1.0 2.0 3.0 …….. 2030 milestone I
The last 16 months or so since remission, have felt like coming back to a new world, each day for me felt like making progress and then the next week felt like 2 steps back, beyond the physical challenges part. Wrt ClimateTech investing, it’s been a challenge on so many fronts, cut backs on offtakes, customer pull backs and more. Its not like we didn’t know the per kg cost threshold to make chemicals green successfully, improving battery chemistries & making batteries last longer in density, role of proper carbon credits, improving grid efficiency to manage the load, SMR scale ups, nuclear & hydrogen scale ups, and how VCs have behaved amongst all this. Challenges will continue 💯 , it will be tough no doubt here on, and IT IS POSSIBLE to achieve one of these goals. I’d say next 2 years, one of these genres will have a breakout moment as a winner. Add another 2 years, that winner be the leader to show how it’s done. 2030 it is then, can’t wait to see how this journey unfolds, see you on the other side in 6 yrs.