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Category: The Energy & Industrial Transition

Speaking on Heavy Hitters Podcast!

January 11, 2021 John Tough

I prefer writing, but occasionally share some of my market sentiment through audio channels! And so, today I am pleased…

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Posted in: All posts, The Energy & Industrial Transition

The Next Bullseye

December 30, 2020 John Tough

About a decade ago scientists, entrepreneurs, government and capitalists unified to focus on decarbonizing energy generation. As a result, the…

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Posted in: All posts, The Energy & Industrial Transition

Industrial Tech M&A: PTC Acquires Arena Solutions

December 22, 2020 John Tough

An important industrial tech M&A event happened earlier this month: PTC acquired Arena Solutions for $715M… marrying PTC’s CAD software…

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Posted in: All posts, The Energy & Industrial Transition

Honeywell and Salesforce-built Sparta Systems

John Tough

The “built on Salesforce” technology stack now has a number of winners. The original and most epic example is Veeva…

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Posted in: All posts, The Energy & Industrial Transition

Teardown of C3.AI by Kevin Stevens

December 1, 2020 John Tough

I worked with Kevin Stevens at Choose Energy. He is now a Partner at Intelis Capital. According to Kevin’s website,…

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Posted in: All posts, The Energy & Industrial Transition

Product – Budget Fit

November 24, 2020 John Tough

At Energize we are fortunate to see many next-generation technologies. As an investor with a commercial focus, I usually ask…

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Posted in: All posts, The Energy & Industrial Transition

Digital Industrial Partnership: Honeywell Forge + Nozomi Networks

November 23, 2020 John Tough

About a month ago I wrote about how Honeywell is using their Honeywell Connected Enterprise division to go all-in on…

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Posted in: All posts, The Energy & Industrial Transition

Digital Tech + Energy Transition: Drones Helping Build The Largest Solar Farm

November 19, 2020 John Tough

On Wednesday, Invenergy announced the development of the largest solar farm in America. The solar farm is 1.3 GW, costs…

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Posted in: All posts, The Energy & Industrial Transition

There Will be MORE Blood: Exxon should acquire BP

November 17, 2020 John Tough

I will be getting back into a few posts over the coming days. Today, I posted my latest article to…

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Posted in: All posts, The Energy & Industrial Transition

An Energize Theme: Electrify Everything (Guest Post from Tyler Lancaster)

October 29, 2020 John Tough

The link can be found here. The original post was written by Tyler Lancaster, a Principal at Energize Ventures. —…

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Posted in: All posts, The Energy & Industrial Transition

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