In 2017, when we started the business, it was like not consensus that electric vehicles were going to be a thing. Let alone electric fleets. There's less people that are skeptical now, but there are still some skeptics of that. I have some good investor rejection stories from, from, from folks who are now heavily invested in big EV SPACs and things like that. So just, you know, yes, excited about the things that have happened over the last year.
On VC Sunday School, Jason and Molly discuss how VCs size their investments (1:40). Then, Molly is joined by Ben Birnbaum of Keyframe and TeraWatt! (13:17)
(0:00) Molly tees up today's topics!
(1:40) Jason breaks down how VCs think about bet sizing!
(11:43) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(13:17) Molly welcomes Ben Birnbaum of TeraWatt and Keyframe to discuss his background and why he started TeraWatt!
(27:07) Odoo - Get access to all of Odoo's apps, services, and maintenance for under $25 at https://odoo.com/twist
(28:15) Ben explains the current state of commercial EVs and TeraWatt's progress
(34:05) How TeraWatt spawned Keyframe, where Ben is an investment partner
(38:20) House of Macadamias - Get 20% off at https://houseofmacadamias.com/twist by using code TWIST20
(39:47) Ben explains how and why he started an investment firm to fund his own startup (and startups like it!)
Check out TeraWatt: https://terawattinfrastructure.com
Check out Keyframe: https://www.keyframecapital.com
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood
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