Chapters
Commercializing Advanced Nuclear and Geothermal
0:07 to 0:45
Investing in the Backbone of Decarbonization
0:45 to 2:14
Lessons from Tesla, Fisker, and Early Solar
2:48 to 5:03
Connecting Wall Street, Washington, and Tech
6:12 to 7:26
Evolution of Institutional Capital in Renewables
7:26 to 10:37
Energy Transition as Physical Infrastructure Innovation
10:37 to 13:01
Aligned Climate Capital's Venture Investment Thesis
13:01 to 15:28
Risk of Premature Failure for New Technologies
15:28 to 18:06
Hunting Mid-Market Winners Over Silicon Valley Unicorns
21:53 to 23:30
Bipolar Strategy: Early-Stage Venture vs. Infrastructure
23:30 to 25:02
Middle Market Solar and Storage IPP Strategy
25:02 to 30:15
Defining Guardrails and Avoiding Trend Drift
30:15 to 33:21
Capitalizing on AI and Data Center Demand
52:45 to 55:55
US Tariffs and the Global EV Inevitability
1:04:01 to 1:09:27
Traits of Founders Building Enduring Platforms
1:09:27 to 1:12:52
Rapid Fire: Overrated Metrics and Hard-to-Spot Signals
1:12:52 to 1:14:53
