cleantech
also referred to as: clean tech
3 statements across 2 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jun 11, 2020 by Liqian Ma · across every show →
Everything said about cleantech, oldest first
Jun 11, 2020 positive
Ma: Clean tech VC and PE returns rebounded strongly since 2013
“Since really, 2012, 2013, and we tracked this data at the company level in our database of venture and private equity backed clean tech companies. They've actually rebounded quite significantly since 2013, where if you look at the IRRs and the TVPIs of these c…”
Jun 11, 2020 negative
Ma: Clean Tech 1.0 failed because VCs misjudged capital intensity and commodities
“Just to distill it down, I think what happened there was there was certainly a lot of overhype, capital flowing in, especially by firms who May not have really developed the deep expertise on the sector. They may have developed expertise in semiconductors or s…”
Mar 13, 2023 bullish
Orum: Distressed clean-tech investing will emerge as a major energy transition opportunity
“This hasn't yet happened in the energy transition, but I think because of what occurred in the last couple of years in the current environment that we're in, I think there's going to be a very interesting opportunity around distressed investing in clean tech, …”