credit

also referred to as: credits

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 15, 2023 by Julian Spector · across every show →

Everything said about credit, oldest first

Aug 15, 2023 bullish
Prediction Not checkable as stated
Spector: A real carbon capture market will emerge this decade
“I think we might actually start seeing a real carbon capture market appearing in, in the next decade because of these credits.”
Julian Spector Aug 15, 2023 ▶ 39:30 America’s historic climate law, one year on
Jul 29, 2026 negative
Insight
Gershenson: Using equity to fund short-cycle reimbursable work is inefficient
“They would use equity to pay for work that was Getting reimbursed on a very short cycle, which is a terrible use of equity dollars, so, like, a really expensive way to finance this kind of work. And so credit makes, like, much more sense, right? It's much more…”
Dimitri Gershenson Jul 29, 2026 ▶ 11:10 The missing capital for climate startups: more debt
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