":597.86,"endTime":600.41,"body":"And the one of the"},{"speaker":"John Weaver","startTime":597.86,"endTime":600.41,"body":"following articles I'd like us"},{"speaker":"John Weaver","startTime":600.41,"endTime":605.78,"body":"to look at is at Volvo delivered"},{"speaker":"John Weaver","startTime":600.41,"endTime":605.78,"body":"the first large truck that's"},{"speaker":"John Weaver","startTime":605.78,"endTime":610.73,"body":"made out of fossil fuel steel,"},{"speaker":"John Weaver","startTime":605.78,"endTime":610.73,"body":"fossil fuel free steel, you mean"},{"speaker":"John Weaver","startTime":610.79,"endTime":615.23,"body":"boss? Yes. Pardon me? Pardon me"},{"speaker":"John Weaver","startTime":610.79,"endTime":615.23,"body":"fossil fuel free steel. So, so"},{"speaker":"John Weaver","startTime":615.23,"endTime":621.41,"body":"this is cool. The biggest reason"},{"speaker":"John Weaver","startTime":615.23,"endTime":621.41,"body":"that this is good is pollution."},{"speaker":"John Weaver","startTime":622.61,"endTime":629.36,"body":"These more pollution and more."},{"speaker":"John Weaver","startTime":622.61,"endTime":629.36,"body":"Fossils are used by trucks and"},{"speaker":"John Weaver","startTime":629.36,"endTime":634.8199999999999,"body":"large view vehicles by far on a"},{"speaker":"John Weaver","startTime":629.36,"endTime":634.8199999999999,"body":"per unit basis than cars in"},{"speaker":"John Weaver","startTime":634.8199999999999,"endTime":638.87,"body":"fact, I sometimes occasionally."},{"speaker":"John Weaver","startTime":634.8199999999999,"endTime":638.87,"body":"I'm like, Ah, I wish I could"},{"speaker":"John Weaver","startTime":638.87,"endTime":641.78,"body":"better optimise the use of my"},{"speaker":"John Weaver","startTime":638.87,"endTime":641.78,"body":"electric car so that the"},{"speaker":"John Weaver","startTime":641.78,"endTime":644.66,"body":"batteries are used more so that"},{"speaker":"John Weaver","startTime":641.78,"endTime":644.66,"body":"we don't waste this piece of"},{"speaker":"John Weaver","startTime":644.66,"endTime":649.73,"body":"hardware. And the fact that a"},{"speaker":"John Weaver","startTime":644.66,"endTime":649.73,"body":"you know these trucks are gonna"},{"speaker":"John Weaver","startTime":649.73,"endTime":653.99,"body":"get hundreds of 1000s have miles"},{"speaker":"John Weaver","startTime":649.73,"endTime":653.99,"body":"per year, per few years, I think"},{"speaker":"John Weaver","startTime":653.99,"endTime":658.9399999999999,"body":"they said three years 750,000"},{"speaker":"John Weaver","startTime":653.99,"endTime":658.9399999999999,"body":"miles. That means that they're"},{"speaker":"John Weaver","startTime":658.9399999999999,"endTime":662.72,"body":"going to be offsetting a"},{"speaker":"John Weaver","startTime":658.9399999999999,"endTime":662.72,"body":"significantly greater amount of"},{"speaker":"John Weaver","startTime":662.8399999999999,"endTime":667.13,"body":"fossil fuels, air pollution,"},{"speaker":"John Weaver","startTime":662.8399999999999,"endTime":667.13,"body":"climate change effect. And"},{"speaker":"John Weaver","startTime":667.6999999999999,"endTime":671.3299999999999,"body":"that's just awesome. And it also"},{"speaker":"John Weaver","startTime":667.6999999999999,"endTime":671.3299999999999,"body":"seems like hundreds of 1000s of"},{"speaker":"John Weaver","startTime":671.3299999999999,"endTime":674.8399999999999,"body":"dollars of savings, you know,"},{"speaker":"John Weaver","startTime":671.3299999999999,"endTime":674.8399999999999,"body":"200,000 bucks every three years,"},{"speaker":"John Weaver","startTime":674.9599999999999,"endTime":678.35,"body":"that covers the cost of the"},{"speaker":"John Weaver","startTime":674.9599999999999,"endTime":678.35,"body":"unit. Somewhere in the article,"},{"speaker":"John Weaver","startTime":678.35,"endTime":684.74,"body":"it says the units are 150 to"},{"speaker":"John Weaver","startTime":678.35,"endTime":684.74,"body":"$180,000 per semi. Wow, if you"},{"speaker":"John Weaver","startTime":684.74,"endTime":688.64,"body":"can save that much and fuel in"},{"speaker":"John Weaver","startTime":684.74,"endTime":688.64,"body":"three years, then you're done."},{"speaker":"John Weaver","startTime":689.15,"endTime":690.9499999999999,"body":"That's pretty nice and"},{"speaker":"Tim Montague","startTime":690.9499999999999,"endTime":694.04,"body":"positive in three"},{"speaker":"Tim Montague","startTime":690.9499999999999,"endTime":694.04,"body":"years, that will, that will"},{"speaker":"Tim Montague","startTime":694.04,"endTime":697.52,"body":"inspire people to buy these"},{"speaker":"Tim Montague","startTime":694.04,"endTime":697.52,"body":"things, for sure. And the"},{"speaker":"Tim Montague","startTime":697.52,"endTime":702.3199999999999,"body":"bottleneck is not, you know, the"},{"speaker":"Tim Montague","startTime":697.52,"endTime":702.3199999999999,"body":"stats are great, zero to 1620"},{"speaker":"Tim Montague","startTime":702.3199999999999,"endTime":705.35,"body":"seconds, that's three times"},{"speaker":"Tim Montague","startTime":702.3199999999999,"endTime":705.35,"body":"faster than a diesel truck."},{"speaker":"Tim Montague","startTime":706.04,"endTime":708.29,"body":"Drivers are gonna love that"},{"speaker":"Tim Montague","startTime":706.04,"endTime":708.29,"body":"they'll get further faster,"},{"speaker":"Tim Montague","startTime":708.29,"endTime":712.55,"body":"right? They want to deliver the"},{"speaker":"Tim Montague","startTime":708.29,"endTime":712.55,"body":"goods they want to get on. You"},{"speaker":"Tim Montague","startTime":712.55,"endTime":715.97,"body":"know, it's my cousin is a truck"},{"speaker":"Tim Montague","startTime":712.55,"endTime":715.97,"body":"driver. And, you know, he's"},{"speaker":"Tim Montague","startTime":715.97,"endTime":720.62,"body":"constantly complaining about the"},{"speaker":"Tim Montague","startTime":715.97,"endTime":720.62,"body":"ride and how uncomfortable and"},{"speaker":"Tim Montague","startTime":720.62,"endTime":725.6,"body":"slow and it's just not, you"},{"speaker":"Tim Montague","startTime":720.62,"endTime":725.6,"body":"know, it's not a great"},{"speaker":"Tim Montague","startTime":725.6,"endTime":730.3399999999999,"body":"experience for these drivers. So"},{"speaker":"Tim Montague","startTime":725.6,"endTime":730.3399999999999,"body":"the bottleneck, though, is"},{"speaker":"Tim Montague","startTime":731.0,"endTime":735.56,"body":"getting enough of that built"},{"speaker":"Tim Montague","startTime":731.0,"endTime":735.56,"body":"right. Mastering and batteries."},{"speaker":"Tim Montague","startTime":737.42,"endTime":739.73,"body":"I had a very interesting"},{"speaker":"Tim Montague","startTime":737.42,"endTime":739.73,"body":"conversation yesterday with a"},{"speaker":"Tim Montague","startTime":739.73,"endTime":747.56,"body":"company called Olson a LSY. M."},{"speaker":"Tim Montague","startTime":739.73,"endTime":747.56,"body":"Check it out. They're making a"},{"speaker":"Tim Montague","startTime":747.5899999999999,"endTime":753.05,"body":"aqueous battery with manganese"},{"speaker":"Tim Montague","startTime":747.5899999999999,"endTime":753.05,"body":"as the primary ingredient, not"},{"speaker":"Tim Montague","startTime":753.05,"endTime":757.85,"body":"lithium, a completely lithium"},{"speaker":"Tim Montague","startTime":753.05,"endTime":757.85,"body":"free chemistry that they claim"},{"speaker":"Tim Montague","startTime":757.85,"endTime":761.75,"body":"is going to be good for"},{"speaker":"Tim Montague","startTime":757.85,"endTime":761.75,"body":"transportation and stationary"},{"speaker":"Tim Montague","startTime":761.75,"endTime":766.4599999999999,"body":"storage. I'll believe it when I"},{"speaker":"Tim Montague","startTime":761.75,"endTime":766.4599999999999,"body":"see it, I guess. Right but but"},{"speaker":"Tim Montague","startTime":766.4599999999999,"endTime":770.6,"body":"they're they've got pre orders"},{"speaker":"Tim Montague","startTime":766.4599999999999,"endTime":770.6,"body":"from Evie makers, one in India."},{"speaker":"Tim Montague","startTime":771.0799999999999,"endTime":776.12,"body":"So anyway, it's nice to see the"},{"speaker":"Tim Montague","startTime":771.0799999999999,"endTime":776.12,"body":"storage ecosystem diversifying,"},{"speaker":"Tim Montague","startTime":776.12,"endTime":779.42,"body":"right? We need more than just"},{"speaker":"Tim Montague","startTime":776.12,"endTime":779.42,"body":"lithium iron ore, lithium,"},{"speaker":"Tim Montague","startTime":779.4499999999999,"endTime":787.88,"body":"cobalt or whatever. Cobalt gotta"},{"speaker":"Tim Montague","startTime":779.4499999999999,"endTime":787.88,"body":"go by by Cobalt no good. Because"},{"speaker":"Tim Montague","startTime":787.88,"endTime":790.9399999999999,"body":"it's just concentrated in"},{"speaker":"Tim Montague","startTime":787.88,"endTime":790.9399999999999,"body":"places, right? Where there's"},{"speaker":"Tim Montague","startTime":791.9,"endTime":796.88,"body":"slave labour basically. The"},{"speaker":"Tim Montague","startTime":791.9,"endTime":796.88,"body":"Congo that, isn't it?"},{"speaker":"John Weaver","startTime":797.24,"endTime":800.66,"body":"It's changing,"},{"speaker":"John Weaver","startTime":797.24,"endTime":800.66,"body":"though. You know, it's, we're"},{"speaker":"John Weaver","startTime":800.66,"endTime":805.04,"body":"finding we're starting to mined"},{"speaker":"John Weaver","startTime":800.66,"endTime":805.04,"body":"cobalt and other places where"},{"speaker":"John Weaver","startTime":805.43,"endTime":809.0,"body":"the volume of the percentage of"},{"speaker":"John Weaver","startTime":805.43,"endTime":809.0,"body":"cobalt that's coming from Congo"},{"speaker":"John Weaver","startTime":809.0,"endTime":814.1899999999999,"body":"is going down. But at the same"},{"speaker":"John Weaver","startTime":809.0,"endTime":814.1899999999999,"body":"time, there are already lithium"},{"speaker":"John Weaver","startTime":814.73,"endTime":820.28,"body":"phosphate batteries in cars,"},{"speaker":"John Weaver","startTime":814.73,"endTime":820.28,"body":"which don't have any cobalt. The"},{"speaker":"John Weaver","startTime":820.28,"endTime":823.61,"body":"car doesn't have as high of a"},{"speaker":"John Weaver","startTime":820.28,"endTime":823.61,"body":"range, but it's already"},{"speaker":"John Weaver","startTime":823.61,"endTime":826.67,"body":"happening. And most stationary"},{"speaker":"John Weaver","startTime":823.61,"endTime":826.67,"body":"energy storage to the best of my"},{"speaker":"John Weaver","startTime":826.67,"endTime":830.42,"body":"knowledge has zero cobalt. So,"},{"speaker":"John Weaver","startTime":826.67,"endTime":830.42,"body":"you know, it's only the"},{"speaker":"Tim Montague","startTime":830.42,"endTime":833.15,"body":"hottest there's"},{"speaker":"Tim Montague","startTime":830.42,"endTime":833.15,"body":"there's multiple, multiple ways"},{"speaker":"Tim Montague","startTime":833.15,"endTime":838.85,"body":"to skin this cat. And, yeah,"},{"speaker":"Tim Montague","startTime":833.15,"endTime":838.85,"body":"Cobalt is there are workarounds."},{"speaker":"Tim Montague","startTime":838.85,"endTime":844.76,"body":"Right. And oh, yeah. And so"},{"speaker":"Tim Montague","startTime":838.85,"endTime":844.76,"body":"that's, that's good. All right."},{"speaker":"Tim Montague","startTime":844.76,"endTime":848.51,"body":"Well, let's talk about megawatt"},{"speaker":"Tim Montague","startTime":844.76,"endTime":848.51,"body":"class hydrogen fuel cell"},{"speaker":"Tim Montague","startTime":848.51,"endTime":849.68,"body":"powertrain. Ooh,"},{"speaker":"John Weaver","startTime":849.74,"endTime":852.74,"body":"and shopping for an"},{"speaker":"John Weaver","startTime":849.74,"endTime":852.74,"body":"aeroplane. I just thought it was"},{"speaker":"John Weaver","startTime":852.74,"endTime":853.3399999999999,"body":"cool looking."},{"speaker":"Tim Montague","startTime":853.5799999999999,"endTime":856.67,"body":"Like flying"},{"speaker":"Tim Montague","startTime":853.5799999999999,"endTime":856.67,"body":"hydrogen power plants, right?"},{"speaker":"Tim Montague","startTime":857.2099999999999,"endTime":857.8399999999999,"body":"Yes."},{"speaker":"John Weaver","startTime":859.55,"endTime":862.64,"body":"So this plant, I"},{"speaker":"John Weaver","startTime":859.55,"endTime":862.64,"body":"believe, you know, I found it on"},{"speaker":"John Weaver","startTime":862.64,"endTime":868.13,"body":"LinkedIn to megawatt facility, I"},{"speaker":"John Weaver","startTime":862.64,"endTime":868.13,"body":"guess it's a fuel cell, but the"},{"speaker":"John Weaver","startTime":868.13,"endTime":873.62,"body":"fuel cell drives a jet engine."},{"speaker":"John Weaver","startTime":868.13,"endTime":873.62,"body":"And it's for 40 to 50 passenger"},{"speaker":"John Weaver","startTime":873.62,"endTime":876.98,"body":"plane. And just looking at the"},{"speaker":"John Weaver","startTime":873.62,"endTime":876.98,"body":"unit's cool, you can see it's,"},{"speaker":"John Weaver","startTime":877.01,"endTime":880.4,"body":"it's in pretty much a structure"},{"speaker":"John Weaver","startTime":877.01,"endTime":880.4,"body":"of an aeroplane, probably not a"},{"speaker":"John Weaver","startTime":880.4,"endTime":883.1899999999999,"body":"flying aeroplane, but you can"},{"speaker":"John Weaver","startTime":880.4,"endTime":883.1899999999999,"body":"tell that what they're trying to"},{"speaker":"John Weaver","startTime":883.1899999999999,"endTime":887.06,"body":"create there. And that image is,"},{"speaker":"John Weaver","startTime":883.1899999999999,"endTime":887.06,"body":"you know, you can see the wing"},{"speaker":"John Weaver","startTime":887.06,"endTime":890.36,"body":"and everything. And it's quite"},{"speaker":"John Weaver","startTime":887.06,"endTime":890.36,"body":"an"},{"speaker":"Tim Montague","startTime":890.36,"endTime":894.38,"body":"image. I mean, it"},{"speaker":"Tim Montague","startTime":890.36,"endTime":894.38,"body":"looks like it looks like a, an"},{"speaker":"Tim Montague","startTime":894.38,"endTime":898.88,"body":"aeroplane engine. Which means"},{"speaker":"Tim Montague","startTime":894.38,"endTime":898.88,"body":"yes, it is going to be an"},{"speaker":"Tim Montague","startTime":898.88,"endTime":899.66,"body":"aeroplane engine."},{"speaker":"John Weaver","startTime":900.41,"endTime":902.63,"body":"Yeah, I mean, they"},{"speaker":"John Weaver","startTime":900.41,"endTime":902.63,"body":"have an aeroplane surrounding it"},{"speaker":"John Weaver","startTime":902.66,"endTime":907.01,"body":"with wings. It's probably a test"},{"speaker":"John Weaver","startTime":902.66,"endTime":907.01,"body":"facility somewhere. And attack"},{"speaker":"John Weaver","startTime":907.01,"endTime":911.6,"body":"this is actually a conversion"},{"speaker":"John Weaver","startTime":907.01,"endTime":911.6,"body":"kit. And they're trying to turn"},{"speaker":"John Weaver","startTime":911.6,"endTime":915.8,"body":"a regular aeroplane that burns"},{"speaker":"John Weaver","startTime":911.6,"endTime":915.8,"body":"fossils into a hydrogen powered"},{"speaker":"John Weaver","startTime":915.8,"endTime":915.92,"body":"does"},{"speaker":"Tim Montague","startTime":915.92,"endTime":918.3199999999999,"body":"that work though?"},{"speaker":"Tim Montague","startTime":915.92,"endTime":918.3199999999999,"body":"Because the fuel cell produces"},{"speaker":"Tim Montague","startTime":918.3199999999999,"endTime":919.43,"body":"electricity, John"},{"speaker":"John Weaver","startTime":921.05,"endTime":923.63,"body":"Well, the"},{"speaker":"John Weaver","startTime":921.05,"endTime":923.63,"body":"electricity can turn all these"},{"speaker":"John Weaver","startTime":923.63,"endTime":926.6,"body":"different components because if"},{"speaker":"John Weaver","startTime":923.63,"endTime":926.6,"body":"you"},{"speaker":"Tim Montague","startTime":926.6,"endTime":928.64,"body":"have electricity"},{"speaker":"Tim Montague","startTime":926.6,"endTime":928.64,"body":"with driving electric motor, are"},{"speaker":"Tim Montague","startTime":928.64,"endTime":931.67,"body":"you saying there's an electric"},{"speaker":"Tim Montague","startTime":928.64,"endTime":931.67,"body":"jet engine is that you can make"},{"speaker":"Tim Montague","startTime":931.67,"endTime":933.14,"body":"a jet engine that's electric."},{"speaker":"John Weaver","startTime":935.3299999999999,"endTime":937.3399999999999,"body":"Well, first, I'm"},{"speaker":"John Weaver","startTime":935.3299999999999,"endTime":937.3399999999999,"body":"gonna respond with something I"},{"speaker":"John Weaver","startTime":937.3399999999999,"endTime":939.41,"body":"don't know anything about but"},{"speaker":"John Weaver","startTime":937.3399999999999,"endTime":939.41,"body":"aren't all"},{"speaker":"Tim Montague","startTime":940.25,"endTime":944.03,"body":"aerospace"},{"speaker":"Tim Montague","startTime":940.25,"endTime":944.03,"body":"engineer. I think you have"},{"speaker":"Tim Montague","startTime":944.03,"endTime":946.31,"body":"another career in your future."},{"speaker":"Tim Montague","startTime":944.03,"endTime":946.31,"body":"No,"},{"speaker":"John Weaver","startTime":946.3399999999999,"endTime":949.88,"body":"no, no, no, I'm"},{"speaker":"John Weaver","startTime":946.3399999999999,"endTime":949.88,"body":"barely got one. I got too many"},{"speaker":"John Weaver","startTime":949.88,"endTime":954.29,"body":"right now. So cuz on some solar,"},{"speaker":"John Weaver","startTime":949.88,"endTime":954.29,"body":"I always assume that when the"},{"speaker":"John Weaver","startTime":954.29,"endTime":957.77,"body":"oil and the fuel is burnt"},{"speaker":"John Weaver","startTime":954.29,"endTime":957.77,"body":"somewhere, it's generating"},{"speaker":"John Weaver","startTime":957.77,"endTime":963.26,"body":"electricity because in a car,"},{"speaker":"John Weaver","startTime":957.77,"endTime":963.26,"body":"you burn fuel it spins. You"},{"speaker":"John Weaver","startTime":963.26,"endTime":966.3199999999999,"body":"know, you start spinning your"},{"speaker":"John Weaver","startTime":963.26,"endTime":966.3199999999999,"body":"pieces. You have your"},{"speaker":"John Weaver","startTime":966.3199999999999,"endTime":970.67,"body":"alternator, you know all that"},{"speaker":"John Weaver","startTime":966.3199999999999,"endTime":970.67,"body":"stuff is? Yeah, I guess I guess"},{"speaker":"John Weaver","startTime":970.67,"endTime":973.52,"body":"it doesn't actually need the"},{"speaker":"John Weaver","startTime":970.67,"endTime":973.52,"body":"electricity. But, you know, we"},{"speaker":"John Weaver","startTime":973.52,"endTime":979.0699999999999,"body":"have the ability to spin a"},{"speaker":"John Weaver","startTime":973.52,"endTime":979.0699999999999,"body":"turbine with hydrogen, we have"},{"speaker":"John Weaver","startTime":979.0699999999999,"endTime":982.1,"body":"the ability to spin a turbine"},{"speaker":"John Weaver","startTime":979.0699999999999,"endTime":982.1,"body":"with fossils, we have the"},{"speaker":"John Weaver","startTime":982.1,"endTime":983.93,"body":"ability to spin it with"},{"speaker":"John Weaver","startTime":982.1,"endTime":983.93,"body":"electric."},{"speaker":"Tim Montague","startTime":985.37,"endTime":989.0899999999999,"body":"To understand the"},{"speaker":"Tim Montague","startTime":985.37,"endTime":989.0899999999999,"body":"fuel cell play here. I hadn't"},{"speaker":"Tim Montague","startTime":989.0899999999999,"endTime":992.75,"body":"heard that you can make an"},{"speaker":"Tim Montague","startTime":989.0899999999999,"endTime":992.75,"body":"electric jet engine a jet engine"},{"speaker":"Tim Montague","startTime":993.62,"endTime":997.55,"body":"is like fundamentally a fossil"},{"speaker":"Tim Montague","startTime":993.62,"endTime":997.55,"body":"fuel device. But what it's cool,"},{"speaker":"Tim Montague","startTime":997.55,"endTime":999.86,"body":"man, we don't have to we don't"},{"speaker":"Tim Montague","startTime":997.55,"endTime":999.86,"body":"have to answer your question."},{"speaker":"Tim Montague","startTime":999.86,"endTime":1003.61,"body":"No, you might be able to answer"},{"speaker":"Tim Montague","startTime":999.86,"endTime":1003.61,"body":"that question. Before I forget,"},{"speaker":"Tim Montague","startTime":1003.64,"endTime":1007.99,"body":"check out all of our content at"},{"speaker":"Tim Montague","startTime":1003.64,"endTime":1007.99,"body":"clean power hour.com Clean Power"},{"speaker":"Tim Montague","startTime":1007.99,"endTime":1011.1999999999999,"body":"hour.com Give us a rating and"},{"speaker":"Tim Montague","startTime":1007.99,"endTime":1011.1999999999999,"body":"review on Apple and Spotify,"},{"speaker":"Tim Montague","startTime":1011.1999999999999,"endTime":1015.31,"body":"please leave a review would be"},{"speaker":"Tim Montague","startTime":1011.1999999999999,"endTime":1015.31,"body":"amazing. Give us a Christmas"},{"speaker":"Tim Montague","startTime":1015.31,"endTime":1018.91,"body":"gift with a review on Apple or"},{"speaker":"Tim Montague","startTime":1015.31,"endTime":1018.91,"body":"Spotify so others can find this"},{"speaker":"Tim Montague","startTime":1018.91,"endTime":1022.78,"body":"content and help us speed the"},{"speaker":"Tim Montague","startTime":1018.91,"endTime":1022.78,"body":"energy transition. And please"},{"speaker":"Tim Montague","startTime":1022.78,"endTime":1027.8500000000001,"body":"subscribe to our YouTube"},{"speaker":"Tim Montague","startTime":1022.78,"endTime":1027.8500000000001,"body":"channel. So anything else about"},{"speaker":"Tim Montague","startTime":1027.91,"endTime":1030.82,"body":"hydrogen fuel cell? I mean, I"},{"speaker":"Tim Montague","startTime":1027.91,"endTime":1030.82,"body":"think hydrogen for long"},{"speaker":"Tim Montague","startTime":1030.82,"endTime":1036.58,"body":"distance, air transportation is"},{"speaker":"Tim Montague","startTime":1030.82,"endTime":1036.58,"body":"going to be a thing. Clearly,"},{"speaker":"Tim Montague","startTime":1036.58,"endTime":1039.6100000000001,"body":"batteries are not going to be a"},{"speaker":"Tim Montague","startTime":1036.58,"endTime":1039.6100000000001,"body":"thing for aircraft. It's just"},{"speaker":"Tim Montague","startTime":1039.91,"endTime":1044.92,"body":"the, you know, they're too"},{"speaker":"Tim Montague","startTime":1039.91,"endTime":1044.92,"body":"heavy. And but hydrogen could"},{"speaker":"Tim Montague","startTime":1044.92,"endTime":1045.31,"body":"work."},{"speaker":"John Weaver","startTime":1046.45,"endTime":1049.63,"body":"I? Well, I mean, we"},{"speaker":"John Weaver","startTime":1046.45,"endTime":1049.63,"body":"already have some electric"},{"speaker":"John Weaver","startTime":1049.63,"endTime":1053.17,"body":"aircraft, very small ones. And"},{"speaker":"John Weaver","startTime":1049.63,"endTime":1053.17,"body":"there's people in the end, I saw"},{"speaker":"John Weaver","startTime":1053.17,"endTime":1059.02,"body":"the first flying electric Lear"},{"speaker":"John Weaver","startTime":1053.17,"endTime":1059.02,"body":"jet type item. So there are some"},{"speaker":"John Weaver","startTime":1059.14,"endTime":1064.93,"body":"jet engines that are electric in"},{"speaker":"John Weaver","startTime":1059.14,"endTime":1064.93,"body":"the worlds. And we've seen them"},{"speaker":"John Weaver","startTime":1064.99,"endTime":1067.3600000000001,"body":"and there's actually you can"},{"speaker":"John Weaver","startTime":1064.99,"endTime":1067.3600000000001,"body":"actually buy an electric"},{"speaker":"John Weaver","startTime":1067.39,"endTime":1069.8500000000001,"body":"vehicle, or an electric"},{"speaker":"John Weaver","startTime":1067.39,"endTime":1069.8500000000001,"body":"aeroplane. Well, I don't know if"},{"speaker":"John Weaver","startTime":1069.8500000000001,"endTime":1072.46,"body":"you can buy one, but you can"},{"speaker":"John Weaver","startTime":1069.8500000000001,"endTime":1072.46,"body":"test one or you can put an order"},{"speaker":"John Weaver","startTime":1072.49,"endTime":1075.43,"body":"in for one. And I've even seen"},{"speaker":"John Weaver","startTime":1072.49,"endTime":1075.43,"body":"that there are hundreds of"},{"speaker":"John Weaver","startTime":1075.46,"endTime":1079.12,"body":"electric aeroplanes ordered when"},{"speaker":"John Weaver","startTime":1075.46,"endTime":1079.12,"body":"I saw something being covered by"},{"speaker":"John Weaver","startTime":1079.12,"endTime":1081.46,"body":"Bloomberg recently. Oh, so"},{"speaker":"Tim Montague","startTime":1081.52,"endTime":1084.91,"body":"200 aircraft are,"},{"speaker":"Tim Montague","startTime":1081.52,"endTime":1084.91,"body":"are definitely going to be a"},{"speaker":"Tim Montague","startTime":1084.91,"endTime":1090.31,"body":"thing you know, so for regional."},{"speaker":"Tim Montague","startTime":1084.91,"endTime":1090.31,"body":"That's wonderful. It just, it"},{"speaker":"Tim Montague","startTime":1090.31,"endTime":1097.09,"body":"just the transatlantic gets, it"},{"speaker":"Tim Montague","startTime":1090.31,"endTime":1097.09,"body":"gets difficult. As I've that's"},{"speaker":"Tim Montague","startTime":1097.09,"endTime":1099.85,"body":"my read, but, you know, time"},{"speaker":"Tim Montague","startTime":1097.09,"endTime":1099.85,"body":"will tell time and time"},{"speaker":"John Weaver","startTime":1099.879,"endTime":1103.599,"body":"where we're early"},{"speaker":"John Weaver","startTime":1099.879,"endTime":1103.599,"body":"in it. I'm hopeful. I believe"},{"speaker":"John Weaver","startTime":1103.6589999999999,"endTime":1106.9289999999999,"body":"that once we and I've seen some"},{"speaker":"John Weaver","startTime":1103.6589999999999,"endTime":1106.9289999999999,"body":"people say once we get up to"},{"speaker":"John Weaver","startTime":1106.9289999999999,"endTime":1112.509,"body":"about 400 watts per kilogramme"},{"speaker":"John Weaver","startTime":1106.9289999999999,"endTime":1112.509,"body":"of electricity of usable"},{"speaker":"John Weaver","startTime":1112.539,"endTime":1117.579,"body":"electricity from batteries. Some"},{"speaker":"John Weaver","startTime":1112.539,"endTime":1117.579,"body":"have suggested that that's the"},{"speaker":"John Weaver","startTime":1117.609,"endTime":1123.1589999999999,"body":"beginning number for electric"},{"speaker":"John Weaver","startTime":1117.609,"endTime":1123.1589999999999,"body":"large aeroplanes to be useful."},{"speaker":"John Weaver","startTime":1175.239,"endTime":1178.929,"body":"So, I and you know, there's"},{"speaker":"John Weaver","startTime":1175.239,"endTime":1178.929,"body":"always the potential that we"},{"speaker":"John Weaver","startTime":1178.929,"endTime":1182.739,"body":"could make the batteries into"},{"speaker":"John Weaver","startTime":1178.929,"endTime":1182.739,"body":"the structure of the aeroplane."},{"speaker":"John Weaver","startTime":1182.979,"endTime":1186.219,"body":"Now, of course, aeroplanes are"},{"speaker":"John Weaver","startTime":1182.979,"endTime":1186.219,"body":"super, like super thin, ultra"},{"speaker":"John Weaver","startTime":1186.219,"endTime":1189.549,"body":"optimised. So maybe there's not"},{"speaker":"John Weaver","startTime":1186.219,"endTime":1189.549,"body":"a lot of structure to be a"},{"speaker":"John Weaver","startTime":1189.549,"endTime":1193.869,"body":"battery. But I don't know, I,"},{"speaker":"John Weaver","startTime":1189.549,"endTime":1193.869,"body":"I'll never say no, I'll never"},{"speaker":"John Weaver","startTime":1193.869,"endTime":1196.779,"body":"say never because I've been"},{"speaker":"John Weaver","startTime":1193.869,"endTime":1196.779,"body":"wrong so many times over and"},{"speaker":"John Weaver","startTime":1196.779,"endTime":1197.439,"body":"over and over."},{"speaker":"Tim Montague","startTime":1198.25,"endTime":1200.05,"body":"Think about these"},{"speaker":"Tim Montague","startTime":1198.25,"endTime":1200.05,"body":"pouch batteries. That's the"},{"speaker":"Tim Montague","startTime":1200.05,"endTime":1203.74,"body":"thing, these pouches. So there's"},{"speaker":"Tim Montague","startTime":1200.05,"endTime":1203.74,"body":"two form factors for batteries"},{"speaker":"Tim Montague","startTime":1203.74,"endTime":1206.83,"body":"basically, right? They're"},{"speaker":"Tim Montague","startTime":1203.74,"endTime":1206.83,"body":"cylinders or a variation on a"},{"speaker":"Tim Montague","startTime":1206.83,"endTime":1210.94,"body":"cylinder. You know, some of them"},{"speaker":"Tim Montague","startTime":1206.83,"endTime":1210.94,"body":"are octagonal, or hexagonal. And"},{"speaker":"Tim Montague","startTime":1210.94,"endTime":1214.57,"body":"then there's pouches. And you"},{"speaker":"Tim Montague","startTime":1210.94,"endTime":1214.57,"body":"could make the surface of the"},{"speaker":"Tim Montague","startTime":1214.57,"endTime":1220.0,"body":"aircraft out of a pouch. Right?"},{"speaker":"Tim Montague","startTime":1214.57,"endTime":1220.0,"body":"Okay, you need to surface you"},{"speaker":"Tim Montague","startTime":1220.0,"endTime":1224.47,"body":"need to structure so yeah, could"},{"speaker":"Tim Montague","startTime":1220.0,"endTime":1224.47,"body":"do. But"},{"speaker":"John Weaver","startTime":1226.089,"endTime":1228.039,"body":"there's a million"},{"speaker":"John Weaver","startTime":1226.089,"endTime":1228.039,"body":"reasons why it might not work."},{"speaker":"John Weaver","startTime":1228.699,"endTime":1232.719,"body":"But all we need is all we need."},{"speaker":"John Weaver","startTime":1228.699,"endTime":1232.719,"body":"Is it to work once and somebody"},{"speaker":"John Weaver","startTime":1232.719,"endTime":1236.829,"body":"will. I think somebody listen,"},{"speaker":"John Weaver","startTime":1232.719,"endTime":1236.829,"body":"the aliens that are visiting us"},{"speaker":"John Weaver","startTime":1237.039,"endTime":1241.419,"body":"are definitely not using"},{"speaker":"John Weaver","startTime":1237.039,"endTime":1241.419,"body":"fossils. They might be using"},{"speaker":"John Weaver","startTime":1241.419,"endTime":1244.089,"body":"Fusion though. So yeah."},{"speaker":"Tim Montague","startTime":1245.109,"endTime":1247.989,"body":"There's aliens"},{"speaker":"Tim Montague","startTime":1245.109,"endTime":1247.989,"body":"among us, John. What do you"},{"speaker":"Tim Montague","startTime":1247.989,"endTime":1255.249,"body":"think Elon is? Well, yeah, he"},{"speaker":"Tim Montague","startTime":1247.989,"endTime":1255.249,"body":"has pretty much said as much as"},{"speaker":"Tim Montague","startTime":1255.759,"endTime":1259.509,"body":"him and him and Kanye."},{"speaker":"Tim Montague","startTime":1255.759,"endTime":1259.509,"body":"Definitely aliens."},{"speaker":"John Weaver","startTime":1261.819,"endTime":1265.119,"body":"So before we before"},{"speaker":"John Weaver","startTime":1261.819,"endTime":1265.119,"body":"we jump beyond Well, you know,"},{"speaker":"John Weaver","startTime":1265.119,"endTime":1265.8990000000001,"body":"Kanye neon."},{"speaker":"Tim Montague","startTime":1266.3500000000001,"endTime":1268.63,"body":"This is like the"},{"speaker":"Tim Montague","startTime":1266.3500000000001,"endTime":1268.63,"body":"transportation edition of the"},{"speaker":"Tim Montague","startTime":1268.63,"endTime":1272.38,"body":"Clean Power Hour. Do you want to"},{"speaker":"Tim Montague","startTime":1268.63,"endTime":1272.38,"body":"talk about Volvo and their green"},{"speaker":"Tim Montague","startTime":1272.38,"endTime":1275.5,"body":"steel? I don't quite understand"},{"speaker":"Tim Montague","startTime":1272.38,"endTime":1275.5,"body":"what Volvo is doing here. But"},{"speaker":"Tim Montague","startTime":1275.59,"endTime":1276.1000000000001,"body":"totally,"},{"speaker":"John Weaver","startTime":1277.24,"endTime":1279.76,"body":"totally. Yes. I"},{"speaker":"John Weaver","startTime":1277.24,"endTime":1279.76,"body":"just want to, I just want to"},{"speaker":"John Weaver","startTime":1279.76,"endTime":1283.6000000000001,"body":"show people the truck and say"},{"speaker":"John Weaver","startTime":1279.76,"endTime":1283.6000000000001,"body":"that this is a truck that's made"},{"speaker":"John Weaver","startTime":1283.6000000000001,"endTime":1288.82,"body":"out of zero. fossil fuel, steel."},{"speaker":"John Weaver","startTime":1283.6000000000001,"endTime":1288.82,"body":"We started making steel, I"},{"speaker":"John Weaver","startTime":1288.82,"endTime":1293.3500000000001,"body":"believe in Sweden, about a year"},{"speaker":"John Weaver","startTime":1288.82,"endTime":1293.3500000000001,"body":"ago. And this truck right here"},{"speaker":"John Weaver","startTime":1293.8600000000001,"endTime":1298.9,"body":"has no fossil fuel steel in it."},{"speaker":"John Weaver","startTime":1293.8600000000001,"endTime":1298.9,"body":"It's just a standard truck and"},{"speaker":"John Weaver","startTime":1298.9,"endTime":1301.45,"body":"it will it has steel. There's no"},{"speaker":"John Weaver","startTime":1298.9,"endTime":1301.45,"body":"difference between it and it"},{"speaker":"John Weaver","startTime":1301.45,"endTime":1302.44,"body":"might even be an electric"},{"speaker":"Tim Montague","startTime":1302.47,"endTime":1304.96,"body":"Truck, right?"},{"speaker":"Tim Montague","startTime":1302.47,"endTime":1304.96,"body":"That's an electric truck. Yeah."},{"speaker":"Tim Montague","startTime":1304.96,"endTime":1310.81,"body":"So, so So Tesla got beat to the"},{"speaker":"Tim Montague","startTime":1304.96,"endTime":1310.81,"body":"punch though. The semi right by"},{"speaker":"Tim Montague","startTime":1310.81,"endTime":1314.56,"body":"Volvo. And what was the other"},{"speaker":"Tim Montague","startTime":1310.81,"endTime":1314.56,"body":"one the other European maker"},{"speaker":"Tim Montague","startTime":1314.56,"endTime":1315.52,"body":"that we mentioned earlier"},{"speaker":"John Weaver","startTime":1315.549,"endTime":1319.359,"body":"Renault, Renault,"},{"speaker":"John Weaver","startTime":1315.549,"endTime":1319.359,"body":"Renault Renault Oh, pardon Renu"},{"speaker":"Tim Montague","startTime":1319.569,"endTime":1321.759,"body":"it little known"},{"speaker":"Tim Montague","startTime":1319.569,"endTime":1321.759,"body":"French company that doesn't sell"},{"speaker":"Tim Montague","startTime":1321.759,"endTime":1325.3890000000001,"body":"cars in America. But anyway,"},{"speaker":"Tim Montague","startTime":1321.759,"endTime":1325.3890000000001,"body":"big, big player."},{"speaker":"John Weaver","startTime":1327.73,"endTime":1330.79,"body":"I also, they also"},{"speaker":"John Weaver","startTime":1327.73,"endTime":1330.79,"body":"have beat to the pickup the"},{"speaker":"John Weaver","startTime":1330.79,"endTime":1335.83,"body":"electric pickup by everybody"},{"speaker":"John Weaver","startTime":1330.79,"endTime":1335.83,"body":"else, too. So they, you know,"},{"speaker":"John Weaver","startTime":1335.8600000000001,"endTime":1337.54,"body":"they made a couple"},{"speaker":"John Weaver","startTime":1335.8600000000001,"endTime":1337.54,"body":"announcements. It's"},{"speaker":"Tim Montague","startTime":1337.539,"endTime":1340.419,"body":"a they're waiting."},{"speaker":"Tim Montague","startTime":1337.539,"endTime":1340.419,"body":"They're right. They're busy"},{"speaker":"Tim Montague","startTime":1340.419,"endTime":1343.6290000000001,"body":"making threes and wise and the"},{"speaker":"Tim Montague","startTime":1340.419,"endTime":1343.6290000000001,"body":"why is now the most popular"},{"speaker":"Tim Montague","startTime":1344.019,"endTime":1349.6290000000001,"body":"electric vehicle in most of the"},{"speaker":"Tim Montague","startTime":1344.019,"endTime":1349.6290000000001,"body":"world. And will soon be the most"},{"speaker":"Tim Montague","startTime":1349.6290000000001,"endTime":1354.6390000000001,"body":"popular car probably barnone. In"},{"speaker":"Tim Montague","startTime":1349.6290000000001,"endTime":1354.6390000000001,"body":"America, I'm I predict. I'm"},{"speaker":"Tim Montague","startTime":1354.669,"endTime":1358.569,"body":"super super. I've been watching."},{"speaker":"Tim Montague","startTime":1354.669,"endTime":1358.569,"body":"I've been following you on"},{"speaker":"Tim Montague","startTime":1358.569,"endTime":1361.719,"body":"Twitter. So I hope you don't go"},{"speaker":"Tim Montague","startTime":1358.569,"endTime":1361.719,"body":"off Twitter just because it"},{"speaker":"Tim Montague","startTime":1361.719,"endTime":1365.199,"body":"allows me to know what the hell"},{"speaker":"Tim Montague","startTime":1361.719,"endTime":1365.199,"body":"John Weaver is up to in the"},{"speaker":"Tim Montague","startTime":1365.199,"endTime":1369.579,"body":"world and have had some charging"},{"speaker":"Tim Montague","startTime":1365.199,"endTime":1369.579,"body":"challenges over the holidays. I"},{"speaker":"Tim Montague","startTime":1369.579,"endTime":1375.999,"body":"know. Yes. Yes. And that is my"},{"speaker":"Tim Montague","startTime":1369.579,"endTime":1375.999,"body":"that is my concern, right? Is"},{"speaker":"Tim Montague","startTime":1375.999,"endTime":1380.8890000000001,"body":"that your experience is going to"},{"speaker":"Tim Montague","startTime":1375.999,"endTime":1380.8890000000001,"body":"get and you're an early adopter,"},{"speaker":"Tim Montague","startTime":1380.8890000000001,"endTime":1383.949,"body":"right? So you're willing, your"},{"speaker":"Tim Montague","startTime":1380.8890000000001,"endTime":1383.949,"body":"pain tolerance is way higher"},{"speaker":"Tim Montague","startTime":1383.949,"endTime":1386.679,"body":"than the average consumer"},{"speaker":"Tim Montague","startTime":1383.949,"endTime":1386.679,"body":"yesterday, and the average"},{"speaker":"Tim Montague","startTime":1386.679,"endTime":1390.729,"body":"consumer is going to go holy"},{"speaker":"Tim Montague","startTime":1386.679,"endTime":1390.729,"body":"crap, oh, all these broken"},{"speaker":"Tim Montague","startTime":1390.729,"endTime":1394.749,"body":"charges that aren't working or"},{"speaker":"Tim Montague","startTime":1390.729,"endTime":1394.749,"body":"trying taking 15 minutes to get"},{"speaker":"Tim Montague","startTime":1394.749,"endTime":1398.589,"body":"it to start, who has 15 minutes"},{"speaker":"Tim Montague","startTime":1394.749,"endTime":1398.589,"body":"to plug in, come on."},{"speaker":"John Weaver","startTime":1399.64,"endTime":1403.39,"body":"Now, this doesn't"},{"speaker":"John Weaver","startTime":1399.64,"endTime":1403.39,"body":"occur on the Tesla Supercharger"},{"speaker":"John Weaver","startTime":1403.39,"endTime":1406.81,"body":"network, that's fine. That's,"},{"speaker":"John Weaver","startTime":1403.39,"endTime":1406.81,"body":"that's a key piece when I used"},{"speaker":"John Weaver","startTime":1406.81,"endTime":1409.75,"body":"you know, I had Tesla for a year"},{"speaker":"John Weaver","startTime":1406.81,"endTime":1409.75,"body":"and a quarter. And every time I"},{"speaker":"John Weaver","startTime":1409.75,"endTime":1413.59,"body":"plugged in, things worked. I"},{"speaker":"John Weaver","startTime":1409.75,"endTime":1413.59,"body":"can't remember feeling like"},{"speaker":"John Weaver","startTime":1413.59,"endTime":1417.07,"body":"things ever didn't work. Every"},{"speaker":"John Weaver","startTime":1413.59,"endTime":1417.07,"body":"single time plug in, click boom,"},{"speaker":"John Weaver","startTime":1417.07,"endTime":1421.0,"body":"gone. Yeah, you know, now it's a"},{"speaker":"John Weaver","startTime":1417.07,"endTime":1421.0,"body":"little more complex. And, for"},{"speaker":"John Weaver","startTime":1421.0,"endTime":1425.6200000000001,"body":"instance, the Electrify America,"},{"speaker":"John Weaver","startTime":1421.0,"endTime":1425.6200000000001,"body":"it charged wonderfully the whole"},{"speaker":"John Weaver","startTime":1425.6200000000001,"endTime":1428.65,"body":"time, there was one or two times"},{"speaker":"John Weaver","startTime":1425.6200000000001,"endTime":1428.65,"body":"when it was a little slow, could"},{"speaker":"John Weaver","startTime":1428.65,"endTime":1431.02,"body":"have been because of the cold"},{"speaker":"John Weaver","startTime":1428.65,"endTime":1431.02,"body":"and that my car doesn't have a"},{"speaker":"John Weaver","startTime":1431.02,"endTime":1436.96,"body":"battery pre here. But it had"},{"speaker":"John Weaver","startTime":1431.02,"endTime":1436.96,"body":"some challenges. And you know,"},{"speaker":"John Weaver","startTime":1436.96,"endTime":1440.77,"body":"people are gonna want to deal"},{"speaker":"John Weaver","startTime":1436.96,"endTime":1440.77,"body":"with it. But seeing things like"},{"speaker":"John Weaver","startTime":1440.8,"endTime":1445.45,"body":"semi trucks on the road, is"},{"speaker":"John Weaver","startTime":1440.8,"endTime":1445.45,"body":"going to motivate people like"},{"speaker":"John Weaver","startTime":1445.48,"endTime":1448.42,"body":"and for instance, this Volvo"},{"speaker":"John Weaver","startTime":1445.48,"endTime":1448.42,"body":"vehicle, the coolest thing about"},{"speaker":"John Weaver","startTime":1448.42,"endTime":1451.78,"body":"there's two cool things one, the"},{"speaker":"John Weaver","startTime":1448.42,"endTime":1451.78,"body":"steel was made from hydrogen,"},{"speaker":"John Weaver","startTime":1452.17,"endTime":1454.8700000000001,"body":"the hydrogen, I don't know how"},{"speaker":"John Weaver","startTime":1452.17,"endTime":1454.8700000000001,"body":"the hydrogen was made, probably"},{"speaker":"John Weaver","startTime":1454.8700000000001,"endTime":1458.77,"body":"not via clean electricity yet,"},{"speaker":"John Weaver","startTime":1454.8700000000001,"endTime":1458.77,"body":"but we're working on it. And"},{"speaker":"John Weaver","startTime":1458.77,"endTime":1461.47,"body":"then the vehicle itself is"},{"speaker":"John Weaver","startTime":1458.77,"endTime":1461.47,"body":"electric. So I mean, that"},{"speaker":"John Weaver","startTime":1461.47,"endTime":1466.75,"body":"vehicle from Volvo represents"},{"speaker":"John Weaver","startTime":1461.47,"endTime":1466.75,"body":"something, the next stage the"},{"speaker":"John Weaver","startTime":1466.75,"endTime":1472.45,"body":"next thing, more so yet, as of"},{"speaker":"John Weaver","startTime":1466.75,"endTime":1472.45,"body":"yet than the the semi that's"},{"speaker":"John Weaver","startTime":1472.45,"endTime":1476.8600000000001,"body":"being launched today, by Tesla,"},{"speaker":"John Weaver","startTime":1472.45,"endTime":1476.8600000000001,"body":"more so than by Renault and"},{"speaker":"John Weaver","startTime":1476.8600000000001,"endTime":1481.18,"body":"their cool thing. Not as big as"},{"speaker":"John Weaver","startTime":1476.8600000000001,"endTime":1481.18,"body":"the launch of the model three,"},{"speaker":"John Weaver","startTime":1481.21,"endTime":1483.88,"body":"because the launch of the model"},{"speaker":"John Weaver","startTime":1481.21,"endTime":1483.88,"body":"three was a start, really, of"},{"speaker":"John Weaver","startTime":1483.94,"endTime":1487.06,"body":"the modern electric vehicle"},{"speaker":"John Weaver","startTime":1483.94,"endTime":1487.06,"body":"taken off maybe the Model S or"},{"speaker":"John Weaver","startTime":1487.09,"endTime":1493.75,"body":"or y x, or x and the y. But um,"},{"speaker":"John Weaver","startTime":1487.09,"endTime":1493.75,"body":"so it's, you know, this is going"},{"speaker":"John Weaver","startTime":1493.75,"endTime":1497.59,"body":"to happen fast, or faster than"},{"speaker":"John Weaver","startTime":1493.75,"endTime":1497.59,"body":"many of us think we're gonna see"},{"speaker":"John Weaver","startTime":1497.59,"endTime":1500.71,"body":"a lot of electric cars, we're"},{"speaker":"John Weaver","startTime":1497.59,"endTime":1500.71,"body":"gonna have to fix that"},{"speaker":"John Weaver","startTime":1500.71,"endTime":1504.64,"body":"infrastructure. And I'm a pusher"},{"speaker":"John Weaver","startTime":1500.71,"endTime":1504.64,"body":"of it. You know, I just drove"},{"speaker":"John Weaver","startTime":1504.94,"endTime":1509.59,"body":"350 400 miles, took me two"},{"speaker":"John Weaver","startTime":1504.94,"endTime":1509.59,"body":"charges, because I always, you"},{"speaker":"John Weaver","startTime":1509.59,"endTime":1516.22,"body":"know, I had to heat up I go 6072"},{"speaker":"John Weaver","startTime":1509.59,"endTime":1516.22,"body":"miles an hour. I probably could"},{"speaker":"John Weaver","startTime":1516.22,"endTime":1518.74,"body":"have got there on one charge if"},{"speaker":"John Weaver","startTime":1516.22,"endTime":1518.74,"body":"I was Ultra optimised, but I"},{"speaker":"John Weaver","startTime":1518.74,"endTime":1522.97,"body":"pulled over and slept. But I had"},{"speaker":"John Weaver","startTime":1518.74,"endTime":1522.97,"body":"multiple times where I pull up"},{"speaker":"John Weaver","startTime":1522.97,"endTime":1528.49,"body":"to this charger, I plug in my"},{"speaker":"John Weaver","startTime":1522.97,"endTime":1528.49,"body":"electric, my Electrify America,"},{"speaker":"John Weaver","startTime":1528.88,"endTime":1532.93,"body":"and it says my automatic payment"},{"speaker":"John Weaver","startTime":1528.88,"endTime":1532.93,"body":"wouldn't work. And so I had to"},{"speaker":"John Weaver","startTime":1532.93,"endTime":1537.55,"body":"call in, had to manage the"},{"speaker":"John Weaver","startTime":1532.93,"endTime":1537.55,"body":"process, reset it. And then when"},{"speaker":"John Weaver","startTime":1537.55,"endTime":1542.2,"body":"I'll tell you this, for their"},{"speaker":"John Weaver","startTime":1537.55,"endTime":1542.2,"body":"credit, the units did charge if"},{"speaker":"John Weaver","startTime":1542.2,"endTime":1545.14,"body":"I just plugged in. So if I"},{"speaker":"John Weaver","startTime":1542.2,"endTime":1545.14,"body":"showed up and just put my credit"},{"speaker":"John Weaver","startTime":1545.14,"endTime":1548.74,"body":"card in, pulled it out. It"},{"speaker":"John Weaver","startTime":1545.14,"endTime":1548.74,"body":"charged just fine. But I'm on a"},{"speaker":"John Weaver","startTime":1548.74,"endTime":1551.32,"body":"free account, because I bought"},{"speaker":"John Weaver","startTime":1548.74,"endTime":1551.32,"body":"the car and got two years of"},{"speaker":"John Weaver","startTime":1551.32,"endTime":1555.04,"body":"free charging. So it's actually"},{"speaker":"John Weaver","startTime":1551.32,"endTime":1555.04,"body":"the verification of my free"},{"speaker":"John Weaver","startTime":1555.04,"endTime":1557.3500000000001,"body":"charging. That was the issue"},{"speaker":"John Weaver","startTime":1555.04,"endTime":1557.3500000000001,"body":"with this."},{"speaker":"Tim Montague","startTime":1558.01,"endTime":1561.88,"body":"Yeah. So those"},{"speaker":"Tim Montague","startTime":1558.01,"endTime":1561.88,"body":"worked that out. They should"},{"speaker":"Tim Montague","startTime":1561.88,"endTime":1565.99,"body":"work that out for sure. Yeah."},{"speaker":"Tim Montague","startTime":1561.88,"endTime":1565.99,"body":"Yeah. Hopefully, the IRA"},{"speaker":"Tim Montague","startTime":1565.99,"endTime":1570.3700000000001,"body":"legislation is going to, you"},{"speaker":"Tim Montague","startTime":1565.99,"endTime":1570.3700000000001,"body":"know, augment our electric"},{"speaker":"Tim Montague","startTime":1570.76,"endTime":1578.56,"body":"electrification ambitions. And"},{"speaker":"Tim Montague","startTime":1570.76,"endTime":1578.56,"body":"we're going to talk about that"},{"speaker":"Tim Montague","startTime":1578.59,"endTime":1581.65,"body":"or we're going to talk about the"},{"speaker":"Tim Montague","startTime":1578.59,"endTime":1581.65,"body":"grid upgrades. I don't I haven't"},{"speaker":"Tim Montague","startTime":1581.65,"endTime":1583.42,"body":"had time to review the docket,"},{"speaker":"Tim Montague","startTime":1581.65,"endTime":1583.42,"body":"but"},{"speaker":"John Weaver","startTime":1584.32,"endTime":1586.6000000000001,"body":"I don't mention it."},{"speaker":"John Weaver","startTime":1584.32,"endTime":1586.6000000000001,"body":"But we could mention the fact"},{"speaker":"John Weaver","startTime":1586.6000000000001,"endTime":1589.93,"body":"that Bloomberg came out with a"},{"speaker":"John Weaver","startTime":1586.6000000000001,"endTime":1589.93,"body":"sweet headline that said"},{"speaker":"John Weaver","startTime":1589.99,"endTime":1598.03,"body":"electric semis will pull as much"},{"speaker":"John Weaver","startTime":1589.99,"endTime":1598.03,"body":"electricity as a small town. So"},{"speaker":"John Weaver","startTime":1598.18,"endTime":1602.77,"body":"there's going to be megawatt"},{"speaker":"John Weaver","startTime":1598.18,"endTime":1602.77,"body":"recharges, and a mega A lot"},{"speaker":"John Weaver","startTime":1602.77,"endTime":1606.46,"body":"that's like, you know, a house"},{"speaker":"John Weaver","startTime":1602.77,"endTime":1606.46,"body":"is one to two kW at any time."},{"speaker":"John Weaver","startTime":1607.03,"endTime":1610.3,"body":"That's 500 to 1000 houses. You"},{"speaker":"John Weaver","startTime":1607.03,"endTime":1610.3,"body":"know,"},{"speaker":"Tim Montague","startTime":1610.33,"endTime":1612.49,"body":"that's really when"},{"speaker":"Tim Montague","startTime":1610.33,"endTime":1612.49,"body":"you think about the, the Tesla"},{"speaker":"Tim Montague","startTime":1612.49,"endTime":1617.26,"body":"charger network, John, great"},{"speaker":"Tim Montague","startTime":1612.49,"endTime":1617.26,"body":"network, but it's not designed"},{"speaker":"Tim Montague","startTime":1617.26,"endTime":1620.92,"body":"for semis, right? So,"},{"speaker":"John Weaver","startTime":1621.069,"endTime":1623.349,"body":"I mean, a whole"},{"speaker":"John Weaver","startTime":1621.069,"endTime":1623.349,"body":"different whole different sets"},{"speaker":"John Weaver","startTime":1623.349,"endTime":1623.949,"body":"of hardware"},{"speaker":"Tim Montague","startTime":1623.98,"endTime":1626.38,"body":"you're gonna need,"},{"speaker":"Tim Montague","startTime":1623.98,"endTime":1626.38,"body":"you're gonna need different,"},{"speaker":"Tim Montague","startTime":1626.89,"endTime":1631.06,"body":"you're gonna have to put those"},{"speaker":"Tim Montague","startTime":1626.89,"endTime":1631.06,"body":"chargers in the truckstops,"},{"speaker":"Tim Montague","startTime":1631.24,"endTime":1636.01,"body":"where there's lots of space for"},{"speaker":"Tim Montague","startTime":1631.24,"endTime":1636.01,"body":"truck parking, etc. Right? So"},{"speaker":"Tim Montague","startTime":1636.01,"endTime":1638.65,"body":"there's room because these"},{"speaker":"Tim Montague","startTime":1636.01,"endTime":1638.65,"body":"things are big, they've got"},{"speaker":"Tim Montague","startTime":1638.65,"endTime":1644.71,"body":"trailers, my goodness, right?"},{"speaker":"Tim Montague","startTime":1638.65,"endTime":1644.71,"body":"That the trailering of 40 What"},{"speaker":"Tim Montague","startTime":1644.77,"endTime":1651.07,"body":"40 5340 To 53 feet, right? Oh,"},{"speaker":"Tim Montague","startTime":1644.77,"endTime":1651.07,"body":"my god, yeah, we got to build a"},{"speaker":"Tim Montague","startTime":1651.07,"endTime":1652.69,"body":"lot of charging infrastructure,"},{"speaker":"John Weaver","startTime":1653.049,"endTime":1658.719,"body":"I saw a doable, I"},{"speaker":"John Weaver","startTime":1653.049,"endTime":1658.719,"body":"saw a an analysis from a camera"},{"speaker":"John Weaver","startTime":1658.719,"endTime":1662.289,"body":"which utility, but they said"},{"speaker":"John Weaver","startTime":1658.719,"endTime":1662.289,"body":"they're looking at truck, truck"},{"speaker":"John Weaver","startTime":1662.289,"endTime":1667.299,"body":"stop charging. I mean, they must"},{"speaker":"John Weaver","startTime":1662.289,"endTime":1667.299,"body":"see an absolute bounty, and"},{"speaker":"John Weaver","startTime":1667.299,"endTime":1670.359,"body":"revenue from charging trucks"},{"speaker":"John Weaver","startTime":1667.299,"endTime":1670.359,"body":"versus oil, people getting it."},{"speaker":"John Weaver","startTime":1670.809,"endTime":1672.909,"body":"But one of the first things"},{"speaker":"John Weaver","startTime":1670.809,"endTime":1672.909,"body":"they're gonna look for"},{"speaker":"John Weaver","startTime":1672.909,"endTime":1676.089,"body":"truckstops is to put them in"},{"speaker":"John Weaver","startTime":1672.909,"endTime":1676.089,"body":"locations where they don't have"},{"speaker":"John Weaver","startTime":1676.089,"endTime":1679.569,"body":"to upgrade the substation, where"},{"speaker":"John Weaver","startTime":1676.089,"endTime":1679.569,"body":"there's a power line that's big"},{"speaker":"John Weaver","startTime":1679.569,"endTime":1682.089,"body":"enough, where where they don't"},{"speaker":"John Weaver","startTime":1679.569,"endTime":1682.089,"body":"have to build a new substation,"},{"speaker":"John Weaver","startTime":1682.569,"endTime":1684.3990000000001,"body":"where there's a power line,"},{"speaker":"John Weaver","startTime":1682.569,"endTime":1684.3990000000001,"body":"that's big enough, and it can"},{"speaker":"John Weaver","startTime":1684.3990000000001,"endTime":1689.6490000000001,"body":"take one to three megawatt"},{"speaker":"John Weaver","startTime":1684.3990000000001,"endTime":1689.6490000000001,"body":"demand from that existing spot."},{"speaker":"John Weaver","startTime":1689.679,"endTime":1693.369,"body":"So there, so there's people"},{"speaker":"John Weaver","startTime":1689.679,"endTime":1693.369,"body":"doing hard work, hard analysis"},{"speaker":"John Weaver","startTime":1693.369,"endTime":1697.209,"body":"on where to place these units."},{"speaker":"John Weaver","startTime":1693.369,"endTime":1697.209,"body":"And there's some ideas starting"},{"speaker":"John Weaver","startTime":1697.209,"endTime":1700.689,"body":"to bubble up from these utility"},{"speaker":"John Weaver","startTime":1697.209,"endTime":1700.689,"body":"groups who are trying to figure"},{"speaker":"John Weaver","startTime":1700.689,"endTime":1704.709,"body":"out how to optimise the first"},{"speaker":"John Weaver","startTime":1700.689,"endTime":1704.709,"body":"round, because later on, we're"},{"speaker":"John Weaver","startTime":1704.709,"endTime":1707.229,"body":"gonna run out of spaces, and"},{"speaker":"John Weaver","startTime":1704.709,"endTime":1707.229,"body":"then you're gonna have to start"},{"speaker":"John Weaver","startTime":1707.259,"endTime":1710.319,"body":"upgrading and building"},{"speaker":"John Weaver","startTime":1707.259,"endTime":1710.319,"body":"substations and, you know,"},{"speaker":"John Weaver","startTime":1710.319,"endTime":1712.959,"body":"building a substations couple"},{"speaker":"John Weaver","startTime":1710.319,"endTime":1712.959,"body":"million bucks, and, you know,"},{"speaker":"John Weaver","startTime":1712.959,"endTime":1716.829,"body":"connecting to the big grid,"},{"speaker":"John Weaver","startTime":1712.959,"endTime":1716.829,"body":"that's a lot of cash. So, it's,"},{"speaker":"John Weaver","startTime":1717.009,"endTime":1720.249,"body":"it'd be interesting to watch how"},{"speaker":"John Weaver","startTime":1717.009,"endTime":1720.249,"body":"they do it be interesting to"},{"speaker":"John Weaver","startTime":1720.249,"endTime":1723.609,"body":"watch a lot, but, but it's"},{"speaker":"John Weaver","startTime":1720.249,"endTime":1723.609,"body":"coming, it's coming hard right"},{"speaker":"John Weaver","startTime":1723.609,"endTime":1728.439,"body":"now. And, and, you know, the"},{"speaker":"John Weaver","startTime":1723.609,"endTime":1728.439,"body":"grid is gonna, you know, I did a"},{"speaker":"John Weaver","startTime":1728.439,"endTime":1732.3990000000001,"body":"site visit yesterday with a home"},{"speaker":"John Weaver","startTime":1728.439,"endTime":1732.3990000000001,"body":"builder on the Cape of"},{"speaker":"John Weaver","startTime":1732.429,"endTime":1735.909,"body":"Massachusetts. And we were"},{"speaker":"John Weaver","startTime":1732.429,"endTime":1735.909,"body":"talking about, you know, he has"},{"speaker":"John Weaver","startTime":1735.909,"endTime":1738.519,"body":"a small solar project on his"},{"speaker":"John Weaver","startTime":1735.909,"endTime":1738.519,"body":"building already. And he wanted"},{"speaker":"John Weaver","startTime":1738.519,"endTime":1742.479,"body":"to add a new one to for the rest"},{"speaker":"John Weaver","startTime":1738.519,"endTime":1742.479,"body":"of his roof. And he said"},{"speaker":"John Weaver","startTime":1742.479,"endTime":1744.249,"body":"something to me, at the end of"},{"speaker":"John Weaver","startTime":1742.479,"endTime":1744.249,"body":"the conversation, he goes,"},{"speaker":"John Weaver","startTime":1744.249,"endTime":1747.549,"body":"Listen, you know, this first"},{"speaker":"John Weaver","startTime":1744.249,"endTime":1747.549,"body":"project is great, it's chopped"},{"speaker":"John Weaver","startTime":1747.549,"endTime":1751.179,"body":"off our bill by 20%. But our"},{"speaker":"John Weaver","startTime":1747.549,"endTime":1751.179,"body":"electricity still keeps going"},{"speaker":"John Weaver","startTime":1751.179,"endTime":1754.779,"body":"up. And I said, Yeah, he goes,"},{"speaker":"John Weaver","startTime":1751.179,"endTime":1754.779,"body":"and you know, even if the cost"},{"speaker":"John Weaver","startTime":1754.779,"endTime":1758.619,"body":"of fuel falls from the solar or"},{"speaker":"John Weaver","startTime":1754.779,"endTime":1758.619,"body":"the wind or, or the price of gas"},{"speaker":"John Weaver","startTime":1758.619,"endTime":1761.289,"body":"falls, and you know, he, he"},{"speaker":"John Weaver","startTime":1758.619,"endTime":1761.289,"body":"seemed to be conscious of those"},{"speaker":"John Weaver","startTime":1761.289,"endTime":1764.1390000000001,"body":"things he goes, they're still"},{"speaker":"John Weaver","startTime":1761.289,"endTime":1764.1390000000001,"body":"going to have to upgrade the"},{"speaker":"John Weaver","startTime":1764.1390000000001,"endTime":1768.669,"body":"grid for all of these electric"},{"speaker":"John Weaver","startTime":1764.1390000000001,"endTime":1768.669,"body":"vehicles that we have to now"},{"speaker":"John Weaver","startTime":1770.259,"endTime":1774.369,"body":"include charges for in almost"},{"speaker":"John Weaver","startTime":1770.259,"endTime":1774.369,"body":"every house in Massachusetts. So"},{"speaker":"John Weaver","startTime":1774.369,"endTime":1778.989,"body":"it's becoming a code requirement"},{"speaker":"John Weaver","startTime":1774.369,"endTime":1778.989,"body":"in mass that houses have to be"},{"speaker":"John Weaver","startTime":1778.989,"endTime":1782.109,"body":"charged already, or maybe even"},{"speaker":"John Weaver","startTime":1778.989,"endTime":1782.109,"body":"have an Evie charger already."},{"speaker":"John Weaver","startTime":1782.499,"endTime":1789.579,"body":"And the grid upgrades are in his"},{"speaker":"John Weaver","startTime":1782.499,"endTime":1789.579,"body":"head as to why he needs to do"},{"speaker":"John Weaver","startTime":1789.579,"endTime":1794.6490000000001,"body":"more solar today is because he"},{"speaker":"John Weaver","startTime":1789.579,"endTime":1794.6490000000001,"body":"specifically said the grid"},{"speaker":"John Weaver","startTime":1794.6490000000001,"endTime":1796.659,"body":"upgrades are going to keep"},{"speaker":"John Weaver","startTime":1794.6490000000001,"endTime":1796.659,"body":"driving the cost of the grid,"},{"speaker":"John Weaver","startTime":1796.659,"endTime":1799.719,"body":"because all these power lines"},{"speaker":"John Weaver","startTime":1796.659,"endTime":1799.719,"body":"are really old. And he's a"},{"speaker":"John Weaver","startTime":1799.719,"endTime":1803.439,"body":"construction guy, he knows kind"},{"speaker":"John Weaver","startTime":1799.719,"endTime":1803.439,"body":"of what's going on and grid"},{"speaker":"John Weaver","startTime":1803.439,"endTime":1806.499,"body":"upgrades are gonna be a big"},{"speaker":"John Weaver","startTime":1803.439,"endTime":1806.499,"body":"thing. So maybe that's the next"},{"speaker":"John Weaver","startTime":1806.799,"endTime":1810.579,"body":"next wave is to learn how to"},{"speaker":"John Weaver","startTime":1806.799,"endTime":1810.579,"body":"sell some copper."},{"speaker":"Tim Montague","startTime":1811.45,"endTime":1815.89,"body":"Yeah, this is so"},{"speaker":"Tim Montague","startTime":1811.45,"endTime":1815.89,"body":"what what this sparks for me is"},{"speaker":"Tim Montague","startTime":1815.89,"endTime":1820.03,"body":"that okay? If you're a solar"},{"speaker":"Tim Montague","startTime":1815.89,"endTime":1820.03,"body":"installer today, let's just talk"},{"speaker":"Tim Montague","startTime":1820.03,"endTime":1825.88,"body":"about residential. Tomorrow,"},{"speaker":"Tim Montague","startTime":1820.03,"endTime":1825.88,"body":"you're a battery installer, and"},{"speaker":"Tim Montague","startTime":1825.88,"endTime":1831.25,"body":"a heat pump installer and a"},{"speaker":"Tim Montague","startTime":1825.88,"endTime":1831.25,"body":"panel upgrader, right, these,"},{"speaker":"Tim Montague","startTime":1831.49,"endTime":1835.15,"body":"these three things are going to"},{"speaker":"Tim Montague","startTime":1831.49,"endTime":1835.15,"body":"have to happen on the vast"},{"speaker":"Tim Montague","startTime":1835.15,"endTime":1840.19,"body":"majority of our homes, millions"},{"speaker":"Tim Montague","startTime":1835.15,"endTime":1840.19,"body":"and millions of homes. And"},{"speaker":"Tim Montague","startTime":1840.19,"endTime":1843.34,"body":"that's why solar installers need"},{"speaker":"Tim Montague","startTime":1840.19,"endTime":1843.34,"body":"to think more long term they,"},{"speaker":"Tim Montague","startTime":1843.58,"endTime":1848.26,"body":"they've been in very one hit"},{"speaker":"Tim Montague","startTime":1843.58,"endTime":1848.26,"body":"mode, right, we're going to get"},{"speaker":"Tim Montague","startTime":1848.26,"endTime":1851.98,"body":"a customer one time. And that's"},{"speaker":"Tim Montague","startTime":1848.26,"endTime":1851.98,"body":"it and then we're done. And that"},{"speaker":"Tim Montague","startTime":1851.98,"endTime":1857.41,"body":"doesn't tend to make them very"},{"speaker":"Tim Montague","startTime":1851.98,"endTime":1857.41,"body":"customer friendly, or really"},{"speaker":"Tim Montague","startTime":1857.41,"endTime":1861.55,"body":"concerned even about the long"},{"speaker":"Tim Montague","startTime":1857.41,"endTime":1861.55,"body":"term viability of their products"},{"speaker":"Tim Montague","startTime":1861.58,"endTime":1865.66,"body":"or their projects. But truly,"},{"speaker":"Tim Montague","startTime":1861.58,"endTime":1865.66,"body":"and this is why I'm excited"},{"speaker":"Tim Montague","startTime":1865.66,"endTime":1870.07,"body":"about Hyundai home for example."},{"speaker":"Tim Montague","startTime":1865.66,"endTime":1870.07,"body":"I'm a huge fan of Hyundai you're"},{"speaker":"Tim Montague","startTime":1870.07,"endTime":1873.7,"body":"living the Hyundai dream"},{"speaker":"Tim Montague","startTime":1870.07,"endTime":1873.7,"body":"yourself. But they literally"},{"speaker":"Tim Montague","startTime":1873.7,"endTime":1878.14,"body":"have launched a Hyundai home now"},{"speaker":"Tim Montague","startTime":1873.7,"endTime":1878.14,"body":"because they see it you're gonna"},{"speaker":"Tim Montague","startTime":1878.14,"endTime":1883.45,"body":"need an Eevee charger. You're"},{"speaker":"Tim Montague","startTime":1878.14,"endTime":1883.45,"body":"gonna need a solar array and a"},{"speaker":"Tim Montague","startTime":1883.45,"endTime":1890.14,"body":"battery and and potentially a"},{"speaker":"Tim Montague","startTime":1883.45,"endTime":1890.14,"body":"panel upgrade right and they"},{"speaker":"Tim Montague","startTime":1890.14,"endTime":1893.38,"body":"didn't they are not promoting a"},{"speaker":"Tim Montague","startTime":1890.14,"endTime":1893.38,"body":"smart panel on their on this"},{"speaker":"Tim Montague","startTime":1893.41,"endTime":1896.2,"body":"website. But of course the smart"},{"speaker":"Tim Montague","startTime":1893.41,"endTime":1896.2,"body":"panel would be a very good"},{"speaker":"Tim Montague","startTime":1896.2,"endTime":1901.1200000000001,"body":"thing. Because if you want to be"},{"speaker":"Tim Montague","startTime":1896.2,"endTime":1901.1200000000001,"body":"on the island right then you can"},{"speaker":"Tim Montague","startTime":1901.1200000000001,"endTime":1908.38,"body":"dynamically control So what"},{"speaker":"Tim Montague","startTime":1901.1200000000001,"endTime":1908.38,"body":"loads at cetera? This is this is"},{"speaker":"Tim Montague","startTime":1908.38,"endTime":1913.42,"body":"a golden opportunity, though for"},{"speaker":"Tim Montague","startTime":1908.38,"endTime":1913.42,"body":"installers, right? Today, solar"},{"speaker":"Tim Montague","startTime":1913.45,"endTime":1917.14,"body":"tomorrow, really, it's"},{"speaker":"Tim Montague","startTime":1913.45,"endTime":1917.14,"body":"electrification of the home, and"},{"speaker":"Tim Montague","startTime":1917.14,"endTime":1922.09,"body":"transportation, and everybody's"},{"speaker":"Tim Montague","startTime":1917.14,"endTime":1922.09,"body":"going to need it. And it's just"},{"speaker":"Tim Montague","startTime":1922.1200000000001,"endTime":1925.09,"body":"so it's those, those forward"},{"speaker":"Tim Montague","startTime":1922.1200000000001,"endTime":1925.09,"body":"thinking installers that are"},{"speaker":"Tim Montague","startTime":1925.09,"endTime":1929.77,"body":"really going to get in the game"},{"speaker":"Tim Montague","startTime":1925.09,"endTime":1929.77,"body":"and benefit from this. And, and"},{"speaker":"Tim Montague","startTime":1929.77,"endTime":1934.57,"body":"Barry talks about this on on the"},{"speaker":"Tim Montague","startTime":1929.77,"endTime":1934.57,"body":"energy show, check out the"},{"speaker":"Tim Montague","startTime":1934.57,"endTime":1937.39,"body":"energy show. That's one of my"},{"speaker":"Tim Montague","startTime":1934.57,"endTime":1937.39,"body":"favourite, all time favourite"},{"speaker":"Tim Montague","startTime":1937.39,"endTime":1943.63,"body":"podcasts. We're gonna have to be"},{"speaker":"Tim Montague","startTime":1937.39,"endTime":1943.63,"body":"picky and choosey it's 1130. So"},{"speaker":"Tim Montague","startTime":1944.32,"endTime":1948.01,"body":"what what is what is worth"},{"speaker":"Tim Montague","startTime":1944.32,"endTime":1948.01,"body":"talking about? You know, the"},{"speaker":"Tim Montague","startTime":1948.01,"endTime":1953.44,"body":"story about Germany pushing back"},{"speaker":"Tim Montague","startTime":1948.01,"endTime":1953.44,"body":"against Iran incentives? I don't"},{"speaker":"Tim Montague","startTime":1953.44,"endTime":1955.93,"body":"understand that story. So if you"},{"speaker":"Tim Montague","startTime":1953.44,"endTime":1955.93,"body":"want to talk about that, I'm"},{"speaker":"Tim Montague","startTime":1955.93,"endTime":1956.53,"body":"happy level."},{"speaker":"John Weaver","startTime":1957.3990000000001,"endTime":1961.119,"body":"Yeah, high level."},{"speaker":"John Weaver","startTime":1957.3990000000001,"endTime":1961.119,"body":"Europe, what's"},{"speaker":"Tim Montague","startTime":1961.1200000000001,"endTime":1962.8600000000001,"body":"the story? Okay,"},{"speaker":"Tim Montague","startTime":1961.1200000000001,"endTime":1962.8600000000001,"body":"story."},{"speaker":"John Weaver","startTime":1963.19,"endTime":1965.89,"body":"So the story is,"},{"speaker":"John Weaver","startTime":1963.19,"endTime":1965.89,"body":"first of both Europe and Germany"},{"speaker":"John Weaver","startTime":1966.52,"endTime":1975.04,"body":"are, they feel that the IRA has"},{"speaker":"John Weaver","startTime":1966.52,"endTime":1975.04,"body":"put their industrial base at a"},{"speaker":"John Weaver","startTime":1975.04,"endTime":1979.78,"body":"challenge when it comes to clean"},{"speaker":"John Weaver","startTime":1975.04,"endTime":1979.78,"body":"energy, specifically, the"},{"speaker":"John Weaver","startTime":1979.78,"endTime":1984.8500000000001,"body":"incentives for EVs, which is"},{"speaker":"John Weaver","startTime":1979.78,"endTime":1984.8500000000001,"body":"pulling manufacturing to the US,"},{"speaker":"John Weaver","startTime":1985.06,"endTime":1988.48,"body":"the incentives for batteries,"},{"speaker":"John Weaver","startTime":1985.06,"endTime":1988.48,"body":"and maybe even solar panels, as"},{"speaker":"John Weaver","startTime":1988.48,"endTime":1991.45,"body":"well, hydrogen, all of these"},{"speaker":"John Weaver","startTime":1988.48,"endTime":1991.45,"body":"items are, of course, very"},{"speaker":"John Weaver","startTime":1991.45,"endTime":1996.94,"body":"important in IRA. And so one"},{"speaker":"John Weaver","startTime":1991.45,"endTime":1996.94,"body":"angle is, hey, the United States"},{"speaker":"John Weaver","startTime":1996.94,"endTime":1999.6100000000001,"body":"shouldn't do this, you guys"},{"speaker":"John Weaver","startTime":1996.94,"endTime":1999.6100000000001,"body":"should change your law. Now,"},{"speaker":"John Weaver","startTime":1999.6100000000001,"endTime":2002.67,"body":"I've seen multiple people say,"},{"speaker":"John Weaver","startTime":1999.6100000000001,"endTime":2002.67,"body":"Nope, not changing the Evie law,"},{"speaker":"John Weaver","startTime":2002.76,"endTime":2006.09,"body":"where you're, you guys are just"},{"speaker":"John Weaver","startTime":2002.76,"endTime":2006.09,"body":"gonna have to manufacture in the"},{"speaker":"John Weaver","startTime":2006.09,"endTime":2010.89,"body":"US this is a jobs programme."},{"speaker":"John Weaver","startTime":2006.09,"endTime":2010.89,"body":"Canada even expressed a little"},{"speaker":"John Weaver","startTime":2010.89,"endTime":2013.65,"body":"bit of displeasure with it, but"},{"speaker":"John Weaver","startTime":2010.89,"endTime":2013.65,"body":"I didn't really hear much about"},{"speaker":"John Weaver","startTime":2013.65,"endTime":2016.8,"body":"their displeasure. What I did"},{"speaker":"John Weaver","startTime":2013.65,"endTime":2016.8,"body":"here, though, is that they"},{"speaker":"John Weaver","startTime":2016.83,"endTime":2021.18,"body":"simply pass their their own"},{"speaker":"John Weaver","startTime":2016.83,"endTime":2021.18,"body":"version of the investment tax"},{"speaker":"John Weaver","startTime":2021.18,"endTime":2025.98,"body":"credit. And it now looks like"},{"speaker":"John Weaver","startTime":2021.18,"endTime":2025.98,"body":"Europe might do similar actions"},{"speaker":"John Weaver","startTime":2026.01,"endTime":2030.33,"body":"in order to, you know, protect"},{"speaker":"John Weaver","startTime":2026.01,"endTime":2030.33,"body":"themselves from what they"},{"speaker":"John Weaver","startTime":2030.33,"endTime":2035.25,"body":"consider is, in essence, a just"},{"speaker":"John Weaver","startTime":2030.33,"endTime":2035.25,"body":"a big challenge for their"},{"speaker":"John Weaver","startTime":2035.25,"endTime":2039.27,"body":"manufacturing base making. And"},{"speaker":"John Weaver","startTime":2035.25,"endTime":2039.27,"body":"even the Australians have said"},{"speaker":"John Weaver","startTime":2039.27,"endTime":2043.26,"body":"the American hydrogen action"},{"speaker":"John Weaver","startTime":2039.27,"endTime":2043.26,"body":"might affect their ability to"},{"speaker":"John Weaver","startTime":2043.26,"endTime":2048.54,"body":"meet their goals with hydrogen."},{"speaker":"John Weaver","startTime":2043.26,"endTime":2048.54,"body":"So it's, it's it's interesting"},{"speaker":"John Weaver","startTime":2048.54,"endTime":2054.06,"body":"to watch people, nation states"},{"speaker":"John Weaver","startTime":2048.54,"endTime":2054.06,"body":"who are trying their best to be"},{"speaker":"John Weaver","startTime":2054.0899999999997,"endTime":2058.44,"body":"good companies to build up green"},{"speaker":"John Weaver","startTime":2054.0899999999997,"endTime":2058.44,"body":"energy to manufacture. It's"},{"speaker":"John Weaver","startTime":2058.44,"endTime":2062.79,"body":"interesting to watch that occur."},{"speaker":"John Weaver","startTime":2058.44,"endTime":2062.79,"body":"And their reaction while we're"},{"speaker":"John Weaver","startTime":2062.79,"endTime":2065.19,"body":"here celebrating it, because"},{"speaker":"John Weaver","startTime":2062.79,"endTime":2065.19,"body":"we're like, yes, we got great"},{"speaker":"John Weaver","startTime":2065.19,"endTime":2068.22,"body":"pricing, we're going to have a"},{"speaker":"John Weaver","startTime":2065.19,"endTime":2068.22,"body":"good deal. We're going to instal"},{"speaker":"John Weaver","startTime":2068.22,"endTime":2069.6,"body":"a lot of solar for a long time."},{"speaker":"Tim Montague","startTime":2070.62,"endTime":2072.33,"body":"I think other"},{"speaker":"Tim Montague","startTime":2070.62,"endTime":2072.33,"body":"people what this thinks of to"},{"speaker":"Tim Montague","startTime":2072.33,"endTime":2077.4,"body":"me, John is big companies"},{"speaker":"Tim Montague","startTime":2072.33,"endTime":2077.4,"body":"influencing politics, it's like"},{"speaker":"Tim Montague","startTime":2077.43,"endTime":2080.67,"body":"Europe is trying to be somewhat"},{"speaker":"Tim Montague","startTime":2077.43,"endTime":2080.67,"body":"protectionist, now, about"},{"speaker":"Tim Montague","startTime":2080.67,"endTime":2084.18,"body":"manufacturing, right? Because"},{"speaker":"Tim Montague","startTime":2080.67,"endTime":2084.18,"body":"they're afraid manufacturing is"},{"speaker":"Tim Montague","startTime":2084.18,"endTime":2088.41,"body":"gonna get pushed to the US Come"},{"speaker":"Tim Montague","startTime":2084.18,"endTime":2088.41,"body":"on. It's like, it's a both end"},{"speaker":"Tim Montague","startTime":2088.44,"endTime":2093.0899999999997,"body":"right? There. There's going to"},{"speaker":"Tim Montague","startTime":2088.44,"endTime":2093.0899999999997,"body":"be so much demand for"},{"speaker":"Tim Montague","startTime":2093.12,"endTime":2097.02,"body":"electrification of"},{"speaker":"Tim Montague","startTime":2093.12,"endTime":2097.02,"body":"transportation, batteries, grid"},{"speaker":"Tim Montague","startTime":2097.02,"endTime":2105.51,"body":"infrastructure, etc. And this is"},{"speaker":"Tim Montague","startTime":2097.02,"endTime":2105.51,"body":"this is this is just, this is"},{"speaker":"Tim Montague","startTime":2105.51,"endTime":2109.6800000000003,"body":"just friction for the energy"},{"speaker":"Tim Montague","startTime":2105.51,"endTime":2109.6800000000003,"body":"transition. Right? And this is"},{"speaker":"Tim Montague","startTime":2109.6800000000003,"endTime":2116.79,"body":"why capitalism is a, ultimately"},{"speaker":"Tim Montague","startTime":2109.6800000000003,"endTime":2116.79,"body":"a very flawed model. It, it"},{"speaker":"Tim Montague","startTime":2116.79,"endTime":2120.69,"body":"generates wealth. Yeah. But it"},{"speaker":"Tim Montague","startTime":2116.79,"endTime":2120.69,"body":"also generates friction when"},{"speaker":"Tim Montague","startTime":2120.69,"endTime":2124.1400000000003,"body":"you're trying to make a"},{"speaker":"Tim Montague","startTime":2120.69,"endTime":2124.1400000000003,"body":"transition like this, right? It"},{"speaker":"Tim Montague","startTime":2124.1400000000003,"endTime":2127.7400000000002,"body":"can gum up the system very, very"},{"speaker":"Tim Montague","startTime":2124.1400000000003,"endTime":2127.7400000000002,"body":"quickly. Yeah, it's, it's a lot"},{"speaker":"Tim Montague","startTime":2127.7400000000002,"endTime":2131.88,"body":"easier to slow stuff down and"},{"speaker":"Tim Montague","startTime":2127.7400000000002,"endTime":2131.88,"body":"break stuff than it is to build"},{"speaker":"Tim Montague","startTime":2131.88,"endTime":2137.9700000000003,"body":"it and get it deployed. And"},{"speaker":"Tim Montague","startTime":2131.88,"endTime":2137.9700000000003,"body":"we're humans, for some reason,"},{"speaker":"Tim Montague","startTime":2138.0,"endTime":2143.13,"body":"we don't really think a lot"},{"speaker":"Tim Montague","startTime":2138.0,"endTime":2143.13,"body":"about this. You see the"},{"speaker":"Tim Montague","startTime":2143.13,"endTime":2146.9100000000003,"body":"political crisis in the US,"},{"speaker":"Tim Montague","startTime":2143.13,"endTime":2146.9100000000003,"body":"right? Like, it's a lot easier"},{"speaker":"Tim Montague","startTime":2147.15,"endTime":2152.3700000000003,"body":"to cause a January 6 event than"},{"speaker":"Tim Montague","startTime":2147.15,"endTime":2152.3700000000003,"body":"it is to have a functional"},{"speaker":"Tim Montague","startTime":2152.3700000000003,"endTime":2157.59,"body":"democracy. And it's a lot easier"},{"speaker":"Tim Montague","startTime":2152.3700000000003,"endTime":2157.59,"body":"to have crazytown happening on"},{"speaker":"Tim Montague","startTime":2157.59,"endTime":2163.26,"body":"Twitter than it is to have"},{"speaker":"Tim Montague","startTime":2157.59,"endTime":2163.26,"body":"functional dialogue. You take a"},{"speaker":"Tim Montague","startTime":2163.26,"endTime":2166.9500000000003,"body":"piece of paper, and you set it"},{"speaker":"Tim Montague","startTime":2163.26,"endTime":2166.9500000000003,"body":"on fire, and it'll just burn,"},{"speaker":"Tim Montague","startTime":2166.9500000000003,"endTime":2171.8700000000003,"body":"right? But making that piece of"},{"speaker":"Tim Montague","startTime":2166.9500000000003,"endTime":2171.8700000000003,"body":"paper super hard, burning it"},{"speaker":"Tim Montague","startTime":2171.8700000000003,"endTime":2177.8100000000004,"body":"into ashes, super easy. That is"},{"speaker":"Tim Montague","startTime":2171.8700000000003,"endTime":2177.8100000000004,"body":"the analogy. And we have to"},{"speaker":"Tim Montague","startTime":2177.8100000000004,"endTime":2180.3300000000004,"body":"think about this with the energy"},{"speaker":"Tim Montague","startTime":2177.8100000000004,"endTime":2180.3300000000004,"body":"transition, we have to become"},{"speaker":"Tim Montague","startTime":2180.3300000000004,"endTime":2186.96,"body":"much more intentional and step"},{"speaker":"Tim Montague","startTime":2180.3300000000004,"endTime":2186.96,"body":"back from well, we just we want"},{"speaker":"Tim Montague","startTime":2186.96,"endTime":2190.26,"body":"to make money. Making money is"},{"speaker":"Tim Montague","startTime":2186.96,"endTime":2190.26,"body":"easy actually in the greater"},{"speaker":"Tim Montague","startTime":2190.26,"endTime":2193.9500000000003,"body":"scheme of things. Because"},{"speaker":"Tim Montague","startTime":2190.26,"endTime":2193.9500000000003,"body":"sunlight is super abundant. And"},{"speaker":"Tim Montague","startTime":2193.9500000000003,"endTime":2199.26,"body":"the earth is full of natural"},{"speaker":"Tim Montague","startTime":2193.9500000000003,"endTime":2199.26,"body":"resources like soil, and gold"},{"speaker":"Tim Montague","startTime":2199.53,"endTime":2203.5800000000004,"body":"and lithium, right? We have all"},{"speaker":"Tim Montague","startTime":2199.53,"endTime":2203.5800000000004,"body":"have the resources we could"},{"speaker":"Tim Montague","startTime":2203.5800000000004,"endTime":2208.44,"body":"possibly dream of. And yet we're"},{"speaker":"Tim Montague","startTime":2203.5800000000004,"endTime":2208.44,"body":"stuck in this cave man, oh, I"},{"speaker":"Tim Montague","startTime":2208.44,"endTime":2213.0000000000005,"body":"want it, and I want you to not"},{"speaker":"Tim Montague","startTime":2208.44,"endTime":2213.0000000000005,"body":"have it. And it's, it's gonna"},{"speaker":"Tim Montague","startTime":2213.0000000000005,"endTime":2215.4,"body":"be, it's gonna be the end of us."},{"speaker":"John Weaver","startTime":2217.26,"endTime":2223.7400000000002,"body":"So it's complex."},{"speaker":"John Weaver","startTime":2217.26,"endTime":2223.7400000000002,"body":"It's complex, I get it. And, you"},{"speaker":"John Weaver","startTime":2223.7400000000002,"endTime":2229.32,"body":"know, it'd be neat if we had an"},{"speaker":"John Weaver","startTime":2223.7400000000002,"endTime":2229.32,"body":"IRA, that was specifically for"},{"speaker":"John Weaver","startTime":2230.5200000000004,"endTime":2235.2900000000004,"body":"partners, people who we felt"},{"speaker":"John Weaver","startTime":2230.5200000000004,"endTime":2235.2900000000004,"body":"were fair, or maybe people in"},{"speaker":"John Weaver","startTime":2235.2900000000004,"endTime":2237.51,"body":"certain positive trade"},{"speaker":"John Weaver","startTime":2235.2900000000004,"endTime":2237.51,"body":"agreements. But I don't think"},{"speaker":"John Weaver","startTime":2237.51,"endTime":2240.69,"body":"that's a li illegal globally,"},{"speaker":"John Weaver","startTime":2237.51,"endTime":2240.69,"body":"and like the World Trade"},{"speaker":"John Weaver","startTime":2240.69,"endTime":2243.57,"body":"Organisation, but it would be"},{"speaker":"John Weaver","startTime":2240.69,"endTime":2243.57,"body":"cool if we could have like a"},{"speaker":"John Weaver","startTime":2244.05,"endTime":2249.0000000000005,"body":"Europe, US, IRA or a North"},{"speaker":"John Weaver","startTime":2244.05,"endTime":2249.0000000000005,"body":"America, one with Canada and"},{"speaker":"John Weaver","startTime":2249.0000000000005,"endTime":2253.92,"body":"Mexico, and everybody in Central"},{"speaker":"John Weaver","startTime":2249.0000000000005,"endTime":2253.92,"body":"America included as well. So,"},{"speaker":"John Weaver","startTime":2254.2500000000005,"endTime":2257.28,"body":"but but this is, you know, this"},{"speaker":"John Weaver","startTime":2254.2500000000005,"endTime":2257.28,"body":"is international politics and"},{"speaker":"John Weaver","startTime":2257.28,"endTime":2260.3100000000004,"body":"something to consider. So, but,"},{"speaker":"John Weaver","startTime":2257.28,"endTime":2260.3100000000004,"body":"you know, the very next story"},{"speaker":"John Weaver","startTime":2260.3100000000004,"endTime":2261.7200000000003,"body":"that I have on the document is"},{"speaker":"Tim Montague","startTime":2262.26,"endTime":2263.82,"body":"q cells. Yeah."},{"speaker":"John Weaver","startTime":2265.7400000000002,"endTime":2268.92,"body":"Well, just a quick"},{"speaker":"John Weaver","startTime":2265.7400000000002,"endTime":2268.92,"body":"Q Cell and a European"},{"speaker":"John Weaver","startTime":2268.9500000000003,"endTime":2272.9700000000003,"body":"consortium, are coming together"},{"speaker":"John Weaver","startTime":2268.9500000000003,"endTime":2272.9700000000003,"body":"to develop a perovskite plus"},{"speaker":"John Weaver","startTime":2273.0000000000005,"endTime":2278.01,"body":"silicon solar panel. And they're"},{"speaker":"John Weaver","startTime":2273.0000000000005,"endTime":2278.01,"body":"pushing on it, they're trying to"},{"speaker":"John Weaver","startTime":2278.01,"endTime":2280.71,"body":"sell the South Korean company"},{"speaker":"John Weaver","startTime":2278.01,"endTime":2280.71,"body":"that was purchased from a German"},{"speaker":"John Weaver","startTime":2280.71,"endTime":2283.5000000000005,"body":"company, Kusile was the"},{"speaker":"John Weaver","startTime":2280.71,"endTime":2283.5000000000005,"body":"original, it was bought by Han"},{"speaker":"John Weaver","startTime":2283.5000000000005,"endTime":2286.6800000000003,"body":"Wah. And now it's still, you"},{"speaker":"John Weaver","startTime":2283.5000000000005,"endTime":2286.6800000000003,"body":"know, still doing things in"},{"speaker":"John Weaver","startTime":2286.6800000000003,"endTime":2289.5600000000004,"body":"Europe and Europe is pushing,"},{"speaker":"John Weaver","startTime":2286.6800000000003,"endTime":2289.5600000000004,"body":"you know, our friend Meyer"},{"speaker":"John Weaver","startTime":2289.5600000000004,"endTime":2292.8900000000003,"body":"burger, is still pushing very"},{"speaker":"John Weaver","startTime":2289.5600000000004,"endTime":2292.8900000000003,"body":"hard to get the European Union"},{"speaker":"John Weaver","startTime":2292.8900000000003,"endTime":2296.88,"body":"to get a 20 to 40 gigawatt per"},{"speaker":"John Weaver","startTime":2292.8900000000003,"endTime":2296.88,"body":"year manufacturing base of solar"},{"speaker":"John Weaver","startTime":2296.88,"endTime":2301.8,"body":"modules. So it's there,"},{"speaker":"John Weaver","startTime":2296.88,"endTime":2301.8,"body":"everybody's pushing, everybody's"},{"speaker":"John Weaver","startTime":2301.8,"endTime":2305.4900000000002,"body":"pushing hard. And I, you know, I"},{"speaker":"John Weaver","startTime":2301.8,"endTime":2305.4900000000002,"body":"wish I could do this finger snap"},{"speaker":"John Weaver","startTime":2305.4900000000002,"endTime":2308.1000000000004,"body":"a, let's figure out a quick"},{"speaker":"John Weaver","startTime":2305.4900000000002,"endTime":2308.1000000000004,"body":"solution to make all these"},{"speaker":"John Weaver","startTime":2308.1000000000004,"endTime":2313.2000000000003,"body":"challenges tied together and"},{"speaker":"John Weaver","startTime":2308.1000000000004,"endTime":2313.2000000000003,"body":"work nicely. But but it's, it's"},{"speaker":"John Weaver","startTime":2313.2000000000003,"endTime":2314.4,"body":"me, it's more challenging than"},{"speaker":"John Weaver","startTime":2313.2000000000003,"endTime":2314.4,"body":"that."},{"speaker":"Tim Montague","startTime":2315.6000000000004,"endTime":2319.26,"body":"Yeah, I mean, I"},{"speaker":"Tim Montague","startTime":2315.6000000000004,"endTime":2319.26,"body":"like this story, I like the next"},{"speaker":"Tim Montague","startTime":2319.26,"endTime":2326.7900000000004,"body":"story about First Solar also."},{"speaker":"Tim Montague","startTime":2319.26,"endTime":2326.7900000000004,"body":"And that q cells is getting in"},{"speaker":"Tim Montague","startTime":2326.7900000000004,"endTime":2331.2900000000004,"body":"this. I call it hybrid for lack"},{"speaker":"Tim Montague","startTime":2326.7900000000004,"endTime":2331.2900000000004,"body":"of a better expression, or"},{"speaker":"Tim Montague","startTime":2331.2900000000004,"endTime":2334.8900000000003,"body":"tandem, right, kind of tandem,"},{"speaker":"Tim Montague","startTime":2331.2900000000004,"endTime":2334.8900000000003,"body":"tandem is the technical"},{"speaker":"Tim Montague","startTime":2334.8900000000003,"endTime":2339.63,"body":"expression. So we can perovskite"},{"speaker":"Tim Montague","startTime":2334.8900000000003,"endTime":2339.63,"body":"tandem cells, I think that's a"},{"speaker":"Tim Montague","startTime":2339.63,"endTime":2344.1600000000003,"body":"good thing, then it's going to"},{"speaker":"Tim Montague","startTime":2339.63,"endTime":2344.1600000000003,"body":"produce more efficient solar"},{"speaker":"Tim Montague","startTime":2344.1600000000003,"endTime":2347.7000000000003,"body":"panels at the end of the day,"},{"speaker":"Tim Montague","startTime":2344.1600000000003,"endTime":2347.7000000000003,"body":"right? Absolutely. And so you"},{"speaker":"Tim Montague","startTime":2347.7000000000003,"endTime":2356.6400000000003,"body":"can get more kW Dc, on less"},{"speaker":"Tim Montague","startTime":2347.7000000000003,"endTime":2356.6400000000003,"body":"space. And, cuz, you know, let's"},{"speaker":"Tim Montague","startTime":2356.6400000000003,"endTime":2360.15,"body":"face it, a lot of buildings, you"},{"speaker":"Tim Montague","startTime":2356.6400000000003,"endTime":2360.15,"body":"can't get 100%, you can't offset"},{"speaker":"Tim Montague","startTime":2360.15,"endTime":2363.0600000000004,"body":"100% of the load of many"},{"speaker":"Tim Montague","startTime":2360.15,"endTime":2363.0600000000004,"body":"buildings, because they're space"},{"speaker":"Tim Montague","startTime":2363.0600000000004,"endTime":2366.9300000000003,"body":"constrained. And it's okay if"},{"speaker":"Tim Montague","startTime":2363.0600000000004,"endTime":2366.9300000000003,"body":"you can go to ground, but you"},{"speaker":"Tim Montague","startTime":2366.9300000000003,"endTime":2371.0400000000004,"body":"can't always go to ground. And,"},{"speaker":"Tim Montague","startTime":2366.9300000000003,"endTime":2371.0400000000004,"body":"and so we do need more efficient"},{"speaker":"Tim Montague","startTime":2371.0400000000004,"endTime":2371.88,"body":"solar panels."},{"speaker":"John Weaver","startTime":2372.3300000000004,"endTime":2375.3,"body":"And, of course,"},{"speaker":"John Weaver","startTime":2372.3300000000004,"endTime":2375.3,"body":"efficiency increasing to a"},{"speaker":"John Weaver","startTime":2375.3,"endTime":2380.4,"body":"greater than 30% means that your"},{"speaker":"John Weaver","startTime":2375.3,"endTime":2380.4,"body":"price per kilowatt hour is going"},{"speaker":"John Weaver","startTime":2380.4,"endTime":2386.01,"body":"to be 50% cheaper, because"},{"speaker":"John Weaver","startTime":2380.4,"endTime":2386.01,"body":"you're the same hardware that"},{"speaker":"John Weaver","startTime":2386.01,"endTime":2389.82,"body":"used to cost $1 to produce one"},{"speaker":"John Weaver","startTime":2386.01,"endTime":2389.82,"body":"watt, you're now going to have,"},{"speaker":"John Weaver","startTime":2390.2700000000004,"endTime":2393.8700000000003,"body":"I don't know 66 cents to produce"},{"speaker":"John Weaver","startTime":2390.2700000000004,"endTime":2393.8700000000003,"body":"that same wad of hardware,"},{"speaker":"John Weaver","startTime":2394.4100000000003,"endTime":2399.09,"body":"because you will output you"},{"speaker":"John Weaver","startTime":2394.4100000000003,"endTime":2399.09,"body":"know, 50% more from the same"},{"speaker":"John Weaver","startTime":2399.09,"endTime":2403.8,"body":"component. And that's, that's"},{"speaker":"John Weaver","startTime":2399.09,"endTime":2403.8,"body":"pretty significant. So I'm, I'm"},{"speaker":"John Weaver","startTime":2403.8,"endTime":2408.5400000000004,"body":"also a props guy family and the"},{"speaker":"John Weaver","startTime":2403.8,"endTime":2408.5400000000004,"body":"famous Ginny chase of Bloomberg."},{"speaker":"John Weaver","startTime":2409.2000000000003,"endTime":2413.1000000000004,"body":"Nef, New Energy Finance. She's"},{"speaker":"John Weaver","startTime":2409.2000000000003,"endTime":2413.1000000000004,"body":"always like, it ain't real until"},{"speaker":"John Weaver","startTime":2413.1000000000004,"endTime":2416.0400000000004,"body":"it's a major manufacturer"},{"speaker":"John Weaver","startTime":2413.1000000000004,"endTime":2416.0400000000004,"body":"actually building them. You"},{"speaker":"John Weaver","startTime":2416.0400000000004,"endTime":2419.3700000000003,"body":"know, this is yet again another"},{"speaker":"John Weaver","startTime":2416.0400000000004,"endTime":2419.3700000000003,"body":"research thing so you got to"},{"speaker":"John Weaver","startTime":2419.5800000000004,"endTime":2422.8500000000004,"body":"take my fanboys and with a"},{"speaker":"John Weaver","startTime":2419.5800000000004,"endTime":2422.8500000000004,"body":"little bit of grain of salt here"},{"speaker":"John Weaver","startTime":2423.2400000000002,"endTime":2426.09,"body":"but uh, but it is Europe you"},{"speaker":"John Weaver","startTime":2423.2400000000002,"endTime":2426.09,"body":"know, this this is Europe"},{"speaker":"John Weaver","startTime":2426.1200000000003,"endTime":2431.34,"body":"working hard moving forward on"},{"speaker":"John Weaver","startTime":2426.1200000000003,"endTime":2431.34,"body":"stuff. And you know, we can talk"},{"speaker":"John Weaver","startTime":2431.34,"endTime":2433.6200000000003,"body":"about more solar panels because"},{"speaker":"John Weaver","startTime":2431.34,"endTime":2433.6200000000003,"body":"I got a great announcement the"},{"speaker":"John Weaver","startTime":2433.6200000000003,"endTime":2436.7700000000004,"body":"first time we have solar cells"},{"speaker":"John Weaver","startTime":2433.6200000000003,"endTime":2436.7700000000004,"body":"coming to the United States"},{"speaker":"John Weaver","startTime":2437.46,"endTime":2439.2300000000005,"body":"manufacturing for a decade."},{"speaker":"Tim Montague","startTime":2439.4700000000003,"endTime":2443.28,"body":"But yeah, story"},{"speaker":"Tim Montague","startTime":2439.4700000000003,"endTime":2443.28,"body":"from Kelly pickerel at solar"},{"speaker":"Tim Montague","startTime":2443.28,"endTime":2446.4900000000002,"body":"power world, right, America"},{"speaker":"Tim Montague","startTime":2443.28,"endTime":2446.4900000000002,"body":"begin producing silicon solar"},{"speaker":"Tim Montague","startTime":2446.4900000000002,"endTime":2451.32,"body":"cells for the first time in half"},{"speaker":"Tim Montague","startTime":2446.4900000000002,"endTime":2451.32,"body":"a decade. Okay. What what was"},{"speaker":"Tim Montague","startTime":2451.32,"endTime":2454.65,"body":"happening half a decade ago that"},{"speaker":"Tim Montague","startTime":2451.32,"endTime":2454.65,"body":"went away? I don't know that"},{"speaker":"Tim Montague","startTime":2454.65,"endTime":2455.3700000000003,"body":"answer but"},{"speaker":"John Weaver","startTime":2457.05,"endTime":2459.63,"body":"maybe sunny man,"},{"speaker":"John Weaver","startTime":2457.05,"endTime":2459.63,"body":"that's an EVA that they want to"},{"speaker":"John Weaver","startTime":2459.63,"endTime":2463.0800000000004,"body":"bring their name up, but I don't"},{"speaker":"John Weaver","startTime":2459.63,"endTime":2463.0800000000004,"body":"know who was making solar cells"},{"speaker":"John Weaver","startTime":2463.11,"endTime":2466.65,"body":"or maybe it was Solar World"},{"speaker":"John Weaver","startTime":2463.11,"endTime":2466.65,"body":"because or, or some power when"},{"speaker":"John Weaver","startTime":2466.65,"endTime":2472.0800000000004,"body":"they bought out Solar World and,"},{"speaker":"John Weaver","startTime":2466.65,"endTime":2472.0800000000004,"body":"and in Oregon. That's That's my"},{"speaker":"John Weaver","startTime":2472.0800000000004,"endTime":2474.8700000000003,"body":"guess, for the only person who"},{"speaker":"John Weaver","startTime":2472.0800000000004,"endTime":2474.8700000000003,"body":"has been making solar cells in"},{"speaker":"John Weaver","startTime":2474.8700000000003,"endTime":2478.53,"body":"the US that have gotten actually"},{"speaker":"John Weaver","startTime":2474.8700000000003,"endTime":2478.53,"body":"gone into a solar panel. But"},{"speaker":"John Weaver","startTime":2478.53,"endTime":2482.4900000000002,"body":"this is no, this is. It's a"},{"speaker":"John Weaver","startTime":2478.53,"endTime":2482.4900000000002,"body":"really nice product from what"},{"speaker":"John Weaver","startTime":2482.4900000000002,"endTime":2484.59,"body":"I've read about. I've never"},{"speaker":"John Weaver","startTime":2482.4900000000002,"endTime":2484.59,"body":"actually seen one of these"},{"speaker":"John Weaver","startTime":2484.59,"endTime":2489.15,"body":"panels in real life, but it's a"},{"speaker":"John Weaver","startTime":2484.59,"endTime":2489.15,"body":"heterojunction solar module or"},{"speaker":"Tim Montague","startTime":2489.15,"endTime":2493.8300000000004,"body":"now I say now,"},{"speaker":"Tim Montague","startTime":2489.15,"endTime":2493.8300000000004,"body":"wonderful tie in company, right?"},{"speaker":"Tim Montague","startTime":2494.19,"endTime":2500.7000000000003,"body":"And L and L is a big Italian"},{"speaker":"Tim Montague","startTime":2494.19,"endTime":2500.7000000000003,"body":"company. And and now they're"},{"speaker":"Tim Montague","startTime":2500.76,"endTime":2502.4100000000003,"body":"they're vertically integrating"},{"speaker":"Tim Montague","startTime":2500.76,"endTime":2502.4100000000003,"body":"though"},{"speaker":"John Weaver","startTime":2505.0800000000004,"endTime":2508.6800000000003,"body":"I always thought"},{"speaker":"John Weaver","startTime":2505.0800000000004,"endTime":2508.6800000000003,"body":"they were a project developer a"},{"speaker":"John Weaver","startTime":2508.6800000000003,"endTime":2511.5600000000004,"body":"year or two ago that they were a"},{"speaker":"John Weaver","startTime":2508.6800000000003,"endTime":2511.5600000000004,"body":"manufacturer as well. And it's"},{"speaker":"John Weaver","startTime":2511.5600000000004,"endTime":2515.4,"body":"like, that's a true, true"},{"speaker":"John Weaver","startTime":2511.5600000000004,"endTime":2515.4,"body":"vertical. Wait. They're not"},{"speaker":"Tim Montague","startTime":2515.4,"endTime":2517.4100000000003,"body":"the only they're"},{"speaker":"Tim Montague","startTime":2515.4,"endTime":2517.4100000000003,"body":"not the only developer that"},{"speaker":"Tim Montague","startTime":2517.4100000000003,"endTime":2520.4100000000003,"body":"thinks about making solar"},{"speaker":"Tim Montague","startTime":2517.4100000000003,"endTime":2520.4100000000003,"body":"panels, right. I was visiting a"},{"speaker":"Tim Montague","startTime":2520.4100000000003,"endTime":2524.01,"body":"company in Rhode Island, a"},{"speaker":"Tim Montague","startTime":2520.4100000000003,"endTime":2524.01,"body":"little solar company, and"},{"speaker":"Tim Montague","startTime":2524.01,"endTime":2526.5000000000005,"body":"they're thinking about making"},{"speaker":"Tim Montague","startTime":2524.01,"endTime":2526.5000000000005,"body":"solar panels because solar"},{"speaker":"Tim Montague","startTime":2526.5000000000005,"endTime":2531.2700000000004,"body":"panels are so expensive. And"},{"speaker":"Tim Montague","startTime":2526.5000000000005,"endTime":2531.2700000000004,"body":"they're so hard to get. And it"},{"speaker":"Tim Montague","startTime":2531.2700000000004,"endTime":2534.63,"body":"would be a game changer. And so"},{"speaker":"Tim Montague","startTime":2531.2700000000004,"endTime":2534.63,"body":"I get it, why a big developer,"},{"speaker":"Tim Montague","startTime":2534.63,"endTime":2537.84,"body":"like an owl would want to go"},{"speaker":"Tim Montague","startTime":2534.63,"endTime":2537.84,"body":"into making solar panels because"},{"speaker":"Tim Montague","startTime":2537.84,"endTime":2542.5800000000004,"body":"they're consuming so many of"},{"speaker":"Tim Montague","startTime":2537.84,"endTime":2542.5800000000004,"body":"them, they may as well. And now"},{"speaker":"Tim Montague","startTime":2542.5800000000004,"endTime":2550.5600000000004,"body":"we have good incentives. So the"},{"speaker":"Tim Montague","startTime":2542.5800000000004,"endTime":2550.5600000000004,"body":"the industrial legislation does"},{"speaker":"Tim Montague","startTime":2550.5600000000004,"endTime":2554.61,"body":"work. The Ira legislation does"},{"speaker":"Tim Montague","startTime":2550.5600000000004,"endTime":2554.61,"body":"work. We're going to get three"},{"speaker":"Tim Montague","startTime":2554.61,"endTime":2559.9800000000005,"body":"gigawatt capacity. That's"},{"speaker":"Tim Montague","startTime":2554.61,"endTime":2559.9800000000005,"body":"nothing to sneeze that we're"},{"speaker":"Tim Montague","startTime":2559.9800000000005,"endTime":2564.0000000000005,"body":"doing. We're doing around 20"},{"speaker":"Tim Montague","startTime":2559.9800000000005,"endTime":2564.0000000000005,"body":"gigs, a year. Right?"},{"speaker":"John Weaver","startTime":2564.5400000000004,"endTime":2569.19,"body":"So not yet. We're"},{"speaker":"John Weaver","startTime":2564.5400000000004,"endTime":2569.19,"body":"aiming for 20. Now the United"},{"speaker":"John Weaver","startTime":2569.19,"endTime":2574.1400000000003,"body":"States is probably close to 10."},{"speaker":"John Weaver","startTime":2569.19,"endTime":2574.1400000000003,"body":"Right now, maybe with all the"},{"speaker":"John Weaver","startTime":2574.38,"endTime":2578.55,"body":"with two thirds of that half of"},{"speaker":"John Weaver","startTime":2574.38,"endTime":2578.55,"body":"that being are still"},{"speaker":"John Weaver","startTime":2578.55,"endTime":2581.67,"body":"installations. Oh,"},{"speaker":"John Weaver","startTime":2578.55,"endTime":2581.67,"body":"installations. Yes. Pardon me?"},{"speaker":"John Weaver","startTime":2581.67,"endTime":2584.34,"body":"Sorry. Sorry. That's what we say"},{"speaker":"John Weaver","startTime":2581.67,"endTime":2584.34,"body":"manufacturing. Yeah. And then"},{"speaker":"John Weaver","startTime":2584.34,"endTime":2588.78,"body":"about 20. Yeah. And that number"},{"speaker":"John Weaver","startTime":2584.34,"endTime":2588.78,"body":"is gonna grow real fast. It's"},{"speaker":"John Weaver","startTime":2588.78,"endTime":2591.3,"body":"that number is going to start"},{"speaker":"John Weaver","startTime":2588.78,"endTime":2591.3,"body":"increasing, going forward really"},{"speaker":"John Weaver","startTime":2591.3,"endTime":2591.69,"body":"fast."},{"speaker":"Tim Montague","startTime":2591.6890000000003,"endTime":2594.7790000000005,"body":"It's triple. It's"},{"speaker":"Tim Montague","startTime":2591.6890000000003,"endTime":2594.7790000000005,"body":"going to triple in the next five"},{"speaker":"Tim Montague","startTime":2594.7790000000005,"endTime":2595.5890000000004,"body":"years, I think."},{"speaker":"John Weaver","startTime":2596.309,"endTime":2600.6890000000003,"body":"Some projections"},{"speaker":"John Weaver","startTime":2596.309,"endTime":2600.6890000000003,"body":"like that. Yes. Yeah. Yeah. So"},{"speaker":"John Weaver","startTime":2600.6890000000003,"endTime":2605.219,"body":"speaking of pricing, you know,"},{"speaker":"John Weaver","startTime":2600.6890000000003,"endTime":2605.219,"body":"just for the first time, in a"},{"speaker":"John Weaver","startTime":2605.219,"endTime":2610.619,"body":"year and a half, solar, solar"},{"speaker":"John Weaver","startTime":2605.219,"endTime":2610.619,"body":"policy, silicon pricing has"},{"speaker":"John Weaver","startTime":2610.619,"endTime":2617.219,"body":"started to come down. started"},{"speaker":"John Weaver","startTime":2610.619,"endTime":2617.219,"body":"about two weeks ago, it's been"},{"speaker":"John Weaver","startTime":2617.219,"endTime":2620.969,"body":"getting projected. And now I'm"},{"speaker":"John Weaver","startTime":2617.219,"endTime":2620.969,"body":"starting to see the spot price"},{"speaker":"John Weaver","startTime":2620.9990000000003,"endTime":2624.4190000000003,"body":"coming out of Taiwan, the data"},{"speaker":"John Weaver","startTime":2620.9990000000003,"endTime":2624.4190000000003,"body":"showing that the price of"},{"speaker":"John Weaver","startTime":2624.4190000000003,"endTime":2627.7490000000003,"body":"silicone is officially coming"},{"speaker":"John Weaver","startTime":2624.4190000000003,"endTime":2627.7490000000003,"body":"down. And that's leading to the"},{"speaker":"John Weaver","startTime":2627.7490000000003,"endTime":2631.469,"body":"whole supply chain behind it"},{"speaker":"John Weaver","startTime":2627.7490000000003,"endTime":2631.469,"body":"also dropping this is maybe the"},{"speaker":"John Weaver","startTime":2631.469,"endTime":2637.0190000000002,"body":"second or third week in the link"},{"speaker":"John Weaver","startTime":2631.469,"endTime":2637.0190000000002,"body":"that I showed. And it's still,"},{"speaker":"John Weaver","startTime":2637.079,"endTime":2639.7490000000003,"body":"you know, relatively high"},{"speaker":"John Weaver","startTime":2637.079,"endTime":2639.7490000000003,"body":"compared to what it was at our,"},{"speaker":"John Weaver","startTime":2639.8990000000003,"endTime":2644.8790000000004,"body":"you know, the lows in the early"},{"speaker":"John Weaver","startTime":2639.8990000000003,"endTime":2644.8790000000004,"body":"2000s, before COVID hit. But for"},{"speaker":"John Weaver","startTime":2644.8790000000004,"endTime":2648.599,"body":"the first time, you see a lot of"},{"speaker":"John Weaver","startTime":2644.8790000000004,"endTime":2648.599,"body":"red in this chart, instead of"},{"speaker":"John Weaver","startTime":2648.599,"endTime":2653.969,"body":"seeing green. And that's pretty"},{"speaker":"John Weaver","startTime":2648.599,"endTime":2653.969,"body":"cool. So come next year, we"},{"speaker":"John Weaver","startTime":2653.969,"endTime":2657.659,"body":"might see a nickel, get knocked"},{"speaker":"John Weaver","startTime":2653.969,"endTime":2657.659,"body":"off $1 And get knocked off."},{"speaker":"John Weaver","startTime":2658.1690000000003,"endTime":2661.349,"body":"Because we are going to be"},{"speaker":"John Weaver","startTime":2658.1690000000003,"endTime":2661.349,"body":"manufacturing a huge volume."},{"speaker":"John Weaver","startTime":2661.3790000000004,"endTime":2664.409,"body":"Yeah, we're gonna be"},{"speaker":"John Weaver","startTime":2661.3790000000004,"endTime":2664.409,"body":"manufacturing a huge volume of"},{"speaker":"John Weaver","startTime":2664.409,"endTime":2669.239,"body":"poly silicon. And, and that's"},{"speaker":"John Weaver","startTime":2664.409,"endTime":2669.239,"body":"just that's just pretty nice."},{"speaker":"John Weaver","startTime":2672.869,"endTime":2675.4790000000003,"body":"And, you know, you can see it"},{"speaker":"John Weaver","startTime":2672.869,"endTime":2675.4790000000003,"body":"all across the board pricing"},{"speaker":"John Weaver","startTime":2675.5090000000005,"endTime":2678.4790000000003,"body":"starting to start starting to"},{"speaker":"John Weaver","startTime":2675.5090000000005,"endTime":2678.4790000000003,"body":"slide downward. And this is"},{"speaker":"John Weaver","startTime":2678.4790000000003,"endTime":2685.139,"body":"cool. Double digit percentages."},{"speaker":"John Weaver","startTime":2678.4790000000003,"endTime":2685.139,"body":"We like that. So that top one is"},{"speaker":"John Weaver","startTime":2685.139,"endTime":2686.789,"body":"the one that matters the most of"},{"speaker":"John Weaver","startTime":2685.139,"endTime":2686.789,"body":"course,"},{"speaker":"Tim Montague","startTime":2688.7400000000002,"endTime":2690.09,"body":"polysilicon price,"},{"speaker":"John Weaver","startTime":2690.1800000000003,"endTime":2692.61,"body":"yeah. Because that"},{"speaker":"John Weaver","startTime":2690.1800000000003,"endTime":2692.61,"body":"feeds into everything else,"},{"speaker":"John Weaver","startTime":2692.61,"endTime":2695.01,"body":"because it's the stock for"},{"speaker":"John Weaver","startTime":2692.61,"endTime":2695.01,"body":"everything else."},{"speaker":"Tim Montague","startTime":2695.34,"endTime":2701.5800000000004,"body":"Yeah. 2% change."},{"speaker":"Tim Montague","startTime":2695.34,"endTime":2701.5800000000004,"body":"Yeah. Okay, yep, that's good."},{"speaker":"John Weaver","startTime":2701.61,"endTime":2704.61,"body":"And this is the"},{"speaker":"John Weaver","startTime":2701.61,"endTime":2704.61,"body":"second or third week, or that"},{"speaker":"John Weaver","startTime":2704.6400000000003,"endTime":2708.0000000000005,"body":"we've seen downward progression"},{"speaker":"John Weaver","startTime":2704.6400000000003,"endTime":2708.0000000000005,"body":"about a month ago, he said,"},{"speaker":"John Weaver","startTime":2708.0000000000005,"endTime":2710.5800000000004,"body":"nobody wants to pay more. It"},{"speaker":"John Weaver","startTime":2708.0000000000005,"endTime":2710.5800000000004,"body":"looks like there's downward"},{"speaker":"John Weaver","startTime":2710.5800000000004,"endTime":2713.61,"body":"pressure, everything was flat."},{"speaker":"John Weaver","startTime":2710.5800000000004,"endTime":2713.61,"body":"And then boom, the very next"},{"speaker":"John Weaver","startTime":2713.61,"endTime":2716.61,"body":"week, pricing was down week"},{"speaker":"John Weaver","startTime":2713.61,"endTime":2716.61,"body":"after a pricing down week after"},{"speaker":"John Weaver","startTime":2716.61,"endTime":2720.4800000000005,"body":"pricing down so. So we should"},{"speaker":"John Weaver","startTime":2716.61,"endTime":2720.4800000000005,"body":"expect to see something like"},{"speaker":"John Weaver","startTime":2720.4800000000005,"endTime":2723.69,"body":"this going on maybe some bumps"},{"speaker":"John Weaver","startTime":2720.4800000000005,"endTime":2723.69,"body":"here and there. But we should"},{"speaker":"John Weaver","startTime":2723.69,"endTime":2726.8100000000004,"body":"expect poly silicon pricing and"},{"speaker":"John Weaver","startTime":2723.69,"endTime":2726.8100000000004,"body":"then module pricing to start"},{"speaker":"John Weaver","startTime":2726.8100000000004,"endTime":2731.82,"body":"coming down all the time, over"},{"speaker":"John Weaver","startTime":2726.8100000000004,"endTime":2731.82,"body":"the next maybe for a whole year,"},{"speaker":"John Weaver","startTime":2732.1800000000003,"endTime":2734.9100000000003,"body":"because and maybe even for two"},{"speaker":"John Weaver","startTime":2732.1800000000003,"endTime":2734.9100000000003,"body":"to three years. Because right"},{"speaker":"John Weaver","startTime":2734.9100000000003,"endTime":2740.5200000000004,"body":"now, we are seeing solar module"},{"speaker":"John Weaver","startTime":2734.9100000000003,"endTime":2740.5200000000004,"body":"manufacturing capacity and poly"},{"speaker":"John Weaver","startTime":2740.5200000000004,"endTime":2744.8700000000003,"body":"silicon manufacturing capacity."},{"speaker":"John Weaver","startTime":2740.5200000000004,"endTime":2744.8700000000003,"body":"Just go up, up up. I mean, we"},{"speaker":"John Weaver","startTime":2744.8700000000003,"endTime":2749.01,"body":"spoke about it a couple of weeks"},{"speaker":"John Weaver","startTime":2744.8700000000003,"endTime":2749.01,"body":"ago. globally. By the end of"},{"speaker":"John Weaver","startTime":2749.01,"endTime":2753.6600000000003,"body":"next year, we expect 500"},{"speaker":"John Weaver","startTime":2749.01,"endTime":2753.6600000000003,"body":"gigawatts of poly silicon"},{"speaker":"John Weaver","startTime":2753.6600000000003,"endTime":2759.1200000000003,"body":"manufacturing capacity to exist."},{"speaker":"John Weaver","startTime":2753.6600000000003,"endTime":2759.1200000000003,"body":"And by the end of this year, we"},{"speaker":"John Weaver","startTime":2759.1200000000003,"endTime":2763.9500000000003,"body":"should be at 300 gigawatts of"},{"speaker":"John Weaver","startTime":2759.1200000000003,"endTime":2763.9500000000003,"body":"solar panel manufacturing"},{"speaker":"John Weaver","startTime":2763.9500000000003,"endTime":2769.11,"body":"capacity. And that's that's"},{"speaker":"John Weaver","startTime":2763.9500000000003,"endTime":2769.11,"body":"huge. I just saw a headline from"},{"speaker":"John Weaver","startTime":2769.11,"endTime":2773.67,"body":"Bloomberg saying that the US or"},{"speaker":"John Weaver","startTime":2769.11,"endTime":2773.67,"body":"the world may break 260"},{"speaker":"John Weaver","startTime":2773.67,"endTime":2779.1600000000003,"body":"gigawatts installed almost 50%"},{"speaker":"John Weaver","startTime":2773.67,"endTime":2779.1600000000003,"body":"growth over last year. That is a"},{"speaker":"John Weaver","startTime":2779.1600000000003,"endTime":2785.28,"body":"gigantic number. And, and where"},{"speaker":"John Weaver","startTime":2779.1600000000003,"endTime":2785.28,"body":"as we're supplying the poly"},{"speaker":"John Weaver","startTime":2785.28,"endTime":2788.7900000000004,"body":"silicon for it and growing that"},{"speaker":"John Weaver","startTime":2785.28,"endTime":2788.7900000000004,"body":"we're seeing this price start to"},{"speaker":"John Weaver","startTime":2788.7900000000004,"endTime":2791.5200000000004,"body":"come down again. And so"},{"speaker":"John Weaver","startTime":2788.7900000000004,"endTime":2791.5200000000004,"body":"hopefully Paula silicone leads"},{"speaker":"John Weaver","startTime":2791.5200000000004,"endTime":2795.0000000000005,"body":"to a glut again, you know, the"},{"speaker":"John Weaver","startTime":2791.5200000000004,"endTime":2795.0000000000005,"body":"we always have these cycles"},{"speaker":"John Weaver","startTime":2795.0000000000005,"endTime":2797.34,"body":"where it's, you know, up and"},{"speaker":"John Weaver","startTime":2795.0000000000005,"endTime":2797.34,"body":"down, up and down. And, you"},{"speaker":"John Weaver","startTime":2797.34,"endTime":2800.2200000000003,"body":"know, maybe this is going to be"},{"speaker":"John Weaver","startTime":2797.34,"endTime":2800.2200000000003,"body":"the start of another downward"},{"speaker":"John Weaver","startTime":2800.2200000000003,"endTime":2802.17,"body":"cycle, which should be pretty"},{"speaker":"John Weaver","startTime":2800.2200000000003,"endTime":2802.17,"body":"cool."},{"speaker":"Tim Montague","startTime":2804.78,"endTime":2807.1800000000003,"body":"Yeah, you know, I"},{"speaker":"Tim Montague","startTime":2804.78,"endTime":2807.1800000000003,"body":"just see it kind of like the"},{"speaker":"Tim Montague","startTime":2807.1800000000003,"endTime":2812.6400000000003,"body":"weather, it ebbs and flows. And"},{"speaker":"Tim Montague","startTime":2807.1800000000003,"endTime":2812.6400000000003,"body":"if it's going down now just"},{"speaker":"Tim Montague","startTime":2812.6400000000003,"endTime":2818.67,"body":"wait, it'll go up by probably."},{"speaker":"Tim Montague","startTime":2812.6400000000003,"endTime":2818.67,"body":"But because I mean, in the"},{"speaker":"Tim Montague","startTime":2818.67,"endTime":2822.5400000000004,"body":"greater scheme of things, we are"},{"speaker":"Tim Montague","startTime":2818.67,"endTime":2822.5400000000004,"body":"asymptotics on that cost"},{"speaker":"Tim Montague","startTime":2822.5400000000004,"endTime":2826.8300000000004,"body":"adoption curve, right? When it"},{"speaker":"Tim Montague","startTime":2822.5400000000004,"endTime":2826.8300000000004,"body":"comes to this equipment, the big"},{"speaker":"Tim Montague","startTime":2826.8300000000004,"endTime":2831.6000000000004,"body":"drop has already happened. We're"},{"speaker":"Tim Montague","startTime":2826.8300000000004,"endTime":2831.6000000000004,"body":"going to see some, some small,"},{"speaker":"Tim Montague","startTime":2831.9300000000003,"endTime":2836.19,"body":"slow decline over time now, but"},{"speaker":"Tim Montague","startTime":2831.9300000000003,"endTime":2836.19,"body":"it's not going to be dramatic."},{"speaker":"Tim Montague","startTime":2837.0000000000005,"endTime":2841.0200000000004,"body":"Until there's some new radical"},{"speaker":"Tim Montague","startTime":2837.0000000000005,"endTime":2841.0200000000004,"body":"breakthrough technology. And"},{"speaker":"Tim Montague","startTime":2841.0200000000004,"endTime":2844.86,"body":"that could cause another quantum"},{"speaker":"Tim Montague","startTime":2841.0200000000004,"endTime":2844.86,"body":"shift, so to speak."},{"speaker":"John Weaver","startTime":2844.9190000000003,"endTime":2847.469,"body":"Oh, like, like"},{"speaker":"John Weaver","startTime":2844.9190000000003,"endTime":2847.469,"body":"perovskite silicone?"},{"speaker":"Tim Montague","startTime":2847.7400000000002,"endTime":2850.05,"body":"Why did we wait so"},{"speaker":"Tim Montague","startTime":2847.7400000000002,"endTime":2850.05,"body":"long to do the John Weaver story"},{"speaker":"Tim Montague","startTime":2850.05,"endTime":2851.01,"body":"and PV magazine?"},{"speaker":"John Weaver","startTime":2852.1800000000003,"endTime":2853.7700000000004,"body":"And so many"},{"speaker":"John Weaver","startTime":2852.1800000000003,"endTime":2853.7700000000004,"body":"different things to talk about"},{"speaker":"John Weaver","startTime":2853.7700000000004,"endTime":2854.46,"body":"him? So many"},{"speaker":"Tim Montague","startTime":2854.5200000000004,"endTime":2856.9800000000005,"body":"of you are? John,"},{"speaker":"Tim Montague","startTime":2854.5200000000004,"endTime":2856.9800000000005,"body":"you're too pasty Muir?"},{"speaker":"John Weaver","startTime":2859.2900000000004,"endTime":2863.5800000000004,"body":"Yes, so this is"},{"speaker":"John Weaver","startTime":2859.2900000000004,"endTime":2863.5800000000004,"body":"today, Timothy, there's supposed"},{"speaker":"John Weaver","startTime":2863.5800000000004,"endTime":2870.8700000000003,"body":"to be an anti circumvention"},{"speaker":"John Weaver","startTime":2863.5800000000004,"endTime":2870.8700000000003,"body":"release ruling on the southwest"},{"speaker":"John Weaver","startTime":2871.17,"endTime":2876.9300000000003,"body":"Asian companies. While the"},{"speaker":"John Weaver","startTime":2871.17,"endTime":2876.9300000000003,"body":"Southwest Asian manufacturing"},{"speaker":"John Weaver","startTime":2876.9300000000003,"endTime":2881.55,"body":"facilities that are really we"},{"speaker":"John Weaver","startTime":2876.9300000000003,"endTime":2881.55,"body":"know this, Chinese manufacturing"},{"speaker":"John Weaver","startTime":2881.55,"endTime":2885.6600000000003,"body":"facilities and other countries,"},{"speaker":"John Weaver","startTime":2881.55,"endTime":2885.6600000000003,"body":"and today, we may get and we're"},{"speaker":"John Weaver","startTime":2885.6600000000003,"endTime":2889.26,"body":"supposed to get it. But we're"},{"speaker":"John Weaver","startTime":2885.6600000000003,"endTime":2889.26,"body":"supposed to get a ruling on"},{"speaker":"John Weaver","startTime":2889.26,"endTime":2894.0000000000005,"body":"whether or not these four"},{"speaker":"John Weaver","startTime":2889.26,"endTime":2894.0000000000005,"body":"nations and there are solar"},{"speaker":"John Weaver","startTime":2894.0000000000005,"endTime":2897.42,"body":"panels that are coming from"},{"speaker":"John Weaver","startTime":2894.0000000000005,"endTime":2897.42,"body":"China should get another tariff."},{"speaker":"John Weaver","startTime":2897.6600000000003,"endTime":2901.4700000000003,"body":"And some people are saying it"},{"speaker":"John Weaver","startTime":2897.6600000000003,"endTime":2901.4700000000003,"body":"could be 30 to 50%, which would"},{"speaker":"John Weaver","startTime":2901.4700000000003,"endTime":2905.3100000000004,"body":"make the utility scale products,"},{"speaker":"John Weaver","startTime":2901.4700000000003,"endTime":2905.3100000000004,"body":"you know, gain on 50 cents a"},{"speaker":"John Weaver","startTime":2905.3100000000004,"endTime":2908.28,"body":"watt, which would pretty much"},{"speaker":"John Weaver","startTime":2905.3100000000004,"endTime":2908.28,"body":"knock it out of business in the"},{"speaker":"John Weaver","startTime":2908.28,"endTime":2913.6200000000003,"body":"United States. I mean, and, and,"},{"speaker":"John Weaver","startTime":2908.28,"endTime":2913.6200000000003,"body":"you know, this is my opinion on"},{"speaker":"John Weaver","startTime":2913.6200000000003,"endTime":2918.6600000000003,"body":"the fact that we shouldn't have"},{"speaker":"John Weaver","startTime":2913.6200000000003,"endTime":2918.6600000000003,"body":"a tariff, and I have a couple of"},{"speaker":"John Weaver","startTime":2918.6600000000003,"endTime":2924.21,"body":"bullet points so we can break"},{"speaker":"John Weaver","startTime":2918.6600000000003,"endTime":2924.21,"body":"down what it is. But it's, you"},{"speaker":"John Weaver","startTime":2924.21,"endTime":2929.76,"body":"know, it really comes down to"},{"speaker":"John Weaver","startTime":2924.21,"endTime":2929.76,"body":"first, we, we want Chinese"},{"speaker":"John Weaver","startTime":2929.76,"endTime":2932.76,"body":"technology now they're amongst"},{"speaker":"John Weaver","startTime":2929.76,"endTime":2932.76,"body":"the leaders in making quality"},{"speaker":"John Weaver","startTime":2932.76,"endTime":2934.2300000000005,"body":"solar panels globally."},{"speaker":"Tim Montague","startTime":2935.1890000000003,"endTime":2939.0890000000004,"body":"70% of our solar"},{"speaker":"Tim Montague","startTime":2935.1890000000003,"endTime":2939.0890000000004,"body":"modules consumed in America come"},{"speaker":"Tim Montague","startTime":2939.0890000000004,"endTime":2943.199,"body":"from Asia, just so our listeners"},{"speaker":"Tim Montague","startTime":2939.0890000000004,"endTime":2943.199,"body":"understand this, there's a good"},{"speaker":"Tim Montague","startTime":2943.199,"endTime":2947.099,"body":"reason for that, we did not"},{"speaker":"Tim Montague","startTime":2943.199,"endTime":2947.099,"body":"invest in manufacturing in the"},{"speaker":"Tim Montague","startTime":2947.099,"endTime":2949.949,"body":"US. And now we're playing catch"},{"speaker":"Tim Montague","startTime":2947.099,"endTime":2949.949,"body":"up."},{"speaker":"John Weaver","startTime":2951.1800000000003,"endTime":2955.59,"body":"So, so quality of"},{"speaker":"John Weaver","startTime":2951.1800000000003,"endTime":2955.59,"body":"product number two, we'll scroll"},{"speaker":"John Weaver","startTime":2955.59,"endTime":2957.7200000000003,"body":"down a tiny bit more, just to"},{"speaker":"John Weaver","startTime":2955.59,"endTime":2957.7200000000003,"body":"make sure I follow the article"},{"speaker":"John Weaver","startTime":2957.7200000000003,"endTime":2961.26,"body":"number two, the IRA is going to"},{"speaker":"John Weaver","startTime":2957.7200000000003,"endTime":2961.26,"body":"push the cost of manufacturing"},{"speaker":"John Weaver","startTime":2961.26,"endTime":2967.5600000000004,"body":"panels below a dime. And if the"},{"speaker":"John Weaver","startTime":2961.26,"endTime":2967.5600000000004,"body":"people of the United States are"},{"speaker":"John Weaver","startTime":2967.5600000000004,"endTime":2972.15,"body":"going to benefit from that cost"},{"speaker":"John Weaver","startTime":2967.5600000000004,"endTime":2972.15,"body":"being under a dime, then it's"},{"speaker":"John Weaver","startTime":2972.15,"endTime":2975.6600000000003,"body":"going to be required, this just"},{"speaker":"John Weaver","startTime":2972.15,"endTime":2975.6600000000003,"body":"the way business works, that"},{"speaker":"John Weaver","startTime":2975.6600000000003,"endTime":2978.9300000000003,"body":"there's somebody standing behind"},{"speaker":"John Weaver","startTime":2975.6600000000003,"endTime":2978.9300000000003,"body":"these manufacturers giving them"},{"speaker":"John Weaver","startTime":2978.9300000000003,"endTime":2982.59,"body":"pressure to give good pricing."},{"speaker":"John Weaver","startTime":2978.9300000000003,"endTime":2982.59,"body":"Because if they don't have to do"},{"speaker":"John Weaver","startTime":2982.59,"endTime":2985.11,"body":"good pricing, there's just gonna"},{"speaker":"John Weaver","startTime":2982.59,"endTime":2985.11,"body":"be like, well, the competition's"},{"speaker":"John Weaver","startTime":2985.11,"endTime":2990.0000000000005,"body":"at 51. Let's go to 50. And if"},{"speaker":"John Weaver","startTime":2985.11,"endTime":2990.0000000000005,"body":"that's the case, then, you know,"},{"speaker":"John Weaver","startTime":2990.0600000000004,"endTime":2993.8100000000004,"body":"there goes the IRA savings. So I"},{"speaker":"John Weaver","startTime":2990.0600000000004,"endTime":2993.8100000000004,"body":"argue the Chinese need to be"},{"speaker":"John Weaver","startTime":2993.8100000000004,"endTime":2997.8300000000004,"body":"there, to put some pressure on"},{"speaker":"John Weaver","startTime":2993.8100000000004,"endTime":2997.8300000000004,"body":"the US manufacturers. That"},{"speaker":"John Weaver","startTime":2998.0400000000004,"endTime":3003.05,"body":"number three, we're about we say"},{"speaker":"John Weaver","startTime":2998.0400000000004,"endTime":3003.05,"body":"we need to get almost a terawatt"},{"speaker":"John Weaver","startTime":3003.05,"endTime":3008.0000000000005,"body":"of solar installed by 2035. We"},{"speaker":"John Weaver","startTime":3003.05,"endTime":3008.0000000000005,"body":"need everything globally, to"},{"speaker":"John Weaver","startTime":3008.0000000000005,"endTime":3013.9100000000003,"body":"support us. And for to cut off"},{"speaker":"John Weaver","startTime":3008.0000000000005,"endTime":3013.9100000000003,"body":"the largest resource globally of"},{"speaker":"John Weaver","startTime":3013.9100000000003,"endTime":3018.7400000000002,"body":"this product at this moment, is"},{"speaker":"John Weaver","startTime":3013.9100000000003,"endTime":3018.7400000000002,"body":"kind of it's going to spite"},{"speaker":"John Weaver","startTime":3018.7400000000002,"endTime":3023.3900000000003,"body":"ourselves. And so we should be"},{"speaker":"John Weaver","startTime":3018.7400000000002,"endTime":3023.3900000000003,"body":"conscious. And then the last one"},{"speaker":"John Weaver","startTime":3023.3900000000003,"endTime":3025.4,"body":"I put out there is that, you"},{"speaker":"John Weaver","startTime":3023.3900000000003,"endTime":3025.4,"body":"know, from a political"},{"speaker":"John Weaver","startTime":3025.4,"endTime":3029.42,"body":"standpoint, it might be a good"},{"speaker":"John Weaver","startTime":3025.4,"endTime":3029.42,"body":"thing to keep pressure on China"},{"speaker":"John Weaver","startTime":3029.78,"endTime":3033.5600000000004,"body":"in a dynamic manner. First, we"},{"speaker":"John Weaver","startTime":3029.78,"endTime":3033.5600000000004,"body":"should keep the Uighur"},{"speaker":"John Weaver","startTime":3033.5600000000004,"endTime":3038.6000000000004,"body":"protective law in place so that"},{"speaker":"John Weaver","startTime":3033.5600000000004,"endTime":3038.6000000000004,"body":"anything that comes from Western"},{"speaker":"John Weaver","startTime":3038.6000000000004,"endTime":3041.69,"body":"China, which is tainted by"},{"speaker":"John Weaver","startTime":3038.6000000000004,"endTime":3041.69,"body":"forced labour shouldn't be"},{"speaker":"John Weaver","startTime":3041.69,"endTime":3045.17,"body":"coming to the US. And second,"},{"speaker":"John Weaver","startTime":3041.69,"endTime":3045.17,"body":"maybe it's good to keep the"},{"speaker":"John Weaver","startTime":3045.17,"endTime":3050.1200000000003,"body":"mainland tariffs in place, not"},{"speaker":"John Weaver","startTime":3045.17,"endTime":3050.1200000000003,"body":"in order to help the US"},{"speaker":"John Weaver","startTime":3050.1200000000003,"endTime":3054.17,"body":"marketplace, but in order to"},{"speaker":"John Weaver","startTime":3050.1200000000003,"endTime":3054.17,"body":"force China to go global with"},{"speaker":"John Weaver","startTime":3054.17,"endTime":3057.9800000000005,"body":"their manufacturing, which helps"},{"speaker":"John Weaver","startTime":3054.17,"endTime":3057.9800000000005,"body":"those countries where it gets"},{"speaker":"John Weaver","startTime":3057.9800000000005,"endTime":3061.7000000000003,"body":"moved to and maybe even helps"},{"speaker":"John Weaver","startTime":3057.9800000000005,"endTime":3061.7000000000003,"body":"the world just by diversifying"},{"speaker":"John Weaver","startTime":3061.7000000000003,"endTime":3065.9300000000003,"body":"the supply chain because right"},{"speaker":"John Weaver","startTime":3061.7000000000003,"endTime":3065.9300000000003,"body":"now, China's zero COVID policy"},{"speaker":"John Weaver","startTime":3065.9300000000003,"endTime":3068.36,"body":"is kind of making a lot of"},{"speaker":"John Weaver","startTime":3065.9300000000003,"endTime":3068.36,"body":"business people nervous can't"},{"speaker":"John Weaver","startTime":3068.36,"endTime":3071.36,"body":"get product. So those are my"},{"speaker":"John Weaver","startTime":3068.36,"endTime":3071.36,"body":"four reasons why I think it's"},{"speaker":"Tim Montague","startTime":3071.36,"endTime":3073.1600000000003,"body":"pretty good these"},{"speaker":"Tim Montague","startTime":3071.36,"endTime":3073.1600000000003,"body":"workers gonna do though if"},{"speaker":"Tim Montague","startTime":3073.19,"endTime":3079.4900000000002,"body":"they're not right if they're not"},{"speaker":"Tim Montague","startTime":3073.19,"endTime":3079.4900000000002,"body":"meaning Chinese factories. Yeah,"},{"speaker":"Tim Montague","startTime":3079.5200000000004,"endTime":3085.01,"body":"and, and it's not like China"},{"speaker":"Tim Montague","startTime":3079.5200000000004,"endTime":3085.01,"body":"isn't. Let's be clear. China is"},{"speaker":"Tim Montague","startTime":3085.01,"endTime":3089.7500000000005,"body":"investing in foreign"},{"speaker":"Tim Montague","startTime":3085.01,"endTime":3089.7500000000005,"body":"infrastructure, especially in"},{"speaker":"Tim Montague","startTime":3089.7500000000005,"endTime":3102.7700000000004,"body":"places like Africa. In so, you"},{"speaker":"Tim Montague","startTime":3089.7500000000005,"endTime":3102.7700000000004,"body":"know, anyway, I yeah, I Good"},{"speaker":"Tim Montague","startTime":3102.7700000000004,"endTime":3110.9300000000003,"body":"story. I am anti tariff"},{"speaker":"Tim Montague","startTime":3102.7700000000004,"endTime":3110.9300000000003,"body":"basically, I think we know"},{"speaker":"Tim Montague","startTime":3110.9300000000003,"endTime":3119.9900000000002,"body":"enough to know that tariffs are"},{"speaker":"Tim Montague","startTime":3110.9300000000003,"endTime":3119.9900000000002,"body":"not the answer. And, but I have"},{"speaker":"Tim Montague","startTime":3119.9900000000002,"endTime":3126.0800000000004,"body":"a question. For you, this says"},{"speaker":"Tim Montague","startTime":3119.9900000000002,"endTime":3126.0800000000004,"body":"that IRA is going to drive the"},{"speaker":"Tim Montague","startTime":3126.0800000000004,"endTime":3131.15,"body":"cost of American made solar"},{"speaker":"Tim Montague","startTime":3126.0800000000004,"endTime":3131.15,"body":"panels below 10 cents. Yes."},{"speaker":"Tim Montague","startTime":3132.7700000000004,"endTime":3140.1200000000003,"body":"Okay. And if I'm, if I'm a solar"},{"speaker":"Tim Montague","startTime":3132.7700000000004,"endTime":3140.1200000000003,"body":"panel manufacturer, taking"},{"speaker":"Tim Montague","startTime":3140.1200000000003,"endTime":3144.8300000000004,"body":"advantage of IRA, building a"},{"speaker":"Tim Montague","startTime":3140.1200000000003,"endTime":3144.8300000000004,"body":"factory, making cheap modules,"},{"speaker":"Tim Montague","startTime":3145.13,"endTime":3148.46,"body":"there's going to be huge demand"},{"speaker":"Tim Montague","startTime":3145.13,"endTime":3148.46,"body":"for those cheap modules get"},{"speaker":"Tim Montague","startTime":3148.46,"endTime":3156.4700000000003,"body":"that? Why do I need competition"},{"speaker":"Tim Montague","startTime":3148.46,"endTime":3156.4700000000003,"body":"from outside the US? Because"},{"speaker":"Tim Montague","startTime":3156.5000000000005,"endTime":3159.71,"body":"I've got competition from inside"},{"speaker":"Tim Montague","startTime":3156.5000000000005,"endTime":3159.71,"body":"the US."},{"speaker":"John Weaver","startTime":3161.0000000000005,"endTime":3165.65,"body":"Do we? If we if"},{"speaker":"John Weaver","startTime":3161.0000000000005,"endTime":3165.65,"body":"that competition scales? Well,"},{"speaker":"John Weaver","startTime":3165.6800000000003,"endTime":3168.4700000000003,"body":"no, you're gonna have"},{"speaker":"John Weaver","startTime":3165.6800000000003,"endTime":3168.4700000000003,"body":"competition from inside the US?"},{"speaker":"John Weaver","startTime":3168.86,"endTime":3172.5200000000004,"body":"All at the same price point."},{"speaker":"John Weaver","startTime":3168.86,"endTime":3172.5200000000004,"body":"Everybody, because we know"},{"speaker":"John Weaver","startTime":3172.55,"endTime":3175.9700000000003,"body":"listen, the truth is that"},{"speaker":"John Weaver","startTime":3172.55,"endTime":3175.9700000000003,"body":"everybody seems to collude in"},{"speaker":"John Weaver","startTime":3175.9700000000003,"endTime":3178.7000000000003,"body":"business, you know, there is,"},{"speaker":"John Weaver","startTime":3175.9700000000003,"endTime":3178.7000000000003,"body":"you know, the independents"},{"speaker":"John Weaver","startTime":3178.7000000000003,"endTime":3179.6600000000003,"body":"illegal, but"},{"speaker":"Tim Montague","startTime":3179.7200000000003,"endTime":3183.4100000000003,"body":"it is illegal. But"},{"speaker":"Tim Montague","startTime":3179.7200000000003,"endTime":3183.4100000000003,"body":"But But yeah, the the market"},{"speaker":"Tim Montague","startTime":3183.4100000000003,"endTime":3185.96,"body":"will equilibrate."},{"speaker":"John Weaver","startTime":3186.9190000000003,"endTime":3189.559,"body":"And the market will"},{"speaker":"John Weaver","startTime":3186.9190000000003,"endTime":3189.559,"body":"move to weird places where it's"},{"speaker":"John Weaver","startTime":3189.559,"endTime":3190.3390000000004,"body":"going to move, I don't"},{"speaker":"Tim Montague","startTime":3190.34,"endTime":3192.4100000000003,"body":"know. But we'll"},{"speaker":"Tim Montague","startTime":3190.34,"endTime":3192.4100000000003,"body":"have cheap. What's the cheap"},{"speaker":"Tim Montague","startTime":3192.4100000000003,"endTime":3196.1600000000003,"body":"American solar panel today?"},{"speaker":"Tim Montague","startTime":3192.4100000000003,"endTime":3196.1600000000003,"body":"Like, what's the what's the best"},{"speaker":"Tim Montague","startTime":3196.5800000000004,"endTime":3202.9700000000003,"body":"American made panel? Lesson, the"},{"speaker":"Tim Montague","startTime":3196.5800000000004,"endTime":3202.9700000000003,"body":"price of products, it's in the"},{"speaker":"Tim Montague","startTime":3202.9700000000003,"endTime":3203.6000000000004,"body":"50s?"},{"speaker":"John Weaver","startTime":3204.05,"endTime":3206.8100000000004,"body":"Well, it used to be"},{"speaker":"John Weaver","startTime":3204.05,"endTime":3206.8100000000004,"body":"in the 30s until the price of"},{"speaker":"John Weaver","startTime":3206.8100000000004,"endTime":3209.3300000000004,"body":"international panels went up."},{"speaker":"John Weaver","startTime":3206.8100000000004,"endTime":3209.3300000000004,"body":"And they said, You know what,"},{"speaker":"John Weaver","startTime":3209.3300000000004,"endTime":3212.63,"body":"let's just increase our price to"},{"speaker":"John Weaver","startTime":3209.3300000000004,"endTime":3212.63,"body":"match the international product."},{"speaker":"John Weaver","startTime":3213.4100000000003,"endTime":3217.19,"body":"That's what QCL did out of"},{"speaker":"John Weaver","startTime":3213.4100000000003,"endTime":3217.19,"body":"Georgia. Because I saw the price"},{"speaker":"John Weaver","startTime":3217.19,"endTime":3219.9500000000003,"body":"increase myself, we used to be"},{"speaker":"John Weaver","startTime":3217.19,"endTime":3219.9500000000003,"body":"able to get Q Cell modules in"},{"speaker":"John Weaver","startTime":3219.9500000000003,"endTime":3223.82,"body":"the 30s. Now you can't get till"},{"speaker":"John Weaver","startTime":3219.9500000000003,"endTime":3223.82,"body":"the 50s. And that's because they"},{"speaker":"John Weaver","startTime":3223.82,"endTime":3228.8900000000003,"body":"said you know what? The projects"},{"speaker":"John Weaver","startTime":3223.82,"endTime":3228.8900000000003,"body":"can sustain our increased price."},{"speaker":"Tim Montague","startTime":3230.2400000000002,"endTime":3231.59,"body":"And if"},{"speaker":"John Weaver","startTime":3232.4300000000003,"endTime":3236.9900000000002,"body":"until the industry"},{"speaker":"John Weaver","startTime":3232.4300000000003,"endTime":3236.9900000000002,"body":"really scales, AI, how that's"},{"speaker":"John Weaver","startTime":3236.9900000000002,"endTime":3239.51,"body":"going to move forward? That's a"},{"speaker":"John Weaver","startTime":3236.9900000000002,"endTime":3239.51,"body":"big question. Are we going to"},{"speaker":"John Weaver","startTime":3239.51,"endTime":3244.2200000000003,"body":"keep staring? Yeah, this is just"},{"speaker":"John Weaver","startTime":3239.51,"endTime":3244.2200000000003,"body":"funny one, are we going to? Are"},{"speaker":"John Weaver","startTime":3244.2200000000003,"endTime":3247.0400000000004,"body":"we going to grow our base? And"},{"speaker":"John Weaver","startTime":3244.2200000000003,"endTime":3247.0400000000004,"body":"are we going to give good"},{"speaker":"John Weaver","startTime":3247.0400000000004,"endTime":3250.19,"body":"prices? Or are we just going to"},{"speaker":"John Weaver","startTime":3247.0400000000004,"endTime":3250.19,"body":"try and maximise the revenue"},{"speaker":"John Weaver","startTime":3250.61,"endTime":3254.3900000000003,"body":"that we can make out of this."},{"speaker":"John Weaver","startTime":3250.61,"endTime":3254.3900000000003,"body":"And if you're a cold hearted"},{"speaker":"John Weaver","startTime":3254.3900000000003,"endTime":3257.0000000000005,"body":"businessman, you're going to"},{"speaker":"John Weaver","startTime":3254.3900000000003,"endTime":3257.0000000000005,"body":"maximise the revenue. And that"},{"speaker":"John Weaver","startTime":3257.0000000000005,"endTime":3259.76,"body":"means you're going to look at"},{"speaker":"John Weaver","startTime":3257.0000000000005,"endTime":3259.76,"body":"what's in the marketplace. And"},{"speaker":"John Weaver","startTime":3259.76,"endTime":3263.69,"body":"you're going to push your price"},{"speaker":"John Weaver","startTime":3259.76,"endTime":3263.69,"body":"up to just below it. So you can"},{"speaker":"John Weaver","startTime":3263.69,"endTime":3266.1200000000003,"body":"sell your product, or you'll try"},{"speaker":"John Weaver","startTime":3263.69,"endTime":3266.1200000000003,"body":"and match it and be like, yeah,"},{"speaker":"John Weaver","startTime":3266.1200000000003,"endTime":3270.2000000000003,"body":"that's American made, or you"},{"speaker":"John Weaver","startTime":3266.1200000000003,"endTime":3270.2000000000003,"body":"will increase it because of the"},{"speaker":"John Weaver","startTime":3270.2000000000003,"endTime":3275.9,"body":"domestic product requirements."},{"speaker":"John Weaver","startTime":3270.2000000000003,"endTime":3275.9,"body":"So, you know, I think, you know,"},{"speaker":"John Weaver","startTime":3275.9,"endTime":3277.94,"body":"if you're a capitalist, you"},{"speaker":"John Weaver","startTime":3275.9,"endTime":3277.94,"body":"believe you got to have a foot"},{"speaker":"John Weaver","startTime":3277.94,"endTime":3282.6800000000003,"body":"on your neck pushing you to make"},{"speaker":"John Weaver","startTime":3277.94,"endTime":3282.6800000000003,"body":"you do better. And I don't know,"},{"speaker":"John Weaver","startTime":3282.7400000000002,"endTime":3285.59,"body":"I think we need pressure to be"},{"speaker":"John Weaver","startTime":3282.7400000000002,"endTime":3285.59,"body":"better business people. I think"},{"speaker":"John Weaver","startTime":3285.59,"endTime":3288.05,"body":"we always need some pressure to"},{"speaker":"John Weaver","startTime":3285.59,"endTime":3288.05,"body":"do better work. So"},{"speaker":"Tim Montague","startTime":3288.0800000000004,"endTime":3293.0000000000005,"body":"sure. competition,"},{"speaker":"Tim Montague","startTime":3288.0800000000004,"endTime":3293.0000000000005,"body":"competition. Good. So we're"},{"speaker":"Tim Montague","startTime":3293.0000000000005,"endTime":3296.51,"body":"gonna wrap up with a Oh, nm"},{"speaker":"Tim Montague","startTime":3293.0000000000005,"endTime":3296.51,"body":"story. Somebody has been growing"},{"speaker":"Tim Montague","startTime":3296.51,"endTime":3301.3100000000004,"body":"some weeds in their solar array."},{"speaker":"Tim Montague","startTime":3296.51,"endTime":3301.3100000000004,"body":"And, you know, I did see I was I"},{"speaker":"Tim Montague","startTime":3301.3100000000004,"endTime":3306.3500000000004,"body":"was talking to yesterday, the"},{"speaker":"Tim Montague","startTime":3301.3100000000004,"endTime":3306.3500000000004,"body":"image. I know, I know, I was"},{"speaker":"Tim Montague","startTime":3306.3500000000004,"endTime":3310.7000000000003,"body":"talking to a developer or an"},{"speaker":"Tim Montague","startTime":3306.3500000000004,"endTime":3310.7000000000003,"body":"installer down in Florida. And"},{"speaker":"Tim Montague","startTime":3311.0600000000004,"endTime":3314.78,"body":"flat mounted solar is the thing"},{"speaker":"Tim Montague","startTime":3311.0600000000004,"endTime":3314.78,"body":"down in Florida for a variety of"},{"speaker":"Tim Montague","startTime":3314.78,"endTime":3320.1200000000003,"body":"reasons. Sun is higher in the"},{"speaker":"Tim Montague","startTime":3314.78,"endTime":3320.1200000000003,"body":"sky. So flat works from a"},{"speaker":"Tim Montague","startTime":3320.1200000000003,"endTime":3323.9300000000003,"body":"production perspective, but you"},{"speaker":"Tim Montague","startTime":3320.1200000000003,"endTime":3323.9300000000003,"body":"want lower wind load, right? You"},{"speaker":"Tim Montague","startTime":3323.9300000000003,"endTime":3326.3,"body":"want to put this stuff flat"},{"speaker":"Tim Montague","startTime":3323.9300000000003,"endTime":3326.3,"body":"because the Hurricanes are"},{"speaker":"Tim Montague","startTime":3326.3,"endTime":3329.84,"body":"common, and they will blow your"},{"speaker":"Tim Montague","startTime":3326.3,"endTime":3329.84,"body":"array off the roof. If you don't"},{"speaker":"Tim Montague","startTime":3329.84,"endTime":3333.8,"body":"mount it flat. I don't know"},{"speaker":"Tim Montague","startTime":3329.84,"endTime":3333.8,"body":"where this project is. But that"},{"speaker":"Tim Montague","startTime":3333.8,"endTime":3336.6200000000003,"body":"is the downside. If you don't go"},{"speaker":"Tim Montague","startTime":3333.8,"endTime":3336.6200000000003,"body":"on your roof then and check it"},{"speaker":"Tim Montague","startTime":3336.6200000000003,"endTime":3340.34,"body":"out. Periodically, you're gonna"},{"speaker":"Tim Montague","startTime":3336.6200000000003,"endTime":3340.34,"body":"get a bunch of lovely leaves"},{"speaker":"Tim Montague","startTime":3340.34,"endTime":3345.05,"body":"look like ferns almost. I don't"},{"speaker":"Tim Montague","startTime":3340.34,"endTime":3345.05,"body":"know. It must be someplace"},{"speaker":"Tim Montague","startTime":3345.05,"endTime":3349.4900000000002,"body":"tropical. A little lower. This"},{"speaker":"Tim Montague","startTime":3345.05,"endTime":3349.4900000000002,"body":"is from Hawaii."},{"speaker":"John Weaver","startTime":3349.55,"endTime":3351.4100000000003,"body":"I guarantee you"},{"speaker":"John Weaver","startTime":3349.55,"endTime":3351.4100000000003,"body":"it's Hawaii because the guys"},{"speaker":"John Weaver","startTime":3351.4100000000003,"endTime":3356.63,"body":"company is says Aloha solar. So"},{"speaker":"John Weaver","startTime":3351.4100000000003,"endTime":3356.63,"body":"that's that's my guess you gotta"},{"speaker":"John Weaver","startTime":3356.63,"endTime":3356.9900000000002,"body":"click on"},{"speaker":"Tim Montague","startTime":3357.4700000000003,"endTime":3361.28,"body":"where high wind is"},{"speaker":"Tim Montague","startTime":3357.4700000000003,"endTime":3361.28,"body":"a factor in Hawaii and they're,"},{"speaker":"Tim Montague","startTime":3361.8500000000004,"endTime":3368.4800000000005,"body":"they're a warmer in a warmer"},{"speaker":"Tim Montague","startTime":3361.8500000000004,"endTime":3368.4800000000005,"body":"latitude. This guy looks like"},{"speaker":"Tim Montague","startTime":3368.4800000000005,"endTime":3371.0000000000005,"body":"Gary Vee. He's the Gary Vee of"},{"speaker":"Tim Montague","startTime":3368.4800000000005,"endTime":3371.0000000000005,"body":"solar."},{"speaker":"John Weaver","startTime":3372.2900000000004,"endTime":3374.2700000000004,"body":"Now, check that one"},{"speaker":"John Weaver","startTime":3372.2900000000004,"endTime":3374.2700000000004,"body":"out. Look at that module. That"},{"speaker":"John Weaver","startTime":3374.2700000000004,"endTime":3376.76,"body":"module kind of collapsed or"},{"speaker":"John Weaver","startTime":3374.2700000000004,"endTime":3376.76,"body":"something happened."},{"speaker":"Tim Montague","startTime":3376.82,"endTime":3378.38,"body":"That's ugly. Yeah,"},{"speaker":"John Weaver","startTime":3378.4390000000003,"endTime":3382.039,"body":"I've never seen"},{"speaker":"John Weaver","startTime":3378.4390000000003,"endTime":3382.039,"body":"that before. That's yucky. Yeah,"},{"speaker":"John Weaver","startTime":3382.2490000000003,"endTime":3383.929,"body":"that's, that's thanks me."},{"speaker":"Tim Montague","startTime":3384.2900000000004,"endTime":3385.34,"body":"That's really"},{"speaker":"Tim Montague","startTime":3384.2900000000004,"endTime":3385.34,"body":"funky."},{"speaker":"John Weaver","startTime":3385.7900000000004,"endTime":3388.13,"body":"Got to work hard"},{"speaker":"John Weaver","startTime":3385.7900000000004,"endTime":3388.13,"body":"man. Got to take care of our"},{"speaker":"John Weaver","startTime":3388.28,"endTime":3390.92,"body":"tickler take care of our gear. I"},{"speaker":"Tim Montague","startTime":3390.92,"endTime":3392.4500000000003,"body":"wonder how old"},{"speaker":"Tim Montague","startTime":3390.92,"endTime":3392.4500000000003,"body":"this array is?"},{"speaker":"John Weaver","startTime":3395.9900000000002,"endTime":3399.11,"body":"I don't know man,"},{"speaker":"John Weaver","startTime":3395.9900000000002,"endTime":3399.11,"body":"but that's a that's even a weird"},{"speaker":"John Weaver","startTime":3399.11,"endTime":3402.92,"body":"panel. What's the what's the"},{"speaker":"John Weaver","startTime":3399.11,"endTime":3402.92,"body":"edge of it as There's no"},{"speaker":"John Weaver","startTime":3402.92,"endTime":3407.7200000000003,"body":"aluminium frame. Yeah, no kind"},{"speaker":"John Weaver","startTime":3402.92,"endTime":3407.7200000000003,"body":"of modules. These are"},{"speaker":"John Weaver","startTime":3408.3500000000004,"endTime":3411.71,"body":"interesting stuff. So don't do"},{"speaker":"John Weaver","startTime":3408.3500000000004,"endTime":3411.71,"body":"that to your solar panel. Folks."},{"speaker":"John Weaver","startTime":3411.7400000000002,"endTime":3416.69,"body":"Don't let your don't let your"},{"speaker":"John Weaver","startTime":3411.7400000000002,"endTime":3416.69,"body":"weeds take over. Because they"},{"speaker":"John Weaver","startTime":3416.69,"endTime":3419.69,"body":"will eat your soul solar"},{"speaker":"John Weaver","startTime":3416.69,"endTime":3419.69,"body":"installation. Apparently."},{"speaker":"Tim Montague","startTime":3421.0090000000005,"endTime":3425.0290000000005,"body":"Your weeds take"},{"speaker":"Tim Montague","startTime":3421.0090000000005,"endTime":3425.0290000000005,"body":"over. I love it. All right,"},{"speaker":"Tim Montague","startTime":3425.0290000000005,"endTime":3429.3790000000004,"body":"well, lovely episode. How can"},{"speaker":"Tim Montague","startTime":3425.0290000000005,"endTime":3429.3790000000004,"body":"our listeners find you Mr."},{"speaker":"Tim Montague","startTime":3429.3790000000004,"endTime":3430.3990000000003,"body":"commercial solar guy,"},{"speaker":"John Weaver","startTime":3431.36,"endTime":3434.2700000000004,"body":"or solar guy.com."},{"speaker":"John Weaver","startTime":3431.36,"endTime":3434.2700000000004,"body":"That's best place. We've got a"},{"speaker":"John Weaver","startTime":3434.2700000000004,"endTime":3436.5200000000004,"body":"contact us page. We're gonna be"},{"speaker":"John Weaver","startTime":3434.2700000000004,"endTime":3436.5200000000004,"body":"doing a little work on our"},{"speaker":"John Weaver","startTime":3436.5200000000004,"endTime":3438.4700000000003,"body":"website. A little more"},{"speaker":"John Weaver","startTime":3436.5200000000004,"endTime":3438.4700000000003,"body":"information up there. But that's"},{"speaker":"John Weaver","startTime":3438.4700000000003,"endTime":3440.9900000000002,"body":"really commercial Sawyer and"},{"speaker":"John Weaver","startTime":3438.4700000000003,"endTime":3440.9900000000002,"body":"LinkedIn Of course, John"},{"speaker":"John Weaver","startTime":3440.9900000000002,"endTime":3444.7400000000002,"body":"Fitzgerald Weaver. I am I am"},{"speaker":"John Weaver","startTime":3440.9900000000002,"endTime":3444.7400000000002,"body":"always sharing the stuff I write"},{"speaker":"John Weaver","startTime":3444.7400000000002,"endTime":3449.96,"body":"for PV mag. Templates. What"},{"speaker":"John Weaver","startTime":3444.7400000000002,"endTime":3449.96,"body":"about you? knock on your door?"},{"speaker":"John Weaver","startTime":3449.9900000000002,"endTime":3452.6600000000003,"body":"Hey, Tim, can people come to"},{"speaker":"John Weaver","startTime":3449.9900000000002,"endTime":3452.6600000000003,"body":"your new house in Illinois?"},{"speaker":"Tim Montague","startTime":3454.13,"endTime":3456.7400000000002,"body":"Yeah, sure. Come"},{"speaker":"Tim Montague","startTime":3454.13,"endTime":3456.7400000000002,"body":"come to Champaign, Illinois,"},{"speaker":"Tim Montague","startTime":3456.7400000000002,"endTime":3460.61,"body":"visit me. I would love to. I'd"},{"speaker":"Tim Montague","startTime":3456.7400000000002,"endTime":3460.61,"body":"love to meet more of my"},{"speaker":"Tim Montague","startTime":3460.61,"endTime":3465.6800000000003,"body":"listeners. You can find me at"},{"speaker":"Tim Montague","startTime":3460.61,"endTime":3465.6800000000003,"body":"Clean Power hour.com. And"},{"speaker":"Tim Montague","startTime":3466.2200000000003,"endTime":3469.61,"body":"subscribe right there. Right"},{"speaker":"Tim Montague","startTime":3466.2200000000003,"endTime":3469.61,"body":"there. A little pop up. Here."},{"speaker":"Tim Montague","startTime":3469.61,"endTime":3472.2500000000005,"body":"You see all of our content, had"},{"speaker":"Tim Montague","startTime":3469.61,"endTime":3472.2500000000005,"body":"a great interview with Jeremy"},{"speaker":"Tim Montague","startTime":3472.2500000000005,"endTime":3475.6400000000003,"body":"Kent. He is the Tim Montague of"},{"speaker":"Tim Montague","startTime":3472.2500000000005,"endTime":3475.6400000000003,"body":"wind energy he's doing behind"},{"speaker":"Tim Montague","startTime":3475.6400000000003,"endTime":3480.3500000000004,"body":"the metre, wind for industrial"},{"speaker":"Tim Montague","startTime":3475.6400000000003,"endTime":3480.3500000000004,"body":"facilities. Great story. And"},{"speaker":"Tim Montague","startTime":3481.3700000000003,"endTime":3485.0600000000004,"body":"He's based in the Midwest and"},{"speaker":"Tim Montague","startTime":3481.3700000000003,"endTime":3485.0600000000004,"body":"focuses on the Midwest. And"},{"speaker":"Tim Montague","startTime":3485.09,"endTime":3489.17,"body":"that's we have we have a lot of"},{"speaker":"Tim Montague","startTime":3485.09,"endTime":3489.17,"body":"a lot of good wind. I know"},{"speaker":"Tim Montague","startTime":3489.17,"endTime":3493.2200000000003,"body":"behind the metre wind you. You"},{"speaker":"Tim Montague","startTime":3489.17,"endTime":3493.2200000000003,"body":"don't hear much about it. Most"},{"speaker":"Tim Montague","startTime":3493.3100000000004,"endTime":3497.96,"body":"Most solar installers look at it"},{"speaker":"Tim Montague","startTime":3493.3100000000004,"endTime":3497.96,"body":"and go doesn't pencil. But"},{"speaker":"Tim Montague","startTime":3498.11,"endTime":3501.26,"body":"Jeremy has figured it out. He's"},{"speaker":"Tim Montague","startTime":3498.11,"endTime":3501.26,"body":"cracked the code. He does wind"},{"speaker":"Tim Montague","startTime":3501.26,"endTime":3506.51,"body":"PPAs. And these are like one to"},{"speaker":"Tim Montague","startTime":3501.26,"endTime":3506.51,"body":"one to five megawatt projects."},{"speaker":"Tim Montague","startTime":3506.5400000000004,"endTime":3509.7500000000005,"body":"His minimum size is 1.5"},{"speaker":"Tim Montague","startTime":3506.5400000000004,"endTime":3509.7500000000005,"body":"megawatts. So he's doing these,"},{"speaker":"Tim Montague","startTime":3509.78,"endTime":3513.5000000000005,"body":"you know, industrial size wind"},{"speaker":"Tim Montague","startTime":3509.78,"endTime":3513.5000000000005,"body":"turbines, not, not ginormous"},{"speaker":"Tim Montague","startTime":3513.5000000000005,"endTime":3515.6600000000003,"body":"ones. But anyway,"},{"speaker":"John Weaver","startTime":3515.96,"endTime":3519.17,"body":"for ground based"},{"speaker":"John Weaver","startTime":3515.96,"endTime":3519.17,"body":"turbines, it's like three to"},{"speaker":"John Weaver","startTime":3519.17,"endTime":3523.61,"body":"four megawatts is the larger"},{"speaker":"John Weaver","startTime":3519.17,"endTime":3523.61,"body":"sizes. So one to 1.5 to two and"},{"speaker":"John Weaver","startTime":3523.61,"endTime":3526.76,"body":"a half. That might be you know,"},{"speaker":"John Weaver","startTime":3523.61,"endTime":3526.76,"body":"that's still, you know, it's"},{"speaker":"John Weaver","startTime":3526.76,"endTime":3529.76,"body":"nothing like the offshore ones"},{"speaker":"John Weaver","startTime":3526.76,"endTime":3529.76,"body":"that are 15 Meg's, but for"},{"speaker":"John Weaver","startTime":3529.76,"endTime":3533.69,"body":"ground for ground based. He's"},{"speaker":"John Weaver","startTime":3529.76,"endTime":3533.69,"body":"close ish to"},{"speaker":"Tim Montague","startTime":3534.8300000000004,"endTime":3536.8100000000004,"body":"a bunch of 2.5"},{"speaker":"Tim Montague","startTime":3534.8300000000004,"endTime":3536.8100000000004,"body":"megawatt turbines here in"},{"speaker":"Tim Montague","startTime":3536.8100000000004,"endTime":3541.34,"body":"Illinois, the first wave that"},{"speaker":"Tim Montague","startTime":3536.8100000000004,"endTime":3541.34,"body":"hit here in the early, early,"},{"speaker":"Tim Montague","startTime":3541.34,"endTime":3548.1200000000003,"body":"mid 2000s 28 2008, to 2012. So"},{"speaker":"Tim Montague","startTime":3541.34,"endTime":3548.1200000000003,"body":"anyway, go to clean power"},{"speaker":"Tim Montague","startTime":3548.1200000000003,"endTime":3551.69,"body":"hour.com, please, you know,"},{"speaker":"Tim Montague","startTime":3548.1200000000003,"endTime":3551.69,"body":"subscribe, you can, you can"},{"speaker":"Tim Montague","startTime":3551.69,"endTime":3554.7500000000005,"body":"click on Apple podcast or"},{"speaker":"Tim Montague","startTime":3551.69,"endTime":3554.7500000000005,"body":"Spotify, you can listen on your"},{"speaker":"Tim Montague","startTime":3554.7500000000005,"endTime":3557.1200000000003,"body":"favourite player, you can give"},{"speaker":"Tim Montague","startTime":3554.7500000000005,"endTime":3557.1200000000003,"body":"us a rating and review most"},{"speaker":"Tim Montague","startTime":3557.1200000000003,"endTime":3560.5400000000004,"body":"importantly, and you can learn"},{"speaker":"Tim Montague","startTime":3557.1200000000003,"endTime":3560.5400000000004,"body":"about me, I did an interview"},{"speaker":"Tim Montague","startTime":3560.5400000000004,"endTime":3565.07,"body":"with James monk, Walter on his"},{"speaker":"Tim Montague","startTime":3560.5400000000004,"endTime":3565.07,"body":"podcast, the car botnet podcast,"},{"speaker":"Tim Montague","startTime":3565.4900000000002,"endTime":3569.69,"body":"and I tell my story and how I"},{"speaker":"Tim Montague","startTime":3565.4900000000002,"endTime":3569.69,"body":"got into solar. And it started"},{"speaker":"Tim Montague","startTime":3569.69,"endTime":3574.01,"body":"when I was 10. It just took me"},{"speaker":"Tim Montague","startTime":3569.69,"endTime":3574.01,"body":"40 years to really smell the"},{"speaker":"Tim Montague","startTime":3574.01,"endTime":3581.7500000000005,"body":"coffee and get into PV. And I, I"},{"speaker":"Tim Montague","startTime":3574.01,"endTime":3581.7500000000005,"body":"say in the intro, why I waited?"},{"speaker":"Tim Montague","startTime":3581.9900000000002,"endTime":3586.2500000000005,"body":"I don't know It's anybody's"},{"speaker":"Tim Montague","startTime":3581.9900000000002,"endTime":3586.2500000000005,"body":"guess. Sometimes we're slow on"},{"speaker":"Tim Montague","startTime":3586.2500000000005,"endTime":3592.7000000000003,"body":"the uptake. But I'm here now."},{"speaker":"Tim Montague","startTime":3586.2500000000005,"endTime":3592.7000000000003,"body":"That's what matters. So anyway,"},{"speaker":"Tim Montague","startTime":3592.7000000000003,"endTime":3596.15,"body":"check it out. You can click on"},{"speaker":"Tim Montague","startTime":3592.7000000000003,"endTime":3596.15,"body":"that YouTube icon right there,"},{"speaker":"Tim Montague","startTime":3596.15,"endTime":3600.4100000000003,"body":"okay at the top. And that's how"},{"speaker":"Tim Montague","startTime":3596.15,"endTime":3600.4100000000003,"body":"you find our channel. And these"},{"speaker":"Tim Montague","startTime":3600.4100000000003,"endTime":3605.6000000000004,"body":"live shows every Thursday at"},{"speaker":"Tim Montague","startTime":3600.4100000000003,"endTime":3605.6000000000004,"body":"noon, Eastern 11, Central 10."},{"speaker":"Tim Montague","startTime":3605.6600000000003,"endTime":3611.0600000000004,"body":"Mountain, nine Pacific. Well,"},{"speaker":"Tim Montague","startTime":3605.6600000000003,"endTime":3611.0600000000004,"body":"thank you, John. I hope you have"},{"speaker":"Tim Montague","startTime":3611.15,"endTime":3614.09,"body":"a great rest of your week and we"},{"speaker":"Tim Montague","startTime":3611.15,"endTime":3614.09,"body":"will see you next week."},{"speaker":"John Weaver","startTime":3614.6600000000003,"endTime":3616.82,"body":"Absolutely. Enjoy"},{"speaker":"John Weaver","startTime":3614.6600000000003,"endTime":3616.82,"body":"yourself as well Tim."},{"speaker":"Tim Montague","startTime":3617.8100000000004,"endTime":3620.8700000000003,"body":"I'm Tim Montague."},{"speaker":"Tim Montague","startTime":3617.8100000000004,"endTime":3620.8700000000003,"body":"Let's go solar and storage. Take"},{"speaker":"Tim Montague","startTime":3620.8700000000003,"endTime":3621.17,"body":"care."}]}