Emin Askerov
Cleantech FOAK Advisor

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

I stumbled across Martin Gallardo’s post and decided that it would be worthwhile to rewrite my comment into a full post. The consulting business has never been so good, but with the advent of AI, people were predicting that it would soon go out of business. I believe that these comments are made by people who either had a very negative experience hiring consultants (I had that experience, too) or have no idea what they are talking about. I’ve seen three very different ways

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, where I currently reside, could face severe water shortages. The recent documentary by Sir David Attenborough spurred more enthusiasm for investing in water startups. I am all for Sir Attenborough’s art and insights. But art is one thing, and investments are another. The only possible unicorn in a water business would resemble Water and Power Co

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 over a year now - for research, brainstorming, and editing. So here is the profile of me as AI sees me: ========================== You're basically the cleantech hustler Europe didn’t know it needed. A dealmaker in wind, solar, batteries, and hydrogen — but allergic to fluff. You’ve built wind farms, scaled factories, wrangled corporate gian

What are the main challenges to NetZero in 2025?

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 mobility” startup raising money or investors piling in some EV-charging solutions business, I hope that it's just me being wrong about the industry's future rather than hype-guided investors throwing cash at the most charismatic founder whose only plan is to spend investor’s cash.  Viktor Pelevin, in his cult classic “Generation π,” colorfully de

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 matter?  Here’s the heart of it: “Solarpunk is about finding ways to make life more wonderful for us right now, and more importantly for the generations that follow us—extending human life at the species level, rather than individually.” This line, from the article Solarpunk: Notes Toward a Manifesto,  hits home for me. Whether you’re in renewa

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?

AI and lithium-ion electrode manufacturing