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
The Four Key Innovations:
Result: 12 months to achieve 12 years of progress
The same four principles can transform carbon technology.
Our Solution – Platform Mindset
THE PROCESS THAT CHANGES EVERYTHING:
DESIGN WITH END IN MIND
Pre-purchase agreements create demand certainty before innovation begins
MILESTONE BASED DEPLOYMENT
Capital flows in phases as technical risk decreases and scale increases
REGULATORY SANDBOX
Test policy tools to bridge the cost gap and enable competitiveness
RISK DISTRIBUTION
Coalition approach aligns incentives and shares both risk and reward
The pandemic showed us how. Climate tech shows us why.
Step 1: DESIGN WITH END IN MIND
Pre-purchase agreements transform hope into certainty
When corporations, governments, and utilities commit $50M-200M to buy future clean energy, innovators can build with confidence.
Example: United Airlines + Heirloom
The buyer defines specs, the innovator builds to order. No guessing games. No stranded assets. Just clarity.
This isn't venture capital's "build it and they will come."
This is "they've already come—now build it."
Step 2: MILESTONE BASED CAPITAL DEPLOYMENT
Like medical trials, we test at increasing scale
Capital flows as milestones are met versus raising and deploying $100M all at once.
Success metrics come from buyers, not VCs chasing unicorns.
Step 3: REGULATORY SANDBOX
Testing what's needed to make new tech competitive
To scale green hydrogen from $6/kg to competitive $2/kg, what's needed?
- Early stage grants for R&D?
- Production subsidies for manufacturers?
- Purchase incentives for buyers?
- Carbon pricing to level the field?
The sandbox tests these tools in real markets.
We learn what works, kill what doesn't, scale what does.
Step 4: RISK DISTRIBUTION
When buyers, investors, and regulators form coalitions, magic happens
No more competing for the same deals, inflating prices, destroying returns.
Instead: aligned incentives, shared wins, distributed risk.
Where We Focus
Six categories. Trillion-dollar opportunities.
How We Evaluate
Five dimensions. All processed simultaneously.
1. PHYSICS - The Design Constraints
- Energy density defines possibility
- Thermodynamics sets the rules
- Chemistry creates the boundaries
2. INFRASTRUCTURE - Switching Costs
- Local economies depend on existing solutions
- Good infrastructure would go wasted
- New infrastructure would need to be created
3. GEO-POLITICS - The Human Interface
- Employment matters more than efficiency
- Energy independence trumps optimization
- Development requires more energy, not less
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
5. TIME - The Scaling Challenge
- How fast can we scale the tech?
- What distribution network needed?
- How can we retrain workforce?
The platform advantage: We evaluate all dimensions simultaneously,
spotting fatal flaws before wasting billions.
The Coalition Awaits
We're not asking you to bet on a technology.
We're inviting you to join a proven process.
The bottleneck was never the technology.
It was our imagination about process.
The pandemic proved the process works.
Now let's apply it to abundant clean energy.