Climate Technology

“The reality of what it takes to develop hard technologies and to commercialize them for markets that are inherently not crazy high-value markets all the time.”

“Look, it's, we've always struggled with how to invest there because of how capital inefficient a lot of those businesses are.”

“If you can drive a hundred X scaling, then you can drive 70% cost down. That appears to be a relatively consistent theme, regardless of the maturity of the technology.”

“However, the capabilities and the requirements to move to the next levels of scaling and to do it as quickly as possible, they move very quickly from technical insight and technical capability, particularly scientific insight and scientific capability, into th…”

“If you break down that universe of what you're calling, you know, the pure climate technology or climate service companies, you might end up with a universe of, let's call it, 50 to a hundred names just using rough approximate numbers, and so that's often chal…”

“Deploying these sort of do good technologies is not trivial because people don't just buy them and install them out of the goodness of their heart, or at least not enough. There needs to be a compelling economic case.”

“And anything that's gonna have a gigaton scale impact by the time he's 28 needs probably to be proven commercial and scaling by the time, I don't know, he gets acne and has his first awkward middle school dance.”

“These are the biggest total addressable markets in the history of the fucking world, because it turns out, like, the total addressable market is everyone who eats, and everyone who wants to move their bodies somewhere around the planet, and everyone who wants …”

“Guilt and shame aren't going to change behavior at scale, The only thing that's really going to get us there is offering people something that's better, cheaper, faster, cooler, sexier, easier to use, easier to maintain.”