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Last week, I spoke at the Global Clean Energy Action Forum in Pittsburgh. The topic of my panel was the intersection of private and public funding for decarbonizing heavy-emitting industries like energy, steel production, cement, and other manufacturing processes. While failures like Solyndra receive the lion’s share of the
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The energy transition comes to blue-collar labor in a big way
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The energy transition promises to be an opportunity for businesses to create generational returns. Thanks for reading Sustainable Returns! Subscribe for free to receive new posts: That opportunity isn’t exclusive to startups or private businesses - big business wants in on the action too. In just the last 12
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The IPO market is on track for its worst year in two decades. The largest venture capital firms are now in a perpetual state of fundraising. The mega multi-strategy firms are recording record inbound cash flows and looking for new places to invest record returns. Put these trends together and
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One of the most important lessons for new climate tech investors and a trap we’re all capable of falling for
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The Inflation Reduction Act Delivers Savings for Consumers and Keeps American Manufacturing Strong
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Thanks for reading Electrified! Subscribe for free to receive new posts and support my work. Since the beginning of the year, the carbon credit market has been on a turbulent ride that reflects the public stock market. The underlying assumption by speculators seems to be that as earnings weaken and
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Since 2018, 244 software companies focused on sustainability tech or the digitization of critical infrastructure have been acquired. This includes companies in climate tech, drones, robotics, supply chain tech, cybersecurity, and sustainability. Thanks for reading Sustainable Returns! Subscribe for free to receive new posts once per week! One large shift
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All cash spending doesn't create equal results. Legendary executives are the ultimate capital allocators as illustrated in William Thorndike's The Outsiders. But, for the better part of the last decade, capital has been a commodity in the private markets. Startups easily raised capital with even the
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"When we acquire a company, we care more about margins than growth." - Fortune 500 CSO By now, we know the days of growing at all costs are gone - at least until they're back again at the top of the next cycle. But for startups
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All stocks are not created equal, some emerge from downturns stronger than they entered them. The performance of high-growth tech stocks over the last 6 months has led some to wonder whether we're in a recession like the dot-com bubble of 2000 or the Great Recession of 2008.
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This week, Broadcom announced it would acquire VMWare for $70B, the largest acquisition in software history. Surprisingly, the acquisition comes amidst the biggest market correction since 2008 and one that might look like the dot-com bubble of 2000-01. It's hard not to speculate if this acquisition is a