Sublime Systems, every mention
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tap a year for its mentions
every year anyone Shayle Kann 26Leah Ellis 13David Yeh 2Yet-Ming Chiang 1Varun Sivaram 1
Verbatim, from the transcripts: the passages where Sublime Systems comes up
An ode to electrochemistry
- ▶ 4:10 Shayle Kann EAP portfolio companies, I should add, Form Energy and Sublime Systems, but also, 24 M, desktop metal, A-one-two-three systems, and even more than that.
- ▶ 15:46 Yet-Ming Chiang Yeah, so I'm referring to what we do as sublime systems, you know, as you know, and, uh, the, the key thought process there was that given low-cost electricity, uh, and, uh, how would you use that low-cost electricity to decarbonize cement…
- ▶ 23:40 Shayle Kann Such that it sort of effectively has a battery within it, has a form of storage, energy storage, in the form of chemical storage, which is what Sublime does, more or less, right?
- ▶ 36:04 Shayle Kann He's also the co-founder of at least six electrochemistry companies, including Form Energy and Sublime Systems.
Scaling low-carbon products with book and claim systems
- ▶ 3:17 Shayle Kann We talked about it briefly on a pod recently in the context of cement decarbonization with Leah Ellis from Sublime Systems, but it's broader than just cement, and it's actually not straightforward to do the right way.
The complex path to market for low-carbon cement
- ▶ 4:09 Shayle Kann So Sublime Systems, where I'm an investor, is so far, I think, pulling off this really complex value chain integration, as well as anybody, but 3 times in the scene
- ▶ 9:01 Leah Ellis So there's an interesting opportunity here for Sublime to move into some of these brownfield sites, leverage some of the operational permits, and also some of the crushing and grinding equipment that exists. 3 times in the scene
- ▶ 10:27 Shayle Kann You and I have been chatting about this as Sublime has been entering the commercial phase and exiting the R&D phase, but I think it's indicative of a broader thing that is true, certainly across the cement industry, but also across some… 4 times in the scene
- ▶ 19:40 Leah Ellis Thankfully, Sublime, you know, has this regulatory path through the performance-based standard for Portland cement, which is gaining adoption, especially with all these other, um, low-carbon cement materials that are also falling under the… 3 times in the scene
- ▶ 27:50 Leah Ellis And so this MOU we have with Microsoft, we're going to do this between Sublime and Microsoft and agree on the 3 times in the scene
- ▶ 34:56 Leah Ellis Um, Sublime is part of that. 3 times in the scene
- ▶ 38:34 Shayle Kann Leah Ellis is the CEO and co-founder of Sublime Systems.
Financing first-of-a-kind climate assets
Advance market commitments to decarbonize heavy industry
- ▶ 28:22 Shayle Kann Uh, there, there are a couple of them, but anyway, the point being, um, I want to come back to steel for a second.
- ▶ 49:21 Varun Sivaram By the way, thanks to you and Madison, we got to meet Sublime and have them meet our FMC offtakers.
Fixing cement’s carbon problem
- ▶ 5:04 Shayle Kann My personal favorite entrepreneur and cement decarbonizer is Leah Ellis, the co-founder and CEO of Sublime Systems, which is an incredibly exciting early-stage company tackling the heart of the cement decarbonization problem. 2 times in the scene
- ▶ 19:40 Shayle Kann Let's run through a few of them, and then I think we'll, we'll spend a bunch of time talking about Sublime's approach, obviously.
- ▶ 32:16 Shayle Kann Okay, so now we come around to Sublime, uh, which you're doing, uh, 6 times in the scene
- ▶ 37:29 Leah Ellis In a different way that that's all at very, very low temperatures, and I think, you know, the cement market being absolutely huge, and then also with, with so many performance requirements, um, for these different applications, there's a…
- ▶ 39:41 Shayle Kann Uh, Sublime's process then is sort of the energy intensity of it. 3 times in the scene
- ▶ 43:01 Shayle Kann Leah Ellis is the co-founder and CEO of Sublime Systems.