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mmullany.bsky.social
Climate change mitigation tech & software. M.Sc. Environ. Sustain. Past: investment GP at Icon Ventures and early product & marketing head at VMware & multiple startups.
257 posts 162 followers 164 following
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Posts 16 Comments 33

It's time to unplug Russia from Europe, thoroughly and comprehensively. No holiday homes, no travel, no asset management, no energy. Nothing.

submitted 2 days ago • 0 comments

No matter how preposterous, the Times headlines nearly every Trump story as if it were written by the White House comms team.

submitted 5 days ago • 105 comments

Here's a rambling thread of why precision fermentation technology hasn't meaningfully displaced animal-sourced dairy despite a ton of funding

submitted 8 days ago • 1 comment

Artificial, industrial approaches to carbon removal are overhyped globalecoguy.org/7-reasons-wh...

submitted 10 days ago • 3 comments

Updated my ClimateTech market map after a deepdive into precision fermentation dairy. It's a little more mature and more scaled than I had read previously.

submitted 10 days ago • 0 comments

These last two weeks, I took a deep dive into the state of technology and economics for animal-free dairy products. I came away cautiously optimistic about the industry. Companies run by the right teams have excellent long term prospects here. www.linkedin.com/pulse/animal...

submitted 10 days ago • 0 comments

I've been using chatgpt to help find research sources, but I just tried Microsoft copilot and I have to say it's meaningfully better.

submitted 11 days ago • 0 comments

I love this news site and am proud to be a paid subscriber. #BCPoli

submitted 17 days ago • 1 comment

Currently trying to figure out what the effect of US sugar/glucose tariffs & quotas (which exist courtesy of Florida politics) might be on the cost-effectiveness of precision fermentation for dairy, since most producers use it glucose as a feedstock.

submitted 23 days ago • 1 comment

And this isn’t even the best bit.

submitted 39 days ago • 0 comments

My annual decarbonization presentation is here. 200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. www.nathanielbullard.com/presentations

submitted 28 days ago • 41 comments

Well SoftBank wants to invest in OpenAI, so I guess it’s time to short Nvidia?

submitted 28 days ago • 0 comments

The strongest force in high tech is not competition, it’s always commoditization.

submitted 30 days ago • 0 comments

Updated my ClimateTech market map after a deepdive into offshore wind costs. Split the US and EU into two different categories.

submitted 31 days ago • 0 comments

A month ago I decided to write a quick article on how offshore wind had become so cheap (outside the US) and where costs were headed. This is the result. TL;DR: In Europe and China, offshore wind is already market-competitive and it will get 50% cheaper. www.linkedin.com/pulse/scaled...

submitted 32 days ago • 0 comments

@irishtimes.com given the strong editorial on anti-semitism, when are you going to leave Twitter?

submitted 32 days ago • 0 comments