Why Tesla Pivots to Korea from China?

Is it easy to set up as a sole entrepreneur in France?

Why AI power demand won't materialise at the scale imagined.

Why touchscreens are not the key strength of the Chinese car industry.

Your FOAK supply chain doesn’t start when you place the first order — it starts when you design your pilot. Miss that moment, and delays, overruns, and “unavailable parts” will follow. In my new post, I go through five steps to build your supply chain before your FOAK becomes real.

Adaptation and mitigation are often viewed as competing for capital. In fact, they are not.

Takeaways from FOAK panel at VDS 2025

Three things could be done to improve Europe's competitiveness. Only one can be done fast.

We need more capital to bridge the FOAK “valley of death” in climate tech — but not at any cost. Lately, I’ve seen two worrying ideas gaining ground: crowdfunding that asks ordinary people to “invest like VCs,” and proposals to channel pension money into the riskiest stage of startup growth. Both sound democratic. Both are dangerous.

The Occam's Razor as applied to electric cars

The military has always been the earliest adopter of new tech. Dirk Singer noted that today it’s also one of the biggest investors in e-fuels — not for climate goals, but for energy security. Like solar panels in the 1990s, disruption often starts on the battlefield.

I spoke with a European founder developing his own battery cells. Just getting permits for the mixing and coating stages pushed his...

I’ve seen this before—in Russia. Decisions made not for policy, not for strategy, but for unchecked power. Now I see this playing out in...

Robotaxi reality check

Airbus showed Europe can beat giants like Boeing through distributed collaboration. Could batteries follow the same path—moving from vertically integrated gigafactories to networks of “partners in success”?

I stumbled across Martin Gallardo’s post and decided that it would be worthwhile to rewrite my comment into a full post. The consulting...

This was my second Battery Day in the Netherlands. Last year I came for the first time and was surprised at how much battery innovation...

Crossing one valley of death is hard enough for any startup. For aviation startups, there are three!

A surprising revival of boring business amid the tech hype

Climate VC funding fell more than 3x from its peak in 2021