I see the energy transition as a major opportunity: on 2024-02-08, I called it “the big opportunity of this decade” and said Adani and Ambani see it. I advised following smart money early, but did not explain what that means or provide supporting evidence. I announced that the full episode #15, “WTF is Climate Change?”, was out: https://t.co/3hVdPMjfP7.
On 2024-01-15, I said I was starting to buy into the energy-transition narrative because renewable-energy costs are dropping, and I viewed the transition as inevitable. I expected black-swan events to expedite it. This connects to my interest in how fast do fossil fuels fade and the electric vehicle transition.
I asked to be connected with people building interesting businesses or projects in solar, wind, nuclear, EV, hydrogen, or renewable-energy storage—from rooftop solar panels to storing renewable energy using hydro. I was looking for ventures above 10 cr top line and gave connect@gruhas.com as the contact email. The storage examples relate to storing energy is the real challenge.
I described the energy transition as “the big opportunity of this decade.”
On 2024-02-29, I said the energy transition could be the biggest opportunity for entrepreneurs in the next 10 years. I shared https://t.co/Ipm1ZBN62K and tagged @NavrozDubash, @sunitanar, @bhumipednekar, and #MirikGogri; I did not specify what the opportunity consists of or offer supporting details.
I said the energy transition could be the biggest opportunity for entrepreneurs in the next 10 years.