925: Ahmad Chatila & Jigar Shah on Solar’s Capital Problem
Most people [who have been in the industry awhile] have opinions about SunEdison.
This is one of the first times Ahmad Chatila and Jigar Shah have sat down together to compare notes on how it actually played out.
Both were inside it.
Both made the bets.
Both saw things others didn’t.
In this conversation, the two leaders who helped build one of solar’s most ambitious companies sit down to examine how it actually worked and why it did not hold.
They walk through the operating logic that made SunEdison so competitive. Using semiconductor-style cost modeling to see price declines before the…
The skinny
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