HeyJaredBendTheCurve
Thoughts and learnings from investor in climate and energy transition at Keeling Capital. Trying to get us all to better answers.
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- Sep 18, 2026
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The Age of Power (opens the original)
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One month from today, I’ll be arriving in Shanghai to kick off a week visiting companies pushing the boundaries in the areas of electrification, autonomy and robotics. Electrification has always been a core theme for us as energy transition investors, but the way it is increasingly becoming intertwined with “physical AI”, or specifically autonomy and robotics, has led us and almost every other investor in this space to broaden the aperture to opportunities within these areas, particularly insofa
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