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Tim Woodcock (@timnose) profile picture

Tim Woodcock

@timnose

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

 Oslo w/ Maine summers
linkedin.com/in/tim-woodcock-490b862b
Joined September 2011
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Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)Photo by Tim Woodcock (@timnose)
Just posting this from my analysis for a large corporate 5 years ago...
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It’s true
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Inverted Cicero on the mantelpiece: “To seem rather than to be” This is SOTA in climatetech VC/PE, I’m afraid
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Book of the year
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“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 open.spotify.com/episode/3H1…
Energy Transition: Active Duty?

Energy Transition: Active Duty?

Capital Cyclists · Episode

open.spotify.com
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Tim Woodcock retweeted
Matt Turck (@mattturck) profile picture
Matt Turck
@mattturck18 Feb 2024
“Yes I’m a VC but I’m very operational and you should consider me part of your day to day team”
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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) profile pictureBloomberg TV
@BloombergTV12 Dec 2023
Invenergy CEO Michael Polsky discusses the hurdles to meet renewable energy and environmental goals. He speaks with David Westin on "Wall Street Week Daily" trib.al/I3FfSSZ
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Succinct
Geoff Lewis (@GeoffLewisOrg) profile pictureGeoff Lewis
@GeoffLewisOrg23 Sep 2023
Value of most SaaS goes to zero within the decade.
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Maybe the best ever compendium on the circus of vc and startups 🤡
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Avy Faingezicht (@avyfain) profile pictureAvy Faingezicht@avyfain15 Sep 2023
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. 📚🤓
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Tim Woodcock retweeted
ian (@IanRountree) profile picture
ian
@IanRountree14 Jul 2023
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.
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Lion Hirth (@LionHirth) profile pictureLion Hirth@LionHirth10 Jul 2023
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.
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Exciting times on the California grid, where carbon-free power has been supplying more than 100% of electricity demand through large swaths of the afternoon
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This is a big win for Maine and the climate. I’m so proud of my dad for playing a role. Big grid FTW ⚡️🌎🪄. bnef.com/news/RTD9DKT0G1LE01…
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👨🏻‍🍳💋
David Ho (@_david_ho_) profile pictureDavid Ho@_david_ho_5 Apr 2023
Replying to @HMcJeon
I gave those as examples, but there's a larger point, which is that it's possible for CDR to be a failure, which leaves us reliant on nature to stabilize atmospheric CO₂ over thousands of years. This risk argues for rapid decarbonization.
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Finished @CixinLiu’ 3BP series two weeks ago and I can’t stop thinking about it. Marvelous and humbling
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Tim Woodcock retweeted
GRIDSIGHT (@gridsight) profile picture
GRIDSIGHT@gridsight6 Mar 2023
🎉 Proud to announce we’re now supporting 1GW of DER on our platform! To put that into perspective, 1GW was about the average electricity demand for the entire state of Tasmania last month.
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🇮🇳 cleantech industrialization response to ex-🇨🇳 is emergent. The west *needs* 🇮🇳 to supplant 🇨🇳 up/midstream, so don’t be surprised if/when it does
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Being wrong about renewables’ non-linear expansion is an international pastime. @BloombergNEF are least wrong by virtue of their relative optimism 🐃📈🚀
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CH4 the biggest thing in climate all of the sudden 🥹 bloomberg.com/news/articles/…
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A good list of common limiting/extrinsic uplift factors of 🇪🇺startups relative to 🇺🇸 comps
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