Accelerating our transition to sustainable abundance. Author | Strategist | Fan of humanity, tech, startups, futurism, & animals. Tweets = my own.

San Francisco, CA
Joined February 2009
I see some people incorrectly claiming that the Tesla Semis 500 mile range isn't enough. Average daily miles: • Long-haul drivers: 400-600 miles • Regional drivers: 300-500 miles • Local/delivery drivers: 100-300 miles Not every Class 8 semi runs near the full 80,000–82,000 lb limit. The Tesla Semi’s 500-mile range is based on an 82k gross weight, so carrying lighter loads, like 30k or 40k lbs for example, will extend range beyond 500 miles. Longer routes are also sometimes shaped by FMCSA Hours of Service rules, which cap driving at 11 hours in a 14-hour window, meaning drivers typically wouldn't exceed ~600 miles per day anyway. Drivers must also take a 30-minute break after 8 hours, during which the Tesla Semi can recharge up to about 60% of its range at a Megacharger. The Long Range Tesla Semi will be good for longer routes, while the Standard Range with 325 miles of range will be great for more local/regional deliveries. Transportation is the largest source of emissions in the U.S. at 28%. The Tesla Semi will not only save operators money over time, especially if you include state incentives, but the truck will be much better for air quality. PepsiCo has been testing Tesla Semis for the past few years. They said that the drivers who operate the company's Tesla Semis have reported that they don't want to go back to driving a diesel truck.
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Naval Ravikant: “The future will be almost all startups” “I firmly believe that the efficient size of a company is shrinking very rapidly, and so the future will be almost all startups.” In the clip below from a 2012 interview, Naval speculates that information technology will reverse the centralizing force of economies of scale following the Industrial Revolution. “I think the contract work trend is going to increase, and I think the size of your average company is going to decrease. I think we’re going to see more and more billion dollar businesses built by four or five people, and it’ll stay at that.” He doesn’t think we’ll see many more companies like Facebook or Google with tens of thousands of employees: “I think any entrepreneur worth their salt could today build Facebook with a few hundred people… Facebook and Google are in the situation that large companies end up in where the founders know that 80% of the people are not really needed, they just don’t know which 80%.”
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A sobering thought on the speed of AI: Something that took 50 eng, 4 PMs, and 1.5 designers 6-12mo to build in 2018/2019 can now be (mostly) done by two people in a few days. And I know this because I led the team in 2018. And a 2-person team just pitched me on it. Gulp.
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Tesla is building the foundation models for autonomous robots
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Congrats @jbeano on receiving a #BookExcellenceAward for What Could Go Right: Designing Our Ideal Future to Emerge from Continual Crises to a Thriving World . Learn more here: honorees.bookexcellenceaward…
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New report from Accenture: 93% of the world’s largest companies won't meet their net zero targets unless they DOUBLE their rate of reduction by 2030 🤯 A reductionist approach won't do the job. Climate solutions must be central to the business model of every company on Earth.
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Clean energy critics often argue that addressing climate change will require too much mining. So I looked into the data. I found that our current fossil fuel economy requires 535x more mining than a 100% clean energy economy would. 🧵
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Justin Bean retweeted
I wrote about the fall of SVB, the future of climate tech, and everything that could go right (according to @jbeano) for my latest piece in @TriplePundit. triplepundit.com/story/2023/…
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“What Could Go Right?”🌎 A dialogue with author Justin Bean @jbeano on the GREAT opportunities that lie ahead of us! Time to envision and create the kind of future that we desire by leveraging our technology and experience! Listen to it here: youtu.be/k49NSMdl0yg
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Justin Bean retweeted
UPDATED: Solar outlooks vs reality
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Justin Bean retweeted
My annual presentation: trends in decarbonization. The long view; trends and transience; net zero as evolution and revolution. Everything from surface humidity to Nordic heat pump sales to hydrocarbon gravimetric density to hyperobjects. nathanielbullard.com/present…
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New report🚨: Energy Transition Investment Trends 2023 is out! If you thought the energy crisis would slow the transition, we've got news for you: energy transition investment exceeded $1 trillion for the first time in 2022, as global spending on clean-energy tech grew 31% YoY.
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NASA's New Horizons spacecraft flying over mountains on Pluto 🏔️
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2022 was a big year for Climate Tech. The Inflation Reduction Act, also known as the Climate Bill, was a shot in the arm for investors. But what emerges from the flood of money, and what doesn’t make the cut? Here’s our take on the Climate Tech trends we’ll see in 2023👇🏽
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Global EV sales are exploding, with total sales forecast to hit 10.6 million in 2022, up an incredible 60%. Below is a 🧵 on this hugely consequential development, which has economic, environmental & geopolitical implications Cc: @Noahpinion @JesseJenkins @dwallacewells @ramez
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Climate innovation is both needed to get to #NetZero by 2050, and is a huge opportunity for companies to generate new revenues and competitive advantage. Read the full report here: bcg.com/publications/2021/ne… #climateinnovation #sustainability #bcgdv #bcg
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All of this happened in Chinese markets this week. Your weekly thread. 1/10
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Got through the summary report of @McKinsey's Net Zero economy report. Very well done. Read enough of these and you eventually get the same points (sectors, themes, everyone do their part, etc.) so will focus on some of the underappreciated/new points. mckinsey.com/business-functi…
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Did the pandemic really cause a mass exodus out of cities, or did investors suffer from confirmation bias? New Morgan Stanley analysis.

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