September 2026

August 2026

🌿 Friday's Climate Infra Brief - How’s Our Food?

News: This might be the most important structural shift in US power markets this year.

Aug 21 • Friday Morning Labs

2

🌿 Friday's Climate Infra Brief - Surf the Shoulder

Another week of “money is big, everyone is buying turbines”.

Aug 15 • Friday Morning Labs

4

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July 2026

June 2026

🌿 Friday's Climate Infra Brief - The Shape of Capital

I get asked this a lot by founders: what exactly is a structured capital solution?

Jun 26 • Friday Morning Labs

1

🌿 Friday's Climate Infra Brief - GOAL USA!

Go USA - ahead of the USA - Australia match!

Jun 19 • Friday Morning Labs

🌿 Friday's Climate Infra Brief: How Do We Stack?

This week is a nerdier but essential piece of my quest to answer “can we make data centers more sustainable?”.

Jun 12 • Friday Morning Labs

1

🌿 Friday's Climate Infra Brief: May in the Rear View

The apparent thesis is locked in: Data centers buy power at almost any price and the grid is the constraint.

Jun 5 • Friday Morning Labs

2