Kevin Stevens

Why We Invested in Ensemble

Today, I’m excited to announce that we are welcoming Ensemble Energy into the Intelis Capital portfolio to help them continue their mission to enable renewable energy sources to become more competitive by implementing more efficient operations and maintenance. Through their machine learning platform developed from...

Kevin Stevens

Utilities and Counter Positioning

Currently, there's a fascinating game of 3D chess playing out in the energy industry as utilities are under siege from tech giants like Amazon and Google, oil and gas behemoths like Shell and BP, and startups.  The attacks from these new entrants are coming on...

Kevin Stevens

Electricity Data is the New Oil

Last week, the Wall Street Journal published an article exploring the idea that the smart home is really part of a bigger strategy for Google and Amazon to enter the electricity industry. This has been talked about for a long time amongst people in the...

Kevin Stevens

Digitizing Industry

Often, when we're talking about our thesis at Intelis we describe it as "the digitization of analog industries" or "the digital revolution for analog industries". But what does that look like in practice? For simplicity's sake, we think of analog as not using software or technology...

Kevin Stevens

2019 Electricity Themes I’m Tracking

Like most, I figured I would write some form of recap or prediction post(s) at year's end and this one is the first of what might be a few different articles to come over the next few days.  They'll be a mix of industry, regional,...

Kevin Stevens

True or False: 8 Bets for the Future

Like many, I listen to podcasts on my commute to and from work.  Yesterday, I came across this podcast from Greentech Media featuring Shayle Kann, SVP of Research and Strategy at Energy Impact Partners.  Shayle had written an article about the future of energy and tied...

Kevin Stevens

Apple’s Amazonian Energy Strategy

Last week Apple became the first company to hit a $1T market-cap.  Lost in the hype of hitting that milestone and their Q2 earnings call was the announcement that they are also launching a $300M cleantech fund in China to "give fund participants greater purchasing power...

Kevin Stevens

Powering the Grid with Blockchain

Last week, the Council on Foreign Relations released a report on the ways in which blockchain could impact the future of our power grid. Until recently, access to data on blockchain experiments in the energy sector has been fairly limited.  However, things are starting to change. ...