Technology converts scarcity into abundance. In energy, the technology already exists and is already deployed. The only question is who builds the future on it first.
I have applied the same framework to every investment for forty years: back what the next era needs, not what optimizes the last one. It is why I backed OpenAI before the world understood it, and solar when every utility said distributed generation would never scale. It is why I backed Mainspring over a decade ago, before anyone needed to ask where the power would come from.

