climate
Harnessing the Power of Stocks and Flows
The energy transition is full of deployment, recycling, and retraining. Playing these trends effectively can be a key to success.
Latest
Newsletter
Avoiding the Mediocre Middle
Every social media post looks the same now. Every tweet, thread, or LinkedIn post holds the same formula for engagement because we solved the problem of each algorithm. Add a post to the algorithm, auto-tune to reach the masses, and end up with a relentless march toward mediocrity. Now, everyone
product management
The Right Product Leader
Once companies cross $10M in revenue or ARR, the right product leader becomes a secret weapon for the next stage.
Newsletter
Are We Sleeping on Services?
AI, frontier tech, and hardware grab the headlines while services fly under the radar.
investing
Turning Over Rocks
Imagine returning 30% a year to your investors for 15 years straight. Now, imagine those returns coming during one of the worst periods to be an investor and doubling the returns of the S&P during that timeframe. That's how well Peter Lynch performed as head of
Newsletter
Ignore the Crowd and Hone Your Craft
Howard Marks started writing his famous memos by hand in the early 1990’s. For 10 years, he never received one response. He claims nobody even responded to let them know they got the letters. For my younger audience, pre-internet everything was sent by this service known as mail. The
investing
The Optimism Paradox
To be a good investor, we must be passionate about where we spend our time. Otherwise, the ups and downs of the job would eventually wear us down. To be passionate about something, we must be optimistic that where we spend our time matters and that our research will lead
energy
Who will be the next Southwest Airlines?
Southwest Airlines famously hedged fuel to save $3.5B, who will make a similar move in electricity?
Newsletter
Super Mario and Failure
Raising young kids places us in the presence of a lot of failure. And that's great because it also places us in the presence of a lot of learning. Children come into the world with a need to experiment and learn. We understand that failure is an inevitable
venture capital
Match the Engine to the Race
This week, the Wall Street Journal published a post encouraging Silicon Valley to embrace the boring side of the insurance industry. Reading the post through the lens of the energy transition, I felt like the Leo meme. At Energize, we have an internal saying, “Build the engine to match the
VR
Can the Vision Pro Unlock AR in Industrial Tech?
Is now the time for AR/VR or is this just another false start?
investing
Buying High and Selling Low
Fear and greed are two permanent conditions of human nature. They’re also two of the only lessons we can apply to all investing cycles. Fear of missing out on the next winner and the greed of letting it ride to the top to take every last penny describe almost