Breakthrough Energy Catalyst
6 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Jun 4, 2025 by Mario Fernandez · said 13 times in 1 episodes since 2025 · across every show →
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brought up most by Mario Fernandez (9), Shayle Kann (3), Lara Pierpoint (1)
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2025 13 mentions in 1 episode
Everything said about Breakthrough Energy Catalyst, oldest first
Jun 4, 2025
Fernandez: Hardware de-risking requires stepping from pilot to 5-20x demo to FOAK
“The way we propose to do this is, you know, that company has to follow a path towards that de-risking, and that path in our, ah, experience is you go from a pilot to a five to 20 x demonstration project, and then you go to another 10, 10, 20 times, ah, first o…”
Jun 4, 2025 negative
Fernandez: Climate startups succeed by deploying technology themselves, not licensing
“What we found looking at over 300 projects, 350 projects in the past couple of years, is the fact that the companies that actually deploy their own technology and follow that path Are the ones that get to success. There are companies that have spent two or thr…”
Jun 4, 2025 negative
Fernandez: Sequential climate tech project development adds three to five years
“And one of the things we point out that our experience shows that the companies that do it, you know, in a sequential way could take, you know, somewhere between three or five years to get to the first of a kind versus, you know, doing it in a lot less time.”
Jun 4, 2025 neutral
Jun 4, 2025
Jun 4, 2025
Fernandez: Breakthrough Energy project canceled over balance-of-plant integration costs
“One of the things that we see on, on one of the projects that we committed to that, that was canceled was, you know, the balance of plant. The integration of four systems where the price was very well known in those four different systems, but the integration …”