Counting solar panels in the U.S. with machine learning and satellite images
engineering.com
engineering.com
So of course, the value is all in the granularity. They already trained the model on random images.
If you can figure out exactly where the residential rooftop panels are, you’ve found a goldmine of people susceptible to door-to-door sales of “get 10% returns guaranteed per year by letting us sell you/install/use your ______”.
I think your speculation about monetization is unfounded.
I think it isn't bad speculation at all - I used to work in the energy industry as a data scientist and I know there are several US energy companies working on this exact problem.
For example, some communities are very anti-solar and the local "homeowners" association blocks them. Others are favorable and approve them everywhere having relatively high density.
Maybe there's a way to account for this, but I'm afraid that the clustering of installs might cause issues.
EDIT: And, to go to your final point, yes, I suspect one goal is to be able to provide really accurate data at a zip code level. I can imagine lots of useful reasons for that, some related to what I said above, too.
How can these two facts both be true? If it fails to identify that an image contains solar panels 10% of the time, then it can't possibly correctly identify that an image contains solar panels greater than 90% of the time, and that would require that it has a 0% false positive rate. I can only assume they mean that it has a 7% false positive rate and a 10% false negative rate, but that is ... not what the first statement says at all.
[0] http://web.stanford.edu/group/deepsolar/assets2/img/roc.jpg
https://en.wikipedia.org/wiki/Precision_and_recall
Precision is what percent of the identified-positives are actually positives: true-positives / (true-positives + false-positives).
Recall is what percent of the actual-positives were identified as positive: true-positives / (true-positives + false-negatives).
These are useful summary stats over the true-false/positive-negative matrix because, to quote the wikipedia: "In simple terms, high precision means that an algorithm returned substantially more relevant results than irrelevant ones, while high recall means that an algorithm returned most of the relevant results."