Renewable Energy

topic on 11 shows · 32 statements across 27 episodes

the Y Combinator Startup Podcast the Neon Show No Priors the Startup Ideas Podcast WTF is with Nikhil Kamath Capital Allocators Catalyst the Green Blueprint Big Technology All-In 20VC

32 statements about Renewable Energy, every show

CATALYST Assertion Supported
Burton: Massachusetts passed permitting reform with 12-15 month project deadlines
“And at least, you know, in Massachusetts, for example, you know, we passed a permitting reform law in, in the last year that really cut down the time in which renewable energy projects could be permitted pretty substantially, you know, deadlines within a year,…”
Tom Burton Jan 20, 2026 ▶ 8:00 A ‘rain delay’ for the energy transition [partner content]
NEON SHOW Assertion Partly supported
Garg: China's renewable energy generation exceeded coal for the first time
“For the first time this year, China's renewable energy is higher than coal energy.”
Deepak Garg May 23, 2025 ▶ 31:35 Why This Founder Won’t Sell Zomato for 10 Years | India’s Top Consumer Tech Bet?
BIG TECHNOLOGY Assertion Supported
Suleyman: Microsoft Has Contracted 32 to 34 GW of Renewable Power Since 2020
“I think that we've like something like 32 or 34 gigawatts of renewable energy. Since 2020, we've contracted and consumed. So I think we're one of the largest buyers in, in the world.”
Mustafa Suleyman Apr 4, 2025 ▶ 30:06 Microsoft AI CEO Mustafa Suleyman: Building AI Personality
NO PRIORS Insight
Afeyan: Renewable fuel innovators cannot command a price premium over commodity diesel
“The price of diesel, whether it's renewable or not, is the price of diesel. The price of carbon when we started was 50 bucks a ton, when we ended it was five. And When we started, the U S was energy dependent. And when we were done, the U S was cushing with en…”
Noubar Afeyan Feb 27, 2025 ▶ 13:00 No Priors Ep. 104 | With Flagship Pioneering CEO and Co-Founder Noubar Afeyan
STARTUP IDEAS Assertion Supported
Schneider: Texas produces the most renewable energy in the US
“Texas is the leader right now. They're producing the most renewable energy in the U S and like historically, I mean, that is where oil comes from, right?”
Cody Schneider Jul 8, 2024 ▶ 1:11:17 8 startup ideas backed by data/trends to get you paid (steal these $1M+/year ideas)
CATALYST Assertion Supported
Baglino: Nuclear capital cost per kilowatt exceeds highly curtailed renewables
“When you look at the capital cost per kilowatt of nuclear with everything that is known today, it's much more expensive than even highly curtailed renewables.”
Drew Baglino Jun 6, 2024 ▶ 23:50 Drew Baglino on Tesla’s Master Plan
CATALYST Assertion Not checkable as stated
Baglino: Global clean grid requires 1.5 TW annual renewable deployment
“1.5 terawatts is the total amount of renewable energy capacity that will need to be deployed on an annual basis to maintain the sustainable energy economy. And that's basically keeping up with plant retirements. So on a steady state basis, 1.5 terawatts is how…”
Drew Baglino Jun 6, 2024 ▶ 59:23 Drew Baglino on Tesla’s Master Plan
CATALYST Prediction Not checkable as stated
Kann: World could reach 1 TW of annual renewable additions this decade
“Yeah, we might have a terawatt year this decade. It's not crazy.”
Shayle Kann Jun 6, 2024 ▶ 1:00:27 Drew Baglino on Tesla’s Master Plan
CAPITAL ALLOCATORS Assertion Partly supported
Tannenbaum: 80% of new power generating capacity in India is renewable
“In reality, 80% of new generating capacity in India is renewable.”
Dan Tannenbaum May 23, 2024 ▶ 1:16:40 Dan Tennebaum - The Case for India at India Capital (EP.387)
NEON SHOW Assertion Partly supported
Kant: India installed 187 GW of renewable energy and 120M gas connections
“एक सौसतासी गिगावाट रेन्यूबल एनरजी प्रोड्यूस करी और हमने करीब बारा करोर महिलाओं को कुकिंग गैस कनेक्शन दिया”
Amitabh Kant Apr 27, 2024 ▶ 11:55 G20 Sherpa Amitabh Kant On UPSC, Working With PM Modi, Incredible India & Amrit Kaal I Neon Show
Y COMBINATOR Assertion Not checkable as stated
Seibel: Solar transitioned from 1990s future concept to economical, commonplace reality
“We went from solar being the future in the nineties to just being the commonplace reality that no one thinks too much about. And it feeling economical for a lot of people. It's like, oh, you live in a sunny area. You're gonna save some money.”
Michael Seibel Dec 21, 2023 ▶ 9:42 Techno Optimism, Explained · Y Combinator
WTF Assertion Supported
Goyal: India's installed renewable capacity is about 175 GW
“Today, total installed capacity is about one 75 gigawatts in India.”
Puneet Goyal Dec 10, 2023 ▶ 34:44 Ep# 14 | WTF is Happening with EV? Nikhil ft. Founders of Reva, Ather, Blusmart, and Ossus · Nikhil Kamath
GREEN BLUEPRINT Assertion Supported
Hamilton: Draft Basel III rules assign 400% risk weight to clean energy tax equity
“Yeah, so the draft regulations for the banking sector put a very high risk factor on, on tax equity. They treat it like private equity, which it is not, and rather than tax equity, which is more like a loan and so they have it at 400%, and it just means that, …”
Katherine Hamilton Nov 29, 2023 ▶ 46:55 How to triple renewables by 2030
GREEN BLUEPRINT Assertion Not checkable as stated
Del Chiaro: California needs 180 additional gigawatts of clean power
“California needs a 180 gigawatts more of renewable energy in the next 10 to 15 years. That's additional. We've only built 50.”
Bernadette Del Chiaro Oct 6, 2023 ▶ 21:24 Can California pull off its clean energy ambitions?
ALL-IN Assertion Supported
Mumgaard: Fusion capital requirements are an order of magnitude less than renewables
“Because you're just building capital, and there's no operating cost, there's no fuel, and the capital you're building is an order of magnitude less stuff than, say, renewable.”
Bob Mumgaard Sep 22, 2023 ▶ 24:43 All-In Summit: Nuclear fusion and the potential for energy abundance
GREEN BLUEPRINT Assertion Not checkable as stated
Lacey: Most Grid Researchers Agree Grids Can Handle 80% Renewables
“And now most serious people who are studying this say we can handle on a lot of grids, 80% renewable energy.”
Stephen Lacey Jul 26, 2023 ▶ 9:40 A surprise benefit of rooftop solar in New England
GREEN BLUEPRINT Assertion Supported
Tomlinson: Renewables are eroding natural gas's market share in Texas
“They have taken a huge chunk of the market away from coal, and they're cutting into natural gas's market share for providing electricity to the state, and there are oil and gas guys who really don't want to give up anything else.”
Chris Tomlinson Jun 1, 2023 ▶ 4:37 Why Texas Republicans are trying to crush wind and solar
GREEN BLUEPRINT Assertion Contradicted
Tomlinson: A Texas bill proposed banning all future renewable energy development
“Well, I mean, there was one bill to ban all future renewable energy development.”
Chris Tomlinson Jun 1, 2023 ▶ 12:56 Why Texas Republicans are trying to crush wind and solar
GREEN BLUEPRINT Prediction Didn’t hold up
Tomlinson: New firming requirements will definitely slow Texas renewable investment
“This is going to be really expensive. It's also going to be highly political because we don't know yet what the PUC will assign to different facilities, but it will definitely slow down new investment in Texas, renewable energy.”
Chris Tomlinson Jun 1, 2023 ▶ 17:39 Why Texas Republicans are trying to crush wind and solar
GREEN BLUEPRINT Assertion Supported
Shah: 10M tons of clean hydrogen requires 200GW of renewables
“In order to build ten million tons of hydrogen, you're talking about 200 gigawatts of renewables that have to then be built and then converted into hydrogen.”
Jigar Shah May 17, 2023 ▶ 38:51 Live: Is advanced nuclear ready for liftoff?
CATALYST Assertion Supported
Replacing 209 of 210 US Coal Plants With Renewables Is Cheaper
“There is probably a recent report you probably saw that 209 out of the 210 coal plants that are operating currently in the U.S. Would be cheaper to shut them down and just invest in the capital cost of building renewable energy to replace them.”
Zach Stein Mar 8, 2023 ▶ 9:41 A theory of change for climate investing [partner content]
CATALYST Assertion Supported
Steele: Kenya's power grid produces roughly 90% renewable energy
“Kenya's grid is actually about 75% installed capacity is renewable right now, and about 90% of the energy they produce is renewable. A lot of that is because of the focus on geothermal.”
Kate Steele Oct 27, 2022 ▶ 9:34 Climatetech for developing economies
GREEN BLUEPRINT Prediction Not checkable as stated
Corbeau: High gas prices may push Southeast Asia from coal directly to renewables
“So we may actually be destroying that demand potential in the long term. So if you are thinking that, hey, I am going to sell LNG to Europe for 10 years, and then by 2035, I will have potential in Southeast Asia. I am not so sure. First of all, because they ma…”
Anne-Sophie Corbeau Aug 3, 2022 ▶ 33:33 How bad will Europe's gas crisis get?
CATALYST Assertion Supported
Palmer: Google matched 100% of its electricity with renewables in 2017
“And we did meet that goal of a hundred percent renewable What I think is even. In 2017, exactly.”
Neha Palmer Jul 28, 2022 ▶ 14:51 Watt It Takes: TeraWatt Infrastructure CEO Neha Palmer
CATALYST Insight
Orbuch: Carbon removal lifecycles do not pencil out without renewable energy
“Like there's going to be a lot of energy use and like no one's life cycle pencils without renewable energy use.”
Ryan Orbuch May 5, 2022 ▶ 14:40 Growing the Carbon Dioxide Removal (CDR) market
GREEN BLUEPRINT Prediction Not checkable as stated
Jaffe: Fossil fuel shock will ultimately accelerate global renewable energy transition
“Even though this year we're going to have a lot of negative things, we're going to have to bring back on coal plants in Europe, we're going to see other kinds of, ah, fuel being used that we thought we were moving away from. In the end, a shock like this is go…”
Amy Myers Jaffe Mar 8, 2022 ▶ 17:55 Russia’s war hits energy markets hard
CATALYST Insight
McCauley: Cost of capital is a primary lever in renewable energy LCOE
“One of the key enabling insights for me is really seeing the LCOE calculations for renewable energy which is levelized cost of electricity. One of the biggest levers is actually the cost of capital.”
Jeff McCauley Feb 17, 2022 ▶ 11:52 A critical tool for scaling climate tech: insurance
CATALYST Assertion Not checkable as stated
McCauley: There is "essentially unlimited capital" trying to invest into ESG
“There is essentially unlimited capital right now that's trying to get into ESG. It's amazing. It's a wonderful thing to see. So much capital from all around the world is trying to pour into renewable energy.”
Jeff McCauley Feb 17, 2022 ▶ 26:43 A critical tool for scaling climate tech: insurance
GREEN BLUEPRINT Assertion Supported
Lacey: Hawaii generates one-third of its electricity from renewable energy
“Today, Hawaii gets a third of electricity from local renewable energy, the vast majority from solar. Almost half is from small systems on rooftops. That's way more than the mainland US, which gets about 20% of its energy from renewables, Mostly hydro and wind.”
Stephen Lacey Jan 13, 2022 ▶ 4:28 The risk of ‘unforced error’ in Hawaii’s coal transition
Wesoff: Despite Musk's lies, Tesla catalyzed the global energy transition
“They are forcing the curve on EVs. They're forcing the price structure of batteries. It's hard not to see them as one of the greatest forces of the last decade in catalyzing the energy transition. For all of the lying and prevaricating and questionable busines…”
Eric Wesoff Dec 22, 2021 ▶ 25:54 Elon Musk is person of the year. What's his Tesla legacy?
CAPITAL ALLOCATORS Assertion Supported
Lawrence: China's renewable energy investment far exceeds the rest of the world
“Number two, you need to acknowledge the amazing investment that China has made in renewable energy. It far exceeds anywhere else in the world, and yeah,”
Richard Lawrence Jun 25, 2020 ▶ 43:36 Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
20VC Insight
Free renewable energy is crucial to cushion technological job displacement
“The thing you really need to invest in is actually free renewable energy, because if you have free renewable energy, we have less of a social impact as jobs go, because we can actually produce food, we can produce almost anything we want, and it gets a little …”
Christian Lanng Mar 24, 2017 ▶ 6:50 20VC: How To Raise $200m In Any Economic Climate, Scale From Garage To Global In Record Time & The Biggest Startup You Have Not Heard About with Christian Lanng, Founder & CEO @ Tradeshift

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