Insights
Commercial thinking for climate and energy.
Featured insight
Why Project Development Timelines Break Venture Returns
Climate infrastructure runs on a different clock than venture capital. Long development timelines delay bankability, compress returns, and create a structural capital formation problem for founders and investors.
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Commercialization + Sales
CommercializationFounders Are Hiding From Sales
Marketing often becomes a way to avoid the customer conversations that actually create revenue.
Eight Mistakes Costing Solar Developers More Than Bad Policy Ever Will
Site access, offtake, scope packages, and post-mortems. The operator lessons that decide whether a project makes money.
Fundraising + Capital
FundraisingWhat Business Are You Actually In?
Positioning determines which investors engage, which companies you are compared to, and how you are valued.
AI Is Reading Your Pitch Deck
Partners are auditing decks with AI and buyers are asking models for recommendations. Two things founders should do about it.
Is Climate VC Dead?
Fifty-three conversations with climate investors in 2026, and the fund structures being built around the missing middle.
Energy + Infrastructure
Energy infrastructureWhat Space-Based Data Centers Say About the Grid
Orbital data centers expose how badly power constraints are limiting infrastructure growth on Earth.
AI Energy Usage
Individual prompts are a rounding error. The buildout behind them is a grid, water, siting, and transmission problem.
The Data Center Buildout
Speed to power has overtaken LCOE. Seven questions reshaping how generation gets built and who gets served first.
Abundance Is the Climate Strategy
Scarcity is not a climate strategy. The case for cheap, clean, abundant energy as the foundation of everything else.