Our emerging thesis: Batteries Included.
Here’s what our investing thesis looks like on Saul Griffith’s map
We’re working towards a more precise investment thesis, based on this map.
Investing in Electrification: A visual guide
Sketches on how we're investing in clean energy, especially electrification.
What building electric motorcycles taught me about investing
4 pillars of my investment thesis, and how I found them in my garage...
- B2U Energy Storage Solutions: B2U runs the largest 2nd-life EV battery power plant in the US.
- Flux Hybrids: Led by Micah Ulrich, Flux adds electric drivetrains to lightweight trucks.
- Edge Energy: Greg York’s team is keeping EVs near the edge of the grid charged.
- Accelerate Wind: Erika Boeing’s pairing existing roof-top solar with wind power captured at the edge of the roof.
- NeoCharge: Spencer Harrison’s built a smart 240V splitter and software to help EV drivers save money charging at home.
- Channing Copper: Charlie is the first ever energy storage equipped induction range.
- Aptera Motors: Aptera is a Solar Electric Vehicle that requires no charging for most daily use.