Everything gets captured by capital.. This aesthetic resonates the same with me. Its partly what drove me to join a startup to do global solar radiation forecasting as first employee. Burnt myself out over 4 years, but built platform that enabled higher penetration of solar pv power into grids all over the world, and was successful in this. I left due to burn out and realizing that most of the customers we would talk to about large scale solar utility sites that wanted integration with the data were basically banks/finance/insurance companies trying to return a better yield, they didn't care how. After I left got bought out by a risk management company.

Call me naive, but I went into it knowing solar power is _cheaper_, and the inability to measure how much solar energy was in an electricity network, and uncertainty about the generation were the main problems the startup was aiming to solve. The finance made it attractive to capital, I got that, partly why I was convinced it would succeed, but I underestimated how laser focused these groups are to "line go up". They would outsource everything because they were there as the money people, and have people in the meeting knowing just enough to gauge if project was on track for expectations of "line go up".

Problem being is that the margins aren't there. Everytime a solar panel is added to an electricity network, the life time ROI for ALL panels in the network goes down. This is due to pushing down the price of electricity during the day. Eg, when oversupply occurs in the middle of the day (and they don't store it cause X is cheaper), it causes electricity markets to drive prices down and even negative, meaning the return of possible life time generated power for each panel also gets reduced.

Saying all that, the adoption of renewables is growing at a rapid pace due to it being cheaper, but also slowed down by constant value extraction shenanigans.