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Everything here comes from having built FOAKs, not just studied them. The Playbook is a structured guide to scaling cleantech from lab to commercial delivery. The Monitor tracks the largest FOAK projects in real time. The Blog is where I think out loud. Start with the Playbook → if you're scaling a FOAK. Start with the Monitor → if you want to know what's actually happening in the field.


From Lab to Fab: How LeydenJar Rewired Its DNA to Scale
How to transform from project to product.
Jun 4, 20252 min read
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๐ฐ๐ทBack in Korea: Scaling Batteries with JR Energy Solution๐
Batteries have brought me to Korea once again. The last time I was here was just before the COVID lockdown, and now, Iโm backโthis time in Eumseong, the heartland of Koreaโs battery industry โat the factory of JR Energy Solution . Iโve mentioned JR in my posts before, and thereโs an hour-long interview with its founder and CEO, Duke Oh , on my podcast . JR is my client, and Iโm thrilled to be helping them scale! Who is JR Energy Solution? Founded in 2022 , JR Energy Solution
Mar 3, 20252 min read
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Europeโs Cleantech Reality Check: The Good, The Bad, and The Missing Pieces
Review of Breakthrough Energy and Cleantech for Europe report on the state of European manufacturing competitiveness
Feb 28, 20252 min read
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Europeโs Auto Industry: Time for a Rethink, Not a Rescue
What to do wฤฑth Europe's auto industry?
Feb 12, 20252 min read
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Revolutionary Change or Extinction
No sugarcoating. No diplomatic cushioning. Just a stark reality check.
Feb 11, 20252 min read
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The 5 Steps of The Pilot Stage
A Pilot is your first real-world testโwhere you prove that your technology works outside the lab.
Jan 30, 20253 min read
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How Big Should Your FOAK Be?
A 3-step framework for scaling-up to FOAK
Jan 27, 20251 min read
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Drop-in Solution 4-Step Framework
Here is my 4-step framework to determine if your tech is a drop-in solution
Jan 9, 20257 min read
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๐จ๐ปโ๐ฌFrom Lab to Fab: Why You Need a CPO - Chief Production Officer๐ท๐ปโโ๏ธ
Why do you need a Chief Production Officer in your startup?
Jan 8, 20252 min read
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๐ฅDrop-In Solution
๐๐ผ๐ ๐บ๐๐ฐ๐ต ๐ฑ๐ผ๐ฒ๐ ๐๐ผ๐๐ฟ ๐๐ผ๐น๐๐๐ถ๐ผ๐ป ๐ฟ๐ฒ๐พ๐๐ถ๐ฟ๐ฒ ๐๐ต๐ฒ ๐๐ฎ๐ฟ๐ด๐ฒ๐ ๐ถ๐ป๐ฑ๐๐๐๐ฟ๐ ๐๐ผ ๐ฐ๐ต๐ฎ๐ป๐ด๐ฒ?
Jan 6, 20252 min read
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When Are You Ready To Scale?
๐๐ผ๐ ๐ฑ๐ผ ๐๐ผ๐ ๐ธ๐ป๐ผ๐ ๐๐ผ๐ ๐ฎ๐ฟ๐ฒ ๐ฟ๐ฒ๐ฎ๐ฑ๐? ๐๐ ๐ฎ๐ป๐๐๐ฒ๐ฟ๐ถ๐ป๐ด ๐๐ต๐ฟ๐ฒ๐ฒ ๐พ๐๐ฒ๐๐๐ถ๐ผ๐ป๐.
Dec 24, 20242 min read
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๐ก The Myth of IP Moats: Lessons from the Frontlines
Twice in my career, Iโve dealt with intellectual property (IP). Both times, I came out with one big realization: IP isnโt the holy grail investors think it isโespecially when scaling hardware. The first time, I was buying a license to manufacture wind turbines. It looked promising: a ton of encrypted files, sent to our HQ with much fanfare. But when we finally cracked open the IP treasure chest, we discovered it only explained how to build one wind turbine. The know-how to m
Dec 23, 20242 min read
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GigaEgo or Gigafactory?
You have to choose between your ego and your fees. This was a phrase I heard while listening to the Redefining Energy podcast episode โNorthvolt - Epitaph.โ It sums up perfectly the choice Europe is facing in the battery industry. Here is why. This year, Iโve actively traveled around Europe, meeting with battery industry players. I was representing my client, a Korean company specializing in the most difficult part of battery manufacturing - making anode and cathode electrod
Dec 20, 20242 min read
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๐๐ฅ The Battery Digitalization Chicken-and-Egg Problem
You need data to optimize production, but production has to be running to generate that data.
Nov 5, 20242 min read
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๐ Ramping-Up Battery Production: Lessons from Fraunhoferโs Report
๐ Scaling Up Hardware? Fraunhoferโs Battery Ramp-Up Report Shows Just How Hard It Gets!
Oct 31, 20243 min read
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The FOAK Off-Take: 4 Things You Need to Know
๐ What are the 4 things crucial to your FOAK offtake and how to negotiate them? ๐
Sep 19, 20243 min read
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๐ก Offtake Pyramid: Does It Work?
Does the Offtake pyramid work? In my case, it was a little different.
Sep 17, 20241 min read
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๐จ Northvoltโs Strategic Shift: Focus on the Core ๐จ
Northvolt grew fastโmaybe too fast.
Sep 16, 20241 min read
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Tactical Solution to EU Cell Manufacturing Problems
๐ The Problems Are Clear. The Solutions Are Mistimed. Except One.
Sep 13, 20242 min read
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Cleantech Scaleup? Here's Your Real Problem
Cleantech Scaleup? Here's Your Real Problem, And Two Things To Do About It.
Sep 10, 20241 min read
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