Prediction Not checkable as stated
MacDonald: DOD climate procurement will rapidly lower civilian adaptation tech costs
“Like, this is a part of the public sector that's going to rapidly lower the cost of stuff that, like, regular civilians need, and that could extend to stuff like, you know, detection of vector-borne illnesses or other illnesses or biometric sensors that detect…”
Opinion
MacDonald: Adaptation tech market is severely undercounted due to dual-benefit solutions
“I actually think that if you accounted for all of the incidences of these co-benefit-creating technologies, the numbers in terms of technologies we see today as being adaptation and resilience would be far, far higher than we currently know.”
Assertion Not publicly verifiable
MacDonald: Only 8 of 150 climate VCs actively invest in resilience
“We looked at a 150 different portfolios within the climate tech VC space. So you could say that's like the large majority of the investors out there. And we found that 19 of those 150 climate tech investors were totally resilience curious. Like they had the wo…”
Assertion Supported
MacDonald: Only 21% of 6,000+ corporates have climate adaptation plans
“S&P Global did this, like, risky business report on the state of corporate action in this space. They looked at, like, well over 6000 corporates, and out of those 6000 corporates or so, only 21% even had adaptation plans, and within those plans, only 50% were …”
Opinion
MacDonald: Water tech will remain expensive to scale without stronger buyer demand
“Until we see some really strong signals from buyers that they're willing to fund some of these more advanced systems that move beyond IOT and software and really get into, Large kind of economies of scale type water solutions. You know, I think it's going to b…”
Prediction Not checkable as stated
MacDonald: Investors will likely adopt engineering firms' climate adaptation risk calculations
“There are a lot of different engineering firms like RWDI and Arup and others that are stepping in to, like, provide some of those calculations that
I think the broader investment space will probably end up using”
Insight
MacDonald: The climate adaptation ecosystem needs a Project Drawdown-style framework
“We need to do here, and we're committed to pushing on this at Tailwind, is, like, we need, like, a project drawdown for resilience, or we need, like, we need, like, a speed and scale for resilience.
That's what we need, honestly, because we need, like, the obj…”
Assertion Partly supported
MacDonald: US real estate insurance rates surged 108% in five years
“Like, real estate, for instance, across the country, their insurance rates have risen a 108% over five years.”
Assertion Contradicted
MacDonald: PG&E increased wildfire budget by $4.9B from 2021 to 2023
“Utilities, look at, if you look at PG&E, they increase their wildfire budget by 4.9 billion dollars between 2021 and 2023.”
