Cinnamon’s Law: Why Solar Companies Break When They Get Too Big

Barry Cinnamon has been through just about every solar cycle the industry has seen. In this episode, Hervé sits down with the founder of Akeena Solar to unpack what 25 years in solar has taught him, from building a public company out of his garage to lobbying Congress to uncap the ITC, inventing integrated racking and AC modules, and surviving multiple market crashes. They dive into why national solar companies keep failing, why local installers continue to win, how policy is keeping U.S. solar costs far above the rest of the world, and what installers should do now that the ITC is gone. If you're trying to build a solar company that lasts through every boom and bust, Barry's perspective is hard to beat.