One of the toughest things I think of again and again is that every founder has to go through in their journey of building a venture is seeing that - everyone else moves on someday; today, tomorrow or eventually.
Moves on for opportunities, moves on from situations, moves on for their reasons, moves on from conflicts, or simply moves on because - they can move on.
Everyone has that choice to quit, to move on - but not the founder!
For founders to move on, they have to give-up and accept failure. That's not how they are built, so they go all in, and do all that is possible for them to stay in the game, to stay on the journey with a hope that someday they will win.
And even if they win, or lose, either ways and the end of the journey of being a founder - they end up being lonely and all by themselves.
Engineering is no longer just about producing drawings.
As solar becomes infrastructure, every design, inspection, revision and record becomes part of that infrastructure.
The next decade won't be won by who installs the most systems.
It'll be won by who builds them best.
One statistic surprised me.
The U.S. has now installed 262 GW of solar capacity, enough to power 45 million homes. The industry has grown at an average 28% per year over the last decade.
Impressive.
But that's not what caught my attention.
Every infrastructure industry reaches this point.
Roads.
Telecom.
Cloud computing.
First comes adoption.
Then standardization.
Then operational excellence.
I think residential solar is entering that third phase.
The installation ends.
The information doesn't.
I think the companies that understand that shift will build better systems, deliver safer projects and create more value over the lifetime of every installation.
One small regulatory change in Australia says a lot about where the solar industry is heading.
Battery installers must now provide geotagged and timestamped photos of critical safety labels.
Not for paperwork.
For everyone who interacts with the system after installation.
That changes more than equipment selection.
It changes how systems are engineered, documented and managed.
The next generation of residential solar won't just generate energy.
It'll decide what to do with it.
One statistic from a recent LA Times report says a lot about where residential solar is heading.
A Texas installer said battery attachment rates have gone from roughly 3 in 10 systems a few years ago...
...to 8 in 10 today.
Today the battery is becoming the decision-maker.
It determines:
• when to store
• when to consume
• when to export
• how to respond to tariffs
• how to keep a home running during outages
Control is becoming more valuable than generation.