Bryan Birsic

@birsic

Building something new. Founder & Board Member . Ex-Bain. Ex-VC. Ex-NYer. Yinzer. Trying to be better today than I was yesterday.

Boulder, CO
Vrijeme pridruživanja: travanj 2008.

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  1. Prikvačeni tweet
    24. sij

    I forgot how much I love the uninformed optimism stage

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  2. proslijedio/la je Tweet

    I've long been a fan of Tim Urban's blog. In a word: astonishing. Just finished reading his series "About Us", ending with "The Sick Giant". Do yourself a favor this weekend: set aside about two hours and read it. Carefully. You'll thank me.

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  3. proslijedio/la je Tweet
    4. velj

    Amen. No other methodology has been so effective at forecasting the future cost of clean energy. It's amazing how official energy forecasters keep missing this.

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  4. 3. velj

    If you take those two curves, that relationship, and you extend them over a decade or two, you will become an energy revolutionary. There is no other logical conclusion. 4/

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  5. 3. velj

    Solar (PV) has experienced a 20-25% decrease in per unit cost per global unit doubling for a whole lot of doublings now. Batteries are on the same trajectory. 3/

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  6. 3. velj

    (It’s exceptionally helpful here if the thing made, like say solar cells or batteries, scales both up and down incredibly well. That is to say, if you can service both a home- and utility-scale system with the same hardware, you are at an enormous advantage re experience curves)

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  7. 3. velj

    Experience curve (noun): A graph showing a good’s per unit decrease relative to scale, particularly its per unit decrease per doubling of production. Most goods experience 10-25% per unit decreases per global unit doubling. 2/

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  8. 3. velj

    If there’s one lesson to be taken from the last decade of solar (PV) growth, and one to take forward to the next decade in both PV and batteries, it is to worship at the altar of experience curves. 1/

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  9. proslijedio/la je Tweet
    1. velj

    It’s now been shown across study after study that older founders do better than their younger counterparts. Yet these days I see so many older founders moving into VC instead of starting what’s likely to be their most successful startup yet.

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  10. 31. sij

    It occurred to me the other day that I don’t need to do any of the home-security measures I might like to in a mildly-dystopian future, I simply need to have the tools, instructions, and materials to effect it. Someone should ship people these boxes, if they don’t already.

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  11. proslijedio/la je Tweet
    30. sij

    Some personal news... I’ll be writing a fortnightly column for My first one is about the plans of Blackrock (among others) to make the physical impacts of climate change an investment opportunity:

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  12. proslijedio/la je Tweet
    30. sij

    1/ OH at dinner this week — “Climate is the new Crypto” 👀🌎 And if by that you mean a crazy awesome underground community of tech peeps who aren’t satisfied with status quo and want to design elegant solutions to a massively complex problem, then YES!

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  13. proslijedio/la je Tweet
    25. sij

    If I had an early stage fund, I’d host lots of social mixer events and then invest in the companies that never show up to any of them.

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  14. 26. sij

    There are like special exceptions for your own kids in the child labor laws, right?

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  15. proslijedio/la je Tweet
    24. sij

    All jokes aside about this new wave of VCs looking at climate tech: 1) Welcome! We need all the help we can get. 2) May you inspire a new generation of entrepreneurs to enter the space. 3) Let's be sure we take the right lessons from the last cycle (more tk soon)

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  16. proslijedio/la je Tweet

    VCs pivoting into climate tech investing in 2020 after seeing top funds announce their interest in the space

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  17. 24. sij

    It’s fun to be back on the tweet box. I missed y’all. 😘❤️ (Though that break was damn good for my mental health. Recommend.)

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  18. 24. sij

    Corollary: If you know enough about a given area of innovation, listening to the “experts” the press can get their hands on is incredibly painful

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  19. proslijedio/la je Tweet
    24. sij

    According to a Goldman Sachs research report from 12/19 "valuations of ESG favorites on a sector-relative basis affirms a significant and widening premium of 20-25%." In other words, good ESG stocks trade at solid premium. CEOs who want their stock to go up need to see this data!

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  20. proslijedio/la je Tweet
    23. sij

    We are actively investing in Climate Tech and Sustainability (more to come). Why? Because it is both our responsibility and a huge business opportunity (h/t ). We’d love to hear from more Climate Tech entrepreneurs: climate@sequoiacap.com

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