energy transition
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 14, 2024 by Nandan Nilekani · across every show →
Everything said about energy transition, oldest first
Sep 14, 2024 bullish
Nilekani: Energy transition venture opportunity lies in distributed 'little energy'
“So we had to figure out, see there's two, there's big energy and little energy. Big energy is the grid. Little energy is thousands of homes having batteries and rooftop solar. So the opportunity is actually in, in this little energy where there's lots of playe…”
Jan 28, 2026 bullish
Nikhil Kamath: Energy transition growth will persist regardless of AI hype
“Energy transition has been a big part of our thing. We did last year a whole bunch of Solar panel companies, battery companies, electric vehicles, ah, we're looking at some grid, some companies which improve transformers, make the grid more efficient, new sour…”