Kevin Stevens
Partner — Co-Head of Endurance at Energize Ventures
Kevin Stevens @kevindstevens
Stunning chart from the WSJ this morning. The top 10 battery suppliers in the world are all Chinese with CATL leading the way. The first 4 here aren’t surprising but I’m shocked to see firms like LG nowhere insight. https://t.co/wpzldXW25I
Jul 20, 2026 · ♥ 8 · ⇄ 1
Kevin Stevens @kevindstevens
This will be the biggest driver of global energy demand after data centers. Europe needs AC now and Southeast Asia has a growing middle class that will buy it, too. https://t.co/BrV5VHcgfS
Jul 19, 2026 · ♥ 7 · ⇄ 2
Kevin Stevens @kevindstevens
Separate thoughts from @shaneparrish this morning that go together incredibly well. Knowing what to ask of AI tools separates you in the age of AI and you only get better at asking questions by being curious. https://t.co/IGuFgyWhew
Jul 19, 2026 · ♥ 2