Opinion certainty 3/5 debate potential 2/5

Su: Understanding geopolitics should be a core requirement for all investors

Susan Su · The $6 trillion threat to climate tech finance · May 6, 2026 · at 4:14

Venture partner Susan Su discusses the intersection of global geopolitics and venture investing with host Laura Pierpoint.

0:00 / 0:09exact quote · 9.5s
720p mp4 · rendered on demand · StarZero watermark
“I think it should be everybody's job as an investor. So, so that would be the first thing is I consider it to be kind of one of the top bullet points in the job description”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Susan Su

Assertion Supported
Su: FT reported major Gulf economies reviewed invoking force majeure on commitments
“In early March, the Financial Times reported that the three of the four major Gulf economies were collectively Doing an internal review of whether they could invoke force majeure on their financial commitments.”
Susan Su May 6, 2026 ▶ 12:14 The $6 trillion threat to climate tech finance
Insight
Su: Energy history consists of additions, not replacements of fossil fuels
“In all of history, we've never really had a true energy transition. We've just had energy additions, and the president of the S&P, and also awesome fossil fuel historian and energy thinker, Daniel Yergin, Says this a lot, right? Like we've only ever had additi…”
Susan Su May 6, 2026 ▶ 29:50 The $6 trillion threat to climate tech finance
Assertion Partly supported
Su: Captive coal plants supply 60% of energy for Chinese solar manufacturing
“So it's kind of like you know, behind the meter for coal for a solar facility. So it's accounting for, I've seen some estimates, accounting for 60% of the energy used to produce these solar panels.”
Susan Su May 6, 2026 ▶ 33:10 The $6 trillion threat to climate tech finance
Opinion
Su: Climate tech models assuming €100 carbon prices carry major political risk
“If you're building, I don't know if you're a crazy person, and you're unfortunately building a DAC company right now, or Green Steel, and your revenue model assumed a 100 euro per ton carbon price in perpetuity, You're taking on political risk whether you ackn…”
Susan Su May 6, 2026 ▶ 35:29 The $6 trillion threat to climate tech finance
Assertion Supported
Su: Invoking force majeure in sovereign investments lacks modern precedent
“Invoking force majeure in sovereign investment agreements would be without modern precedent.”
Susan Su May 6, 2026 ▶ 13:07 The $6 trillion threat to climate tech finance
Opinion
Su: Window for quick return to normal Gulf capital flows has passed
“Obviously short contained conflicts tend to see repatriation for a few quarters, but then, like, resume business as usual, but honestly, Lara, I think that ship has sailed.”
Susan Su May 6, 2026 ▶ 20:22 The $6 trillion threat to climate tech finance
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.