{"id":535889,"date":"2010-04-20T13:50:00","date_gmt":"2010-04-20T17:50:00","guid":{"rendered":"tag:blogger.com,1999:blog-16432059.post-8664492350392300034"},"modified":"2010-04-20T14:16:20","modified_gmt":"2010-04-20T18:16:20","slug":"me-and-the-cleantech-house-part-1","status":"publish","type":"post","link":"https:\/\/mereja.media\/index\/535889","title":{"rendered":"Me and the Cleantech House: Part 1"},"content":{"rendered":"<p>So, with recent changes in my professional life, my family and I made the decision to relocate to the Bay Area.  There were a lot of reasons, but the main one is my general perception that my world (carbon trading) and their world (cleantech and information technology) rarely meet.  Indeed, the maestro of this blog, Neal Dikeman, is one of the only folks I\u2019ve met who keeps a foot firmly planted in both camps.  And despite the slap yourself in the forehead, Homer Simpson \u201cDoh\u201d sensation that cleantech and carbon should not only converse  they should be actually be singing harmonies together, there is utterly no doubt that the two camps ogle each other over the picket fence with a mixture of curiosity and bewilderment.  So, to make a long story short, I\u2019m hoping to advance a few pawns a couple squares.<\/p>\n<p>But enough about macro issues.  Let\u2019s talk real life.  Like buying a house.  Given the circumstances  that we found ourselves in (having spun the wheel of capitalism and, somewhat to our surprise, won), we were in the privileged position to actually be able to afford Bay Area real estate.  And, to be blunt, a fair bit of Bay Area real estate at that.  One thing led to another and we made a rapid fire bid on a house that reminded me of a better version of the battered 1890\u2019s New Jersey quasi Tudor my parents plunked $50,000 down for in 1970 and I  grew up in.   And, lo and behold, we own it.  It\u2019s utterly lovely, but certainly planted in the larger end of the US housing spectrum.  To borrow Warren Buffet\u2019s reference to the Berkshire Hathaway corporate jet, it\u2019s Indefensible.  But you only live once and with Treasuries paying a nice solid 20 basis points, well \u2013 you gotta put it somewhere.<\/p>\n<p>Now, considering myself an environmentalist (market variety) I want to make it as green as possible.   I knew it needed a lot of work in that direction \u2013 though inspections showed the house was actually in very good shape and I could observe niceties like double glazed windows, I also know what I don\u2019t know.  The sheer armada of AC units along the back of the garage gave me pause.  And after experiencing PG&#038;E\u2019s first billing cycle while still uninhabited, I can honestly say I was a motivated participant in that greening process\u2013 tiered energy pricing to $0.45\/kwh truly does grab your attention.<\/p>\n<p>Solar is the default greening step in California \u2013 it&#8217;s ground zero of the million solar roofs initiative and there are piles of federal and state incentives to plop them up there.  Unfortunately, a cursory examination showed it was not a particularly viable option \u2013 the roof is mainly angled to the Northwest and is comprised of a  bunch of steep, fragmented gables and windows.   Moreover, it\u2019s real slate tiles and \u2013 to be frank \u2013 stunningly gorgeous.  The idea of slapping down a couple hundred square feet of First Solar&#8217;s finest seemed aesthetically criminal.  The  next idea  &#8211; a geothermal heat pump \u2013 also went by the wayside pretty quickly, when I came to the conclusion that setting up a drilling rig in the Oakland hills for a couple weeks was not the way to endear our family unit to our exceedingly close neighbors.  <\/p>\n<p>Which left us with a final intriguing option on the energy  production side \u2013 a fuel cell.  And yes, my eyes got that addictive glint of the early adopter that is usually reserved for talismans that emanate from  Steve Jobs skunk works.  So I bought one of the suckers \u2013 the ClearEdge 5kw version.  And future updates of this blog will talk about that &#8211; installing it has been a fascinating process and one that deserves some attention.  <\/p>\n<p>But at the outset, I\u2019m going to focus on the first \u2013 and doubtless more relevant\u2013 part of my energy project .  Making the house it the most efficient it can be, given its overall inherent footprint.  To start off, I brought in a crew of energy efficiency gurus to give it their best once over.  60 man hours on-site, a 70 page report, two CD-ROMs and a whole lot of data later, I know a heck of a lot more about my living quarters.  To say it was illuminating to get a holistic view of the space we\u2019ll inhabit the next decade or so is an understatement.  <\/p>\n<p>Which brings me to a broader theme I\u2019ve been spending a lot of time thinking about the last few months\u2013 the interface between technology, expertise and execution.  And the tendency we tend to have to think that use \u2013 or even simply creation \u2013 of the former can blithely substitute for the latter.  I fall into the trap myself all the time \u2013 I buy stuff with features that I never really use because I cannot seem to be bothered to learn how to operate them.  <\/p>\n<p>What I\u2019m in the process of doing on my house feels like a microcosm of that balance between technology and capability.  Extrapolate that to the multi-trillion dollar global effort to decarbonize the global economy through accelerated deployment of a raft of both new and old technologies and you can see the potential gaps. Or gapes is probably more accurate.   Capability doesn\u2019t scale as logarithmically as technology \u2013 but it\u2019s an equal part of the overall equation.    So, while I truly appreciate the tidal wave of forthcoming cleantech widgets,  I worry that without with right kind of execution platforms \u2013 on the front end and throughout productive lifespan &#8211; we\u2019ll end up with lots of stranded assets that over promise and under deliver.<\/p>\n<p>My idea for these next couple contributions to Cleantechblog over the coming weeks is to try to explore that interface in my real life situation and try to do some hypothesizing on how cleantech delivery is going to work across key markets.  It may or may not work, but hope you enjoy it.<\/p>\n<p><span style=\"font-style:italic;\">Marc Stuart was one of the founders of EcoSecurities, where he worked for 13 years prior to its integration into JP Morgan in early 2010. His new firm, Allotrope Ventures, seeks out early stage private equity opportunities in technology and execution platforms that are positioned to thrive in the transition to the low carbon economy.<\/span><\/p>\n<p>.<\/p>\n<div class=\"blogger-post-footer\">Content provided by and all rights reserved to CleantechBlog.com.  Also check out http:\/\/www.cleantech.org<img width='1' height='1' src='https:\/\/blogger.googleusercontent.com\/tracker\/16432059-8664492350392300034?l=www.cleantechblog.com' alt='' \/><\/div>\n","protected":false},"excerpt":{"rendered":"<p>So, with recent changes in my professional life, my family and I made the decision to relocate to the Bay Area. There were a lot of reasons, but the main one is my general perception that my world (carbon trading) and their world (cleantech and information technology) rarely meet. Indeed, the maestro of this blog, [&hellip;]<\/p>\n","protected":false},"author":6828,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-535889","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/535889","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/users\/6828"}],"replies":[{"embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/comments?post=535889"}],"version-history":[{"count":0,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/posts\/535889\/revisions"}],"wp:attachment":[{"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/media?parent=535889"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/categories?post=535889"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/mereja.media\/index\/wp-json\/wp\/v2\/tags?post=535889"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}