Essays

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Essays

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Here you find an archive of my blog posts in chronological order.

Essays

Are you a must-have?

Are you a must-have?

The Quick Turn

The Map is Not the Terrain

The Map is Not the Terrain

Utilities Move On

Utilities Move On

The Lindy Effect in Energy

The Lindy Effect in Energy

What's Old is New Again

What's Old is New Again

The Holy Grail of Energy Markets

The Holy Grail of Energy Markets

Death and Taxes...and Climate Change

Death and Taxes...and Climate Change

Venture CapitalEnergy Transition

Ready or Not, Peak Oil is Near

Ready or Not, Peak Oil is Near

Breaking Down the 2020 DNV-GL Energy Transition Outlook

Breaking Down the 2020 DNV-GL Energy Transition Outlook

Energy Transition

How low can we go?

How low can we go?

Energy Transition

Evaluating Successful Exits of the Energy Transition

Evaluating Successful Exits of the Energy Transition

5 SPAC Candidates in Energy Tech

5 SPAC Candidates in Energy Tech

Who will keep the lights on?

Who will keep the lights on?

California Blacks Out

California Blacks Out

Product Principles - Part IV: Learning

Product Principles - Part IV: Learning

Product Principles - Part III: Communication is Key

Product Principles - Part III: Communication is Key

Product Principles - Part II: Execution

Product Principles - Part II: Execution

Product Principles - Part I: Decision Making

Product Principles - Part I: Decision Making

Regulators stifle innovation, again

Regulators stifle innovation, again

UtilitiesRegulation

Learning from Sunrun's Vivint Acquisition

Learning from Sunrun's Vivint Acquisition

Is tragedy the only thing that creates change?

Venture Capital’s Role in Clean Energy - Part 2

EnergyVenture Capital

Venture Capital’s Role in Clean Energy - Part I

Venture CapitalEnergy

The Climate Cost of Capital

Energy Transition

Demonstrating Deep Customer Knowledge

2020 State of the Utility

4 Big Hurdles Facing Distributed Energy

Be Someone's Lucky Break

The 3 Phases of the Energy Transition

The 3 Phases of the Energy Transition

Energy Transition

A Global Green New Deal

Outsourcing Pollution

Archives

2019

2019 Archive

Grid Modernization and Customer Interests

America the Beautiful

Accuracy is Good, Precision is Better

2019 Energy Themes I'm Tracking

Product-Zeitgeist Fit

A Global Green New Deal

True or False: 8 Bets for the Future

The Energy Transition: A 4.3T Underfunded Opportunity

Is Energy data, more Personal than Facebook?

The MVP is Dead

What caused the PG&E Disaster(s)?

What I Learned About Startups from Retail

A Dividend Reversal Two Decades in the Making

Playing 3D Chess in the Utility Industry

2018

2018 Archive

America the Beautiful

Accuracy is Good, Precision is Better

A Global Green New Deal