⚡ IRA production credits flip climate-tech unit economics — capital floods in

Friedberg energy w=0.78 · n=18 · E92 (2022-08-20) · explicit_prediction · strength 2 ▶ 1:13:19 SUPPORT

“And so I personally think we are going to see a significant influx of venture capital and support for a lot of these climate tech and new energy material and manufacturing projects that otherwise may have been held back because the subsidy will kickstart.”

Chamath energy w=0.55 · n=22 · E92 (2022-08-20) · sentiment · strength 2 ▶ 1:14:49 OPPOSE

“If you're not contribution margin positive today, free this bill in climate change and the bill is the only way that you get there.”

Jason energy w=1.00 · n=17 · E92 (2022-08-20) · positioning · strength 1 ▶ 1:09:20 OPPOSE

“And the thing I've learned after the first six months of investing in carbon, because we have a syndicate now with Molly Wood, who's working with me on this climate syndicate, we couldn't find a lot of great investments that made sense that weren't asset heavy.”

Chamath energy w=0.55 · n=22 · E97 (2022-09-23) · sentiment · strength 2 ▶ 57:23 SUPPORT

“The IRA passed an incredible set of incentives, both for the producers of these things and for the end companies that actually deploy them. And so we've solved that problem, you know.”

Chamath energy w=0.55 · n=22 · E105 (2022-11-19) · explicit_prediction · strength 3 ▶ 28:16 SUPPORT

“But my belief, quite honestly, is that the reason the IRA was so important is that it is the most clarified piece of legislation we've seen that essentially puts all forms of energy on a level playing field and has the chance to get America to permanent energy independence.”

Sacks energy w=0.94 · n=16 · E134 (2023-06-24) · explicit_prediction · strength 2 ▶ 1:19:27 SUPPORT

“So first of all, one of our friends who's an energy investor, we should beep his name before he was telling me that the energy subsidies that were in the, you know, misnamed Inflation Reduction Act, it is like the biggest bonanza of all time. He said that the energy sector is going crazy now trying to figure out how to exploit these incentives. And his view is that although I think it was supposed to cost about $350 billion, he thought that it would ultimately cost the government somewhere around a trillion.”