China made 1.8 TW of solar cells in 2025.
The raw materials required to make these are incredibly abundant, we make as much as we need.
We can make ten or hundred times the number of solar cells we make right now, we just don't have a reason to. The technology is fairly ancient unless you want to compete on efficiency, and the raw materials abundant.
>We can make ten or hundred times the number of solar cells we make right now
The limit isn't just about the current capacity or the maximum theoretical capacity, it's also about the maximum speed you can ramp.
Not just for startups either. If you ramp up the Polio vaccine in 1 year vs 10 years, that has a big impact on human wellbeing. The two scenarios are not equivalent outcomes, even though it still happens "eventually."
Speed matters.
Developing new technology happens to matter more.
I'm sure investors are going to do their own analysis on this and reach their own conclusions, you should try betting against it.
1. quite good at making solar cells
2. quite motivated to increase their energy production via solar
We have increased the manufacturing of pretty much every piece of technology you see in front you by 200x at some point in history. Often in a matter of years.