1 Comment
May 26Liked by Dave Heatley

While I don't disagree with the basic thesis that "Markets solve problems", it's kind of interesting that seemingly little weight is given here to the fact that the technology development in this space has benefited immensely from substantial technology public R&D investment over decades via the likes of NASA and NREL in the US and/or, in the case of China, a state-run economy. Perhaps a better conclusion would be "Markets solve problems, but..."

Expand full comment