The Ledger
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why aren't all 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Kann: Cleantech 1.0 deep tech Series A returned $153M on $1.4B
“In that first wave of clean tech venture capital investment a decade ago, early stage series A investors plowed ultimately around 1.4 billion dollars Into startups that were in the categories of material or chemical or process innovation and hardware integrati…”
Kann: Base Power raised $1B Series C at $4B valuation
“Base is a relatively young company, but they're moving very fast, and just yesterday actually announced possibly the largest Series C in history, certainly the largest in the energy space. They raised a billion dollars, with a B, At a four billion dollar post-…”
Eggers: Climate VC portfolios will soon feature core AI product companies
“I'd be surprised if we and EIP and others like us don't have in two or three years at least a couple of companies who have, you know, an AI co-pilot or something where AI is the core offering of what they're doing.”
Lubershane: Hydrogen roundtrip power-to-power efficiency tops out at roughly 35%
“At the end of the day the round trip power to power efficiency for hydrogen, just as a storage medium, is probably gonna be in the range of, like, 20 to, at most, maybe 35%.”
Kann: EIP Climate Tech Index surged 97% since 2020 vs NASDAQ's 62%
“So, as of now, since the beginning of twenty-twenty, NASDAQ is up 62% as of this recording, and our Climate Tech Index is up 97%.”
Kann: On-grid, off-grid, edge, and space data centers will probably be built
“Massive data centers on the grid, massive data centers off-grid, small data centers on the edge, huge data center clusters in space. Each of these might get built. Actually, each of them probably will get built”
Lubershain: Flat power grid load growth suppressed DER adoption for 15-20 years
“The past 1520 years in the power system, we just haven't seen, till very recently, much load growth. So there just weren't that many places on the grid where there was tremendous amount of pressure to upgrade things quickly. It wasn't all that expensive to mak…”
Lubershain: DER soft costs remained stubborn despite plummeting battery hardware prices
“What we didn't get right was that the soft costs of deploying DERs would not fall, and that's largely the cost of customer acquisition. It's like getting people, getting customers, whether they're homeowners or businesses, to sign up, to put something on their…”
Shayle Kann: Sublime Systems is building a plant with Holcim and CRH
“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 They're building a large commercial demonstration plant in Holyoke, Massachusetts, and they've announced a bunch of …”
Seven heavy industrial sectors represent one-third of global greenhouse gas emissions
“Steel, aluminum, cement, chemicals, aviation, shipping, and trucking. Add them up, and they represent about a third of global greenhouse gas emissions, and they're the sectors where the existing, fully commercialized, mature, and ready-to-deploy technology wil…”