Climate Tech Startups
topic on 3 shows · 8 statements across 7 episodes
8 statements about Climate Tech Startups, every show
Fernandez: Climate Startups Succeed by Deploying Tech Directly, Not Licensing
“What we found looking at over 300 projects, 350 projects in the past couple of years, is the fact that the companies that actually deploy their own technology and follow that path
Are the ones that get to success. There are companies that have spent two or thr…”
Kann: Founders should confine magical thinking to technology leaps, not input costs
“So try to isolate your magical thinking to the technology leap that you need to take in the first place, because that is within your control much more so than the inputs that you're gonna get.”
Schroepfer: Climate startups must offer cheaper or better products, not green premiums
“When I invest, I'm like, I'm a capitalist. I'm like, your pitch to your customers is we are cheaper or we are better. And they're like, oh, by the way, we're good for the environment is like the little asterisks at the end. Because my thesis is like, most peop…”
Yeh: Founders must code-switch between VC disruption and project finance bankability
“One of the things that I'd like to add is an important part of the checklist for being Making your projects folk bankable is that a lot of these CFOs and CEOs of these new climate tech startups have to learn the language of infrastructure and product, project …”
Thiel: Techno-Economic Analysis Helps Early-Stage Startups Prioritize Engineering Resources
“And I think by exploring, you know, maybe
A level further in terms of sensitivities and limits in the model, it helps you figure out what matters, what design decisions matter to affordability and hitting the customer value prop and which don't. And when you'…”
Kann: Climate startups should isolate speculative modeling to their core tech
“Try to isolate your magical thinking to the technology leap that you need to take. In the first place, because that is within your control much more so than the inputs that you're going to get.”
Kann: Startups relying on zero-cost energy must show positive unit economics today
“We see a lot of startups who are doing something where their sort of fundamental assumption is marginal cost of energy is going towards zero, and maybe that, that could be true over a longer time horizon, but show me how you can deliver positive unit economics…”