"You're not in the solar industry anymore."

That bold declaration from Jigar Shah at RE+ 2023 sparked debate, shifted mindsets—and now, two years later, is being realized.

Nico Johnson recently revisited the discussion with Jigar for a current-day check-in before diving into the full, original conversation that started it all. As the then-Director of the DOE Loan Programs Office, Jigar laid out a compelling case: the future for solar installers is not solar at all. It’s storage, VPPs, and full-blown grid integration.

If you think you’re just in solar, you’re falling behind. This episode lays out why storage, grid services, and demand response are becoming the real business of clean energy—and what you need to do now to stay relevant. Jigar explains why the business model is evolving faster than most realize—and how those who embrace the shifts afoot stand to win big.

“You’re not in the solar industry anymore.” - Jigar Shah

Expect to learn:

🔹 Why VPPs are the new normal (and why the utilities are finally playing ball)
🔹 How entrepreneurs are flipping the solar+storage business model on its head
🔹 Why the utilities finally care—and what they need from you
🔹 Why installers must pivot from LTV/CAC to circuit-specific problem solving

Whether you're running a solar company or rethinking your clean energy strategy, this episode is a key to unlock the next decade.

RESOURCES:

Connect with Jigar Shah:

LinkedIn | X

Further Listening:

Check out our other episodes with Jigar Shah  Ep 60, Ep 458, Ep 633, Ep 743,  Ep 775, Ep 790

Check out Jigar Shah’s new podcast: Open Circuit

“Those who do [change their business model], I think, are going to make a lot more money in the future than those who don’t.” - Jigar Shah