What podcasts say about Ian Cinnamon

Every statement, with the speaker, the exact quote and the moment it was said.

What Ian Cinnamon has said on podcasts

29 statements · 22 positive · 5 negative · 2 neutral

on European solar technology costsPositiveSep 11, 2026· Wall Street Week
Solar installation costs are now below one-tenth of their former level
“Now we are below one-tenth of it, right? So it has been crazy development in terms of technology costs.”
Listen at 17:06
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Renewable energy technology costsPositiveSep 11, 2026· Wall Street Week
Renewable installation costs are now below one-tenth of their former level
“Now we are below one-tenth of it, right?”
Listen at 17:06
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on European solar investmentNegativeSep 11, 2026· Wall Street Week
Solar investors risk suffering from excess capacity created by their success
“The risk then becomes that those investors almost suffer from their own success.”
Listen at 17:35
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on European solar power pricesNegativeSep 11, 2026· Wall Street Week
Solar oversupply rapidly depresses wholesale electricity prices
“prices start to fall very rapidly. So price cannibalization for generators, and in a wholesale market context, low or indeed negative prices.”
Listen at 18:25
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on European solar oversupplyNegativeSep 11, 2026· Wall Street Week
Solar oversupply causes generator price cannibalization and negative prices
“price cannibalization for generators, and in a wholesale market context, low or indeed negative prices.”
Listen at 18:28
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on European negative electricity pricesPositiveSep 11, 2026· Wall Street Week
European negative electricity prices will largely disappear long term
“In the long run, I think that negative prices will basically disappear”
Listen at 19:38
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Encavis renewable generation revenueNegativeSep 11, 2026· Wall Street Week
Negative prices reduce renewable generators’ expected revenue
“they do suffer. In general, for players like Encavis, It's not a real cost. It's like a revenue which ends up being lower than we might have expected at the time of the investment.”
Listen at 20:10
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on European renewable generatorsNegativeSep 11, 2026· Wall Street Week
Negative prices reduce renewable generators’ expected revenue
“It's like a revenue which ends up being lower than we might have expected at the time of the investment.”
Listen at 20:16
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on European electricity grid investmentPositiveSep 11, 2026· Wall Street Week
Grid investment is essential for Europe’s energy transition
“definitely the investment into the grid will be important”
Listen at 24:15
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on European electricity gridPositiveSep 11, 2026· Wall Street Week
Grid investment is essential for Europe’s energy transition
“definitely the investment into the grid will be important.”
Listen at 24:15
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Pentagon procurement processPositiveSep 11, 2026· Wall Street Week
Pentagon procurement changes let new entrants reach production faster
“there's been changes to the procurement process that have allowed these companies, what they call new entrants at the Pentagon, to enter procurement in a faster way, in a more nontraditional way, to really get to production faster.”
Listen at 45:24
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Space warfareNeutralSep 11, 2026· Wall Street Week
Space has become a new domain of warfare.
“Space is the new warfighting domain”
Listen at 45:53
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Apex Space satellite busesPositiveSep 11, 2026· Wall Street Week
Apex builds satellite buses for payloads in low Earth orbit and beyond
“Apex is building what's known as satellite buses to propel all sorts of payloads into space, into low Earth orbit and orbits beyond.”
Listen at 46:00
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Golden Dome and space-based interceptorsPositiveSep 11, 2026· Wall Street Week
Space-based interceptors and Golden Dome-related systems have become operational realities.
“these were ideas a couple years ago, but now they're reality.”
Listen at 46:23
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Golden Dome missile defensePositiveSep 11, 2026· Wall Street Week
Current technology has the key components for space-based missile interception
“We have all the key pieces that we need to actually intercept these missiles from space”
Listen at 48:50
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on U.S. space-defense investmentPositiveSep 11, 2026· Wall Street Week
U.S. space-defense investment has increased annually across administrations
“The investment in space and specifically defense in space has increased every single year across administrations.”
Listen at 49:17
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Space military dominancePositiveSep 11, 2026· Wall Street Week
Control of space enables control of the battlefield
“If you control space, you're able to control the battlefield.”
Listen at 49:32
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Space manufacturingPositiveSep 11, 2026· Wall Street Week
Repeatable space manufacturing can increase production rates and reduce prices.
“to get the manufacturing rate way up and the price point way down.”
Listen at 51:08
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Defense startups and legacy contractorsPositiveSep 11, 2026· Wall Street Week
Defense startups increasingly support legacy contractors with critical components
“we have a lot of companies that say, hey, we don't want a prime. We want to support all of the legacy companies by building critical components”
Listen at 52:21
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Defense startups and legacy contractorsPositiveSep 11, 2026· Wall Street Week
Defense startups and major contractors will increasingly collaborate
“I think you're going to see a marriage of convenience between the two worlds.”
Listen at 52:59
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Castellion missile manufacturingPositiveSep 11, 2026· Wall Street Week
Castellion is building missiles more cheaply than traditional defense primes.
“they are building in a way um that is making it much cheaper to build um to build missiles than say the traditional primes have done”
Listen at 57:51
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Defense technology companiesNeutralSep 11, 2026· Wall Street Week
A generation of defense companies will serve government exclusively
“there's also going to be a generation of companies that are solely supporting the department”
Listen at 58:07
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Pentagon procurement competitionsPositiveSep 11, 2026· Wall Street Week
Pentagon testing and open competitions effectively select the best defense companies.
“testing and having open competitions between companies has been a really effective way to make sure that the best companies win.”
Listen at 58:51
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Silicon Valley defense firmsPositiveSep 11, 2026· Wall Street Week
Silicon Valley defense firms can develop and test products quickly
“I think Silicon Valley is very good at rising to the occasion. They're very good at moving very quickly and testing”
Listen at 59:25
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Defense technology manufacturingPositiveSep 11, 2026· Wall Street Week
Defense technology companies should use simple, cheap designs to enable mass production.
“We want to make sure that we can build things simply and cheaply so that we can build them in mass.”
Listen at 1:00:13
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on AI and defense infrastructurePositiveSep 11, 2026· Wall Street Week
Defense and hyperscalers can share AI-related infrastructure inputs
“both the Department of War and the hyperscalers can benefit from the same inputs and the same sort of critical infrastructure that's being built.”
Listen at 1:01:15
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Defense technology venture capitalPositiveSep 11, 2026· Wall Street Week
Capital for scaling defense technology companies has become available
“the downstream capital has arrived”
Listen at 1:02:48
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Defense technology companiesPositiveSep 11, 2026· Wall Street Week
Previously capital-constrained defense companies are now growing rapidly
“the companies that really struggled to raise capital in 2015, 2016, to be able to build a factory, those same companies are really soaring now”
Listen at 1:03:04
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom
on Defense technology companiesPositiveSep 11, 2026· Wall Street Week
Defense companies are scaling faster as investors fund large facilities
“those same companies are really soaring now because they've been able to. to convince investors to invest in a large facility that allows them to move much faster to the Department of War.”
Listen at 1:03:10
Open the episode · Venezuela’s Oil Test, Overcapacity in Renewables, Defense Tech Boom

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.