Shail Khan

“We just announced this week that we at EAP had done the final close on what we call our frontier fund, which is what I've been working on for the past couple of years. It's a four hundred eighty five million dollar venture capital fund. Dedicated to investing …”

“The production of ammonia is like one and a half percent of global greenhouse gas emissions on its own, but it's important to remember that the production of ammonia is actually a smaller proportion of radiative forcing, or it creates a smaller portion of radi…”

“I tracked at some point, I don't remember exactly what the number was, but like close to 40 companies that I would call climate tech companies that, that successfully merged with SPACs and de-SPACs became public companies. Most of them were pre-revenue and had…”

“The, I would say that the limiting factor that I've seen over and over again these days is not as much permitting as it is the cost of power, which is which has become insanely high in California, and that ends up like pushing people out of state more than any…”

“Yeah, we might have a terawatt year this decade. It's not crazy.”

“With today's costs of hydrogen, and today's costs of CO₂, or even the next few years costs of both, You know, it's hard to picture producing synthetic methane. Again, we haven't even talked about the capex here, but it's hard to imagine producing synthetic met…”

“The second you have a customer who's expecting the product, your incentives are misaligned a little bit because what you really need from an existential company perspective from the demo is to prove the technology and optimize it. What the customer needs is to…”

“In the case of California, everyone that I know is maximum one degree removed from someone whose homeowner's insurance was dropped, or at least had the price increased by some multiple.”

“Most places you can get interconnected faster than you can build the new nuclear reactor.”

“One of the bets is that he will never drive a car. He'll never get a driver's license. I mean, he's growing up, you know, in kind of suburban Bay Area, California, so take that into account, because this is a specific bet to my son. But, you know, I think 12 y…”

“The implication to me is that batteries should be growing at roughly two to three times the rate that solar should to play catch up here. And so we have this, you know, we started off with this, like, very bullish solars meeting the vast majority of new, like,…”

“The U.S. Down at 20%. China down at 18%. The EU down at nine percent.”