Venture capitalists offer their investors outsized financial returns in exchange for taking on considerable risk. But what if that risk includes backing products where the economics of the end market aren’t clear? Moreover, what if the companies being supported have the non-financial goal of tackling climate change? As more money than ever pours into climate ... Show More
Nov 7
The demand for infinite compute
<p>The AI boom isn’t just about chatbots.</p><p>In this video, I explain why cloud companies and chipmakers are exploding in value: we’re moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.</p><p>If that’s true, our demand for co ... Show More
16m 52s
Apr 2025
Keeping cleantech investment alive | With technological, economic and policy challenges mounting, how can we keep energy innovation on track?
<p>These are hard times for investment in low-carbon energy. The lack of progress in international climate negotiations, threats to policy support, and an increased awareness of the challenges of decarbonization, have created some strong headwinds. Everyone agrees that more break ... Show More
53m 10s
Oct 2024
Why climate tech startups get this one thing wrong
This might be our wonkiest topic yet: Techno-economic analysis, or TEA.
Before a startup proves its technology is commercially viable, it models how a technology would work. These TEAs include things like assumptions about inputs, prices, and market landscape. They help investor ... Show More
49m 38s
Sep 30
How can the grid help AI, and how can AI help the grid? Live from NYU at New York Climate Week, featuring leaders from Nvidia and Amazon | Energy Gang Live from Climate Week
<p>Recorded in front of a packed room at NYU’s Kimmel Center during Climate Week NYC, Ed Crooks and Amy Myers Jaffe moderate a debate on the high-stakes topic of AI and energy. They dig deep into the questions raised by the surge of investment in data centers: what it means for g ... Show More
1h 8m
Jun 2025
Geothermal, dealmaking, and the future of clean energy finance | live from the ACORE Finance Forum in New York
<p>In the third and final special episode recorded live from the ACORE Finance Forum, host Ed Crooks and regular guest Amy Myers Jaffe talk to industry leaders to explore some key issues in renewable energy technology and finance.</p><p>Amy starts the episode by speaking with Dav ... Show More
1h 11m
Oct 14
The connected world of energy | Special episode from Wood Mackenzie
<p>Host Ed Crooks talks to Jason Liu, Chief Executive of Wood Mackenzie and co-author (with Chief Analyst Simon Flowers) of a new book, Connected, about the fast-changing world of energy. They are also joined by Sunaina Ocalan, formerly Senior Director for Corporate Strategy & ... Show More
44m 5s
Aug 2024
Venture returns, recovering startups, and VC conflicts | E1995
<p>This Week in Startups is brought to you by…</p>
<p>Coda. Coda empowers your startup by bringing words, tables, and teams together. Strategize, plan, and track goals effectively with all your valuable data in one place. Go to <a href="https://www.Coda.io/twist">https://www.Coda ... Show More
1h 27m
Apr 2025
What do the tariff wars mean for low-carbon energy? | Recorded live at Wood Mackenzie’s Solar & Energy Storage Summit
<p>“With great uncertainty comes great opportunity”, says Abby Ross Hopper, president and CEO of the Solar Energy Industries Association, in this special episode of the Energy Gang, recorded live at Wood Mackenzie’s Solar & Energy Storage Summit.</p><p>Is she right? And what ... Show More
30m 13s
Jun 2024
Venture Capitalist Who Called 2021 “Everything Bubble” Thinks VC Valuations Are “Reasonable” | Fabrice Grinda, Super Angel Investor, on Geopolitical Threats, AI, and Yield-Bearing Stablecoins
Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
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Fabrice Grinda’s website: https://fabricegrinda.com/
Fabrice Grind ... Show More
1h 30m