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Jigar Shah on the DOE's Role In Accelerating The Energy Transition
Odd Lots
The Interstructure Investors Don't Care
In two thousand nine, it was like heinrich fisker versus elan musk, right? And there was like fisker automotive and this kind of thing. But then when you get tot on dollar scale, right? Then the interstructure investors don't care. What they care about is a contract that they think is going to pay them back. They're not getting paid, like, take a whole bunch of risk. It's usually canadian and australian companies who are looking for outsized returns.
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