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Andrew Beebe

Managing Director, Obvious Ventures · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

investorfounderexecutiveoperator@andrewbeebe ↗LinkedIn ↗obvious.com/team/andrew-beebe ↗

Earlier in his career, he co-founded solar developer Energy Innovations and served as Chief Commercial Officer at Suntech. At Obvious Ventures, he leads early-stage climate and clean energy investments.

16statements → 12claims → 4claims resolved → 50%fully supported → 3.31/5average certainty → 2.56/5average debate potential → ≈4.5/5argument clarity, estimated → 1said about them ↓

2 supported 0 partly supported 2 contradicted 8 not checkable as stated how the 12 claims stand · each chip opens the sources

9 predictions · 3 assertions · 3 opinions · 1 disclosure · every statement was checked. The predictions and assertions are the 12 claims: statements the public record can support or contradict. 4 are resolved, and 8 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Andrew argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Beebe: Solar Scaled Through Brute-Force Supply Chains, Not Novel Tech
“And one of the key catalysts that I hadn't really understood was the ability to use non-semiconductor grade silicon, you know, not the purest type of silicon to make solar cells. So instead of radical innovation, you know people like Nanosolar and even Solyndr…”
Andrew Beebe Jun 10, 2024 ▶ 4:57 AI-fueled geothermal and ‘the edge of the possible’

Their most notable contradicted claim

Assertion Contradicted
Beebe: Zanskar has proven a 90% hit rate for exploratory geothermal wells
“Today, when we do, when we drill wells looking for geothermal, we'll drill 10 wells and get one hot spot. And that's not cost effective. Those wells are very expensive. With Zanskar, they have been proven that they can drill 10 wells and get 90% hit rates, and…”
Andrew Beebe Jun 10, 2024 ▶ 19:35 AI-fueled geothermal and ‘the edge of the possible’

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
0% certainty 3
67% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Andrew Beebe on measured tape to publish a rate. This says nothing about how they speak.

Everything Andrew Beebe said on the Green Blueprint that made the record, most notable first. Filter by type, assessment or year in the ledger →

Opinion
Beebe: It is game over for hydrogen and internal combustion vehicles
“I, you know, I think it's game over for hydrogen based vehicles. It's game over for internal combustion engines.”
Andrew Beebe Jun 10, 2024 ▶ 34:38 AI-fueled geothermal and ‘the edge of the possible’
Assertion Supported
Beebe: Solar Scaled Through Brute-Force Supply Chains, Not Novel Tech
“And one of the key catalysts that I hadn't really understood was the ability to use non-semiconductor grade silicon, you know, not the purest type of silicon to make solar cells. So instead of radical innovation, you know people like Nanosolar and even Solyndr…”
Andrew Beebe Jun 10, 2024 ▶ 4:57 AI-fueled geothermal and ‘the edge of the possible’
Prediction Not checkable as stated
Beebe: Big Tech will build gas plants for AI, delaying climate goals
“The latest version of that that I'm very worried about is large tech companies acknowledging, hey, you know, we're not going to lose this AI thing. I think they're going to blame it on China and say, hey, it's a national security. Security thing we can't lose,…”
Andrew Beebe Jun 10, 2024 ▶ 11:13 AI-fueled geothermal and ‘the edge of the possible’
Assertion Contradicted
Beebe: Zanskar has proven a 90% hit rate for exploratory geothermal wells
“Today, when we do, when we drill wells looking for geothermal, we'll drill 10 wells and get one hot spot. And that's not cost effective. Those wells are very expensive. With Zanskar, they have been proven that they can drill 10 wells and get 90% hit rates, and…”
Andrew Beebe Jun 10, 2024 ▶ 19:35 AI-fueled geothermal and ‘the edge of the possible’
Prediction Not checkable as stated
Beebe: Geothermal can power AI data centers in 3-4 years vs 10 for SMRs
“Building de novo facilities to power either clusters or giga sites for massive data centers, I think is going to be much, much harder, and they're going to try with small modular reactors, that's a ten-year kind of process, but doing it with geothermal, I thin…”
Andrew Beebe Jun 10, 2024 ▶ 20:34 AI-fueled geothermal and ‘the edge of the possible’
Prediction Not checkable as stated
Beebe: Internal combustion fleet residual values will plummet, impacting insurers
“I'm watching residual values of internal combustion fleets because I think they're going to plummet. I think that's going to have an impact on lease companies. I think it's going to have an impact on insurance companies.”
Andrew Beebe Jun 10, 2024 ▶ 34:59 AI-fueled geothermal and ‘the edge of the possible’
Prediction Not checkable as stated
Beebe: Fusion energy is a 20 to 50 year commercial timeline
“That's going to happen with fusion too. It's got better characteristics. It's baseload. We could put it all over but it's going to take a long time to make that cost effective. That's a 20 to 50 year benefit that we should be focused on now, investing research…”
Andrew Beebe Jun 10, 2024 ▶ 16:10 AI-fueled geothermal and ‘the edge of the possible’
Prediction Not checkable as stated
Beebe: US battery manufacturing requires major political contortions to succeed
“I don't think cell manufacturing is going to happen here without contortions on the political front.”
Andrew Beebe Jun 10, 2024 ▶ 29:58 AI-fueled geothermal and ‘the edge of the possible’
Opinion
Beebe: Sustainable Aviation Fuel Startups Lack 10-Plus Year Business Durability
“I'm not sure that's a 10 year plus long-term sustainable business. A lot of my venture friends have made bets in that space, and we have not.”
Andrew Beebe Jun 10, 2024 ▶ 31:03 AI-fueled geothermal and ‘the edge of the possible’
Opinion
Beebe: Corporate consensus on climate commitments is weakening
“I don't think the corporate consensus is as tight as it even was four years ago. I think that people are hedging their bets, hemming and hawing”
Andrew Beebe Jun 10, 2024 ▶ 11:00 AI-fueled geothermal and ‘the edge of the possible’
Prediction Not checkable as stated
Beebe: AI modeling will accelerate fusion vessel and materials design cycles
“The same thing is going to happen with things like fusion containment vessels, and then we will, the iterative loop of how quickly we can build and test things is going to get much more rapid, and the same thing with chemistry models for materials.”
Andrew Beebe Jun 10, 2024 ▶ 24:56 AI-fueled geothermal and ‘the edge of the possible’
Prediction Didn’t hold up
Beebe: Lilium is one to two years from commercial flight
“I think they are, let's say, a year or two away from human and commercial flight.”
Andrew Beebe Jun 10, 2024 ▶ 26:03 AI-fueled geothermal and ‘the edge of the possible’
Prediction Not checkable as stated
Beebe: Battery Industry Will Be as Big or Bigger Than Solar
“I think batteries are going to be as big in industry, if not bigger, than solar in a lot of ways because of their impact on automotive.”
Andrew Beebe Jun 10, 2024 ▶ 30:05 AI-fueled geothermal and ‘the edge of the possible’
Disclosure
Beebe: Obvious Ventures Has Never Invested in Battery Chemistry Startups
“And we, and yet, we have not invested in a single battery chemistry company, and I'm very happy about that.”
Andrew Beebe Jun 10, 2024 ▶ 30:15 AI-fueled geothermal and ‘the edge of the possible’
Prediction Not checkable as stated
Beebe: AI applied to the grid may finally deliver smart grids
“I do think that AI, you know, the ultimate complex system is the grid. I think that AI applied to the grid itself may actually finally deliver us This smart grid that we've all been talking about for decades.”
Andrew Beebe Jun 10, 2024 ▶ 34:06 AI-fueled geothermal and ‘the edge of the possible’
Assertion Supported
Beebe: Solar Costs Dropped From $10/Watt to Under $0.20/Watt Today
“We went from 10 dollars a watt when I started to a dollar a watt when I was, ah, leaving, and really people have taken it almost an order of magnitude down from there, and it's just extraordinary.”
Andrew Beebe Jun 10, 2024 ▶ 3:20 AI-fueled geothermal and ‘the edge of the possible’

The other half of the tape: Andrew Beebe's own voice is left out of every number here. Other people bring the name up 1 time in 1 episode on the Green Blueprint. every mention, with the transcript →

Who brings them up most Stephen Lacey 1

Every mention by year

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2024 1 mention in 1 episode

Appearances (1)

EpisodeDateSpeaking time
AI-fueled geothermal and ‘the edge of the possible’ Jun 10, 2024 27m
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