PinnedMonica VarmaninG2 InsightsNEM 3.0: solar-killer or grid savior?In April 2023 NEM 3.0 went into effect, transforming the economics of residential solar and energy storage in California virtually…6 min read·Oct 25, 2023----
Monica VarmaninG2 InsightsCapitalizing Climate | Deconstructing the Infrastructure BillIn this second installment of our series, “Capitalizing Climate,” we break down the Infrastructure Investment and Jobs Act and its…7 min read·Dec 7, 2021----
Monica VarmanWhy We Invested in WonoloIndependent contractors, or gig workers, have been a steadily increasing share of the overall workforce since the 1980s, and today they…4 min read·Oct 19, 2021----
Monica VarmaninG2 InsightsB2B marketplaces: capturing the $1T+ opportunityOver the past decade, a number of generational consumer-facing marketplaces have been built on the internet: Uber, Airbnb, Doordash. The…9 min read·Oct 13, 2021----
Monica VarmanCapitalizing Climate | S-1 teardown: RivianWe’re excited to kick off a new series at G2 called “Capitalizing Climate” with Rivian, which filed its S-1 on October 1, 2021. In this…14 min read·Oct 5, 2021----
Monica VarmaninG2 InsightsSparking an EV battery materials raceDemand for EV battery materials is poised to outstrip supply in the next few years, creating opportunities for new recycling and mining…4 min read·Apr 23, 2021--3--3
Monica VarmaninG2 InsightsE-commerce at an inflection pointE-commerce penetration in the US saw the same growth in the first 8 weeks of COVID-19 restrictions as it did in the 10 years before…3 min read·Jun 16, 2020----
Monica VarmaninG2 InsightsMaking sense of ESGESG matters — more than ever before5 min read·Apr 9, 2020----
Monica VarmaninG2 InsightsSustainability — a new frontier in consumerSustainable products have moved into the mainstream as technology has unlocked a new frontier of performance4 min read·Nov 5, 2019----