software
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 10, 2022 by Rob Hanson · across every show →
Everything said about software, oldest first
Jan 10, 2022 positive
Hanson: Climate tech moats require fundamental science, not just rapid capital
“Like if you can build a company just by pouring, you know, capital on it in one or two years, I mean, you don't have a real moat. Maybe there's, you know, network effects and different things in software, but in climate tech, I mean, your moat comes from funda…”
Feb 25, 2026 positive
Roberts predicts the concept of distinct distributed energy resources will fade away
“You and I know that the way the long-term evolution is that basically everything that is plugged in is gonna become a resource eventually. Like, the notion of DERs as a kind of distinct category, I think, is just gonna kind of fade away, because eventually, li…”