Tim Woodcock

family man👨‍👩‍👧‍👦 veteran cleantech operator 🛠️ emerging climatetech investor 🚀into harmonic world-earth systems ☯️

[Tim Woodcock @timnose]

Just posting this from my analysis for a large corporate 5 years ago...

[Patrick OShaughnessy @patrick_oshag]

It’s true

[Tim Woodcock @timnose]

Inverted Cicero on the mantelpiece: “To seem rather than to be”

This is SOTA in climatetech VC/PE, I’m afraid

[Tim Woodcock @timnose]

Book of the year

[Tim Woodcock @timnose]

@gnievchenko Lcoe anywhere? Crikey

[Tim Woodcock @timnose]

“If we knew all the things we knew, we’d be the most profitable company in the world” @rob_by_robwest paraphrasing a client amidst an intellectual pirouette around energy, commodities, & industrial economics on the Hosking Partners pod https://t.co/MGb8DUEvUU

[Tim Woodcock @timnose]

@TimMLatimer @fervoenergy Bravo Tim 🙌🏻

[Matt Turck @mattturck]

“Yes I’m a VC but I’m very operational and you should consider me part of your day to day team”

[Tim Woodcock @timnose]

@Shravanbhat Seminal. I read NF totally differently since Caro.

[Tim Woodcock @timnose]

@bryanwhitesolar Hello from the future (🇳🇴). it’s not that common because usually the host doesn’t move their car from the spotin advance, but yes for overnights/long-hauls. Airbnb-ing L2s is coming in a niche way as well

[Tim Woodcock @timnose]

@JulianSpector Great coverage! / just here to point out that storage is never a “source”

[Tim Woodcock @timnose]

One of my favorite things is that America’s largest privately held renewables company’s founder & CEO is a Ukrainian immigrant

…seen here providing great takes on grid problems

Legend 🇺🇦🇺🇸

[Bloomberg TV @BloombergTV]

Invenergy CEO Michael Polsky discusses the hurdles to meet renewable energy and environmental goals.

He speaks with David Westin on "Wall Street Week Daily" https://t.co/ZNI4ypC3fM

[Tim Woodcock @timnose]

@sierrap @JonnyChats

[Tim Woodcock @timnose]

@nickvanosdol 💯 - time value of carbon dictates that the focus should be on volumes rather than durations. Tech will get there b4 2123.

Have seen durability/permanence used interchangeably, but thanks to this definition, see that there’s a difference. Is the correlation observed?

[Tim Woodcock @timnose]

Succinct

[Geoff Lewis @GeoffLewisOrg]

Value of most SaaS goes to zero within the decade.

[Tim Woodcock @timnose]

Maybe the best ever compendium on the circus of vc and startups 🤡

[Avy Faingezicht @avyfain]

Very fun to be back at ⁦@BloombergBeta⁩ for a book launch after a long time.

Excited to dig into ⁦@ganeumann⁩ and Elizabeth Zalman’s book. 📚🤓

[Tim Woodcock @timnose]

@patriciawexler 3 body problem series

[ian @IanRountree]

VCs, look at this table. LOOK AT IT. If you take 10yrs to return 3x net your IRR is 12%. Rn LPs can get 5% RISK FREE, & probs 7-9% w incrementally more risk if they’re savvy bond investors. Yet <10% of funds do >3x DPI. If this doesn’t scare you then you’re asleep at the wheel.

[Tim Woodcock @timnose]

@mattturck …plans to hire $MS for delisting in ‘25

[Lion Hirth @LionHirth]

Does anyone believe Germany can manage its power grid in the 2030s, with dozens or hundreds of GW of solar, wind, flexible loads, batteries and electrolysis without locational price signals?

Honest question.