Posts

Showing posts from February 5, 2019

Reanimate

What if we could bring it back , but make everyone better off by fixing v1.0? Aluminum is 95% recycled due to energy content.  Lead acid batteries schlep cores around because the alternative fails price, performance and sustainability requirements.  If we don't start doing something similar with lithium and cobalt, or commercialize solid state batteries, we may paint ourselves into a corner during the electrification of everything . Rockets are reusable now, because scaling space logistics is prohibitively expensive without it.  Most of  micromobility will falter due to the disposable fleets of the market leaders, and the subscale progress of their fast followers and laggards.  Global unbalances remain stark, primarily due to waste . Why doesn't that thinking apply to young companies, especially the small and/or unlucky?  Private equity and distressed credit investors do this kind of work with middle market companies, and sometimes large public b...