Recently the author of "Solar Power Finance Without the Jargon" Jenny Chase was on the Energy Transition Show podcast [0] discussing the growth of solar. The discussion got into some of the technical reasons solar was able to grow as it did; while the analysts were assuming solar was barely affordable with the subsidies, the industry was actually using the subsidies to develop low cost manufacturing processses, springboarding off technology from modern semiconductor manufacturing. A comical moment in that interview, on the same topic as this tweet, was that not only did IEA and other agencies and analyists under-estimate solar, the best estimate (which was still short by half) was from Greenpeace just using a simple compound growth model.
[0]https://xenetwork.org/ets/episodes/episode-132-the-future-of...