Archive - Ehsan Energy

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 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

March 2024

We are building Momentum for the world

We are on a mission to liberate humans from the burden of coordination. Momentum extends our prefrontal cortices. And yes, this cannot be done with…

Mar 22 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

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 •

Ehsan Sadeghipour

The energy transition will be accompanied by a materials transition

Abundance, concentration, and cost are the keys to the materials transition

Aug 9, 2023 •

Ehsan Sadeghipour

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