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
Opinion
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.”
Mona El Naggar Oct 16, 2023 ▶ 40:37 Investors riff on the new era for climate investing
Feb 26, 2025 negative
Insight
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…”
Layla Madrone Feb 26, 2025 ▶ 34:13 How supply chain chaos sank Sunfolding
Feb 26, 2025 negative
Opinion
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…”
Layla Madrone Feb 26, 2025 ▶ 36:33 How supply chain chaos sank Sunfolding
Feb 26, 2025 negative
Opinion
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…”
Layla Madrone Feb 26, 2025 ▶ 39:25 How supply chain chaos sank Sunfolding
Feb 26, 2025 negative
Assertion Not checkable as stated
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…”
Layla Madrone Feb 26, 2025 ▶ 13:18 How supply chain chaos sank Sunfolding
May 6, 2026 neutral
Assertion Supported
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 …”
Susan Su May 6, 2026 ▶ 8:12 The $6 trillion threat to climate tech finance
May 6, 2026 neutral
Assertion Supported
Su: Only ~25% of VC Firms Successfully Raise a Fund III
“I think the drop-off rate Across venture capital in general, separate from climate tech and all of our specific quirks is extremely high. I think it's like only 25% go on to raise like a fund three or something like that.”
Susan Su May 6, 2026 ▶ 27:20 The $6 trillion threat to climate tech finance
May 20, 2026 positive
Assertion Supported
Multiple VC-backed startups are scaling geoengineering technologies
“There is a lot, there are many up-and-coming companies within the startup space that are VC-backed, that are exploring these technologies and wanting to bring them to scale.”
Dacia Leone May 20, 2026 ▶ 6:17 How Supercool Earth's microbes could ease the water crisis
Jun 17, 2026 positive
Opinion
Pierpoint: Venture capital is the superhero of the climate movement
“I think venture is the superhero of the climate movement, right? Like, venture steps up in ways that other capital allocators really are not”
Lara Pierpoint Jun 17, 2026 ▶ 38:04 Why the climate tech ‘missing middle’ is a massive opportunity
Jul 29, 2026 neutral
Assertion Supported
Gershenson: Venture capital is not the dominant capital source for US climate
“If you look at the data for how much money flows into climate in the US, like, VC is not the dominant.”
Dimitri Gershenson Jul 29, 2026 ▶ 20:40 The missing capital for climate startups: more debt
Jul 29, 2026
Insight
Gershenson: Venture debt is underwritten solely against future venture rounds
“Venture debt is underwritten against your next venture raise. It's not underwritten against anything else.”
Dimitri Gershenson Jul 29, 2026 ▶ 18:06 The missing capital for climate startups: more debt
Jul 29, 2026 negative
Opinion
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…”
Dimitri Gershenson Jul 29, 2026 ▶ 19:44 The missing capital for climate startups: more debt
Sep 9, 2026
Insight
Canary calls combining hardware, biology, and software a startup double black diamond
“From a VC perspective, you're like now combining hardware with biology, With software, like talk about like the double black diamond of a startup, like that's really difficult.”
Grant Canary Sep 9, 2026 ▶ 8:45 Burying trees to save forests?
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