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“And then on top of that, there is what Tesla did in the OEM industry overall, which is it effectively brought forward The plans of all the other large automakers by likely 10 or 20 years.”

“So no one that looks at the carbon challenge and the evolution of how do you keep within the Paris agreement one and a half degree framework sees a pathway without using offsets and carbon sinks.”

“If you start to force the level of competition that I think some of the US policy envisions, you will likely see an acceleration across the global landscape, which is interesting. It's counterintuitive. It'll definitely cost more money, by the way.”

“Over time, firms like Generation proved out or illustrated that you could introduce and integrate sustainability and these broader frameworks into an investment process, and it could be additive to risk adjusted returns.”

“So a lot of that carbon in our portfolio comes from utility companies that are on a pathway to transitioning. If we're right, those companies will be ultimately more valuable in the future because there'll be better position. The cash flows will be capitalized…”

“This hasn't yet happened in the energy transition, but I think because of what occurred in the last couple of years in the current environment that we're in, I think there's going to be a very interesting opportunity around distressed investing in clean tech, …”

“The market that can absorb the most significant amount of capital today is nature-based afforestation, reforestation.”

“I think in the venture landscape, it's very rare that you run into any venture capital firm these days that doesn't have some sort of focus on climate, and I think that's usually a pretty strong indicator.”

“And so we've backed 25 firms over the last 15 years, a couple per year.”

“I think the number is something like 40% of global emissions are attributable to public companies, so it's material.”