- Investing in Climate Tech needs to take a new 'form' because we are no longer in a ZIRP era, and AI has sucked most of the hype air out of the room
- That new trend has to be, (1) FFOAK for the existing hardware companies that are actually a science breakthrough (2) 5-10x better versions of existing solutions (better moustraps), and (3) Software + Hardware solutions (software that makes an impact on the physical world)
____
A few follow ups:
- Do you not think there ought to be a concerted effort to help merge the existing companies that do have traction but need to merge to truly win in their markets?
- What do you think about investing in any of the new deep tech (science) innovations to do things like recover more minerals from mining operations (increased output that doesn't require more emissions)?
- Do you foresee 'climate investing' to just be part of every fund's thesis as a part of what they do (ie: biotech investors just looking at industrial-scale bio-production of goods), etc?
So, in summary you're saying... ?
- Investing in Climate Tech needs to take a new 'form' because we are no longer in a ZIRP era, and AI has sucked most of the hype air out of the room
- That new trend has to be, (1) FFOAK for the existing hardware companies that are actually a science breakthrough (2) 5-10x better versions of existing solutions (better moustraps), and (3) Software + Hardware solutions (software that makes an impact on the physical world)
____
A few follow ups:
- Do you not think there ought to be a concerted effort to help merge the existing companies that do have traction but need to merge to truly win in their markets?
- What do you think about investing in any of the new deep tech (science) innovations to do things like recover more minerals from mining operations (increased output that doesn't require more emissions)?
- Do you foresee 'climate investing' to just be part of every fund's thesis as a part of what they do (ie: biotech investors just looking at industrial-scale bio-production of goods), etc?