• 461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)

  • Nov 25 2024
  • Length: 40 mins
  • Podcast

461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)

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  • Summary

  • Kevin Stevens of Energize Capital joins Nick to discuss The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC. In this episode we cover:

    • Challenges in Energy Distribution and Storage
    • The Role of Batteries and Other Energy Storage Solutions
    • Data Centers and Energy Consumption
    • Nuclear Energy and Its Role in the Energy Transition
    • Financing Challenges and Strategies for Energy and Climate Companies
    • The Importance of Intellectual Humility and Debate in Investing
    • Future of AI and Defensibility in Energy Software
    • Evaluating Revenue Quality and Key Metrics for Success

    Guest Links:

    • Kevin’s LinkedIn
    • Energize’s LinkedIn
    • Energize Website
    • Kevin’s Twitter/X

    The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area.

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