Co-Founder @congruentvc, OG climate investor. Venture + Climate = 🚀 Impact.
Bay Area
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For you Marlon?!
TL;DR batteries rate of improvement = ~6-8% / year in any given dimension (expl: energy density - how much energy can be stored). Rate of change has been more about cost down due to scale/packaging than fundamental chemistry changes. Chemistry isn't compute!
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Can't figure out if 5 years has been forever or no time at all... but we can celebrate progress!
Full report here: bit.ly/CV2021ImpactReport
Cc @posamentier @congruentvc
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So... we're saying 1) current H2 largely from Nat Gas/SMR; 2) Future green H2 *may* get there with free e- and $$; 3) turns out H2 is good, but second order effects... not perfect; 3) that wily little H2 would NEVER leak or corrode infrastructure... what could possibly go wrong?!
Still haven't entirely figured out how @christinaoconor convinced herself to go from MD of Wellington to early stage climate tech investing, but we're very happy to have her on team @congruentvc!
Cc @posamentier
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@joeltruher picking your battles. Come, join the Borg, life will be easier... and the profit pools greater.
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(Self described sponsorship decision-making)
Good thing @posamentier is around to keep me grounded
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I invest in the bits behind the atoms that will power the transition to a clean and equitable economy.
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Know any brilliant reporters who want to tell that story!?! You = OG of cleantech journalism (shhhh, don't tell).
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Let's be honest, after mainstream VCs dodged us oddball cleantech folks for the last 12 years, I'll take the table scraps. 🙂 . .
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#stonks or #wonks?
Welcome @LoganMarie and Nick to the @congruentvc team!
Long #climatetech short #GHG
cc: @posamentier @christinaoconor
linkedin.com/posts/abe-yokel…
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100x forward revenue multiple... suppose any multiple could be better than our pre revenue fun, but...
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ummmm, how do you work this website? @posamentier texted me this and I don't know what to do 🤷♂️
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We’re hosting @nickgrossman tomorrow at 10 PT for Climate Returns Ep 3 to discuss @USV’s emerging interest in climate. Beyond our mutual investment in @Leapdex, we expect to see more climate investments from the storied venture firm! DM me with questions.
us02web.zoom.us/webinar/regi…
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😂 Glad we could provide some entertainment, thanks for joining! Speaking of which, who is this @MarcEvanJackson person?! You saying this is my Zoom image?!
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This is a great call, thank you - this happened as I was chatting with my neighbor who deals with supply chains in China... Not sure this cites NIOSH or FFP2/3 - you think this hits the mark? I've passed to a local hospital - imagine they can sort it out as well.
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