Would you like to know how to fund early-stage industrial tech startups while optimizing returns? Ask me.

Jupiter, FL
Joined February 2021
We're going to need a bigger boat....so proud to have spun @ImpactScienceVC out of @activatefellows see all the continued success that organization drives. And glad to be along for the ride!
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.@activatefellows raised $1 Billion ... in Q1.
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Robert Ethier retweeted
Friends are telling me this is the moment for a “how it started | how it’s going” post, but I really want to save that for when it hits billions in revenue / tons of co2! So let’s just use this as an excuse to say go @activatefellows, go!!! 🚀
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Great point as to why the national lab ecosystem deserves more investor attention!
It's actually very difficult to keep innovation funding creative enough while simultaneously limiting ideas that will never work based on physics showstoppers. The US has a huge advantage in this because of the vetting that can be done by our national labs.
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Congrats to @BrimstoneEnergy for securing $189M from the DOE to decarbonize cement!
HUGE news: Brimstone was selected for a transformational $189 million investment by @ENERGY's Industrial Demonstration Program! We're thrilled to be part of the single largest industrial decarbonization effort in U.S. history—learn more: businesswire.com/news/home/2…
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Congrats to @ImpactScienceVC portfolio companies @antoraenergy, @BrimstoneEnergy, @fervoenergy and @twelve_co2 for being in the TOP 18 of @TIME's Top Greentech Companies of 2024! time.com/collection/americas…
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Firm, renewable power FTW! 🙌 Fervo Energy just closed a big round to bring geothermal energy to a grid near you. #cleanenergy #innovation
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I'll vouch - Duluth does not suck. And love the special from @TheDailyShow on my hometown. But no, there is no refuge for climate change. youtu.be/83DX5XDwz40?si=2yXd…
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#gains in geothermal
1/We @fervoenergy are excited to announce our new geothermal drilling results. We have achieved a 70% YoY reduction in drilling times, dramatically outpacing predictions, and are poised to unleash a new wave of geothermal decades ahead of schedule. THREAD. fervoenergy.com/fervo-energy…
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I was an investor during #Cleantech 1.0 and actively avoided - the economics never made sense. For Cleantech 2.0, I've completely rearranged my career to be at the forefront of the #EnergyTransition. Come find out why!
Next on #DiffuseTap, we ask @impactsciencevc Co-Founder @RobertLEthier, about the energy transition movement, key market players, emerging contenders, and common investor pitfalls in the energy transition sector. RSVP: buff.ly/461VN3X #sustainablefinance @aylakremb
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Sure Biden and Xi will be meeting this week, but let's be real, @JoeBiden's real highlight was learning about @gradientcomfort's heat pumps from the one and only @VinceRomanin (check out the headline photo) abcnews.go.com/US/wireStory/…
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Looking forward to co-hosting this event with @activatefellows this Wedneday! activate.org/climate-week-20…
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Huge breakthrough in geothermal for @fervoenergy! And perhaps more impressive, they got a shoutout in @matt_levine 's Money Stuff's "Things Happen" section
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Huge news in my favorite topic - cement! @BrimstoneEnergy announces that their decarbonized ordinary Portland cement now has third-party ASTM certification. This clears the path to decarbonize an industry responsible for 8% of global CO2 emissions. businesswire.com/news/home/2…
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Robert Ethier retweeted
Ordinary portland cement is durable, strong, and time-tested for more than a century. The big problem: its production process is driving #climatechange. Solving that problem depends on cutting emissions without compromising on reliability or safety.
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Looking forward to meeting the new cohort!!
46 fellows. 39 companies. 4 communities. 1 mission: to reinvent the world by bringing their research to market. Introducing #ActivateCohort2023: activate.org/news/meet-cohor…
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Robert Ethier retweeted
Great point here. Because geothermal is far more modular than other options for getting 24/7 clean power, it can come down the cost curve much faster than alternatives. Just a fraction of the financial support given other energy options can unlock this industry.
Take enhanced geothermal or closed loop by contrast. Assume about 5 MW per unit, similar cost range ($7-15M/MW for initial N), it costs $350-900m total to get to 10-12 units. Govt share is a few hundred million.
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Being a MN pro sports fan is.... painful si.com/fannation/bringmethes…
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Robert Ethier retweeted
My news feed this morning is full of “Green” party members cheering the closure of nuclear power in Germany, which prolongs a reliance on coal, and Burning Man cheering their successful blocking of a renewable energy project. Depressing all around. apnews.com/article/burning-m…
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