#136 Hardware as an AI Moat, Design for Finance with the Climate Capital Stack, & More

CleanTechies Podcast

English - November 28, 2023 10:00 - 1 hour - 59.8 MB - ★★★★★ - 4 ratings
Technology Business Investing venture capital climatevc ctvc esg cleanag climatetech upcycling decarbonization climate change social impact Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: #135 Saving Corporates 50% on their Reverse Supply Chain, Getting Non-Profits Goods, & More w/ Diz Petit (LiquiDonate)

Next Episode: #137 Scaling a Logistics Heavy Business, Bootstrapping, The Rigatoni List, The Recommerce OG, & More w/ John Fazzolari (Revivn)

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NYCW was a pivotal moment for many of us current or aspiring climate professionals. It brought together large swaths of diverse talent all working in different assets to solve the climate crisis. Many of these gatherings were headlined by some of the smartest minds in climate and climate tech. An implicit goal we’ve had at the CleanTechies Podcast since then is to have as many speakers from the week as we can.

I’m excited to introduce the speaker of one of the most popular talks at NYCW and Managing Partner of Third Sphere VC, Shaun Abrahamson.

Shaun is an early-stage investor in the climate sector with a background in engineering and over a decade of focus on early-stage climate investments. Shaun’s engineering mindset involves constructing narratives with numbers and employing simple models to assess the viability of proposed ideas but combines that with the perspectives of advertising professionals, emphasizing the importance of understanding human behavior — a facet engineers might overlook.
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Topics

4:10 Intro8:10 Balancing returns vs. impact11:36 Bad investment signals in climate20:59 What is Third Sphere27:47 Mistakes hardware founders make31:39 Design for Finance49:46 Which climate capital stack segments are underutilized 1:00:51 Insights1:03:45 IRA59:24 Climate x AI1:08:39 Hardware MVP1:14:15 Building a company right now1:17:47 Advice to founders1:23:25 Advice to VCs

Links

Connect with Shaun Third Sphere VCFor all your Climate, Renewables, and Sustainability recruitment needs, check out our sponsor NextWave Partners.This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.Connect with Somil | Connect with Silas Support the show

We are proud to continue working with NextWave as our official show sponsor for this podcast. NextWave and all of its staff are highly motivated to advance the ClimateTech revolution and are constantly innovating ways that they can help affect that transition. From experts in the talent space to ESG experts, NextWave is taking on Climate and Social responsibility head-on and helping companies build great cultures that not only make the world a better place but also increase workplace satisfaction. Reach out to NextWave Partners today to learn more about how we might partner with you today. https://www.next-wavepartners.com/ / [email protected]