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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.


The Three Valleys of Death of Aviation Startups
Crossing one valley of death is hard enough for any startup. For aviation startups, there are three!
Sep 25, 20253 min read


Climate Tech VC Fundraising: From Peak to Pause
Climate VC funding fell more than 3x from its peak in 2021
Sep 23, 20251 min read


A Pragmatic Climate Reset
Michael Liebreich’s recent provocation on the Pragmatic Climate Reset raises many important points. One that stood out to me is that the climate movement has lost credibility by clinging to maximalist narratives while failing to deliver practical benefits.
This inspired me to reflect on my own journey — ten years in climate tech yet still facing the gap between professional work and personal choices.
Sep 19, 20253 min read


Who will win in Long-Duration Energy Storage (LDES)?
A short comparison of LDES technologies
Sep 12, 20252 min read


The Five-Step Framework for Finding Clients for Your FOAK
Over the years, I’ve distilled some patterns into a five-step framework for finding your clients—tailored to the realities of FOAK and climate tech.
Sep 11, 20253 min read


The FOAK Supply Chain Framework
How to build a supply chain for your FOAK
Sep 10, 20251 min read


Another Western battery startup left lying in the Valley of Death.
The lessons of Natron Energy collapse
Sep 9, 20251 min read


The FOAK Location Selection Framework: Lessons from Choosing a Gigafactory Site
In the end, it had to be a political decision. After half a year of sifting through more than twenty locations and countless meetings with local officials, our future 8 GWh factory came down to two options. Tatarstan: a highly industrialised region east of Moscow, with a strong industrial park, permits ready, and—most importantly—right next to our main customer, Kamaz. Kaliningrad: a Russian exclave in Europe, wedged between Poland, Lithuania and the Baltic Sea, on the unfini
Sep 4, 20253 min read


Overcoming change inertia
Cleantech startups usually sell to mature industries, and these don't like new stuff. How can founders overcome change inertia? Ports, especially municipally owned ones, are notorious for resisting any change to how they operate. Here is a story from Polina Vasilenko on how to sell floating solar to municipal ports.
Aug 7, 20252 min read


Clean energy VC is no longer booming—but it is maturing.
Latest data on clean energy VC investments. Are we seen new bubble emerging?
Aug 5, 20252 min read


Electric Mobility: What We Own, What We Share, and What We Fear
What is the future of electric mobility?
Jul 31, 20254 min read


Can a battery factory be a franchise?
Alternative business model for a battery factory
Jul 30, 20251 min read


Why diverse teams are crucial for a scale-up
How diverse teams are really built.
Jul 24, 20252 min read


Corporate Governance Will Haunt You Later: A Founder’s Guide for Cleantech Scaleups
What founders sometimes fail to realise is that as you scale up, you will spend less and less time working on your product and more and more time with your investors.
Jul 17, 20253 min read


Two Essays on Climate Investment—And What They Overlook
Two different points of view on climate investment. Both wrong.
Jul 15, 20252 min read


Building the Smart Factory: Turning a Manufacturing Idea into a 500 MWh Reality in 9 Months
This post is about how Duke went from idea to operational factory in under 9 months—and what practical lessons it offers for cleantech scale-ups.
Jul 10, 20253 min read


Sustainable aviation - what holds it back?
Image is AI-generated. Scaling up sustainable aircraft is like scaling up nuclear power—a comparable challenge in terms of regulatory obstacles, timelines, and the weight of responsibility. At least, that’s how it seemed to me, looking from the outside. I was sure that the climate tech community could learn many lessons from the aviation startup experience, so I’ve asked an expert. I’ve just finished recording the next episode of WattsUpWithStartups with Dirk Singer, aviation
Jul 9, 20251 min read


What can customers teach a scaleup?
Why do many cleantech startups stall before they even start? They skip the hard part: talking to customers. When Polina Vasilenko founded HelioRec | BCorp , a floating solar startup, she didn’t just build prototypes and pitch investors. She went to the ports, the future clients. Image credits: HelioRec One hundred fifty conversations later, she had the data she needed: ✅ Ports want to decarbonise ✅ Rooftop solar isn’t enough ✅ Wind turbines? “Not beautiful” for city ports
Jul 7, 20251 min read


The Execution Equation: How ATOME Built a FOAK-Ready Leadership Team
Scaling a first-of-a-kind (FOAK) climate venture isn’t about ideas. It’s about execution infrastructure. And that infrastructure begins with people
Jul 3, 20253 min read


Opportunity costs of climate technologies. It's not what you think.
Why pay more to achieve less? Really, why? Yet, you see this everywhere in climatetech. How come? A reduction in man-made CO2 emissions measures the success of all climate technologies. But many of them require two other climate technologies as inputs - wind and solar energy. Green hydrogen, SAF, and e-fuels all require huge amounts of clean energy. To reduce emissions using these technologies, you first have to build a wind or solar power plant, then add the costs of these t
Jun 30, 20251 min read
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