Kevin Stevens

Writing about the energy transition, finance, and technology

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The latest theses, insights, and blog posts from Kevin Stevens

Identify Your Monkey

October 09, 2024

Transcendent Ideas

September 24, 2024

Errors of Arrogance

September 04, 2024

Lessons From Buzz

August 27, 2024

Don’t Get Too Cute

July 03, 2024

Getting In Position

May 26, 2024

Make it Easy

April 26, 2024

The Next Bottleneck

April 20, 2024

Too Much of a Good Thing

March 28, 2024

Speed is a mindset.

March 26, 2024

Combining Opposite Traits

March 22, 2024

The Best Story Wins

March 13, 2024

Momentum

July 10, 2022

When Cash Becomes a Moat

July 06, 2022

Margins Matter

July 01, 2022

Rule of 40 Rules All

May 16, 2022

What's Old is New Again

February 11, 2022

Creative Capital

February 01, 2022

Better Returns, More Impact

January 25, 2022

Big PE Changes the Equation

January 08, 2022

Samsara S-1 Teardown

November 24, 2021

ChargePoint's Q2 Earnings

September 02, 2021

Playing the Right Games

August 24, 2021

Tesla Energy?

August 19, 2021

ServiceMax SPACs

July 16, 2021

Inflection Investing

July 13, 2021

Consistency

July 07, 2021

We're Hiring!

June 22, 2021

Derivative Investing

June 18, 2021

SentinelOne S-1 Teardown

June 05, 2021

Taking Control

June 02, 2021

Procore S-1 Teardown

March 13, 2021

SPACs and the New SEC

February 28, 2021

Post-SPAC Cap Tables

February 18, 2021

3 SPAC Trends Worth Watching

February 13, 2021

The Next Chapter

February 02, 2021

Is it different this time?

December 01, 2020

C3.ai S1 Teardown

November 24, 2020

Peanut Allergies and Energy

October 30, 2020

It’s the jobs, stupid.

October 27, 2020

Are you a must-have?

October 22, 2020

The Quick Exit

October 21, 2020

Two Hard Truths

October 20, 2020

The Map is Not the Terrain

October 20, 2020

Utilities Move On

October 18, 2020

California blacks out…

October 18, 2020