Thiis is a fantastic article Cory, thanks for putting your unique eyes on the subject of solar, you see lots.
We differ on our opinions of markets though, and maybe where solar has to ultimately go, into a non financial world of solar indexed stimulus, needed to fully align money with energy, removing pretty much all possibility of scamming, profit won't be something we all need to keep pursuing to live, and that will change things in ways that are difficult to imagine until it happens.
On markets we did get a glimpse, when massive stimulus was being issued, the markets were flooded by a load of new traders who bought bankrupt stocks of companies still offering valued products and services, making those companies actually publicly owned (tough they wiggled back out later, Hertz included), oil went negative priced the only time ever, and the effect on currency was it recovered in terms of energy value.
I show mathematically why the latter was due to much needed monetisation of historical economic product created by solar.
As long as that, and ongoing creation of economic product remains unmonetised, the value of all associated currencies has to flounder, because in essence money is energy. It's energy value in markets is very literally it's value.
We shouldn't be able to manipulate that in markets, and we couldn't / cant, when money is issued as solar indexed stimulus, there are algos we could use to do that, setting the rate of issue, which would home in on an ideal energy value per token energy,
I think you'll quickly catch onto this, we all will, lead by really keen eyes like yours.
Loved what you wrote about Ai and the connection with corporates too, it is all connecting, we are not quite there yet, but it's all connecting, I feel it in me bones... :)
Thanks for this great post, I hope you find the subject of Ai connected with energy interesting enough to keep digging there :)