Field notes The Energy Transition for the Rest of Us

Threads

Robotics

13 notes · Catalyst 3 · Critical Capital 1 · Steel For Fuel 9

  1. Catalyst · 18 Jun 2026 Enter the electric supercycle with Andy Lubershane, partner and head of research, Energy Impact Partners Electricity demand is surging while everything needed to supply it is scarce and expensive. Is that a temporary crunch, or the start of a long expansion, and what would stop it?
  2. Steel For Fuel · 18 Jun 2026 The next industrial revolution and the “art of life itself” by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If AI is the next industrial revolution, will it be one that makes existing work more efficient, or one that gives us capabilities we did not have?
  3. Steel For Fuel · 1 Jun 2026 Riding the Electric Supercycle by Andy Lubershane, Partner and Head of Research, Energy Impact Partners If every input to the power system is getting more expensive at once, why is that the setup for a durable investment opportunity rather than a squeeze?
  4. Catalyst · 7 May 2026 Has Humble Robotics cracked the code on autonomous trucking? with Eyal Cohen, founder and CEO, Humble Robotics Why is there still no Waymo of trucking ten years in, and does starting from a clean sheet, both the vehicle and the software, change the answer?
  5. Critical Capital · 28 Apr 2026 Atoms, bits, and the trillion-dollar manufacturing race with Aidan Madigan-Curtis, partner, Eclipse Ventures; previously at Apple, then five or six years at Samsara Who wins when the digital economy runs into the physical one, and what would the United States have to do to compete again at making, powering and moving things?
  6. Steel For Fuel · 21 Apr 2026 Be greedy (for electrons) when others are fearful by Andy Lubershane, Partner and Head of Research, Energy Impact Partners With American electric vehicle sales falling sharply after the federal tax credits expired, is this the moment to retreat from the electric vehicle supply chain and from charging?
  7. Steel For Fuel · 13 Mar 2026 The robots are coming by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Why should anyone building energy infrastructure care about robotics, and how far has the field actually got?
  8. Steel For Fuel · 16 Jul 2025 On linemen, robots, hands, and brains by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Can robots relieve the shortage of skilled manual workers, such as utility linemen, that is starting to constrain the energy transition?
  9. Steel For Fuel · 28 May 2025 An Ode to “Physical AI” by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Which branch of artificial intelligence will actually move the physical things that energy and climate depend on?
  10. Catalyst · 20 Mar 2025 The coming robotics wave with Andy Lubershane, partner and head of research, Energy Impact Partners Robots are not new and neither is the labor shortage, so why has robotics suddenly become interesting in energy and climate, and where would it matter most?
  11. Steel For Fuel · 27 Feb 2025 Autonomy is real now by Andy Lubershane, Partner and Head of Research, Energy Impact Partners Have autonomous vehicles actually arrived, and what would that mean for the energy system?
  12. Steel For Fuel · 24 Oct 2024 Some fun robot math by Andy Lubershane, Partner and Head of Research, Energy Impact Partners How do humanoid robots compare with the people they would replace, on energy and on cost?
  13. 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?