The Ledger
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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…”
Fernandez: FOAK project investors require six-plus months of demo runtime
“At the end of the day, the investors that come in at the Series C, Series D, you know, most of the time funding or partially funding first of a kind projects, they really want to see six months or more, or performance.”
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…”
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.”
Fernandez: $60B–$70B infra funds have 15-year track records without project losses
“There is 70, 60, seventy billion dollar infrastructure funds that have a 15 year track record that have never lost money on any project they've invested in.”
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 …”