π Inside the frenzied heart of the $11 trillion AI buildout π΅βπ«
On the ground at Yotta, the US' biggest data center conference

As climate expands from venture to deployment, weβre broadening our aperture to look at the climate transition as a whole. Now that we have a deeper well of data and research to draw from with Sightline Climate, we're excited to level-up CTVC to better help you build and finance the new climate economy.
We checked in at the start of the year about who you are and what youβre looking for from us. Based on your feedback, weβve gone beyond VC-only to cover the sophisticating climate capital stack, key policy levers like tax credit transferability, and what the FOAK is going on with first-of-a-kind projects. And weβve also continued deep-diving into the climate technologies that give this newsletter its name [CTVC] from long-duration energy storage, to low-carbon fuels, to maritime decarbonization.
Whether youβve been with us from the beginning or just started reading recently, we want to hear from you! And yes, weβll read every response!!
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On the ground at Yotta, the US' biggest data center conference
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