PinnedPublished inG2 InsightsHumanoids, VLAs, and the Race to Build Robots That Can Do AnythingAuthors: Jasper Platz and Neel Mehta | G2 Venture PartnersMar 19Mar 19
Published inG2 InsightsThe Case for Deregulating US Electricity MarketsDeregulation didn’t end well the last time we tried it in California. We deregulated the energy markets in 1998 and by 2000 the US western…Dec 6, 2024Dec 6, 2024
Post Product-Market Fit Mortality“In order to win, you must first survive.” — Warren BuffettJul 16, 20241Jul 16, 20241
Using Wright’s Law to predict climate winnersIn 1936 Theodore Paul Wright published a paper called “Factors Affecting the Costs of Airplanes”. His key observation is that we “learn by…Jul 9, 2024Jul 9, 2024
Pricing carbon (Part 3) — Macro cycles, interest rates and fossil fuel pricesThe final post in this 3-part series covers important macro forces market participants should take into account when trying to anticipate…Jul 9, 2024Jul 9, 2024
Pricing carbon (Part 2) — Build vs buy and the role of new technologiesThe prior post covered the unique supply-side dynamics of the carbon markets in Europe. The more dynamic and complex aspects of the market…Jul 9, 2024Jul 9, 2024
Pricing carbon (Part 1) — Policy driven supplyBenjamin Graham famously said: “In the short run, the market is a voting machine but in the long run it is a weighing machine.”Jul 9, 2024Jul 9, 2024
Welcome to the Carbon Economy (Launch post)We are on the cusp of creating a new economy. And it is the most important economic experiment of our lifetimes.Jul 9, 2024Jul 9, 2024
Published inG2 InsightsUS vs Europe — Comparing Two Startup EcosystemsAfter having grown up in Europe, I’ve spent the last 15+ years in the US building three startups and now invest in companies on both sides…Jan 25, 20241Jan 25, 20241
A New Age of German startupsTwice a year, I visit my family in Berlin and have seen the startup ecosystem develop over time. I used this Christmas trip to meet with…Jan 2, 2024Jan 2, 2024
