Topic
Climate Tech
Investing in and building for the energy transition.
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energy
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probably while being able to activate money when within a very short amount of time, two, three year window for a five year return on investment because consolidation in this space is the only way forward. You don't need, like, 300 ESG reporting...
which is our largest term nowadays quality education, which is our smallest and then sustainable cities and communities. And in the second front, we added to this climate action, but we bring them together. So climate tech in and for the urbanized...
there's been repercussions to that. I am not a VC, so I I'm not allowed to say, you know, how, the expectations of LPs can be changed. I do, however, see that there is a lack of understanding of the lucrativeness of the opportunity associated to...
of jet fuel has to be so called sustainable aviation fuel. Well, it's less than 1% right now, and so it's just if you say it, it's gonna happen. So I think maybe in Germany, we're starting to see some of that easing up. But I I think that those...
And, yes, it's absolutely investable, but it's investable with this in mind. So I think I think it's incredibly cool to hear from someone as as in the weeds as you are about this. I think it's a really, really important point, and it goes a lot to...
us being a climate fund, I don't think we'll ever attract people who don't believe that climate change is real. Like, I don't think there's a certain political parties that I don't think ever will appeal to us, and that is just the way it is. But...
So that relies on the assumption that there's still gonna be a healthy market for carbon credits in the years to come. Well, I hope for Tesla's sake it is because see, dang it. I thought we were gonna be done talking about Tesla, but if you go back...
I mean, you and I were on stage together at the climate tech conference last June, and you you talked some about your your vision of sort of modernizing The US energy system, energy elsewhere. Climate change seems to be a topic that's kind of less...
How do we shape society by how we act and what we say? We believe that climate is the biggest macroeconomic shift that we're going through. And if we can actually prove that to LPs and we will have outsized returns, that also means that we can...
Respectfully, you fund some nonconventional companies. In other words, companies that are not b to b procurement payments businesses that venture investors on Sandhill Love. Do you worry and think a lot about financing pathways and who's gonna fund...
I believe that a true leader and a truly committed founder is one that has the same eyes on the price from day one up until, the next day and even the exit and events that happen after. If you constantly change the guiding pole and one day it's...
So values is what you do behind the door, is how you act, the beliefs you have, and what actually guides you. Now things always go wrong and this is when we see what matters. In venture, we often say that you should only back your winners, but...
And it's not bright explosions that he can see. It's just the molecules in the air, especially the molecules in the ocean wiggling harder because that's what heat is. But the amount of energy is absolutely mind boggling. Where people are flat wrong...
It is absolutely how many jobs did you create, how much good did you do, how did people feel about the work that they did for you, how did you help people grow their careers, did you return investors value. And so I I I also will say, I think...
develop in an agnostic way, hardware agnostic way, so that they can develop for the different brands in that sense. Because you don't know who the winner is. You don't know which clients work with which hardware. So it would be good and best, and...
Climate change is is a political thing right now. How do you think about running a business that is, both obviously, clearly meant to make money, and you're a capitalist, and also serving a profound social mission. Does it change how you talk about...
And in the climate tech sector, it is an area where, you know, companies can potentially generate revenue and build a business. Right. You know what? It's interesting to me that, like, in 2025, you think we're gonna have these advanced solutions to...
I think even more so. This is very much about bringing a new energy to the energy transition. And the reality is when it comes to climate change as an example, there's a lot of people that go at that conversation with a somber, negative, pessimistic...
of GDP to climate and sustainability. And I read this and I was like, wow. Jeez. Is that even possible? We're at 5% today, I think you said. How can 50 be done? I think it can be done if and when we get the right kind of leadership. Certain types of...
I would make that same argument, although it may not have been the intent of our first global campaign, that we're trying to bring the right energy to this conversation of globalization too. So you think about India, most populated country in the...
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