Writing
Best of 2025: Books, Shows, Movies, Podcasts & Music
My annual roundup of the best content I came across this year. Every year I keep a running list of the books, shows, movies, podcasts, and music that stuck with me.
DoD-MP: Harbinger of US Govt Intervention in Public Markets?
On Thursday, July 10th, MP Materials ("MP") announced transformational public-private partnership with the US Department of Defense to accelerate US rare earth magnet independence.
The AI Competency Tax
We're living through a strange moment in technological history. Artificial intelligence was supposed to democratize expertise, making advanced capabilities accessible to everyone.
Recent Nuke Deals and What It Means for US Power System
Given all the chatter recently around data centers and nuclear, I thought it'd be helpful to break out some of the nuances around power markets, an overview of recent deal structures, and the read thr
2024 Cleantech Market Review and 2025 Outlook
The US public equity clean energy transition landscape witnessed remarkable divergence in 2024, creating a compelling narrative of contrasts within the sector.
Best of 2024 - Recommendations
As is tradition, sharing my favorite things I came across - books, shows, movies, podcasts, and more! - Project Hail Mary - Andy Weir - Dark Matter - Blake Crouch - Not the End of the World:
Year In Review Template - 2024
As we approach the end of another year, taking time for meaningful reflection becomes invaluable for personal and professional growth.
Cleantech FY23 Recap And FY24 Outlook
None of this should be construed as investment advice and all opinions are my own personal macro observations. None of the below consists of independent stock opinions nor will I ever provide that.
Cleantech 3Q23 Recap & Outlook
None of this should be construed as investment advice and all opinions are my own personal macro observations. None of the below consists of independent stock opinions nor will I ever provide that.
Rates + Regulatory Overhang Weighing on Cleantech Stocks
Given recent cleantech weakness across the globe, I thought it made sense to summarize some of the key trends/themes here.
More O&G Energy Transition Deals - Oxy Acquires Carbon Engineering
Building off the prior mentions of acquisitions by O&G companies in the energy transition (ex: BP-Archaea, Exxon-Denbury), yesterday Occidental (NYSE: OXY)’s wholly owned subsidiary, 1PointFive, annou
Exxon-Denbury and Broader Energy Transition Takeaways
In light of the Exxon acquisition of Denbury for $4.9BN ($89.45/share) this AM, I just wanted to share some broader reflections as it pertains to O&G companies and the energy transition and how differ
Financial Benefits of IRA's GHG Reductions and Historic Levels of Federal Climate Spending
Key takeaways: 1. The United States Office of Management and Budget found that cumulative climate-related benefits from the Inflation Reduction Act will range between a cumulative $0.7 and $1.
Revisiting 'Conventional Wisdom': Energy & Sustainability
In an effort to stimulate conversation around complex topics within sustainability... Over the last 3-5 years, it’s increasingly felt like the finance community broadly recommended sustainability fund
Net Zero: Transition from Exhaustive to Feasible?
Originally written 6/29/22. Combination of twitter threads here and here. I’ve recently been seeing headlines and reports that have prompted me to ask the question of whether the world is slowly appr
Status of Net Zero Targets - June 2022
Originally written on 6/16/2022. Twitter thread form here. Net Zero Tracker is an organization that maintains a database on 4,000 entities that covers net zero targets for countries and the world’s
IPCC AR6 WG3 - Key Takeaways
Post was originally written on April 4, 2022. You can find a twitter thread summary here. Most of this is summarized notes and quotes from the IPCC Sixth Assessment Report - Working Group III contrib
Oxy Low Carbon Ventures & The DAC Landscape
Post was originally written on April 4, 2022. You can find a related twitter thread summary here. Oxy hosted their Low Carbon Ventures day on March 23 and I wanted to highlight some of it given it wa
Assessing Corporate Decarbonization
Post was originally written on March 11, 2022. You can find a twitter thread summary here. This past week saw a few notable updates on global and corporate emissions efforts that spurred some dialogu
2021 Recommendations
- Speed & Scale: A Global Action Plan for Solving Our Climate Crisis Now - John Doerr - How to Avoid a Climate Disaster: The Solutions We Have and the Breakthroughs We Need - Bill Gates - The Al
Aluminum vs. Recycled PET
Post was originally written on September 24, 2021. You can view a twitter thread summary here. Building off the conversations I’ve had with the management teams of can makers and beverage companies,
An Optimistic Take on Sustainable Investing
Post was originally written on September 10, 2011. You can find this post summarized in a very long tweet thread I posted.
IPCC AR6 WGI - Key Findings
Post originally written on August 9, 2021. Most of this is summarized notes and quotes from the IPCC Sixth Assessment Report - Working Group I contribution.
Climate Investment Manifesto
This memo was originally submitted on August 1, 2020 to Chamath Palihapitiya’s Twitter challenge in July-2020, where he challenged anyone interested to submit the following: “In 7 pages (or less) of
Defining and Measuring Climate Change
Post originally written in July 2020. Anyone that knows me knows I'm incredibly passionate about the issue of Climate Change.
Covid-19 musings (two-part piece)
If you've been following my writing for some time, you know that I read, a lot. I've spent the past few months, like everyone else, digesting the whirlwind of news, change, and chaos around us.
A Call for Empathy
Two things have happened recently in the US that were particularly disheartening: the US crossed the 100,000 deaths mark from COVID-19 and multiple, separate bouts of racism have caused a national sti
Curating Info And Improving Your Learning
How to curate the best info make internet work for you.
Thank You, Kobe
My heart-felt dedication piece to a mentor that dramatically impacted my life and mentality.
2H2019: Recommendations
- Trillion Dollar Coach: The Leadership Playbook of Silicon Valley's Bill Campbell - Alan Eagle, Eric Schmidt, and Jonathan Rosenberg - Never Split the Difference - Christopher Voss with Tahl Raz
What Should I Read? The Great Books Vs. Articles Debate Revisited
Why am I writing this? I get some form of the following two questions a lot from readers: 1. How do I pick what to read and consume?; and 2.
Reflections from the Inca trail
Why am I writing this? I never thought I'd be the hippie writing about my world travels but here I am writing a reflection post on my recent trip to Peru. Oh well. I went, I saw, I hiked.
1H2019: Recommendations
- Can't Hurt Me: Master Your Mind and Defy the Odds - Might be my favorite all-time book - AI Superpowers: China, Silicon Valley, and the New World Order - Blitzscaling: The Lightning-Fast Path
Rappers Are Walking Business Empires
In early June, Jay-Z became the world’s first ever rapper billionaire.
2018: A year in review
A list of things that I learned/read/consumed/listened to/enjoyed over the course of 2018. Enjoy. - Discipline > Motivation - Ask more questions - don't believe everything you read or that you'