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Momentum is the operating system of work
Companies sense the world, make decisions, and act on that information. They also coordinate between those functions. Momentum makes the functions…
May 8, 2024
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Ehsan Sadeghipour
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Momentum is the operating system of work
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April 2024
Oakland, CA: Capital of the deep tech energy transition
Some of the most prominent startups in the deep tech energy transition are located in the Oakland area. This high density places the region as the…
Apr 18, 2024
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Ehsan Sadeghipour
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Oakland, CA: Capital of the deep tech energy transition
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The Life Age: A new era of connectivity
Generative AI has had underwhelming business outcomes because it has been used as a search tool in an old paradigm. Instead, it should be used as the…
Apr 2, 2024
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Ehsan Sadeghipour
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The Life Age: A new era of connectivity
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November 2023
Seven moats for energy transition startups
Moats allow companies to keep away competitors and increase their profit margins. Understanding possible moats helps with evaluating startup strategies…
Nov 3, 2023
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Ehsan Sadeghipour
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Seven moats for energy transition startups
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October 2023
Brimstone has the right approach for decarbonizing cement
Multiple startups are working to decarbonize cement production. I like Brimstone's approach because of its elegance, timeliness, low business risk, and…
Oct 13, 2023
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Ehsan Sadeghipour
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Brimstone has the right approach for decarbonizing cement
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September 2023
Hardware strengthens positions of virtual power plant startups
Electricity networks are analogous to cellular networks. Software products scale faster, but the high switching costs of hardware products provide…
Sep 28, 2023
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Ehsan Sadeghipour
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Hardware strengthens positions of virtual power plant startups
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New product premiums are not new, Green Premiums are different
Some climate startups want to charge customers a Green Premium for scaling, instead of investors. Those aiming for existing markets cannot use this…
Sep 12, 2023
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Ehsan Sadeghipour
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New product premiums are not new, Green Premiums are different
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August 2023
For diabetes and EVs, removal is better than addition
Magrathea produces magnesium, which can help lighten EVs, instead of increasing battery size. I like this approach, the startup's low business risk, and…
Aug 30, 2023
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Ehsan Sadeghipour
3
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For diabetes and EVs, removal is better than addition
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Dear SPAN, join Tesla or build a bigger moat!
SPAN complements Tesla's hardware and software products, and SPAN's moat is ineffective against Tesla. SPAN should either build a bigger moat, or get…
Aug 23, 2023
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Ehsan Sadeghipour
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Dear SPAN, join Tesla or build a bigger moat!
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Think like a VC: technology and business risks in the energy transition
All venture-scale startups face significant risks. Successfully executing against those risks unlocks enormous market potential.
Aug 16, 2023
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Ehsan Sadeghipour
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Think like a VC: technology and business risks in the energy transition
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The energy transition will be accompanied by a materials transition
Abundance, concentration, and cost are the keys to the materials transition
Aug 9, 2023
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Ehsan Sadeghipour
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The energy transition will be accompanied by a materials transition
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