Tyler Lancaster is a Principal at Energize Ventures. In this Point 01 episode he covers his background, our portfolio approach… and a BUNCH of great details about some companies in our portfolio.
A few themes:
1- Our renewable industries are already way bigger than most people expect… and a huge job growth engine
2- Digital technologies (the shading engine!) are creating massive advancements for development, deployment and maintenance of the new energy economy
3- New administration tailwinds for climate technology are going to be massive: new R&D investments, FERC, DOE and agencies stepping up to reduce red tape, EV charging infrastructure!
He also gives hints on where we are looking to make our next investment. Not only should you listen, but you should connect with Tyler and follow his writing.