Generate Capital

4 statements across 1 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Jul 14, 2022 by Scott Jacobs · said 28 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by Shayle Kann (22), Scott Jacobs (1), Lara Pierpoint (1)

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00132.52552022202320242025episodesmentions per episode
2025 5 mentions in 5 episodes 1 per episode
2022 23 mentions in 1 episode

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Everything said about Generate Capital, oldest first

Jul 14, 2022 negative
Insight
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.”
Scott Jacobs Jul 14, 2022 ▶ 48:20 Crossing the valley of death
Jul 14, 2022
Insight
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…”
Scott Jacobs Jul 14, 2022 ▶ 45:14 Crossing the valley of death
Jul 14, 2022 negative
Opinion
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 …”
Scott Jacobs Jul 14, 2022 ▶ 39:19 Crossing the valley of death
Jul 14, 2022 negative
Assertion Not checkable as stated
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.”
Scott Jacobs Jul 14, 2022 ▶ 23:44 Crossing the valley of death
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