Insights

The Gist is the monthly newsletter of The Ad Hoc Group that covers everything at the intersection of climate tech and policy. Subscribe at the link here to have The Gist mailed to your inbox each month.

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The Ad Hoc Gist: Is Winter Coming for Climate Tech?

Without some meaningful financial exits soon, I’m worried we’re heading for a climate tech winter. The planet can’t afford that.

I wrote a three-part series for Latitude Media with my friend Michael Sachse on the current climate tech landscape and what investors and startup founders should do about it. Part one is about the impending climate tech liquidity crisis, and part two is about what the industry can learn from biotech.

The final installment, out today, is our advice for climate tech founders. We’ve distilled it for this month’s Gist below. But we encourage you to read the full series here.

Multiple solar panels, pollution-free green energy base.

The Ad Hoc Gist: It’s Getting Hot In Here

As I write this note, half the country faces a record-setting heat wave while wildfires burn north of Los Angeles. This month, I interviewed Katie MacDonald, the cofounder of Tailwind, on how to get more investors to back resilience tech.

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The Ad Hoc Gist: Beware Climate Tech’s Pits of Despair

In this month’s Gist, my colleague Max Tuttman draws on his Ad Hoc and ARPA-E experience to explain how climate tech startups can avoid falling into some common traps, which he calls the “Pits of Despair.”

Blog

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People as Moat – Ad Hoc Expands into Search

In climate tech, we talk a lot about, well, technology. But talk with most CEOs and they’ll share that the hardest part of their job is figuring out how to hire and retain the right people. In my experience, a company’s ability to hire and effectively onboard the right people is what differentiates successful businesses from those that falter. Because, as a CEO, you can have a great vision, but if you don’t have the right people, you can’t execute it.

A Conversation with Vida and Devin

We invited two leaders, Devin Hampton, CEO of UtilityAPI, and Vida Asiegbu, principal at Energy Impact Partners, for a candid conversation on equity and representation in the energy transition.

Press

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Unbound Wildfire Liability is a Cost the US Can’t Afford

Utility wildfire mitigation plans aren’t enough.

“We are all one spark away from bankruptcy,” said one utility CEO at the recent Western Conference of Public Service Commissioners meeting. 

He was speaking about wildfires: a topic under regular conversation at energy industry events and in utility board rooms. The business of providing electricity is being turned on its head, and all of us are paying a price....

Read More @ Latitude Media

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USEA Power Sector Podcast Episode 27: The Ad Hoc Group Principal Brian Kooiman

In Part 3 of a series on distribution system resources and reliability, The Ad Hoc Group Principal Brian Kooiman answered questions by journalist Herman K. Trabish about the role of demand side flexibility in the U.S. power sector resource mix and reforms are urgently needed from federal and state regulators to allow customer-owned resources to realize their potential to improve electricity delivery reliability, reduce customer bills, and achieve decarbonization goals.

More @ USEA

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Climate investors are already bracing for Trump

Donald Trump’s victory in yesterday’s New Hampshire Republican presidential primary makes clear the stark choice coming into view for voters: On one side, an incumbent president whose signature climate achievement — the Inflation Reduction Act — is doing more to accelerate the energy transition than any other U.S. policy against an opponent who continues to deny basic climate science and for whom “drill, baby, drill” is the cornerstone of his energy platform.

Clean energy investors may be hoping for the former, but are already preparing for the latter.

Read more @ Semafor

Hear more from our leadership on My Climate Journey and Technopolis.

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