Nick PinidiyaSapphire Advisory · AGSM (UNSW) · qubit

The Grid

Batteries, markets, and the physics of the energy transition. I teach this at AGSM and write about it — starting with batteries.

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Live readout

NEM · Australia

reading the grid…

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Writing

2025-06-25

Deep dive on battery cell chemistry, components and where innovation is headed

Electrochemistry, cell components, and why batteries end up multimodal — different chemistries matched to different jobs, not one super-chemistry.

2025-05-25

ClimateAI — can novel uses of generative AI help us decarbonise?

GenAI could unlock gigaton-scale decarbonisation — but only if we aim it at the high-impact domains, keep scaling the known backbone levers, and manage its own footprint.