Platform Thinking Sketchpad

AI to BESS. Hypes and Queues.

What’s Real? What’s Next?

Jul 5 • 马丁

The Exit Multiple Is the Final Offtaker

EBITDA is temporary, exit multiples are forever

Jun 12 • 马丁

Frontier-rights and FOMO

My broker app reminded me that SpaceX will be available to invest in soon, and that made me wonder: how much SpaceX-Factor is there in energy on earth?

Jun 10 • 马丁

Energy Desks: a classification

The Market for Variability Swaps

May 9 • 马丁

Mapping the Industry II: The German Flexibility Market

Making connections. Compare and Contrast V.

Apr 26 • 马丁

Mapping the Industry I: Affordable, reliable, low-carbon electricity

Wardley maps and analysis

Apr 25 • 马丁

AI × Open Source in Energy Markets

From hidden models to shared assumptions

Apr 23 • 马丁

BESS Forecasting Providers (Germany)

Compare & Contrast V.I

Apr 17 • 马丁

JustPaid vs. e.on: Germany’s laws could be the secret 'System Prompts' for our energy revolution.

Stack upgrades; permission problems; Engineering State vs. Lawyerly Society; opportunity: we aren't over-regulated; we are pre-specified.

Apr 3 • 马丁

BESS Zoom-In: Optimiser Transactions in Germany.

German Energy Transaction Notebook II. Provenance?

Apr 1 • 马丁

German Energy Transaction Notebook

Mar 29 • 马丁

Virtual Batteries, Real Frictions

Compare and Contrast IV

Mar 7 • 马丁

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