Andy Lubershane

In this discussion, Andy Lubershane, a partner and head of research at Energy Impact Partners, brings his expertise in robotics to the forefront. He explores how AI advancements are making robots both cheaper and more powerful, revolutionizing industries like manufacturing and construction. The conversation highlights the potential of robotics-as-a-service models to counteract high startup costs and addresses the looming labor shortages in climate tech. Lubershane also shares insights on the promising future of humanoid robots and the challenges still faced in their development.

Guest Andy Lubershane discusses the limitations of electrification for heavy transport like ships, planes, and trucks. Topics include density and infrastructure constraints of batteries, advantages of biofuels, hydrogen, and e-fuels, and the challenges of upgrading grid infrastructure. The podcast explores the need for alternative fuels and the potential solutions for decarbonizing heavy-duty transportation.

In this discussion, Andy Lubershane, head of research at Energy Impact Partners and a climate tech expert, unpacks the 'better mousetrap fallacy.' He argues that in sectors like carbon removal and nuclear, focusing on scaling existing technologies often yields better results than chasing new breakthroughs. They explore how scaling can drive down costs, analyze the necessity of innovation in batteries, and tackle the regulatory hurdles in nuclear energy. Additionally, they highlight the challenge of having too many direct air capture technologies without sufficient buyers.