Tough Tradeoffs and the Energy Transition

May 02, 2024

Make it Easy

April 26, 2024

Big Software Goes Shopping

April 24, 2024

It’s Okay to Want to Be Rich

April 23, 2024

The Next Bottleneck

April 20, 2024

Repetition Doesn’t Spoil the Prayer

April 01, 2024

Too Much of a Good Thing

March 28, 2024

Speed is a mindset.

March 26, 2024

Energy is a Growth Industry

March 25, 2024

Combining Opposite Traits

March 22, 2024

This is Not the Best Thing I’ve Ever Written

March 21, 2024

The Labor Shortage Compounds

March 18, 2024

The Best Story Wins

March 13, 2024

Private Equity Exits in Climate Tech and Critical Infrastructure

July 27, 2022

No Need to Speculate, Sustainability is Here to Stay

July 25, 2022

Momentum

July 10, 2022

When Cash Becomes a Moat

July 06, 2022

Margins Matter

July 01, 2022

5 Stocks Weathered the Great Recession Better Than Most, What Can We Learn?

June 02, 2022

VMWare, a sign of things to come?

May 27, 2022

Rule of 40 Rules All

May 16, 2022

Energize Co-Leads Aurora Solar's Series D Round

February 28, 2022

What's Old is New Again

February 11, 2022

Balancing Growth, Quality, and Valuations

February 08, 2022

A Trillion Here, a Trillion There

February 04, 2022

Creative Capital

February 01, 2022

Why did late-stage valuations skyrocket?

January 27, 2022

Better Returns, More Impact

January 25, 2022

Will interest rate-driven multiple contractions make their way to private tech?

January 21, 2022

Big PE Changes the Equation

January 08, 2022

Samsara S-1 Teardown

November 24, 2021

ChargePoint's Q2 Earnings

September 02, 2021

Playing the Right Games

August 24, 2021

Tesla Energy?

August 19, 2021

Liquidity for the Energy Transition

August 12, 2021

The Cloud is Just Getting Started

July 30, 2021

EV Charging Doesn't Make the Infrastructure Bill, but Not To Worry

July 29, 2021

Uncertainty and Inflection Investing

July 23, 2021

Fast Radius Merges with ECP Environmental Growth Opportunities Corp. at a post-transaction Equity Value of $1.4 Billion

July 19, 2021

ServiceMax SPACs

July 16, 2021

Inflection Investing

July 13, 2021

Consistency

July 07, 2021

Exit Multiples on the Rise

June 28, 2021

We're Hiring!

June 22, 2021

Derivative Investing

June 18, 2021

What are you obsessed with?

June 17, 2021

Greasing the Supply Chain Flywheel

June 16, 2021

America's Next Manufacturing Frontier

June 10, 2021

You Can't Put a Price on Transparency

June 09, 2021

Tracking End-Use Emissions

June 08, 2021

SentinelOne S-1 Teardown

June 05, 2021

Taking Control

June 02, 2021

The Utility of Resilience

May 27, 2021

Meeting New Demand with Software

May 24, 2021

The Gross Margin Secret

May 12, 2021

Procore S-1 Teardown

March 13, 2021

Why buy the haystack when you can build it?

March 03, 2021

SPACs and the New SEC

February 28, 2021

Grow Big, or Go Home: SPAC Business Metrics

February 21, 2021

Post-SPAC Cap Tables

February 18, 2021

Modern SPACs and Retail Investing

February 15, 2021

3 SPAC Trends Worth Watching

February 13, 2021

2 Easy Wins for Growing Startups

February 11, 2021

GM, Kodak, and The Battle of Norway

February 04, 2021

The Next Chapter

February 02, 2021

20 Lessons from Poor Charlie's Almanack

December 31, 2020

Evaluating Biden's Two Climate Paths

December 02, 2020

Is it different this time?

December 01, 2020

Setting Up a Ghost Blog and Newsletter in 5 Steps

November 30, 2020

C3.ai S1 Teardown

November 24, 2020

Can Energy and Venture Capital Work Together?

November 24, 2020

Peanut Allergies and Energy

October 30, 2020

Evolution of a Startup Operator

October 27, 2020

It’s the jobs, stupid.

October 27, 2020

Are you a must-have?

October 22, 2020

The Quick Exit

October 21, 2020

Two Hard Truths

October 20, 2020

The Map is Not the Terrain

October 20, 2020

Utilities Move On

October 18, 2020

5 SPAC Candidates in Energy Tech

October 18, 2020

Evaluating Successful Exits of the Energy Transition

October 18, 2020

California blacks out…

October 18, 2020