When Los Angeles was awarded the 2028 Olympic Games, the original vision was incredibly ambitious. The city committed to hosting a largely car-free event, aiming to demonstrate how one of the most car-dependent metropolitan areas in the United States could leverage...
The climate sector may have wasted a decade underinvesting in nuclear because it was culturally unpopular, while simultaneously overfunding software layers that could never solve baseload energy constraints alone. For years, nuclear sat outside the acceptable...
For the last decade, distributed energy resources (DERs) were positioned as one of the most important disruptors in the energy transition. And in many ways, they were. They challenged centralized models.They introduced flexibility at the edge.They forced the industry...
Over the last fifteen years, I have watched climate tech move through multiple cycles of optimism, overcorrection, and recalibration. Each wave brought new capital, new founders, and new narratives about what would scale fastest. For a long time, software was the...
The narrative around an EV slowdown is gaining traction. My view is that it is being misinterpreted.
The narrative around EVs right now is noisy. Depending on who you ask, the market is either collapsing or accelerating. The truth sits somewhere in between. EVs are not disappearing. But the market is going through a reset. From 2020 through 2024, growth was driven by...
