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zvaigzdelasas · 1 month

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Millions of solar panels are piling up in warehouses across the Continent because of a manufacturing battle in China, where cut-throat competition has driven the world’s biggest panel-makers to expand production far faster than they can be installed.

The supply glut has caused solar panel prices to halve. This sounds like great news for the EU, which recently pledged to triple its solar power capacity to 672 gigawatts by 2030. That’s roughly equivalent to 200 large nuclear power stations.

In reality, though, it has caused a crisis. Under the EU’s “Green Deal Industrial Plan”, 40pc of the panels to be spread across European fields and roofs were meant to be made by European manufacturers.

However, the influx of cheap Chinese alternatives means that instead of tooling up, manufacturers are pulling out of the market or becoming insolvent. Last year 97pc of the solar panels installed across Europe came from China.[...]

The best estimates suggest that about 90 gigawatts worth of solar panels are stashed around Europe. That solar power capacity roughly equates to 25 large nuclear power stations the size of Hinkley Point C.[...]

The sheer scale of the problem was revealed in a recent report from the International Energy Agency (IEA).

It warned that although the world was installing at record rates of around 400 gigawatts a year, manufacturing capacity was growing far faster.

By the end of this year solar panel factories, mostly in China, will be capable of churning out 1,100 gigawatts a year – nearly three times more than the world is ready [sic] for. For comparison, that’s about 11 times [!!!!] the UK’s entire generating capacity.

For some solar power installers, it’s a dream come true. Sagar Adani is building solar farms across India’s deserts, with 54 in operation and another 12 being built.

His company, Adani Green Energy, is constructing one solar farm so large that it will cover an area five times the size of Paris and have a capacity of 30 gigawatts – equal to a third of the UK’s entire generating capacity.

“I am installing tens of millions of solar panels across these projects,” says Adani. “Almost all of them will have been imported from China. There is nowhere else that can supply them in such numbers or at such prices.

“China saw the opportunity before others, it looked forward to what the world is going to set up 10 years on. And because they scaled up in the way they did, they were able to reduce costs substantially as well.”

That scaling up meant the capital cost of installing solar power fell from around £1.25m per megawatt of generating capacity in 2015 to around £600,000 today – a decrease of more than 50pc – making it cheaper than almost any other form of generation, including wind.[...]

“Up to 2012 there was a healthy looking European solar panel industry but it was actually very reliant on subsidies and preferential treatment.

“But then European governments and other customers started buying from China because their products were so much cheaper. And China still has cheap labour and cheap energy plus a massive domestic market. It’s hard to see Europe recovering from those disadvantages.”

Trying sososo hard to make this sound like a bad thing [23 Mar 24]

#sowwy ur nationalistic fever dream got outcompeted #free market innit #now shut up and install the fucking panels #shocking revelation: combatting a global problem isnt most efficiently done through local solutions #'we cant install that many' yeah you can lol #wheres that 'become an accompished scientist' meme

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noodlesarecheese · 6 days

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So Watcher is launching a Dropout (it's not called Dropout but they're clearly using the same template format platform thing idk what it's called, and the same pricing structure), and the reaction so far has been wildly different than what I remember from Dropout's launch. I was curious about why that was or if I was just misremembering the Dropout launch, so I went back to the Dropout launch video to compare them and I think I can see where some of the difference is coming from.

If you want to make the comparison yourself: Watcher's Video, Dropout's Video.

I wanna clarify first though that this isn't a knock against Watcher or the fans who are reacting one way or another or anything like that, I genuinely am just fascinated with how different the reactions are to what seems to be the same business decision. This also isn't a 'wow watcher sucks and dropout is so much better' I'm just using them for comparison because they did the same thing with different results. ALSO this isn't about the business decision itself, just the presentation! Disclaimers out of the way, here's the analysis.

Title and Thumbnail So the Watcher.tv announcement video is titled "Goodbye Youtube" and the thumbnail is Ryan, Shane, and Steven sitting on a couch looking serious, with a dark background. That really makes it seem like they're quitting (which, ok, they are quitting youtube but not quitting quitting). Viewers are already primed to be upset, and it's easier to go from upset to angry than upset to excited, curious, or neutral.

Compare to the dropout announcement video: "How the Internet is Ruining Comedy" - inline with other collegehumor video titles, might make you curious. Thumbnail - Big News! with Sam smiling and a bright background. We know its big news, but he looks happy, and the exclamation point let's us know they want us to be excited. Viewers are primed to be curious and excited.

Tone The Watcher announcement has 2 main tones. The first half is very sentimental, almost sad or wistful at times, and while there are parts that veer into pride at achievements, it's mostly bittersweet and sentimental. The second half is a bit more uplifting, but still quite serious. It reminded me of a tech announcement, like when they introduce the new iphone or something like that. Very professional, sleek, and serious, which isn't automatically a bad thing! But I do think that's not the vibe a decently-sized chunk of the audience expected or wanted. Many people watch Watcher for the cast's dynamic with each other, humor, and the more relaxed/conversational/friendly feel that most of the series have.

Compare to dropout - excited and comedic tone. Still professional, but also fits the expectations of the viewers. People watch collegehumor for the humor (it was in the name, after all). They also poke a bit of fun at themselves, which lightens the mood, shows self-awareness, and alleviates some of the bad feelings about paywalling.

Focus The Watcher announcement focuses a lot on the creative journey of the cast and company, as well as how this move will benefit them. Which isn't a bad thing, that's actually quite interesting! The problem here, I think, is actually more about what isn't here - a solid explanation of how this will also benefit the viewers and why the viewers should be excited. There's a brief description of one new show, and the promise that existing shows will get an upgrade, but we weren't given many specific details about how they'll be improved, and there's only one new show to tempt us into subscribing. Some people will be excited for that, some people won't, and some people will be excited but not enough to subscribe. Having 2 or 3 series (even if it's 1 fleshed out plus a few teasers of what's in production or what is being planned) plus some more details about how existing shows will be improved would've helped. Without that, it really does seem like it'll just be the same stuff viewers were getting for free, but now paywalled, rather than new and exciting stuff. That makes a big difference. I think with the fans not getting as much focus, this also led to some (accidental, I hope) hurt feelings. Based on what I've seen from fan reactions, all the talk about hitting the peak of what they can do on youtube and wanting more, translated for many people to 'youtube isn't enough' which became 'you (the current viewers) aren't enough.' Which I don't think was their intent! But I also don't think fans are wrong for feeling hurt by that.

Compare to dropout: They clearly explain how the move will benefit fans, and reassure viewers that existing content will stay where it is, and only new content will be behind the paywall. (Watcher clarified this too, but in a comment. It's not in the video itself, which is a huge problem.) They include clips of several new (at the time) series that would be premiering on dropout, including things that specifically could not be made on youtube (due to weed, violence, and sexual humor), so the reason for the shift is clear to the audience.

Advertisers Both videos contain the sentiment that being monetarily successful on youtube means working to appease the advertisers, and that over time what the advertisers want and what the creators want drifts further and further apart, putting strain on the creators.

However, I think the message gets lost a bit in the Watcher vid. Instead, it leaves viewers with the idea that the main problem is just ads are annoying instead of advertisers putting constraints on content. I'm not even sure what the specific constraints are for watcher, because they didn't give any examples. And the focus on ads being annoying leaves viewers frustrated because people typically either don't mind ads or they already have an ad blocker.

Timing and Size Okay, this isn't exactly about presentation, but it is still a factor that impacts perception so I'm tackling it. And I'm actually going to do dropout first. CollegeHumor launched dropout in September 2018. Pre-pandemic, but also pre-Sam Reich as CEO. The company was still owned by IAC. It was a Company, and while it wasn't huge it wasn't tiny either. So launching dropout was a Company Decision, a Business Strategy. Some people were upset about, but it wasn't a personal betrayal (generally, anyways). If I remember correctly, this was also not a high point for the company. They kinda needed dropout to do well to keep things running smoothly (which is why they shut it down and sold it to Sam just 1 1/2ish years later), so the sudden shift made sense.

Watcher Entertainment is a company, but it doesn't feel like one. Ryan, Shane, and Steven own and operate things, but they're also the faces, and they're youtubers. Which makes every business decision they make feel more personal to viewers, especially those who have been watching for a long time. They've also seemingly been doing well on youtube, which makes it more difficult for viewers to understand why the sudden change is happening now. They do talk a bit about it, about the company expanding and wanting to do things that advertisers don't like (which I've already covered). However, mostly the choice to start a streaming platform is framed as 'the next big step' without much clarification on why it's the next big step. Plus, it's post-pandemic, and a lot of people are still struggling financially with the ripple effects of that. Yes, $6 isn't a wild amount of money, but there have been some months where $5 absolutely meant the difference between paying all my bills or not, and I know I'm not the only one. This, coupled with a lack of clarity about why exactly they're doing this, leads to fans feeling hurt, betrayed, bitter, and frustrated.

Now, presentation and framing isn't everything. No matter how perfect your announcement is, some people are still going to be upset. It's a big change, of course people will be upset! But I do think a more careful presentation would've alleviated some of the hurt and anger that fans are feeling. While I do think a lot of the reaction we're seeing is due to the decision, I think (based on what I've seen) that some of it is also based on the poor communication in the video itself, and that could've been avoided!

So I'm gonna get a little speculative and describe what I would've done. In this hypothetical, they've decided to launch the streaming service and brought me on just for the announcement.

Firstly, switch the title out. If they're married to Goodbye Youtube then add a (and hello...?) after so it's at least obvious they aren't fully quitting. The dark color scheme of the thumbnail fits their regular vibe, but they want everyone to be excited so they should look excited. Next, let's lighten the tone up. Being proud of what they've done so far is great, but we don't need the sentimental music and bittersweetness. Remember, the goal is to get viewers excited about what come's next - so let's focus on what actually comes next! Talk about specific show plans and mention why they wouldn't work on youtube. Then, take some time to reassure the fans. Predict a few likely worries and address them in the video. Acknowledge that it's a big change, that it will take time to get used to, and that not everyone will be onboard, and let the fans know that it's ok if they aren't onboard.

Like I said, this wouldn't fix everything. There are a few differences in between dropout and watcher that don't have anything to do with presentation. Dropout launched with primarily new shows rather than new seasons of existing shows, and they continued uploading to youtube relatively regularly in addition to the content behind the paywall, which I do think went a long way to keeping fans happy. At this point it's unclear if watcher will do either of those or not. But, while I don't think it would fix everything, I do think improved communication in the announcement would've helped.

#watcher #feel free to share your own thoughts but please be nice #I just like communication ok! And I really enjoyed the 1 marketing class I took in college #and it's pretty rare that you get such a clear comparison between 2 unrelated companies!

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