Ideas are free, but infrastructure is expensive. How is the transition being paid for, from early-stage VC to massive infrastructure project finance. The Capital Stack & Investment Landscape. * Venture & Private Equity: Where is the "smart money" flowing? Which startups are getting funded and why? * The "Valley of Death": The specific challenge of moving from a Series A tech pilot to bankable infrastructure project finance. * Consolidation & Exits: Who is buying whom? (e.g., Gentailers acquiring tech platforms/VPPs) and what that signals for the market. * Green Finance: How ESG mandates are actually changing lending criteria for energy assets.