Field notes The Energy Transition for the Rest of Us

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Materials discovery

7 notes · Catalyst 4 · Steel For Fuel 3

  1. Catalyst · 16 Jul 2026 When will quantum computing have its breakout moment? with Bob Sorensen, chief analyst for quantum computing, Hyperion Research How close is quantum computing to being genuinely useful, and what exactly does useful look like?
  2. Catalyst · 6 Nov 2025 Inside a $300 million bet on AI for physical R&D with Ekin Dogus Cubuk, co-founder, Periodic Labs; formerly Google DeepMind A year ago Cubuk was sober about using AI for materials discovery. What changed enough in twelve months to justify leaving Google DeepMind and raising $300 million to do it?
  3. Catalyst · 13 Mar 2025 An ode to electrochemistry with Yet-Ming Chiang, professor of materials science and engineering, MIT, and co-founder of Form Energy, Sublime Systems and other electrochemistry companies What is electrochemistry actually good at, and how do you tell which industrial problems are worth pointing it at?
  4. Steel For Fuel · 4 Oct 2024 From SaaS to Robots by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If the software playbook that defined the last fifteen years no longer works, where should climate tech look for its software opportunities?
  5. Catalyst · 19 Sep 2024 Can AI revolutionize materials discovery? with Ekin Dogus Cubuk, research scientist working on materials discovery, Google DeepMind Is materials discovery the killer application for artificial intelligence in climate tech, or is it much harder than it looks?
  6. Steel For Fuel · 19 Aug 2024 Direct Air Capture and (machine) learning curves by Andy Lubershane, Partner and Head of Research, Energy Impact Partners What does Climeworks’ first real-world direct air capture plant missing its design targets tell us about the technology?
  7. Steel For Fuel · 6 Jul 2023 Some “complete bullshit” about AI and energy by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Would pursuing human-level AI break the energy system, and does the energy industry actually need models that big?