Shreya Dave

5 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Nov 27, 2024 by Shreya Dave · across every show →

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

Everything said about Shreya Dave, oldest first

Nov 27, 2024
Insight
Dave: Hardware startups must be upfront about first-of-a-kind deployment risks
“When we were negotiating that contract, it was very Explicit to all of us that this was a first commercial system, that this was the first, that, that we'd never done this before, that we'd never delivered a project before. And some might look at that and say,…”
Shreya Dave Nov 27, 2024 ▶ 7:41 The risk of scaling 100x
Nov 27, 2024 bullish
Assertion Supported
Dave: Via Separations membrane cuts industrial separation energy use by 90%
“Which at the industrial scale is 90% lower energy, fully electrifiable, and more modular and therefore demand responsive.”
Shreya Dave Nov 27, 2024 ▶ 5:17 The risk of scaling 100x
Nov 27, 2024
Assertion Supported
Dave: Separation steps account for 70% of chemical production costs
“So about 70% of the cost of producing a raw material or chemical is the separation step, and largely because of the energy that it consumes.”
Shreya Dave Nov 27, 2024 ▶ 3:53 The risk of scaling 100x
Nov 27, 2024 negative
Assertion Not checkable as stated
Dave: Hypothesized project finance for FOAK systems did not exist in 2022
“What I learned was that the project finance that I had hypothesized was out there for first of a kind systems was not.”
Shreya Dave Nov 27, 2024 ▶ 11:47 The risk of scaling 100x
Nov 27, 2024 neutral
Disclosure
Dave: Via funded FOAK plant with 10% grants, loans, and equity
“The grant was roughly ten-ish percent and then it was roughly a fifty-fifty split after that.”
Shreya Dave Nov 27, 2024 ▶ 13:39 The risk of scaling 100x
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