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AI, Climatetech, and the Signal of Microsoft's OpenAI Investment
I know what you’re thinking, and yes I’ve read a lot of the ChatGPT content out there too.
Then I decided to myself…yes, the world needs another AI blog post.
But, the fact is AI will have a big impact on technology over the next decade and that includes climatetech.
Shortly after consumers adopt new technology the enterprise world follows suit and consumers adopted ChatGPT at an astonishing level.
Normally, this takes a while but with the announcement that Microsoft is investing $10B in OpenAI and looking to place ChatGPT in Office, the timeline will likely accelerate.
Microsoft being the catalyst for AI matters more than you might think for the industrial economy. There are few vendors, if any, that energy, construction, etc… trust more than Microsoft - look no further than Azure’s market share among these industries.
Like all things AI, I don’t believe machines will replace humans. Instead, it will allow humans to become much more productive and increase access to skills that were previously unobtainable.
We have a few examples of this in the Energize portfolio.
Aurora Solar uses AI to generate residential solar arrays with construction-ready plans in as little as 24 hours - a process that previously took weeks.
TWAICE helps utility and automotive OEM’s craft battery solutions using a simulation tool powered by AI - optimizing the perfect battery every time.
And, this is just the beginning.
It may be far off or it may be closer than we think, but one thing is for certain AI and climatetech will impact the world together in a big way. It’s not a matter of if, but when.
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