climate
What Stays the Same in Climate?
We can't predict the future, but what can we count on to remain the same?
Latest
climate
Will 2024 Be the Year of micro-M&A in Climate?
5 reasons why climate M&A is primed for an active 2024
investing
Ignoring Identity and Embracing Uniqueness
Recently, someone asked me, "How would you identify yourself as an investor?" "I try hard not to." My answer surprised the recipient. I have thought a lot about this over the last 5+ years. Since reading Poor Charlie's Almanack, The Most Important Thing, and
investing
We’re All Allocators
If you asked 100 people their definition of investing, you would likely get at least 90 different answers. The explanation that’s always stuck with me is: The art and science of allocating finite resources for optimal outcomes. The line is captivating because it applies to almost everyone and everything.
Newsletter
3 Climate Tech Risks for 2024
And why surviving them matters
climate
Climate Tech Needs More Growth Capital
Why now is the time to be a Growth investor in climate.
climate
A New Consumer Risk for Climate Tech
Adoption gives way to a new type of risk
Newsletter
The Pot of Gold at the End of Feynman's Rainbow
On a recent flight to Mexico City for vacation, Anita noticed a price tag on the back of a recent book I purchased. Anita:" Where did you get that? " Me: "On Amazon a few days ago." Anita: "I hope you didn't pay more
investing
The Power of Optimism
"This time it's different." Investors and founders live and die by this cliché, and cynics mock them when things go wrong. I think about this concept frequently because to be focused on cleantech today inherently means I believe this time is different. Cynicism provides a safety
Newsletter
Energize Invests in PVcase
Today, Energize announced our participation in PVcase’s $100M investment round alongside new investor Highland Capital and existing investor Elephant VC. PVcase is the sixth investment from our growth platform and the first investment with no prior venture funding from Energize. In true Energize fashion, however, PVcase represents a total
Newsletter
Simple is a Strategy
I've read dozens of biographies on business and political leaders. In almost every one of them, the subject says something like, "Once you realize every decision comes down to 1 key point, things get easier.” As a young reader, this felt like BS. As an experienced (ish)
climate
America's Manufacturing Renaissance
A re-birth of manufacturing and the middle class starts with the energy transition.