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🌿 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
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Friday Morning Labs
1
🌿 Friday's Climate Infra Brief - GOAL USA!
Go USA - ahead of the USA - Australia match!
Jun 19
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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
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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
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Friday Morning Labs
2
May 2026
🌿 Friday's Climate Infra Brief: Two Conservation Laws
Second Law of Thermodynamics: you cannot recover concentrated value from a diffuse system without paying in energy.
May 22
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Friday Morning Labs
4
🌿 Friday's Climate Infra Brief: WeWork for Biomanufacturing
Can we productize food production?
May 16
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Friday Morning Labs
1
🌿 Friday's Climate Infra Brief: Small Batteries On Old Co-ops
The problem: AI data centers are pushing peak power demand past what the grid can handle.
May 8
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Friday Morning Labs
6
🌿 Friday's Climate Infra Brief: It is not you, it is us
A concept got me intrigued this week: compute-power coordination, “ 算电协同”.
May 1
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Friday Morning Labs
6
1
April 2026
🌿 Friday's Climate Infra Brief - What if Distressed Solar is an AI x Grid play?
There are enough dead bodies on the residential solar trail.
Apr 24
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Friday Morning Labs
3
🌿 Friday's Climate Infra Brief — April 17, 2026
Renewables just beat natural gas on the US grid for the first time.
Apr 17
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Friday Morning Labs
3
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🌿 Friday's Climate Infra Brief : Two Roads to a MW of Compute
Can a large centralized load contract with distributed BESS to bring capacity to itself?
Apr 14
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Friday Morning Labs
1
🌿 Friday's Climate Infra Brief — April 10, 2026
One of the most interesting capital deployment in energy right now is finding capacity that already exists: startups using AI and grid simulation to…
Apr 10
•
Friday Morning Labs
2
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