Andrew Beebe
Managing Director, Obvious Ventures. On 1 show, 1 appearance. The Shows tab opens the full record on each.
investorfounderexecutiveoperator@andrewbeebe ↗LinkedIn ↗obvious.com/team/andrew-beebe ↗
Earlier in his career, he co-founded solar developer Energy Innovations and served as Chief Commercial Officer at Suntech. At Obvious Ventures, he leads early-stage climate and clean energy investments.
1shows
1appearances
16statements
4resolved
2supported
2contradicted
50%fully supported
1said about them ↓ Everything Andrew Beebe said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Beebe: It is game over for hydrogen and internal combustion vehicles
“I, you know, I think it's game over for hydrogen based vehicles. It's game over for internal combustion engines.”
Beebe: Solar Scaled Through Brute-Force Supply Chains, Not Novel Tech
“And one of the key catalysts that I hadn't really understood was the ability to use non-semiconductor grade silicon, you know, not the purest type of silicon to make solar cells. So instead of radical innovation, you know people like Nanosolar and even Solyndr…”
Beebe: Big Tech will build gas plants for AI, delaying climate goals
“The latest version of that that I'm very worried about is large tech companies acknowledging, hey, you know, we're not going to lose this AI thing. I think they're going to blame it on China and say, hey, it's a national security. Security thing we can't lose,…”
Beebe: Zanskar has proven a 90% hit rate for exploratory geothermal wells
“Today, when we do, when we drill wells looking for geothermal, we'll drill 10 wells and get one hot spot. And that's not cost effective. Those wells are very expensive. With Zanskar, they have been proven that they can drill 10 wells and get 90% hit rates, and…”
Beebe: Geothermal can power AI data centers in 3-4 years vs 10 for SMRs
“Building de novo facilities to power either clusters or giga sites for massive data centers, I think is going to be much, much harder, and they're going to try with small modular reactors, that's a ten-year kind of process, but doing it with geothermal, I thin…”
Beebe: Internal combustion fleet residual values will plummet, impacting insurers
“I'm watching residual values of internal combustion fleets because I think they're going to plummet. I think that's going to have an impact on lease companies. I think it's going to have an impact on insurance companies.”
Beebe: Fusion energy is a 20 to 50 year commercial timeline
“That's going to happen with fusion too. It's got better characteristics. It's baseload. We could put it all over but it's going to take a long time to make that cost effective. That's a 20 to 50 year benefit that we should be focused on now, investing research…”
Beebe: US battery manufacturing requires major political contortions to succeed
“I don't think cell manufacturing is going to happen here without contortions on the political front.”
Beebe: Sustainable Aviation Fuel Startups Lack 10-Plus Year Business Durability
“I'm not sure that's a 10 year plus long-term sustainable business. A lot of my venture friends have made bets in that space, and we have not.”
Beebe: Corporate consensus on climate commitments is weakening
“I don't think the corporate consensus is as tight as it even was four years ago. I think that people are hedging their bets, hemming and hawing”
Beebe: AI modeling will accelerate fusion vessel and materials design cycles
“The same thing is going to happen with things like fusion containment vessels, and then we will, the iterative loop of how quickly we can build and test things is going to get much more rapid, and the same thing with chemistry models for materials.”
Beebe: Lilium is one to two years from commercial flight
“I think they are, let's say, a year or two away from human and commercial flight.”
Beebe: Battery Industry Will Be as Big or Bigger Than Solar
“I think batteries are going to be as big in industry, if not bigger, than solar in a lot of ways because of their impact on automotive.”
Beebe: Obvious Ventures Has Never Invested in Battery Chemistry Startups
“And we, and yet, we have not invested in a single battery chemistry company, and I'm very happy about that.”
Beebe: AI applied to the grid may finally deliver smart grids
“I do think that AI, you know, the ultimate complex system is the grid. I think that AI applied to the grid itself may actually finally deliver us This smart grid that we've all been talking about for decades.”
The other half of the tape: Andrew Beebe's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode across the shows. every mention, with the transcript →
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One line per show, most statements first. The link opens Andrew's full record on that show: the calibration, argument clarity, speaking style and every statement made there.
| Show | Role there | Eps | Statements | Record | |
|---|---|---|---|---|---|
| GREEN BLUEPRINTLEDGER | Managing Director, Obvious Ventures | 1 | 16 | 50% 2/4 | full record on the Green Blueprint → |