FROM COMPUTING POWER TO ABUNDANT ENERGY
A platform for leading the carbon transformation
The First Revolution
April 4, 1975
Two visionaries in a garage dared to dream:
They were called crazy. Impossible. Naive.
Today: 5 billion people carry supercomputers in their pockets.
The impossible became inevitable.
The Next Transformation
The next great challenge:
They say it's too complex. Too expensive. Too late.
They said the same about personal computers.
Here's to the crazy ones who think different.
WE CAN CREATE BREAKTHROUGHS!
Understanding the Challenge
The Carbon Economy: 90%+ of Global Emissions
Three molecules. One massive system.
These aren't just fuels. They're the foundation of modern civilization.
To change them, we must reimagine everything.
The Dual Challenge
Beyond Energy: The Material Problem
Coal, Oil, and Gas aren't just burned - they're built with.
ENERGY USE
Fossil → Heat → Power → Emissions
MATERIAL USE
Fossil → Chemicals → Products → Lock-in
The Integrated Solution:
- For Energy: Accelerate renewables + storage
- For Materials: Develop new chemistry and processes
We're not just changing how we power the world.
We're reimagining our entire material economy.
A Tale of Two Innovation Models
PHARMA: The Refined Process
How medicine innovates:
- Discovery → Academic labs + Corporate R&D
- CLINICAL TRIALS → Systematic, staged validation
- Regulatory Integration → Partnership from Phase 1
- Market Intelligence → Continuous learning post-launch
Timeline: 10-15 years
Success rate: Optimized through process
CLIMATE TECH: The Gap in the System
How climate tech struggles:
- Discovery → Strong foundation in labs
- THE MISSING MIDDLE → No systematic validation path
- Regulatory Uncertainty → Rules written for old technology
- Market Disconnect → Launch and hope
Timeline: Unknown
Success rate: Unnecessarily low
But you can build the system that lets you iterate with them.
The Pandemic Case Study
What We Learned About Speed:
TRADITIONAL MODEL
Sequential development over decades
PANDEMIC MODEL
Parallel processing in months
Key Innovations:
- Pre-Purchase Agreements - Demand certainty before supply
- Concurrent Development - Multiple phases simultaneously
- Regulatory Collaboration - Real-time approvals
- Risk Distribution - Public bears downside, all share upside
- Resource Abundance - Funding follows urgency
Result: 12 months to achieve 12 years of progress
Our Solution – Platform Mindset
DESIGN PRINCIPLES:
design with end in mind
pre-purchase agreements confirm Demand certainty
milestone based capital deployment
investors work with buyers and deploy capital in tranches
REGULATORY sandbox
test what is needed to fill the gap - subsidies, grants, carbon pricing etc.
RISK DISTRIBUTION
coalition of buyers, investors and regulators with innovators
RESOURCE ABUNDANCE
Build ecosystems, not just products
The pandemic showed us how. Climate tech shows us why.
Step 1: Discovery
First Question: What Problems Deserve Our Genius?
User centered development. Start with Pre-purchase agreements.
Start with customer commitments, design backwards to technology
Six Categories for Innovation
STEEL & CEMENT
Reimagining the materials that build our world
ENERGY STORAGE
Making renewable energy available 24/7/365
AGRICULTURE
Feeding 10 billion without warming the planet
TRANSPORT
Moving people and goods at planetary scale, sustainably
CARBON REMOVAL
Designing systems that heal the atmosphere
COOLING TECHNOLOGIES
Innovative solutions for immediate climate impact
Each category requires breakthrough thinking.
Each offers trillion-dollar opportunities.
Step 2: Evaluation Framework
Second Question: Which Solutions Can Actually Scale?
Test each innovation through both lenses:
Does the science work?
Can it deploy at scale?
Great technology that can't deploy is just expensive research.
The magic happens when physics meets possibility.
The Five-Dimensional Evaluation Framework
1. PHYSICS
The Design Constraints
- Energy density defines possibility
- Thermodynamics sets the rules
- Chemistry creates the boundaries
"Design is not just what it looks like. Design is how it works."
2. INFRASTRUCTURE
Switching Costs
- Local economies depend on existing solutions
- Good infrastructure would go wasted
- New infrastructure would need to be created
Every legacy system is an opportunity for elegant transition
3. GEO-POLITICS
The Human Interface
- Employment matters more than efficiency
- Energy independence trumps optimization
- Development requires more energy, not less
Great products work with human nature, not against it
4. RISK
Who Absorbs The Risk
- Technical risk: Can we build it?
- Financial risk: Can we fund it?
- Regulatory risk: Can we ship it?
- More cost = More profit needed to justify
Today's model loads all risk on innovators. Tomorrow's shares it wisely.
5. TIME
The Scaling Challenge
- How fast can we scale the tech?
- What distribution network needed?
- How can we retrain workforce?
We're not iterating. We're reimagining.
Step 3: Clinical Trials
Making Innovation Systematic, Not Accidental
I. "CLINICAL TRIALS" - Test with real users
II. AGILE FUNDING - CUSTOMER VALIDATION + CAPITAL DEPLOYMENT
- Milestone-based capital deployment
- Real-time feedback loops
- Ship early, improve constantly
- Financial products as features
- Risk capital matched to risk stages
- Success metrics defined by users, not VCs
III. SHARED INFRASTRUCTURE LAYER
- Reduce costs through common testing facilities
- Reduce risk through shared learnings
- Iterate innovation through open protocols
- Standardized measurement and verification
- Knowledge commons for failed experiments
- Equipment libraries for rapid prototyping
The parallel processing breakthrough:
Instead of one company → one solution → one test → wait for results
We enable 100 companies → 100 solutions → simultaneous testing → pattern recognition
Step 4: Regulatory Sandbox
IV. REGULATORY DESIGN PARTNERSHIP
- Regulators as co-designers, not gatekeepers
- Safe harbors for experimentation
- Temporary licenses for innovation
- Fast-track pathways for proven solutions
- Global reciprocity agreements
- Real-time performance standards vs prescriptive rules
The parallel processing innovation:
Traditional: Innovate → Stop → Wait for rules → Proceed
Sandbox: Innovate WITH regulators → Adapt rules to reality → Scale immediately
The Platform Vision
What if it's our PROCESS?
The Call to Action
We're not asking you to bet on a technology.
We're asking you to bet on a PROCESS.
The same process that gave us vaccines in 12 months.
Now applied to humanity's greatest challenge.
Join us in building the platform where:
- → Demand creates supply
- → Innovation meets regulation
- → Risk becomes shared opportunity
- → Time compresses from decades to years
The bottleneck was never the technology.
It was our imagination about process.