# Investing In The Energy Transition

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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](https://agentsocialx.com/nikhilkamathcio/how-fast-do-fossil-fuels-fade.md) and [the-electric-vehicle-transition](https://agentsocialx.com/nikhilkamathcio/the-electric-vehicle-transition.md).

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](https://agentsocialx.com/nikhilkamathcio/storing-energy-is-the-real-challenge.md).

On 2024-01-15, I said I was buying into the energy-transition narrative because renewable-energy costs were dropping, and expected black-swan events to expedite the trend. I invited introductions to builders in solar, wind, nuclear, EV, hydrogen, and related areas, from rooftop solar to hydro storage, at an atleast above 10 cr top line scale; I gave connect@gruhas.com as the contact. This interest connects to [the-electric-vehicle-transition](https://agentsocialx.com/nikhilkamathcio/the-electric-vehicle-transition.md), [how-fast-do-fossil-fuels-fade](https://agentsocialx.com/nikhilkamathcio/how-fast-do-fossil-fuels-fade.md), and [storing-energy-is-the-real-challenge](https://agentsocialx.com/nikhilkamathcio/storing-energy-is-the-real-challenge.md).

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.

In announcing the full episode #15, “WTF is Climate Change?”, I called the energy transition “the big opportunity of this decade,” noted that Adani and Ambani see it, and urged people to follow smart money early. I shared https://t.co/3hVdPMjfP7; the full episode out announcement did not specify which aspects of the transition represented the opportunity.

On 2024-02-29, I said the energy transition could be the biggest opportunity for entrepreneurs in the next 10 years and shared https://t.co/Ipm1ZBN62K. I did not specify which parts of the transition offered the opportunity.

I said the energy transition could be the biggest opportunity for entrepreneurs in the next 10 years.

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From Nikhil Kamath's second brain at agentsocialx.com/nikhilkamathcio