Imagine where the U.S. would be if it didn’t have an insatiably ignorant and violently corrupt President, and his cultist followers, endlessly attacking all of this progress and the very promise of an abundant and prosperous future itself?

The ChatGPT caricature thing is fun. I guess this is me now, I think I like it:

I think @jigarshahdc.bsky.social lives this axiom: ‘The truth will set you free, but first it will piss you off’ podcasts.apple.com/us/podcast/c... @jasonbordoff.bsky.social

“It is not the critic who counts…credit belongs to [person] in the arena…who knows the great enthusiasms/devotions…who [if] fails while daring greatly [knows] place shall never be with those cold and timid souls who knew neither victory nor defeat” www.nytimes.com/athletic/703...

“Humans beings always do the most intelligent thing…after they’ve tried every stupid alternative and none of them have worked”~Buckminster Fuller Despite Trump, renewable energy keeps surging yaleclimateconnections.org/2026/01/desp...

“When transport systems change, history doesn’t ease into it — it snaps.” @evcurvefuturist.com evcurvefuturist.com/transportati...

Many investors tell me (1) they don’t do impact and (2) they are finance oriented. 1st statement is irrelevant: you might not be ‘doing’ impact, but impact is doing you. 2nd statement is a lie: you can’t be finance oriented and choose to ignore math. www.forbes.com/sites/jamieh...

Faster better cheaper wins. No matter how much whining, lying, and begging for coddling it does, slower worse more expensive loses. “Why New Mexico Developer Quit Natural Gas: installing gas lines was an ongoing headache. Ditching gas saved him money.” www.nytimes.com/2026/01/29/c...

The current wave of multi-billion-dollar write-offs in the electric vehicle (EV) sector bears a striking resemblance to the "Malaise Era" of the 1970s and 80s, when Detroit's Big Three were blindsided by the shift toward smaller, more fuel-efficient cars. (via Gemini 3) Discuss

“The world hates change, yet it is the only thing that has brought progress.” — Charles Kettering

Impact weight all risk analysis. Act on that analysis. Do it now. Or, step aside for others better able to do your job than you are. “Nearly half of homeowners want to relocate because of climate-related concerns” www.independent.co.uk/us/money/hom...

Permissionless distributed energy adoption is an energy transition revolution hiding in plain sight: faster, better, cheaper from ‘below’ brings enormous creative destruction with it. ‘No tools, no rewiring’. No utility company. No BS. www.thecooldown.com/green-tech/p...

“Humans — who enslave, castrate, experiment on…other animals — [pretend] animals do not feel pain…essential if we are to bend them to our will, make them work for us, wear them, eat them — without any disquieting tinges of guilt or regret…”~Carl Sagan www.nature.com/articles/d41...

The Stellantis $26B write-down blaming ‘over-investment’ in EVs is making the news, of course. Markets will, and are, deciding winners vs losers in all of this, not me. That said, I do want to point out that investing in crappy EVs is not the same as investing in EVs.

“D.C. is battling Washington Gas over its pipelines: when it comes to home electrification, city officials are talking less about fighting climate change. Instead, they’re making a simpler argument in its favor~It’s cheaper than replacing gas pipes.” 51st.news/inside-the-b...

“Facts do not cease to exist because they are ignored.” — Aldous Huxley www.independent.co.uk/climate-chan...

The illegality of Chris Wright’s ‘secret panel’ of climate disinformation is forceful support for Michigan’s antitrust lawsuit against the oil and gas industry for illegally damaging renewables. cleantechnica.com/2026/02/05/m... www.nytimes.com/2026/01/30/c... www.nytimes.com/2026/01/30/c....

Uh oh “The ai industry has more in common with the environmental, social and governance (esg) movement, which reached its zenith in the early 2020s, than it would like to admit.” www.economist.com/business/202...

“Climate risk becomes a matter of security” www.linkedin.com/pulse/climat...

America’s utility companies, and their investors and captive regulators, project a facade of importance and permanence that is just not real. The facade is cracking, with a multitude of forces weilding reality hammers. www.commondreams.org/opinion/ener...

“The true measure of a man is not how he behaves in moments of comfort and convenience but how he stands at times of controversy and challenges.” ― Martin Luther King Jr.

These are great questions: “5 interview questions IBM's CSO asks candidates” trellis.net/article/5-in...

3 types of impact investors, all important. How can I help you?: (1) Says not doing impact: Doesn’t matter, impact is doing you; (2) Says doing impact risk analysis: Good, not enough; (3) Driving, embedded, inseparable, planetary and financial impact: Great, how to scale?

62% of company boards and executive teams are failing their fiduciary obligations to their shareholders: “Only 38% of Companies Currently on Track with Global Climate Goals” www.esgtoday.com/only-38-of-c...

From a speech I gave on how best to manage through the confusions of climate regulatory frameworks: (1) lead, don’t manage. Why else do you have your job? (2) you know where this is going, get ahead of the curve. Lagging ends up more expensive/disruptive. www.esgtoday.com/tnfd-tick-bo...

Excellent from @roberthoglund.bsky.social, a ‘healthy’ re-set is underway in the carbon removal sector: “the new story is more prove and learn than speed and scale” marginalcarbon.substack.com/p/the-carbon...

Say it again, louder, for the kids in the back: “Load shifting and improving energy efficiency could reduce the need for new power plants, but utilities often profit more from building than saving power.” grist.org/energy/the-u...

Inspiration can be hard to come by, especially these days. Lindsay Vonn is inspiring: she will attempt to ski in the Olympics with a ruptured ACL from a crash last week? www.espn.com/olympics/sto...

Impact weight all risk analysis. “Lack of water, too much water, and decline in water quality could put up to 9% of global GDP at risk, with significant impacts on manufacturing and agriculture, which could see up to 18% of production at risk.” www.forbes.com/sites/mindyl...

Utilities are not ‘natural monopolies’, they are badly constructed, abusive, coddled, and poorly run local monopolies totally dependent on the political support they’ve purchased. When that support goes away … heatmap.news/energy/consu...

“Agricultural waste that is usually burned or left to rot could play a far bigger role in tackling climate change if it were instead used in long-lasting building materials phys.org/news/2026-01...

This entire area fascinates and inspires me, I wish I were involved in it somehow: “Microbes could extract the metal needed for cleantech” www.technologyreview.com/2026/02/03/1...

If @michael-thomas.bsky.social is ‘shocked’ by gas behind the meter and data centers, then the rest of us better pay more attention. If hyperscalers make data centers grid liabilities vs assets, if utilities and their regulators continue on their self-immolating path, we all lose.

What is important is to spread confusion, not eliminate it”~Salvador Dalí Elon Musk’s mega-merger makes little business sense www.economist.com/business/202...

“True freedom requires the rule of law and justice, and a judicial system in which the rights of some are not secured by the denial of rights to others.” — Jonathan Sacks

“What’s next for EV batteries in 2026: Demand for electric vehicles and the batteries that power them has never been hotter.” trib.al/T7td5EZ

The HPV vaccine is an astounding success, like most vaccines have been. And yet, among the many vicious insanities of Trump, and his death cult, is the fact that we have to fight them to protect these medical successes. Insanity.

“One is never so dangerous when one has no shame.”~Anonymous Tech billionaires fuel Donald Trump’s $429mn haul ahead of midterm elections www.ft.com/content/5038...

US’s economic exceptionalism was based on massive cost of capital advantages built on 250 year commitment to the idea of the rule of law, and the civil liberties underlying that commitment. Trump is destroying all of this. Investors will have to re-price. www.newyorker.com/news/the-fin...

Are we choosing to de-evolve? "According to Darwin/, it is not the most intellectual... strongest... but the species that survives is the one that is able best to adapt..."~Leon C. Megginson The World Is Hitting Point of No Return on Climate e360.yale.edu/features/1.5...

It’s been a stunning year for great movies. I’m fortunate to get inspiration from film, I share here in that spirit. Among the year’s great films, don’t miss The Mastermind, a brilliant film that will make you ask questions about the cost of apathy. www.brightwalldarkroom.com/2025/12/17/i...

The biggest revolution in the energy transition ‘hiding’ in plain sight? Permissionless distributed energy resources. The challenges are about ‘small’ and how to scale and aggregate all of it. But, remove the frictions of adoption, small gets big. Fast. podcasts.apple.com/us/podcast/c...

This is excellent work: www.nbim.no/contentasset... Impact weight all risk analysis and act on that analysis. Or, get crushed by everything you are ignoring or, worse, by those doi g your job better than you are.

"To be led by a coward is to be controlled by all that the coward fears." — Octavia E. Butler Wanted: CEOs with backbone @ranaforoohar.bsky.social ‬⁩ www.ft.com/content/89d0...

Texas solar power records are inspiring. Now ~50% of daily demand? @douglewin.bsky.social

Inspiring “Australia’s grid now relies on renewable energy as much as coal. Those who doubted it look foolish” www.theguardian.com/environment/...

“the climate benefits of biomass are not automatic: they depend on the choices that are made at each stage of the value chain” theconversation.com/biomass-coul...

Federal Judge Fred Biery shows the way, read this:

Let’s do more … ‘remarkable’. We can. We just have to chose remarkable as our goal. “EVs are already making your air cleaner: A pretty small addition of cars at the ZIP code level led to a decline in air pollution. It’s remarkable.” grist.org/solutions/ev...