venture capital
also referred to as: vc · vcs
13 statements across 7 episodes · 2 bullish · 6 bearish · 7 people on the record · first statement Oct 16, 2023 by Mona El Naggar · across every show →
Everything said about venture capital, oldest first
Oct 16, 2023 bearish
El Naggar: Nuclear energy deployment does not fit 10-year venture fund cycles
“I do worry that nuclear is for example, one of those technologies where, Where government needs to move the needle more because it just isn't on a time scale that fits a ten-year investment fund, you know, in venture capital.”
Feb 26, 2025 negative
Founders rush to VC without realizing it demands unattainable exits
“The main mistake I see early stage founders making is that as soon as they think they're ready to raise, they start, they go out to VC. And they're not thinking about the long game when they do that. Because there's only a certain amount of money that you're g…”
Feb 26, 2025 negative
Madrone: Accelerators push climate founders toward VC instead of coalitions
“You can go through every single accelerator, even in the climate space, and they will all be setting you up to raise VC. There's not that much of how do we build a coalition. There's all how do we just graduate you to getting a pile of money so then you can go…”
Feb 26, 2025 negative
Climate adaptation and disaster protection technologies are poor fits for VC
“I would create a program for founders who have technologies that are not a good match for VC, but which are so needed. Specifically, things around protection. And preservation, especially in the light of fires and floods, and the types of adaptation we need to…”
Feb 26, 2025 negative
Venture scale expectations forced Sunfolding to abandon niche solar markets
“So many of the conversations were around how do we become one of the top three companies in the world. They weren't about how do we utilize this unique technology to Help specific communities or sectors of the market that no one else is addressing. It was just…”
May 6, 2026 neutral
Su: VCs courted Gulf allocators seeking to diversify from oil and gas
“VCs started to head to the Gulf states a while ago, right, like a decade ago, to court some of that region's enormous
Capital reserves not only because there was a lot of it to go around, but because also on the demand side of that, Gulf state allocators were …”
May 6, 2026 neutral
May 20, 2026 positive
Jun 17, 2026 positive
Jul 29, 2026 neutral
Jul 29, 2026
Jul 29, 2026 negative
Gershenson: Climate VCs often give under-informed board advice with unearned certainty
“The challenge that I have with that group of investors is that oftentimes the advice that they give to founders, or the guidance that they give to founders while they're on their boards, is often not as informed as it should be, but is given as very definitive…”