venture capital

“We saw this retrenchment of venture capital, and maybe it peaked around 2008, something like that, and by 2015, the dollars flowing per year had dropped by a factor of four or five, and especially for the earliest stage deals.”

“What I will say is that I would say climate tech funding has been slower to decline than traditional tech funding in the venture world. So there was a quicker, bigger kind of turn, downturn in broader tech world than there was in climate tech.”

“As long as they're willing to kind of stay in the path, you are going to see that cost curve come down. So it's only a matter of time before you see, you know, price parity kick in.”

“I thought one of the smartest things I've heard about the difference between venture capital and private equity and infrastructure is that I think if you're a great venture capital firm, You know, you're providing 20 plus percent returns for 10 years. If 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 …”

“The reality is that carbon removal's in the VC world right now because there's no funding from elsewhere. And I don't see this being a long-term financing solution, because carbon removal is waste management. Like, it's just cleaning the air, like, we clean ou…”

“Startups received 1.5 billion, right, from 80 rounds of funding in related to those deployments since twenty-twenty-one.”

“It's a lot easier to be a private company raising VC money to do research, which is ultimately should just be basic research, because the stuff that's going to be competitive and on the market probably can't happen until that first research happens.”

“It's actually hard to get to a big market size for it, ultimately, because it is so cheap. Like, I don't remember exactly the number, but we did an episode on this, like, I don't know, a couple years ago, and it was something like a couple billion dollars migh…”

“Your BYD wasn't a VC-backed company while it became an electric car giant.”

“From the perspective of venture capital helping scale climate solutions, I think VC is overhyped because That model might work in America, and I don't know if it's working, because there are not that many companies that have really been VC-oriented, big climat…”

“The main reason that startups are time limited is because you raise serially in, like, you know, whatever, you raise 18, 24 months of runway, and so, let's say you raise 24 months of runway, you need to start fundraising, let's say, six months before you run o…”