# 516 | Exposing Pakistan’s Tech Bubble: VC Frauds & AI Disruption | TBT

Page: https://stenobird.com/podcast/thought-behind-things-2308919/better-than-stocks-the-truth-about-making-millions-with-solar-panels-514
Text version: https://stenobird.com/podcast/thought-behind-things-2308919/better-than-stocks-the-truth-about-making-millions-with-solar-panels-514.md
Podcast: [Thought Behind Things](https://stenobird.com/podcast/thought-behind-things-2308919)
Published: 2026-05-12T13:17:17+00:00
Episode link: https://podcasters.spotify.com/pod/show/tbtgo/episodes/516--Exposing-Pakistans-Tech-Bubble-VC-Frauds--AI-Disruption--TBT-e3j8peh
Audio file: https://anchor.fm/s/36c5ffa4/podcast/play/119874449/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-12%2F423998827-44100-2-855eb5955bfb3.mp3
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JSON: https://stenobird.com/v1/public/podcasts/thought-behind-things-2308919/episodes/better-than-stocks-the-truth-about-making-millions-with-solar-panels-514
Duration seconds: 3925

## Resource

Sign Up For My Personal Brand Consultancy: https://www.muzamilhasan.com/ My Instagram: https://instagram.com/muzamilhasan My LinkedIn: https://www.linkedin.com/in/muzamilhasan/ Daniyal's LinkedIn: https://pk.linkedin.com/in/daniyal-siddiqui-b02a9127 DS Group: https://dsgroupco.com/ In this episode of Thought Behind Things, Syed Muzamil Hasan Zaidi sits down with Daniyal Siddiqui to uncover the real economics of renewable energy. Daniyal is the founder and CEO of DS Group of companies. His company is the largest solar provider for the industrial sector, having deployed over 780 megawatts of solar and installed systems in over 1400 homes across Pakistan. With petrol prices increasing and electricity subsidies ending, we discuss whether solar is the best guaranteed return on investment today. Daniyal breaks down the staggering drop in solar panel prices from 35 cents a watt to just 12 cents. We also tackle the massive controversy surrounding NEPRA's shift from net metering to net billing. Furthermore, we explore the explosive future of battery technology. We compare the current lithium-ion market to the highly anticipated sodium-ion batteries, which promise up to 10,000 charge cycles and massive cost reductions. Daniyal explains that utilizing a battery currently costs between 14.5 to 15 rupees per unit without factoring in financial models. Finally, we dive into long-term solutions for Pakistan's power grid, including the potential privatization of DISCOs and the revolutionary concept of community micro-grids. Key Topics Covered: •⁠ ⁠The current state and economics of the solar industry in Pakistan. •⁠ ⁠How a 1 megawatt industrial solar plant currently costs around 75 million PKR to set up. •⁠ ⁠The impact of the government imposing a 10% sales tax on solar equipment. •⁠…

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