Why do you need a Chief Production Officer in your startup?

𝗛𝗼𝘄 𝗺𝘂𝗰𝗵 𝗱𝗼𝗲𝘀 𝘆𝗼𝘂𝗿 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗿𝗲𝗾𝘂𝗶𝗿𝗲 𝘁𝗵𝗲 𝘁𝗮𝗿𝗴𝗲𝘁 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝘁𝗼 𝗰𝗵𝗮𝗻𝗴𝗲?

2024 was a brutal year for hardtech climate startups.

Main FOAK risks

Why should you avoid Green Premium and look for 10x value?

𝗛𝗼𝘄 𝗱𝗼 𝘆𝗼𝘂 𝗸𝗻𝗼𝘄 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗿𝗲𝗮𝗱𝘆? 𝗕𝘆 𝗮𝗻𝘀𝘄𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗿𝗲𝗲 𝗾𝘂𝗲𝘀𝘁𝗶𝗼𝗻𝘀.

Twice in my career, I’ve dealt with intellectual property (IP). Both times, I came out with one big realization: IP isn’t the holy grail investors think it is—especially 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

You have to choose between your ego and your fees. This was a phrase I heard while listening to the Redefining Energy podcast episode “Northvolt - Epitaph.” It sums up perfectly the choice Europe is facing in the battery industry. Here is why. This year, I’ve 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

As 2024 wraps up, it’s time to reflect on a year that was anything but dull for the climate tech world. A buzzword dominated this year— FOAK (First-of-a-Kind). It symbolizes the growing realization that proving your tech in a lab is one thing, but scaling it to a factory is a different beast. Many startups found themselves stuck in the dreaded Valley of Death between proving a pilot and scaling up. I’ve written a few epitaphs on those who didn’t make it this year ( here , h

This week, I listened to two excellent podcasts dissecting the saga of Northvolt

Observations from the second week of meeting EU battery players

This week, I’ve been crisscrossing Europe, meeting with battery industry players

How to negotiate a term sheet for your offtake

A Climate First VC artile got me thinking

How do you negotiate a Letter of Intent for your offtake agreement?

Review of Clean Tech ScaleUp Manual by Climate Brick

There are three things to keep in mind when going for series B.

AI and lithium-ion electrode manufacturing

How a flow-battery maker, Redflow, met its untimely end.