Free Post 20 Lessons from Poor Charlie's Almanack This year, I read Poor Charlie's Almanack for the first time. I'd read several of Charlie Munger's talks, but never read what many consider to be one of the preeminent
Free Post Evaluating Biden's Two Climate Paths President-elect Biden will come into office with the highest mandate on climate than any other US president. According to a survey conducted by the Pew Research Center at the beginning
Free Post Is it different this time? I'll never forget the first time I saw Choose Energy listed as an exit example in a pitch deck. There are many surreal moments as an investor, and this was
Free Post Setting Up a Ghost Blog and Newsletter in 5 Steps The search for the perfect blog and newsletter setup is a never-ending one. I've recently redesigned my blog to memic a Substack + Medium combination where I own the content and
Free Post C3.ai S1 Teardown OverviewC3.ai is an enterprise AI software company and founded in 2009 by Silicon Valley technology legend Tom Siebel of Oracle and Sibel Systems fame. The applications built by C3
Free Post Can Energy and Venture Capital Work Together? Can you build a venture investable business selling to energy utilities?
Free Post Peanut Allergies and Energy Peanut allergies impact 0.6–3% of the population, but it’s estimated that 65% of schools have some accommodation for kids with peanut…
Free Post Evolution of a Startup Operator Recently, I was asked by a founder how my role changed as Choose Energy grew. I thought this was a great question, and honestly wasn’t…
Free Post It’s the jobs, stupid. We all have those relatives. The ones we see only at weddings and the occasional reunion. For me, one of those relatives is a 15-year…
Free Post Are you a must-have? Steve Jobs famously called Dropbox a “feature, not a product”, as it turned out it didn’t matter. Dropbox was a must-have.
Free Post The Quick Exit A few weeks ago, I tweeted that I expect an increasing amount of M&A activity involving energy transition software startups that fit the…
Free Post The Map is Not the Terrain What do cleantech 1.0 and the current oil and gas landscape have in common? At first glance, it might seem like nothing.
Free Post Two Hard Truths We are in the midst of the largest energy transformation of our lifetimes. Over the last few weeks, every guest of Electrified has…
Free Post Evaluating Successful Exits of the Energy Transition Note: this post was co-authored with John Tough, Managing Partner at Energize Ventures
Free Post 5 SPAC Candidates in Energy Tech This post originally appeared on my blog on August 24, 2020