climate tech startups

“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…”

“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.”

“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'…”

“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 …”

“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.”

“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…”