Joseph Malchow is an American entrepreneur and venture capitalist. He is the founding general partner at HNVR Technology Investment Management, an investment company based in Portola Valley.
Malchow was born in Princeton, New Jersey and grew up in Scotch Plains, New Jersey. [1]
At 16 he founded JetWare, a software company that developed and sold to consumers applications for Palm OS-powered mobile devices. JetWare's products included Studentmate, which was among the first mobile applications intended for use in the academic environment. The New York Times covered JetWare and Malchow as innovators in mobile computing. [2] Malchow attended Dartmouth College, where he graduated as a James O. Baker Presidential Scholar. At Dartmouth, Malchow led a campaign that placed four independent directors on the Board of Trustees of Dartmouth College. [3] [4] [5] Malchow's involvement was profiled in a 2008 Dartmouth Alumni Magazine article by Jake Tapper. [6] Malchow later discussed this episode in an article co-authored with attorney Harvey A. Silverglate. [7]
Malchow holds an A.B. from Dartmouth College and a J.D. from Stanford Law School.
In 2007 The Wall Street Journal named Malchow a Robert L. Bartley fellow. [8] He has continued to publish regularly in The Wall Street Journal. [9]
After Dartmouth, Malchow worked with semiconductor pioneer T.J. Rodgers from 2008 to 2010. In 2010 he cofounded Publir, a digital advertising exchange focusing on providing programmatic advertisements to publications ranging from The Atlantic to RealClearPolitics. Publir is one of the largest invitation-only ad exchanges in the U.S. Digital media properties published by Malchow or monetized by companies he founded reach an average monthly audience of 35 million.
Malchow was named to the board of directors of the National Civic Art Society in 2018, alongside Roger Scruton. According to Architectural Record , in January 2020, President Donald J. Trump drafted an executive order "to ensure that 'the classical architectural style shall be the preferred and default style' for new and upgraded federal buildings." [10] The reforms, which were addressed to the General Services Administration, were publicly connected with NCAS.
Malchow is a venture capitalist and supports high-tech companies with investment and advice on business formation and technology strategy. [11] [12] He is a partner of the blog Power Line. [13]
Malchow is an active investor in software and energy companies. In March 2020, Malchow was elected to the Board of Directors of the energy technology company Enphase Energy. [15] He was among the youngest independent directors elected to the board of an S&P 500 company. [16]
In July 2021 Malchow investment Enovix Corporation, a Fremont, California-based maker of advanced lithium-ion batteries, went public. [17] In August 2021, it was announced that Malchow was elected to the Board of Directors of Archaea Energy, a technology company engaged in landfill gas utilization and the largest renewable gas producer in the United States. [18] [19] Of clean energy companies reaching public markets by special-purpose acquisition company, the Malchow investments represented the two highest-returning companies in that year. [20] In October 2022, it was announced that BP would acquire Archaea in a $4.1 billion deal. [21]
Malchow's investments include RelatelQ, Socotra, Sourcegraph, Material Security, Elementl, Retool, Premise Data, Golden, Mattermost, Solugen, and Flatfile. [22]
Malchow was a critic of the U.S. federal government response to the COVID-19 pandemic, writing in March 2020 in The Wall Street Journal that "a simple one-variable correlation of deaths per million and days to shutdown" showed that "[t]he correlation coefficient was 5.5%" and suggesting that the data "may prove that many aspects of the U.S. shutdown were mistakes—ineffective but economically devastating." [23]
Malchow has written against government influence in the technology sector, particularly with respect to industries where he has built public companies, including Sustainable energy, Solar energy, Power electronics, and Lithium-ion batteries. Shortly after the passage of the Inflation Reduction Act of 2022, Malchow wrote in The Wall Street Journal that "energy['s] future may mirror computing’s past. Rapid cycles of learning yielded step changes in efficiency. When critical thresholds are passed, trillions of dollars in uncoordinated economic potential are unleashed. It happened with metal-oxide semiconductors in the 1990s and is happening with lithium-ion batteries today. But the economy receives this benefit only if a price system untouched by government is allowed to exist." [24]
A lithium-ion or Li-ion battery is a type of rechargeable battery which uses the reversible reduction of lithium ions to store energy. The anode of a conventional lithium-ion cell is typically graphite made from carbon. The cathode is typically a metal oxide. The electrolyte is typically a lithium salt in an organic solvent.
John Bannister Goodenough is an American materials scientist, a solid-state physicist, and a Nobel laureate in chemistry. He is a professor of Mechanical, Materials Science, and Electrical Engineering at the University of Texas at Austin. He is widely credited with the identification and development of the lithium-ion battery, for developing the Goodenough–Kanamori rules in determining the sign of the magnetic superexchange in materials, and for seminal developments in computer random-access memory.
Thurman John "T. J." Rodgers is an American billionaire scientist and entrepreneur. He is the founder of Cypress Semiconductor and holds patents ranging from semiconductors to energy to winemaking. Rodgers is known for his public relations acumen, brash personality, and strong advocacy of laissez-faire capitalism. He stepped down as Cypress CEO in April 2016 and Director in August 2016 after serving for 34 years.
Michael Stanley Whittingham is a British-American chemist. He is currently a professor of chemistry and director of both the Institute for Materials Research and the Materials Science and Engineering program at Binghamton University, State University of New York. He also serves as director of the Northeastern Center for Chemical Energy Storage (NECCES) of the U.S. Department of Energy at Binghamton. He was awarded the Nobel Prize in Chemistry in 2019 alongside Akira Yoshino and John B. Goodenough.
The lithium iron phosphate battery or LFP battery is a type of lithium-ion battery using lithium iron phosphate as the cathode material, and a graphitic carbon electrode with a metallic backing as the anode. Because of their lower cost, high safety, low toxicity, long cycle life and other factors, LFP batteries are finding a number of roles in vehicle use, utility-scale stationary applications, and backup power. LFP batteries are cobalt-free. As of September 2022, LFP type battery market share for EV's reached 31%, and of that, 68% was from Tesla and Chinese EV maker BYD production alone. Chinese manufacturers currently hold a near monopoly of LFP battery type production. With patents having started to expire in 2022 and the increased demand for cheaper EV batteries, LFP type production is expected to rise further to surpass lithium nickel manganese cobalt oxides (NMC) type batteries in 2028.
A123 Systems, LLC, a subsidiary of the Chinese Wanxiang Group Holdings, is a developer and manufacturer of lithium iron phosphate batteries and energy storage systems.
Robert Leroy Bartley was the editor of the editorial page of The Wall Street Journal for more than 30 years. He won a Pulitzer Prize for opinion writing and received the Presidential Medal of Freedom from the Bush administration in 2003. Bartley, a graduate of Iowa State University, was famed for providing a conservative interpretation of the news every day, especially regarding economic issues. The Forbes Media Guide Five Hundred, 1994 states:
Jeffrey Brian ("JB") Straubel is an American businessman. He spent 15 years at Tesla, as chief technical officer until moving to an advisory role in July 2019.
An electric vehicle battery is a rechargeable battery used to power the electric motors of a battery electric vehicle (BEV) or hybrid electric vehicle (HEV).
Rachid Yazami is a Moroccan scientist, engineer, and inventor. He is best known for his critical role in the development of the graphite anode for lithium-ion batteries and his research on fluoride ion batteries.
CODA Automotive Inc. was a privately held American company headquartered in Los Angeles, California. The company designed and assembled lithium-iron phosphate (LiFePO4) battery systems for automotive and power storage utility applications, and electric cars. Miles Automotive partnered with Hafei and Qingyuan Electric Vehicle to establish Coda Automotive as an affiliate company. The name CODA comes from the musical term for the concluding passage of a piece of music. CODA Automotive has said that it chose the name because its electric vehicle technology represents an end for combustion engine vehicles, and the start of the electric vehicle era.
Form Energy is an American energy storage company focused on developing a new class of cost-effective, multi-day energy storage systems that will enable a reliable and fully-renewable electric grid year-round. Form Energy's first commercial product is a rechargeable iron-air battery capable of storing electricity for 100 hours at system costs competitive with legacy power plants.
Saft is a French company involved in the design, the development and the manufacturing of batteries used in transport, industry and defense. Headquartered in France, it has an international presence.
Enphase Energy, Inc. is an American energy technology company headquartered in Fremont, California, that develops and manufactures solar micro-inverters, battery energy storage, and EV charging stations primarily for residential customers. Enphase was established in 2006 and is the first company to successfully commercialize the solar micro-inverter, which converts the direct current (DC) power generated by a solar panel into grid-compatible alternating current (AC) for use or export. The company has shipped more than 48 million microinverters to 2.5 million solar systems in more than 140 countries.
The Tesla Powerwall is a rechargeable lithium-ion battery stationary home energy storage product manufactured by Tesla Energy. The Powerwall stores electricity for solar self-consumption, time of use load shifting, and backup power. The Powerwall was introduced in 2015 with limited production. Mass production started in early 2017 at Tesla's Giga Nevada factory. As of May 2021, Tesla has installed 200,000 Powerwalls.
Lithium–silicon battery is a name used for a subclass of lithium-ion battery technology that employs a silicon-based anode and lithium ions as the charge carriers. Silicon based materials generally have a much larger specific capacity, for example 3600 mAh/g for pristine silicon, relative to graphite, which is limited to a maximum theoretical capacity of 372 mAh/g for the fully lithiated state LiC6. Silicon's large volume change (approximately 400% based on crystallographic densities) when lithium is inserted is one of the main obstacles along with high reactivity in the charged state to commercializing this type of anode. Commercial battery anodes may have small amounts of silicon, boosting their performance slightly. The amounts are closely held trade secrets, limited as of 2018 to at most 10% of the anode. Lithium-silicon batteries also include cell configurations where Si is in compounds that may at low voltage store lithium by a displacement reaction, including silicon oxycarbide, silicon monoxide or silicon nitride.
Kuzhikalail M. Abraham is an American scientist, a recognized expert on lithium-ion and lithium-ion polymer batteries and is the inventor of the ultrahigh energy density lithium–air battery. Abraham is the principal of E-KEM Sciences in Needham, Massachusetts and a professor at the Northeastern University Center for Renewable Energy Technologies, Northeastern University, in Boston, Massachusetts.
Maria Christina Lampe-Önnerud is a Swedish inorganic chemist, battery-inventor, and entrepreneur. She has founded the companies Boston-Power Inc. (2005–2012) and Cadenza Innovation. She is developing batteries for use in computers, electric vehicles, and grid storage. She has received a number of awards, including the World Economic Forum's Technology Pioneer Award in 2010 and again in 2018, and is an elected member of the Royal Swedish Academy of Engineering Sciences. Lampe-Önnerud has many interests, including opera singing, jazz dancing, playing the cello, and choir directing.
Martin Winter is a German chemist and materials scientist. His research in the field of electrochemical energy storage and conversion focuses on the development of new materials, components and cell designs for batteries and supercapacitors, lithium ion batteries and lithium metal batteries.
Linda Faye Nazar is a Senior Canada Research Chair in Solid State Materials and Distinguished Research Professor of Chemistry at the University of Waterloo. She develops materials for electrochemical energy storage and conversion. Nazar demonstrated that interwoven composites could be used to improve the energy density of lithium–sulphur batteries. She was awarded the 2019 Chemical Institute of Canada Medal.