What can Adam Neumann teach us about climate tech?Adam Neuman convinced investors unfamiliar with real estate to pay tech multiples on a REIT. — Chamath on All-InAug 23, 2022Aug 23, 2022
When Cash Becomes a MoatLegendary executives are the ultimate capital allocators as illustrated in William Thorndike’s The Outsiders.Jul 6, 2022Jul 6, 2022
Margins Matter“When we acquire a company, we care more about margins than growth.” — Fortune 500 CSOJul 1, 2022Jul 1, 2022
Can Energy and Venture Capital Co-Exist?Can you build a venture investable business selling to energy utilities?Nov 24, 2020Nov 24, 2020
Peanut Allergies and EnergyPeanut allergies impact 0.6–3% of the population, but it’s estimated that 65% of schools have some accommodation for kids with peanut…Oct 30, 2020Oct 30, 2020
It’s the jobs, stupid.We all have those relatives. The ones we see only at weddings and the occasional reunion. For me, one of those relatives is a 15-year…Oct 27, 2020Oct 27, 2020
Evolution of a Startup OperatorRecently, I was asked by a founder how my role changed as Choose Energy grew. I thought this was a great question, and honestly wasn’t…Oct 27, 2020Oct 27, 2020
Are you a must-have?Steve Jobs famously called Dropbox a “feature, not a product”, as it turned out it didn’t matter. Dropbox was a must-have.Oct 22, 2020Oct 22, 2020
The Quick ExitA few weeks ago, I tweeted that I expect an increasing amount of M&A activity involving energy transition software startups that fit the…Oct 21, 2020Oct 21, 2020
Two Hard TruthsWe are in the midst of the largest energy transformation of our lifetimes. Over the last few weeks, every guest of Electrified has…Oct 20, 2020Oct 20, 2020