First Solar as Google?

Greenwombat on how First solar is like Google.

I think he's wrong

Now more bubble talk on solar and oil. I'm glad it's happening, but I've had a few months/years to see this happen in the VC world. The run up in private company valuations was huge and happened over the past few years.

The market is changing, the technology is changing. Unless you're in a 3rd gen solar deal, know that most of the run-up has happend. The rest of the growth will be by execution, not technology.

Odds are, we'll overshoot the valuations, have a bubble pop, undershoot, and follow the dampening effect we know and love so well.