All 34 Energy & Climate posts we have indexed from venture capital blogs and newsletters, plus the highest-scoring pieces of the past year and the people who write about it most.
A deep analysis of how capital structures evolve for hard-asset businesses (energy, manufacturing, space, robotics). Shows how Fervo, Hadrian, and Rocket Lab progressed from expensive corporate debt to cheaper project-level financing—with contracts and creditworthy buyers as collateral—and identifies the conditions needed to reach full production finance and securitization.
Bell Labs achieved epochal breakthroughs because it combined patient capital from AT&T's monopoly rents, a concrete mission with bottomless technical depth, and direct manufacturing scale—conditions that modern antitrust, capital markets, and VC structures have made illegal. Recreating such institutions requires "synthetic rent" without the predatory monopoly, a structural puzzle we've largely abandoned.
A climate-tech insider attends Yotta 2026 to examine whether the $11 trillion AI infrastructure buildout can drive grid modernization and decarbonization—and grapples with growing public backlash, regulatory friction, and whether the gold-rush mentality will actually enable the clean-grid outcomes she hoped for.
Texas has paused new data center permits amid a 7.5x surge in grid interconnection requests, forcing developers to navigate interconnection queues, reliability standards, community concerns, and emerging behind-the-meter power strategies—revealing systemic constraints that will shape US infrastructure buildout.
Industrial batteries solve a critical timing problem for data centers: by shaving peak demand, they reduce grid interconnection wait times from ~5 years to months, accelerating buildout while existing grid capacity absorbs 76 GW of new load. Real regulatory tailwind and economics make this a durable bridge solution.
AI models trained on multiple sensor streams can reconstruct missing or slow diagnostic readings in fusion reactors—and surprisingly, they're generating novel physical measurements no instrument could ever make, enabling validation of theories previously impossible to test.
The Trump administration's rebranded Department of Energy loan office (EDF) published its first strategic plan through 2030, shifting from innovation-focused lending to capacity, reliability, and energy dominance. Nuclear and geothermal clear the bar; hydrogen, offshore wind, and emissions-reduction projects no longer qualify.
AI model companies are becoming compute factories: selling inference at high margins to fund training of progressively cheaper, more efficient models. Anthropic's path from −94% to 40–50% gross margins per megawatt shows the model—profit from serving customers funds the R&D flywheel.
Climate Tech VC (14) · Energize Capital (9) · Not Boring (8) · My Climate Journey (4) · A16Z (4) · USV (3) · Tomasz Tunguz (3) · Lowercarbon (3) · Newcomer (2) · Investing in AI (2)
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