Kevin StevensWhat 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
Kevin StevensWhen Cash Becomes a MoatLegendary executives are the ultimate capital allocators as illustrated in William Thorndike’s The Outsiders.Jul 6, 2022Jul 6, 2022
Kevin StevensMargins Matter“When we acquire a company, we care more about margins than growth.” — Fortune 500 CSOJul 1, 20221Jul 1, 20221
Kevin StevensCan Energy and Venture Capital Co-Exist?Can you build a venture investable business selling to energy utilities?Nov 24, 2020Nov 24, 2020
Kevin StevensPeanut 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
Kevin StevensIt’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
Kevin StevensEvolution 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
Kevin StevensAre 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
Kevin StevensThe 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
Kevin StevensTwo 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