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Here is a better post that explains the context of Heliogen's value proposition: https://www.technologyreview.com/s/614733/how-heat-from-the-sun-could-help-clean-up-cement-and-steel/ And, here is what Dr. Julio Friedmann from CGEP has to say about it: https://twitter.com/CarbonWrangler/status/1196861512889118722
Rakesh, what cement manufacturer will buy an oven that only works when the sun is shining? Maybe Heliostat should talk to GoSun about why their portable solar grill bit the dust - might save them a lot of time and money. Another ill-conceived marketing possibility for solar power that will never see the light of day. So to speak.
Love the focus on the buzzwords that are high in the hype cycle-- I wonder what type of synergy can be used at the grid edge, particularly using the digital opportunities from the blockchain platform and transformative disruption. That's all I could fit into one sentence :) But appreciate you following up with the harder-hitting link resources