Writing & Thinking
ThesisApril 2, 2026
The road out of the death spiral begins at Pre-seed
Why I invest at Pre-seed: the climate capital funnel has structural breaks between early and late-stage financing, pushing founders to commercialize before building sound technology.
ThesisMarch 17, 2026
The 'Engineer State' Is a Fairy Tale. I Was There.
Everyone in climate VC keeps talking about how China planned its way to clean energy dominance. I built a factory there. That is not what happened.