Rental solar – consumer financing or con?

One of the biggest barriers to solar energy is financial. It’s cost effective but has a really long payback period. SunEdison is a Goldman Sachs based venture that solves this problem by building solar installations on the roofs of retailers like Staples and Whole Foods, and then sells them the power at a fixed cost. SunEd can raise the capital for the installations, and expects the retail energy will be higher than the cost of their capital. The customer doesn’t need to pay the upfront cost. Solar energy by closing the financing gap.
A company named CitizenRe is trying this model out in the consumer market.They’ll put solar panels on a homeowners roof, and sell them power in one, five, or twenty-five year increments.
They claim to have $650 millin in capital. But their web site doesn’t have any information about the source of that capital, unlike SunEdison which is clearly a Goldman Sachs backed company. Their execs don’t appear to have posted bios.
They claim that “Over 70% of our customers sign the 25-year contract because that locks in their rate for the entire term of the contract. ” They are planning to do their first installation in September, and claim 3694 customers for a pre-released product. Uh oh.
How have they found 2500 buyers to take a 25 year contract with a brand new company for a pre-released product. This smells fishy to me. The model is certainly attractive, but I wouldn’t sign a 25 year contract for a brand new product with a new company. I’m leery enough about a 2 year cellphone contract in a dynamic voice market. Thirty year mortgages are stable, because there is a huge legal and financial infrastructure behind them. Who are they selling to, and how are they selling? Do they have sales people visiting retirees in Florida and Arizona, or what?
Solar leasing seems like an excellent market opportunity. Moving from the business to the household market seems like a good and inevitable idea, especially with incentives such as the California Million Solar Roofs project. CitizenRe, though, sounds fishy.

How will the new House bill fund alternative energy? TBD

Last week, the US House of Representatives passed HB6, a bill that rescinds $14B tax breaks to oil companies, and allocates money to fund renewable energy. Excellent to see the new congress start to buy back energy policy from the oil industry. I hope the bill is passed by the Senate?
How is the renewable energy funding going to work? According to the New York Times, tbd.

House Democrats offered little clue on Thursday about how they would channel the money from oil producers into alternative and renewable energies. The bill specifies that the money will go to a reserve, which is essentially an accounting device to offset the cost of separate legislation aimed at promoting other sources of energy and efficiency.

The headline was widely covered, but this key detail wasn’t. Good on the NYT for answering the logical question. One of my concerns is that D policy will be beholden to the Corn lobby instead, and alt energy envestment will flow into the ongoing boondoggle which is corn ethanol.

Dianne Feinstein wants to ban mp3

Don’t look now, but the Senate re-introduced the PERFORM act, a bill that makes it illegal to record music from the internet and bans the use of mp3 by online music services (!). The consponsors are Senators Feinstein and Biden.
Feinstein complains that “New radio services are allowing users to do more than simply listen to music. What was once a passive listening experience has turned into a forum where users can record, manipulate, collect and create personalized music libraries,” said Sen. Feinstein.
Please tell Senator Feinstein that this is a good thing, not a crime. The EFF has information and a handy action alert. Please sign it, pass it on, and blog it.

Scott Rosenberg on software development

Caught author interview with Scott Rosenberg, about his new book about the Chandler project and software development. I like Rosenberg’s writing, but I haven’t read the book yet.
From the interview, Rosenberg sees Chandler’s failure-to-thrive as a cautionary tale about all software development. However, Chandler actually had a distinctively awkward set of initial conditions:
* architecture driven. They had a grand vision of a message-based storage model that they needed to get perfect before they did anything
* clearer vision of architecture than application. Reading Chandler’s material, there was no clearly articulated goal beyond a free clone of Outlook (though that alone wouldn’t have been a bad thing)
* infinite budget. Open source, with a wealthy funder. No economic constraints or time pressure to keep them on the straight and narrow. No personal itch-scratching, unlike the classic open source story.
Plenty of software projects fail because they don’t adhere to the logical set of constraints. Chandler started without the constraints.

Netvibes and portals

Like Yahoo and Google, but
* with widgets from anywhere to get out of the walled garden
* with lovely slideable ajax boxes that want to be a common design pattern
I hate the “everything-one-one-browser-screen”. It is horribly distracting. Multiple Windows are good.
Back in the day, I used to use a 3M sticky note application that let you type things on stickynotes and organize them on bulletin boards. Only problem was it had godawful memory behavior and if you had too much information it would kill your computer’s performance.
So, like NetVibes but with desktop widgets you can move around, bundle and snap together. Or a physical gizmo, the size of a deck of cards, with 5 or 7 or 12 display cards held together with a keyring. Plastic cards with a matt finish, slightly raised edges like coins, and a display. You can shuffle them so you see one or two or three at a time, or collapse them together. Each one is a widget; a clock or feedreader or a calendar. You configure the widget set from your desktop computer.
In front of your attention when you want it. Away and closed up when you don’t.

Social Kyoto

Personal Kyoto is a service that lets New Yorkers analyze their ConEd electric usage information. This wants to be a game. Connect with people you know, or people on your block, or people with a similar sized house. And then compete for energy efficiency. Sign up with your name or a handle. Get a blog for your account, and write about your adventures with LED lightbulbs or zombie-busting electronics powersavers or solar panels. This would take advantage of social pressure, competitiveness, and social learning.
Hmm… PG&E is introducing a SmartMeter service across California. They could do this.

It’s a phone

Steve Jobs first big applause line in the iPod speach was “it’s a phone”. The second was “you can hear voicemail in the order you choose.
The “smartphone” trend all about using a phone for everything but making phone calls and listening to voice mail. A naive focus on technology, competitive advantage, or customer requests all leads engineers and marketers to stuff more features into the phone and neglect what the user is really trying to do.
I’d like a version of the iPhone with really big keys with indented numbers so you can dial with fractional attention. Use the keypad to protect that beautiful, fragile-looking screen.
Summary: It looks gorgeous, and I want one:
* when I can add my own software
* after the model gets introduced that doesn’t break in less than 30 days

VOIP your congresscritter

Does this exist yet? It’s like the widgets that let you email your legislator, but instead it uses Skypeout, Gizmo Callout, or other service. You have reminder text about the bill number and the topic. You push the button to ring out to the congresscritter and talk to a staffer or leave a message. If the service was developed in a brandable fashion, it could be subsidized by EFF or the Sierra Club or the NRA or whoever.
For that matter, Congress needs VOIP service. A public office could setting up a voice presense handle and use it for inbound calls. Is anybody doing this yet?

Thank you for smoking

Thank you for smoking is a satire of the sanctimony and hypocrisy of the anti-smoking crusade. The anti-hero is Nick Naylor, uber-flack for the tobacco industry, played by Aaron Eckhard with a cat-that-swallowed-the-canary grin. The movie sets you up to root for the spinmeister as he talks his way out of jams in board meetings and press conferences, and charms talk show audiences, elementary school kids, a congressional hearing, and his hero-worshipping young son. Our trickster anti-hero outsmarts santimonious opponents including Senator Finisterre, a sourpuss Vermont legislator whose birkenstock sandals and desk covered in maple syrup flasks (everyone is bought, the question is who’s paying the bill); Finisterre’s hapless nerdy aide; and an attractive, conscience-free journalist who will do anything to get an expose (played by Katie Holmes in a fine display of starlet non-acting).
The best part of the movie is the sharp script, adapted from Christopher Buckley’s novel. The second best part is Aaron Eckhart’s pr guy who can charm almost anyone into believing that smoking is a statement for personal freedom. The third best is are the sets and setup; the sinister burger joint, with leatherette benches and toxic-looking burgers fries and pies, where Naylor meets his counterparts in the alcohol and firearms pr; the black man in pink suits who put the coffin of Robert Duval’s tobacco executive in the ground, leaving him with one last mint julep (evil and entitled to the end); the wood paneling and styrofoam ceiling in Naylor’s office.
In trickster stories, you root for the clever, glib bad guy, and he is run out of town in the end. You know he’s going to come back; there is an endless tension between smug authority figures and wily, anarchic rebels. The filmmakers leave the trickster triumphant. The moral promoted by Naylor — and by the director in the DVD aftermatter — is a libertarian message to “think for yourself.” And I think that libertarians are played like fiddles by corporatists who use the rhetoric of enterprise and individual freedom to promote policies that make the world a lot worse (global warming, anyone). I liked the movie, and would rather see the trickster in his customary place.

Leviathan and the Air-Pump

How did experimentation become accepted as a primary way of doing science? Leviathan and the Airpump,the history of science classic by Stephen Shapin and Simon Schaffer, looks at the historical transition in Restoration England, when the culture of experiment was just being invented. The book chronicles the dispute between Robert Boyle of the Royal Society, pioneers of experimental science, and Thomas Hobbes, whose work in political philosophy has been remembered, and whose work on mechanical philosophy, short on experiment and long on reasoned “proof”, has been largely forgotten.
It is an interesting question. Why, with the ability to demonstrate whether a scientific statement can be supported by facts, would someone choose to avoid experiment? Hobbes argues a few key points. Facts in the real world are messy. Boyle’s pump leaked, no two pumps were alike to permit replication; and there were other problems that led the results of experiments to be much more ambiguous than they appear in textbooks. Most important, Hobbes objected to the lack of causal logic. In geometry, Hobbes’ canonical form of natural philosophy, reasoned statements proceed methodically from axioms to incontrovertable conclusions. In purely empirical science, relationships between observation and conclusion are more ambiguous.
By contrasting Hobbes and Boyle, I wonder whether the authors stack the deck to maximise the contrast. Even within his peer group of experimentalists, Boyle was notoriously reticent to theorize. There are other pioneering experimentalists (Galileo, Huygens) who did more math; and whose process interleaved experimentation and mathematical theory. It seems as though Hobbes might have fewer problems with, say, Huygens’ work on pendulums.
The insight I found most interesting is the way the book shows how arguments in defense of alternative scientific methods were not only about how to prove knowledge, but about how to organize society. Both sides were anxious about maintaining civil order in the aftermath of the English civil war, and promoted their respective methods as processes for reaching agreement peaceably. Hobbes’ focused on creating geometric-style proofs that are so airtight that dispute is impossible. Boyle focused on removing philosophic discourse from the contentious topics of politics and religion, and allowing free argument on agreed facts.
One frustrating aspect of the book arises from its methodological refusal to be ahistorical. Responding to the tradition, in the history of science, of reading history from the perspective of known winners, and solved problems, the authors take the opposite approach, and try to present the world of 17th century natural philosophy without any more information than contemporaries had; the reader is left with the same puzzlement about “anomalous suspension”, cohering disks of marble, and other puzzles that did not get solved in the time frame under consideration. What’s more, the authors are deliberately anti-concerned with the scientific outcome.
I understand why the authors chose not to step out of the frame of 17th century knowledge and understanding; but I’d understand the content better with some additional glosses and appendices about the conclusions of later scientific work. Apparently, this book, Robert Boyle’s Experiments in Pneumatics. written in the 50s by James Conant, actually explains the science, and used copies are on the market.
The book belongs to school in the history of science that focuses on the sociology of science. I’ve heard three Bruno Latour references in the last week and need to pick up the thread there. The extreme side of the argument claims that there is nothing but sociology; but that takes us to Bush political appointees censoring global warming and forbidding the national park service to estimate the age of the Grand Canyon. It is useful to bracket science in order to understand its social context, but dangerous to assert that all knowledge is opinion and belief.