Shayle Kann

5 statements across 2 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Jun 22, 2022 by Shayle Kann · said 21 times in 19 episodes since 2021 · across every show →

On the record as a speaker too: Shayle Kann's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Stephen Lacey (21)

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2024 5 mentions in 4 episodes 1 per episode
2023 2 mentions in 2 episodes 1 per episode
2022 8 mentions in 8 episodes 1 per episode
2021 6 mentions in 5 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Shayle Kann, oldest first

Jun 22, 2022 bullish
Opinion
Kann: Dedicated mandates mean modern climate investors cannot easily pull back
“So I think it would be much more difficult for the broad swath of investors who are investing in, in Climate Tech Solutions now to just sort of turn the dial off than it was then.”
Shayle Kann Jun 22, 2022 ▶ 41:41 Catalyst: Will the bear market hurt clean energy?
Jun 22, 2022 neutral
Assertion Supported
Kann: Cleantech 1.0 relied on generalists rather than dedicated capital pools
“Though there was capital that was sort of directed toward what then we called clean tech, it wasn't dedicated pools of capital for the most part. It was mostly generalist investors saying, I have a clean tech strategy.”
Shayle Kann Jun 22, 2022 ▶ 41:01 Catalyst: Will the bear market hurt clean energy?
Jun 4, 2025 bearish
Insight
Kann: First-of-a-kind infrastructure projects lack external construction financing solutions
“If you're building a first-of-a-kind thing, there's also not really, we've been talking about, like, financing the long-term operation. There's also not really a construction financing solution, so you end up having to do that on balance sheet, and that's a lo…”
Shayle Kann Jun 4, 2025 ▶ 32:44 FOAK tales
Jun 4, 2025 positive
Insight
Kann: Startups must develop FOAK projects before demo plants finish operating
“You need to be developing your first of a kind project well before your demo is operating. And certainly before your demo has six months of operational data, because you don't have time basically to wait around an ideal world.”
Shayle Kann Jun 4, 2025 ▶ 18:59 FOAK tales
Jun 4, 2025 negative
Insight
Kann: Delivery obligations on demo plants undermine technology optimization
“The second you have a customer who's expecting the product, your incentives are misaligned a little bit because what you really need from an existential company perspective from the demo is to prove the technology and optimize it. What the customer needs is to…”
Shayle Kann Jun 4, 2025 ▶ 22:58 FOAK tales
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