Once or twice a year, if you stay long enough in climate and battery scale-ups, you encounter a technology that politely asks you to forget thermodynamics, manufacturing constraints, and twenty years of painful industrial learning. Like a lot of other things, this year’s entry arrived early. The battery world is currently excited about Donut Lab solid state battery. Let’s outline the plausible range of outcomes: 1 Worst case: it’s a scam. Svolt has already called it out (yo

Every time someone says software-defined vehicle, I imagine driving 250 km/h on the Autobahn and seeing: “System has unexpectedly crashed. Reboot in progress.” That thought led me to dig into SDVs, money, and who actually benefits.

Robotaxis still don’t make money — not in San Francisco, not in Shenzhen. Yet both the US and China keep pushing, each for their own reasons. I dug into two Economist articles this week and wrote a breakdown of why both countries are accelerating into a business model that still has its unit economics stuck in reverse.

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

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

Takeaways from FOAK panel at VDS 2025

Robotaxi reality check

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

Check out my review of Dr. Funk's book, where I highlighted some key takeaways, like why hype has replaced productivity, why consultants always win first, and what it means for anyone evaluating early-stage tech in climate and beyond.

Can you find unicorns in water? There is a hype around water tech startups. Climate is changing, and some countries, such as Turkey,...

How can you hype up, raise investments, burn the money, and do it all again? I have no idea, but life proves that it is possible, again and again.

Do we really have an AI energy problem? Or is it just hype (as usual)?

Logging in to ChatGPT today, I was greeted with a suggestion to describe me based on all of the chats I had. I’ve been using ChatGPT for...

What are the main challenges to NetZero in 2025?

the most cyberpunk thing I’ve read this year wasn’t fiction—it was a book by Nobel Prize winning MIT economists

I have no idea. Still, the question has been popping up in my head now and again for the last year. Every time I see some “hydrogen...

Venture investors watch the world burn and seek refuge in virtual worlds

I’ve just picked up my New Year read—a collection of solarpunk short stories. If you’re wondering, what is solarpunk, and why does it...

The last weekend of 2024 long-read on AI and Energy

If the magnitude of a problem is reflected by the books written about it, which would win?