Lubershane: Capitalizing alternative tech in mature climate areas paralyzes deployment
Andy Lubershane · The better mousetrap fallacy · Sep 12, 2024 · at 7:20
Andy Lubershane, partner at Energy Impact Partners, discusses the 'better mousetrap fallacy' in climate tech investing with Shayle Kann.
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“There are some areas, though, where I do think that the mousetraps we have are good enough, and actually are likely to get better incrementally on their own, such that funneling a lot of capital into trying to build a differently better mousetrap is probably a bad use of capital at this point. And in fact, I think is a little bit distracting, not just for investors, because I'm not so worried about venture capitalists and investors who are putting capital into new tech. You know, what I'm more worried about is that the proliferation of options in certain areas can almost be paralyzing and lead to the inability to deploy at the pace we need or to focus on deployment in certain instances.”
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