Gautam Bakshi
gautambak.bsky.social
Gautam Bakshi
@gautambak.bsky.social
CEO/15Rock
Globe and Mail change maker and Ex MD of investment tech.
There’s a subset of people on the internet who only complain. Spend too much time online and you’ll think it’s normal behaviour.
February 19, 2025 at 11:18 AM
This is 100% true. If they are investing capex to add new capacity then it makes sense to do it with renewables so it’s not only good for environment but more importantly reduces opex.
Virtually every day we hear Big Tech say, essentially, that it must abandon climate commitments because it cannot power up its data centers fast enough without building gas plants. Journalists should stop repeating this talking point, it's simply wrong.
“Renewables are here today,” said Ketchum. “You can build a wind project in 12 months, a storage facility in 15 and, you know, solar project in 18 months... When is gas really going to be able to contribute at scale? We’re looking at 2030, and [for] nuclear, later than that."
January 26, 2025 at 7:19 PM
I’m inspired by all the people trying to help others reduce emissions. It’s highlights all that’s good with humanity.

Decarbonization starts with transparency.

Data is nice but clear understanding of firms operations and supply chain is often not avail.
January 17, 2025 at 11:21 AM
Studying Genghis Khan

Feel sorry for him when he is young (Suffered more than anyone I’ve read).

Respect his innovations and strategy during his middle age (33-45).

Horrified at the brutality of him in later years.
January 3, 2025 at 6:00 AM
It’s interesting. I think legacy journalism downturn will be accelerated this year as people are realizing that social media not only reports, but it can control the narrative.

The problem is there are people who are exerting a lot of influence who put in the fraction of the time to educate others
December 31, 2024 at 8:34 PM
Reposted by Gautam Bakshi
This has always been my worst fear about climate change: the worse it gets, the more geopolitical chaos it causes; the more geopolitical chaos there is, the harder it is to cooperate to fight climate change.

theconversation.com/a-doom-loop-...
A ‘doom loop’ of climate change and geopolitical instability is beginning
Climate change is driving inflation and instability, which harms climate action. But it’s not too late to escape the doom loop.
theconversation.com
December 10, 2024 at 9:01 PM
Reposted by Gautam Bakshi
When emissions stop, warming (likely) stops.

Andrew Dessler has a new deep dive on the climate physics underling the zero emissions commitment over at the Climate Brink today: www.theclimatebrink....
Stop emissions, stop warming: A climate reality check
Why future warming isn't as "locked in" as you might think
www.theclimatebrink.com
December 2, 2024 at 4:42 PM
Why are we convincing people who don’t want to listen?
Trump's pick to lead the Energy Department, Chris Wright, often cites authoritative sounding studies & data to back his claim there is no climate crisis. The authors of several of the studies he cites say he is fundamentally misinterpreting their work: www.washingtonpost.com/business/202... 🔌💡
Trump energy pick misinterprets studies to support claims, scientists say
As energy secretary, oil executive Chris Wright would be in a key position to carry out Trump’s vision for rolling back clean energy subsidies.
www.washingtonpost.com
December 5, 2024 at 12:03 AM
Team is finally coming together. Perfectly balanced.
December 4, 2024 at 11:55 PM
After reviewing on the weekend I found an article by b capital and bcg on the DOE framework to assess scalability of solutions. Very timely and helpful

www.energy.gov/sites/defaul...
December 2, 2024 at 12:22 PM
Is there a standard way climate solutions are assessed against.

Seeing a lot of criticism against CCS with great points but it makes me think, what is the correct way?

CCS does have an impact, some argue there are better but then it should be a comparison discussion. What framework can one use ?
December 1, 2024 at 5:29 PM
Reposted by Gautam Bakshi
A forest of oil fields, Los Angeles, California, 1935.
November 30, 2024 at 12:57 AM
Carbon tax have a benefit of enabling companies and investors to price climate risk.

As with any tax, people will fight it and areas where there is no tax will have better valuations.

Govt need to work together and investors should incorporate it into their models regardless of location.
November 28, 2024 at 11:02 AM
Reposted by Gautam Bakshi
Amen
Your purpose on earth is not to argue with people who intentionally want to misunderstand you
November 23, 2024 at 1:32 PM
My firms playbook to stop climate change is simple - integrate climate risks and opportunities into financials.

As investors get comfortable then encourage comp/bonus to be tied to real world climate outcomes.

The reason traditional approach’s fail is climate is..
November 23, 2024 at 12:38 PM
Hello world!
December 24, 2023 at 5:00 PM