Rob Majteles
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robmajteles.bsky.social
Rob Majteles
@robmajteles.bsky.social
Impact Investor and Entrepreneur

https://www.linkedin.com/in/robmajteles/
If you are fortunate to be thankful for things, with Thanksgiving coming up in the US (and other elsewhere), add being thankful for electro tech to your list. 

“Clean electrification is inevitable”

podcasts.apple.com/us/podcast/v...
Clean electrification is inevitable
Podcast Episode · Volts · 11/21/2025 · 1h 23m
podcasts.apple.com
November 25, 2025 at 3:01 PM
‘What comes after failure?’

theconversation.com/the-world-lo...
November 25, 2025 at 10:49 AM
With massive, massive, apologies to Samuel Taylor Coleridge’s The Rime of the Ancient Mariner, AI’s verse would be: “Tokens, tokens, tokens … everywhere, nor any drop … of profit … to drink”

www.economist.com/business/202...
AI tokens are surging, but are profits?
The tech world’s new favourite measure comes with several caveats
www.economist.com
November 25, 2025 at 10:48 AM
“Unlike most rainforest protection efforts, which rely on only government funding, grants, or carbon credits, this one seeks public and private financing – and it notably promises to make money for its investors.”

www.forbes.com/sites/mindyl...
COP30: Why Nature Is At The Center Of Global Climate Events
Climate events are pushing nature to the forefront as nature loss and climate change fuel each other, creating economic risks companies and investors can’t ignore.
www.forbes.com
November 25, 2025 at 10:34 AM
No backlash for me. I go for a tech bifurcation: use any and all tech outside the classroom but none inside, where we commit to live, oral, interactive. Students seem to thrive with this combo, I do too.

“AI is accelerating a tech backlash in classrooms”

www.economist.com/united-state...
AI is accelerating a tech backlash in American classrooms
Handwritten and oral exams are making a comeback
www.economist.com
November 25, 2025 at 10:18 AM
This kind of ‘protestation’ has never, not once, turned out, later, to be anything other than an admission of guilt of fraud. But, hey, thank goodness it’s different this time and stuff.

“Nvidia Says It’s Not Enron in Private Memo Refuting AI Accounting”

www.barrons.com/articles/nvi...
Nvidia Says It’s Not Enron in Private Memo Refuting AI Accounting
In a private memo to Wall Street analysts, Nvidia says its business “does not resemble historical accounting frauds.”
www.barrons.com
November 25, 2025 at 2:42 AM
3 types of impact investors, I love working with all 3:

(1) Says not doing impact: Doesn’t matter, impact is doing you;

(2) Says doing impact risk assessment: Good, but not enough;

(3) Driving, embedded within each other, social and financial impact: Awesome, how to scale?
November 24, 2025 at 4:41 PM
I love the burst of energy I get when the spontaneous erruption of personal, hand-made creativity of @davenadig.bsky.social’s zine arrives:
November 24, 2025 at 4:35 PM
“I was too cowardly to do what I knew to be right, as I had been too cowardly to avoid doing what I knew to be wrong”~Charles Dickens, Great Expectations

Renewable energy is cheaper and healthier – so why isn’t it replacing fossil fuels faster?

theconversation.com/renewable-en...
Renewable energy is cheaper and healthier – so why isn’t it replacing fossil fuels faster?
Politics is just one challenge. The cost of borrowing to build wind and solar farms is another, especially in fast-growing developing countries. There are solutions.
theconversation.com
November 24, 2025 at 12:10 PM
“the ferocity of this determination to keep extracting and using polluting energy sources is not a sign of the Paris Agreement's failure, but of its reach. The louder the resistance, the more it signals that the fossil fuel sector feels threatened”

www.dw.com/en/whos-afra...
The Paris Agreement is working — just ask Big Oil – DW – 11/19/2025
The louder the lobbying, the clearer the fear. Ten years on, the Paris Agreement has reshaped energy politics, and the pushback from the fossil fuel sector is still mounting.
www.dw.com
November 24, 2025 at 12:05 PM
3 types of impact investors, I want to work with all 3:

(1) Says not doing impact: Doesn’t matter, impact is doing you;

(2) Says doing impact risk assessment: Good, but not enough;

(3) Driving, embedded within each other, social and financial impact: Awesome, how to scale?
November 23, 2025 at 9:49 PM
“Investing in circularity and regeneration is pragmatism, not idealism. It’s the most robust investment thesis available. Regeneration is how life creates abundance. If our economy is to continue generating value, it must follow suit.”

impactalpha.com/doubling-dow...
Doubling down on regenerative technologies is pragmatism
Investing within Earth’s limits isn’t idealism — it’s the most durable thesis of the 21st century. Why regenerative and circular technologies are overdue for massive scale.
impactalpha.com
November 23, 2025 at 11:47 AM
This is a brilliant essay from Janet Kang, who leads Just Horizons Alliance, where I am a proud board member: “The AI Safety Crisis Isn't a Surprise...We Just Act Like It Is. And why the next wave of AI harms will be invisible”

humansignal.substack.com/p/the-ai-saf...
November 23, 2025 at 11:44 AM
Impact weight all risk anaylsis: “high insurance costs are cascading into the broader real estate market, suppressing home values by an average of $44,000 in the top 10 percent of U.S. ZIP codes most vulnerable to hurricanes and wildfires”

t.co/lX51bi2Ts6?s...
t.co
November 23, 2025 at 11:35 AM
Impact weight all risk analysis. Act on that analysis: “Climate risk drives insurance spikes and slams home values nationwide: people underestimate how much risk has grown over 25 years, and someone has to pay for that risk”

beinsure.com/news/climate...
Climate risk drives insurance spikes and slams home values nationwide
Insurance premiums soar across disaster zones, pushing homeowners to sell, reshaping markets, and dragging down property values in hurricane and wildfire regions
beinsure.com
November 23, 2025 at 11:31 AM
Economics has made a fetish of a simple, horrible lie at the core of its tawdry climate record: we can’t quantify and attribute climate damage, all packaged as ‘externalities’

How to fix? Do the work. Ignore noise, no matter from where. Do the work.

e360.yale.edu/digest/europ...
New European Service Will Investigate Role of Warming in Weather Disasters
e360.yale.edu
November 22, 2025 at 7:56 PM
“The most ominous of fallacies - the belief that things can be kept static by inaction”~Freya Stark

Thousands of toxic sites in US at risk of flooding in coming decades due to sea level rise

abcnews.go.com/US/thousands...
Thousands of toxic sites in US at risk of flooding in coming decades due to sea level rise: Study
Sea level rise caused by climate change could cause thousands of toxic sites in the U.S. to flood in the coming decades, according to new research.
abcnews.go.com
November 22, 2025 at 4:52 PM
“The future is already here – it's just not evenly distributed”~William Gibson

A near 100 per cent renewable grid is readily achievable and affordable

reneweconomy.com.au/a-near-100-p...
reneweconomy.com.au
November 22, 2025 at 12:05 PM
Do the work, ignore the noise:

“84% of institutional investors expect the proportion of sustainable assets under management in their portfolios to rise in the next two years. Investors…see sustainability as important to managing investment risk.”

www.morganstanley.com/insights/art...
www.morganstanley.com
November 22, 2025 at 11:47 AM
Sobering, frightful. As is the 4th massive change: a growing enablement of various commitments to insatiable ignorance that, if un-attacked, allows all of this to continue.

“3 massive changes you'll see as the climate careens toward tipping points”

www.npr.org/2025/11/19/n...
3 massive changes you'll see as the climate careens toward tipping points
Scientists are increasingly concerned that the planet is headed for massive, irreversible changes due to global warming. In some cases, those changes have already begun.
www.npr.org
November 22, 2025 at 11:31 AM
Do the work. Ignore the noise. Win. Repeat.

“Business isn't backing down on sustainability, despite noise: Trust science and market forces”

trellis.net/article/desp...
Business isn't backing down on sustainability, despite noise
Ceres' CEO breaks down why companies are maintaining or expanding their sustainability commitments.
trellis.net
November 21, 2025 at 4:55 PM
Radical thought: what if the guaranteed rate of return granted to utilities matched market risk/reward vs the much higher levels we gift them?

An even more radical thought: what if utilities had to actually perform to earn their rate of return?

heatmap.news/energy/calif...
What If Utilities Just Made Less Money?
California energy companies are asking for permission to take in more revenue. Consumer advocates are having none of it.
heatmap.news
November 21, 2025 at 4:51 PM
“How Batteries, Not Natural Gas, Can Power the Data Center Boom: demand on our grid ~400 to 450 gigawatts…200 to 300 gigawatts of spare capacity…more than enough to meet all data center growth, and EVs, new manufacturing and all the things we’re doing”

e360.yale.edu/features/jig...
How Batteries, Not Natural Gas, Can Power the Data Center Boom
Tech companies are turning to natural gas to help power the growing number of A.I. data centers in the U.S. Jigar Shah, a former Energy Department official, explains how installing batteries instead c...
e360.yale.edu
November 20, 2025 at 11:39 AM
Patagonia is unique. But, also long leading with impact, embedding, inseparable, social and financial impact within each other. This year’s impact report sets the tone needed now, given political turmoil: focus, do the work, ignore the noise, be candid.

www.patagonia.com/progress-rep...
Patagonia 2025 Impact Report
Reporting to our new boss, Earth, isn't easy. Our first Work in Progress Report shares the truth about how we’re messing up and where we’re making progress.
www.patagonia.com
November 19, 2025 at 4:51 PM
Expert impact framing in this discussion: embed, as inseparable, your social and financial impact goals and drive with them, don’t just report … drive.

“Liquidonate CEO Disney Petit On Solving The Retail Returns Crisis”

podcasts.apple.com/us/podcast/s...
Liquidonate CEO Disney Petit On Solving The Retail Returns Crisis
Podcast Episode · Sustainability In Your Ear · 11/17/2025 · 35m
podcasts.apple.com
November 19, 2025 at 4:45 PM