Rob Majteles
@robmajteles.bsky.social
This AI generated infographic on my journey as an impact investor and entrepreneur has created some super fun follow up. Thank you. Keep it coming. How can I help and add value to what you are doing?
January 7, 2026 at 11:11 AM
This AI generated infographic on my journey as an impact investor and entrepreneur has created some super fun follow up. Thank you. Keep it coming. How can I help and add value to what you are doing?
“Progress Despite Fragmentation: We are in a fragmented, multi-speed transition.”
about.bnef.com/insights/cle...
about.bnef.com/insights/cle...
Progress Despite Fragmentation: The Energy Transition to 2030 | BloombergNEF
The second half of the decade will not be straightforward, but count on more progress being made.
about.bnef.com
January 7, 2026 at 10:58 AM
“Progress Despite Fragmentation: We are in a fragmented, multi-speed transition.”
about.bnef.com/insights/cle...
about.bnef.com/insights/cle...
“How to Grow the Grid, but Not Electricity Costs”
Great, obvious, and needed steps: Embrace tech, build faster and better, and make the most of the grid we got. And, yet, these steps is viciously opposed by the status quo. Attack the energy status quo.
rmi.org/reality-chec...
Great, obvious, and needed steps: Embrace tech, build faster and better, and make the most of the grid we got. And, yet, these steps is viciously opposed by the status quo. Attack the energy status quo.
rmi.org/reality-chec...
Reality Check: How to Grow the Grid, but Not Electricity Costs - RMI
We have what we need to power America through the next phase of economic growth with clean energy.
rmi.org
January 7, 2026 at 10:56 AM
“How to Grow the Grid, but Not Electricity Costs”
Great, obvious, and needed steps: Embrace tech, build faster and better, and make the most of the grid we got. And, yet, these steps is viciously opposed by the status quo. Attack the energy status quo.
rmi.org/reality-chec...
Great, obvious, and needed steps: Embrace tech, build faster and better, and make the most of the grid we got. And, yet, these steps is viciously opposed by the status quo. Attack the energy status quo.
rmi.org/reality-chec...
The Paris Climate Deal of 10 years ago had plenty of flaws, all well known. But, when you mock it, you mock science based policy and the value of long-term multilaterism — the foundations of any future of value, for all of us.
Don’t mock, engage.
time.com/7340848/pari...
Don’t mock, engage.
time.com/7340848/pari...
10 Years After the Paris Climate Deal: What Went Right–And Wrong
The Paris Agreement was never meant to solve the climate crisis in a single moment. It was designed to change direction.
time.com
January 7, 2026 at 10:49 AM
The Paris Climate Deal of 10 years ago had plenty of flaws, all well known. But, when you mock it, you mock science based policy and the value of long-term multilaterism — the foundations of any future of value, for all of us.
Don’t mock, engage.
time.com/7340848/pari...
Don’t mock, engage.
time.com/7340848/pari...
"A nation can survive its fools, and even the ambitious. But it cannot survive treason from within."
— Cicero
— Cicero
January 6, 2026 at 7:13 PM
"A nation can survive its fools, and even the ambitious. But it cannot survive treason from within."
— Cicero
— Cicero
It’s early, but I nominate ‘fiasco’ as America’s word of the year for 2026:
fi·as·co
/fēˈaskō/
noun
a thing that is a complete failure, especially in a ludicrous or humiliating way.
"his plans turned into a fiasco"
fi·as·co
/fēˈaskō/
noun
a thing that is a complete failure, especially in a ludicrous or humiliating way.
"his plans turned into a fiasco"
January 6, 2026 at 11:27 AM
It’s early, but I nominate ‘fiasco’ as America’s word of the year for 2026:
fi·as·co
/fēˈaskō/
noun
a thing that is a complete failure, especially in a ludicrous or humiliating way.
"his plans turned into a fiasco"
fi·as·co
/fēˈaskō/
noun
a thing that is a complete failure, especially in a ludicrous or humiliating way.
"his plans turned into a fiasco"
An excellent look ahead: “10 big energy stories Canary Media is tracking in 2026”
www.canarymedia.com/articles/cle...
www.canarymedia.com/articles/cle...
10 big energy stories Canary Media is tracking in 2026
From AI and batteries to geothermal, here’s what we're thinking about as we prepare to cover the clean energy transition this year.
www.canarymedia.com
January 6, 2026 at 11:17 AM
An excellent look ahead: “10 big energy stories Canary Media is tracking in 2026”
www.canarymedia.com/articles/cle...
www.canarymedia.com/articles/cle...
The Trumpetista Cult is a nihilistic death cult. Stop supporting or enabling it, in any way.
It is just that simple.
“Trump Targets America's Weather Nerve Center”
susanpcrawford.substack.com/p/trump-targ...
It is just that simple.
“Trump Targets America's Weather Nerve Center”
susanpcrawford.substack.com/p/trump-targ...
Trump Targets America's Weather Nerve Center
But the National Center for Atmospheric Research underpins insurance markets as well as disaster planning and climate forecasts.
susanpcrawford.substack.com
January 6, 2026 at 11:10 AM
The Trumpetista Cult is a nihilistic death cult. Stop supporting or enabling it, in any way.
It is just that simple.
“Trump Targets America's Weather Nerve Center”
susanpcrawford.substack.com/p/trump-targ...
It is just that simple.
“Trump Targets America's Weather Nerve Center”
susanpcrawford.substack.com/p/trump-targ...
“Efficiency, electrification, solar, and batteries don’t create volatility—they erase future demand with compounding certainty. Investors asking where the next barrel comes from miss the more important question: how many barrels will never be needed”
www.linkedin.com/pulse/how-ch...
www.linkedin.com/pulse/how-ch...
How China Is Taking its Fight Against Oil Demand on the Road
Most discussions of global oil markets fixate on supply: where the next barrel comes from, how much it costs to extract, and which producer sets the marginal price. That lens is in full force with the...
www.linkedin.com
January 6, 2026 at 11:05 AM
“Efficiency, electrification, solar, and batteries don’t create volatility—they erase future demand with compounding certainty. Investors asking where the next barrel comes from miss the more important question: how many barrels will never be needed”
www.linkedin.com/pulse/how-ch...
www.linkedin.com/pulse/how-ch...
No one cares, about anything. Stop with the nagging.
Did I get that right?
“The AI debt boom does not augur well for investors”
www.ft.com/content/d36f...
Did I get that right?
“The AI debt boom does not augur well for investors”
www.ft.com/content/d36f...
The AI debt boom does not augur well for investors
The surge in investment may end up looking more like previous cycles of over-optimism and heavy capital spending
www.ft.com
January 6, 2026 at 11:01 AM
No one cares, about anything. Stop with the nagging.
Did I get that right?
“The AI debt boom does not augur well for investors”
www.ft.com/content/d36f...
Did I get that right?
“The AI debt boom does not augur well for investors”
www.ft.com/content/d36f...
Inspiring predictions: “(1) forest finance will scale (2) carbon markets will re-calibrate as corporate buyers come back, wiser (3) Nature-based solutions will remain central to corporate climate strategies, but as investments, not reptuational cover”
trellis.net/article/natu...
trellis.net/article/natu...
Nature-based solutions: 4 predictions for 2026
Expect to see ratings agencies and ESG frameworks begin to reward nature-based solution investments.
trellis.net
January 5, 2026 at 8:20 PM
Inspiring predictions: “(1) forest finance will scale (2) carbon markets will re-calibrate as corporate buyers come back, wiser (3) Nature-based solutions will remain central to corporate climate strategies, but as investments, not reptuational cover”
trellis.net/article/natu...
trellis.net/article/natu...
“Banks, insurers, and asset managers are increasingly pricing climate risk into decisions. This shift affects everything from fossil fuel financing to where renewable projects are built, making climate data and modeling more critical than ever.”
greenglow.news/p/14-climate...
greenglow.news/p/14-climate...
🌱 14 Climate Trends That Will Test the Global Energy Transition in 2026 🌍⚡
A deep dive into the 14 climate trends that will test the global energy transition in 2026, from EVs and nuclear power to grid bottlenecks, geopolitics, and rising electricity demand.
greenglow.news
January 5, 2026 at 11:39 AM
“Banks, insurers, and asset managers are increasingly pricing climate risk into decisions. This shift affects everything from fossil fuel financing to where renewable projects are built, making climate data and modeling more critical than ever.”
greenglow.news/p/14-climate...
greenglow.news/p/14-climate...
Faster, better, cheaper wins. Slower, worse, more expensive loses. Ignore the noise and whining by the losers. Focus on winning.
January 4, 2026 at 11:09 PM
Faster, better, cheaper wins. Slower, worse, more expensive loses. Ignore the noise and whining by the losers. Focus on winning.
3 types of impact investors, I love working with all 3. How can I help you?:
(1) Says not doing impact: Doesn’t matter, impact is doing you;
(2) Says doing impact risk analysis: Good, not enough;
(3) Driving, embedded, social and financial impact: Awesome, how to scale?
(1) Says not doing impact: Doesn’t matter, impact is doing you;
(2) Says doing impact risk analysis: Good, not enough;
(3) Driving, embedded, social and financial impact: Awesome, how to scale?
January 4, 2026 at 4:49 PM
3 types of impact investors, I love working with all 3. How can I help you?:
(1) Says not doing impact: Doesn’t matter, impact is doing you;
(2) Says doing impact risk analysis: Good, not enough;
(3) Driving, embedded, social and financial impact: Awesome, how to scale?
(1) Says not doing impact: Doesn’t matter, impact is doing you;
(2) Says doing impact risk analysis: Good, not enough;
(3) Driving, embedded, social and financial impact: Awesome, how to scale?
“The strongest principle of growth lies in human choice”~ George Eliot
AI Can Help or Harm the Planet. It's Up to Us.
www.wri.org/insights/ai-...
AI Can Help or Harm the Planet. It's Up to Us.
www.wri.org/insights/ai-...
AI Can Help or Harm the Planet. It's Up to Us.
AI doesn't have to be bad for the planet. It can help us fight climate change, protect nature and improve lives — but only if it's used with care.
www.wri.org
January 4, 2026 at 4:46 PM
“The strongest principle of growth lies in human choice”~ George Eliot
AI Can Help or Harm the Planet. It's Up to Us.
www.wri.org/insights/ai-...
AI Can Help or Harm the Planet. It's Up to Us.
www.wri.org/insights/ai-...
Inspiring. Next inspiring steps demand orders of magnitude more from all of us: largely mindset and business models ‘more’ vs tech only more.
“The grid storage industry set a wild goal for 2025 — and then crushed it”
www.canarymedia.com/articles/ene...
“The grid storage industry set a wild goal for 2025 — and then crushed it”
www.canarymedia.com/articles/ene...
The grid storage industry set a wild goal for 2025 — and then crushed…
In 2017, U.S. grid storage developers promised they could deliver 35 gigawatts by 2025. They beat their target and made batteries a key power-sector…
www.canarymedia.com
January 4, 2026 at 4:43 PM
Inspiring. Next inspiring steps demand orders of magnitude more from all of us: largely mindset and business models ‘more’ vs tech only more.
“The grid storage industry set a wild goal for 2025 — and then crushed it”
www.canarymedia.com/articles/ene...
“The grid storage industry set a wild goal for 2025 — and then crushed it”
www.canarymedia.com/articles/ene...
“When Natural Capital Stopped Being Optional: natural capital functions less like an environmental asset and more like…loss control embedded in the landscape. Natural capital does not need to outperform equities. It needs to outperform disorder.”
omtse.substack.com/p/when-natur...
omtse.substack.com/p/when-natur...
When Natural Capital Stopped Being Optional
As markets pause and volatility persists, natural capital is moving from the margins to the foundation of risk, resilience, and long-term value.
omtse.substack.com
January 4, 2026 at 10:37 AM
“When Natural Capital Stopped Being Optional: natural capital functions less like an environmental asset and more like…loss control embedded in the landscape. Natural capital does not need to outperform equities. It needs to outperform disorder.”
omtse.substack.com/p/when-natur...
omtse.substack.com/p/when-natur...
The drumbeat on this point of view is getting louder and louder, public investors will be the last to hear it: “LLMs basically are a dead end when it comes to superintelligence”
www.ft.com/content/e3c4...
www.ft.com/content/e3c4...
Computer scientist Yann LeCun: ‘Intelligence really is about learning’
The AI pioneer on stepping down from Meta, the limits of large language models — and the launch of his new start-up
www.ft.com
January 4, 2026 at 10:31 AM
The drumbeat on this point of view is getting louder and louder, public investors will be the last to hear it: “LLMs basically are a dead end when it comes to superintelligence”
www.ft.com/content/e3c4...
www.ft.com/content/e3c4...
“Inspiration exists, but it has to find us working.”~Pablo Picasso
Climate inspiration around the world
open.substack.com/pub/talkingc...
Climate inspiration around the world
open.substack.com/pub/talkingc...
Climate inspiration around the world
Six continents, six stories, and many reasons for hope in 2026
open.substack.com
January 4, 2026 at 10:15 AM
“Inspiration exists, but it has to find us working.”~Pablo Picasso
Climate inspiration around the world
open.substack.com/pub/talkingc...
Climate inspiration around the world
open.substack.com/pub/talkingc...
Step 1: Stop pretending this isn’t happening
“Steps To Ensure Your Business Survives Climate Disruptions: global natural disasters caused about $320B in losses in 2024, with only $140B insured”
www.forbes.com/sites/dianne...
“Steps To Ensure Your Business Survives Climate Disruptions: global natural disasters caused about $320B in losses in 2024, with only $140B insured”
www.forbes.com/sites/dianne...
www.forbes.com
January 3, 2026 at 11:52 AM
Step 1: Stop pretending this isn’t happening
“Steps To Ensure Your Business Survives Climate Disruptions: global natural disasters caused about $320B in losses in 2024, with only $140B insured”
www.forbes.com/sites/dianne...
“Steps To Ensure Your Business Survives Climate Disruptions: global natural disasters caused about $320B in losses in 2024, with only $140B insured”
www.forbes.com/sites/dianne...
“A great deal of intelligence can be invested in ignorance when the need for illusion is deep”~Saul Bellow
Why we keep ignoring the physics of climate change
www.irishtimes.com/environment/...
Why we keep ignoring the physics of climate change
www.irishtimes.com/environment/...
Why we keep ignoring the physics of climate change
At a time of climate crisis, carbon budgets are a physical reality – not political slogans
www.irishtimes.com
January 3, 2026 at 11:47 AM
“A great deal of intelligence can be invested in ignorance when the need for illusion is deep”~Saul Bellow
Why we keep ignoring the physics of climate change
www.irishtimes.com/environment/...
Why we keep ignoring the physics of climate change
www.irishtimes.com/environment/...
Trump is venal, insatiably ignorant, corrupt, and deranged. He always has been and he always will be. If you support or enable him, in any way, you own this, all of it, and you will own it for the rest of your life and beyond.
It is just that simple.
It is just that simple.
January 3, 2026 at 11:42 AM
Trump is venal, insatiably ignorant, corrupt, and deranged. He always has been and he always will be. If you support or enable him, in any way, you own this, all of it, and you will own it for the rest of your life and beyond.
It is just that simple.
It is just that simple.
“If tyranny and oppression come to this land, it will be in the guise of fighting a foreign enemy.”
― James Madison
www.economist.com/the-americas...
― James Madison
www.economist.com/the-americas...
The United States has captured Venezuela’s dictator, Nicolás Maduro
After months of military build up, an overnight bombing campaign and helicopter raid has deposed Venezuela’s strongman
www.economist.com
January 3, 2026 at 11:39 AM
“If tyranny and oppression come to this land, it will be in the guise of fighting a foreign enemy.”
― James Madison
www.economist.com/the-americas...
― James Madison
www.economist.com/the-americas...
A few slots open still … ping me if you’d like to say hello.
One of my goals for 2026 is to dramatically expand my new relationships with impact investors and entrepreneurs. I will be doing this in many ways, one of which is this: if you are in NYC and free Mon, Jan 5th afternoon or Tue, Jan 6th anytime, coffee date on me. DM me here.
January 2, 2026 at 6:58 PM
A few slots open still … ping me if you’d like to say hello.
Correction: electrical grids dependent on fossil fuels have created their own death spirals by being too expensive, too poorly run, and too abusive. Cheap solar is simply the catalyst.
“Cheap solar power is sending electrical grids into a death spiral”
www.economist.com/finance-and-...
“Cheap solar power is sending electrical grids into a death spiral”
www.economist.com/finance-and-...
Cheap solar power is sending electrical grids into a death spiral
Pakistan and South Africa provide a warning for other countries
www.economist.com
January 2, 2026 at 11:32 AM
Correction: electrical grids dependent on fossil fuels have created their own death spirals by being too expensive, too poorly run, and too abusive. Cheap solar is simply the catalyst.
“Cheap solar power is sending electrical grids into a death spiral”
www.economist.com/finance-and-...
“Cheap solar power is sending electrical grids into a death spiral”
www.economist.com/finance-and-...