Shayle Kann - Believe the Hype [Electrified Ep. 8]
Electrified — Insights from the Energy Transition
English - November 02, 2020 11:00 - 52 minutes - 36 MBEntrepreneurship Business Investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Our guest today is Shayle Kann, Managing Director at Energy Impact Partners. He is also a member of the NYSERDA Investor Advisory Board and a Non-Resident Fellow at the Columbia University Center on Global Energy Policy.
Previously, Shayle built and ran GTM Research, the market intelligence arm of Greentech Media, where he led a 30-person team tracking and forecasting the evolution of the electricity sector
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Show Notes:
01:23 - About Shayle and Energy Impact Partners
05:15 - Shayle's research style for uncovering the most pressing issues in energy
08:00 - How generalist VCs and energy-focused VCs are similar and different
09:30 - What lessons were learned in cleantech 1.0? How do we carry over the right ones?
12:12 - Can carbon removal be the primary value prop for a company?
18:01 - The role of hardware in the energy transition and the need for infrastructure investments
24:30 - Shayle's background in psychology and how that shapes his views on B2C energy startups
32:00 - The climate-tech hype cycle
42:21 - Adding realism and pragmatism with newfound optimism in climate tech