Everything Scott Jacobs said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Jacobs: Most 2000s cleantech companies that failed deserved to die
“Back in the late 2000, when the first time we heard the Valley of Death moniker come out, most of the things that died in the Valley of Death deserved to die. They didn't have a good proposition to the customer. They didn't have an economic proposition to the …”
Jacobs: Capital Markets Cannot Catalyze Underdeveloped Infrastructure Markets
“When you have an underdeveloped market, the capital markets are unlikely to be the catalyst for that market to develop. You really need to see customer demand first and foremost that is solid. You need to have products that have product market fit, as you well…”
Jacobs: Supply chain inflation hurts infrastructure developers more than rising rates
“The supply chain and the cost of supplies have gone up far more than the cost of capital has gone up so far, and that volatility in the supply chain has been much more troubling for our partners than cost of capital changes has been so far.”
Jacobs: DOE loan guarantees require massive project scale and bureaucratic endurance
“It's not just loan guarantees from the DOE, which actually needs to be for very large scale projects and for companies that have a lot of time and money to deal with the government bureaucracy.”
Jacobs: Even the US lacks human capacity to deploy needed climate capital
“We still lack the human capacity necessary to mobilize the 9.2 trillion dollars a year that McKinsey says is necessary for the net zero transition.”
Jacobs: Global climate discourse overindexes on capital and ignores talent
“I am particularly concerned that the discourse, whether it's at the G seven or at COP 26 or at other conversations we have in the climate tech community, it is, it's too much about technology. It's too much about capital. It's too much about policy, including …”
Jacobs: US Anaerobic Digestion Projects Have Historically Lacked Profitability
“At the end of the day, what I'm saying is the projects in the U.S. Have not been very profitable historically. And it's for a whole host of reasons that those projects weren't profitable, and as a result, capital wasn't flowing.”
Jacobs: Electric Bus Leasing Lags Because Cities Rely on Federal Grants
“It hasn't scaled because municipalities rely typically on federal dollars and are accustomed to doing so when they make purchases for new vehicles. And so the value proposition of a leased bus is actually very difficult to communicate to the typical buyer of t…”
Jacobs: Four criteria determine if novel infrastructure technology is financeable
“Do you have stable customer demand? Do you have a stable ability to produce for those customers? Do you have a solution that has already demonstrated its ability to deliver the output as well as the margins necessary? Do you have resilience in all of the suppl…”
Catalyst 2