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
Energy Transition as Physical Infrastructure Innovation
10:37 to 13:01
Hunting Mid-Market Winners Over Silicon Valley Unicorns
21:53 to 23:30
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
