Thoughtful, Tactical, and Tangible Insights, All Things VC

All Things VC

Thoughtful, Tactical, and Tangible Insights

With All Things VC, I’m striving to connect the dots from our fast-paced world of venture capital and present it to you in a Thoughtful, Tactical, and Tangible (3T’s) manner.

Thematic (Sector/Industry)

<ul><li>What sits under the name is a full stack platform for distributed solar.</li><li>Three businesses: financing through an in house NBFC, B2B commerce for procurement, and the solar tech layer that ties them together.</li><li>The numbers today: around 600 crores disbursed, roughly 75 to 80 million dollars.</li></ul>

What sits under the name is a full stack platform for distributed solar.Three businesses: financing through an in house NBFC, B2B commerce for procurement, and the solar tech layer that ties them together.The numbers today: around 600 crores disbursed, roughly 75 to 80 million dollars.

A Solar Energy Slam Dunk Nobody Was Taking

Private Capital Markets

ElectricFish, a company rebuilding the electrical grid from the ground up through a decentralized network of community-scale batteries

<ul><li>Anurag Kamal is the co-founder and CEO of ElectricFish , a company rebuilding the electrical grid from the ground up through a decentralized network of community-scale batteries.</li><li>Each ElectricFish unit is a 400 kWh system that sits between a home battery and a utility-scale one — hardware and control software in a single box — deployed at gas stations to enable extremely fast EV charging while quietly turning that site into a two-way grid resource.</li><li>The flagship product was unveiled at CES 2026, and units are already live across six U.S. cities.</li></ul>

Anurag Kamal is the co-founder and CEO of ElectricFish , a company rebuilding the electrical grid from the ground up through a decentralized network of community-scale batteries.Each ElectricFish unit is a 400 kWh system that sits between a home battery and a utility-scale one — hardware and control software in a single box — deployed at gas stations to enable extremely fast EV charging while quietly turning that site into a two-way grid resource.The flagship product was unveiled at CES 2026, and units are already live across six U.S. cities.

The Gas Station Is Becoming a Power Plant

<ul><li>For most of the last decade, energy was sold to limited partners as a climate story.</li><li>You backed it because emissions had to come down, and the returns were a hopeful second act.</li><li>That framing carried the sector through CleanTech 1.0, through the boom, and through downturn that followed.</li></ul>

For most of the last decade, energy was sold to limited partners as a climate story.You backed it because emissions had to come down, and the returns were a hopeful second act.That framing carried the sector through CleanTech 1.0, through the boom, and through downturn that followed.

Energy Stopped Being a Climate Bet. It's a Sovereignty Bet Now.

<ul><li>Jürgen Mayerhofer is the co-founder and CEO of enspired , an AI-driven, fully automated power trading platform that monetizes flexible assets such as batteries, pumped storage and demand-side flex on Europe’s short-term markets.</li><li>Founded in 2020, enspired now manages 6 to 7 gigawatts across ten countries, runs over 100,000 trades a day with zero human intervention, and is the first player in it’s space to publish KPMG-audited monthly performance.</li><li>In this conversation, part of our “AI Meets the Physical World” series, Jürgen explains why energy trading is one of the hardest places to apply AI, why the real bottleneck is culture rather than technology, and why more renewables structurally widen the very spreads that flexibility traders live on.</li></ul>

Jürgen Mayerhofer is the co-founder and CEO of enspired , an AI-driven, fully automated power trading platform that monetizes flexible assets such as batteries, pumped storage and demand-side flex on Europe’s short-term markets.Founded in 2020, enspired now manages 6 to 7 gigawatts across ten countries, runs over 100,000 trades a day with zero human intervention, and is the first player in it’s space to publish KPMG-audited monthly performance.In this conversation, part of our “AI Meets the Physical World” series, Jürgen explains why energy trading is one of the hardest places to apply AI, why the real bottleneck is culture rather than technology, and why more renewables structurally widen the very spreads that flexibility traders live on.

<ul><li>The “once-in-a-hundred-years” storm now shows up about every three months.</li><li>The grid (almost all of us quietly depend on) was designed for a world where the big shock arrived once a generation.</li><li>Now it arrives quarterly. And our electricity bill has gone from “not meaningful“ to something late-night hosts make jokes about - not in a good way.</li></ul>

The “once-in-a-hundred-years” storm now shows up about every three months.The grid (almost all of us quietly depend on) was designed for a world where the big shock arrived once a generation.Now it arrives quarterly. And our electricity bill has gone from “not meaningful“ to something late-night hosts make jokes about - not in a good way.

AI Broke the Grid. Now It Has to Save It.