Redefining Energy1 Marras 2023

109. Top Trends in Climate Tech - Nov23

We hear a lot about Climate Tech, and the VC investments about to revolutionize and accelerate the Energy Transition. Gerard and Laurent wanted to know more. And there is no better place than Silicon Valley to hear it directly from the source.

What are the trends? Where to invest? What strategy?

There is no better guest than Dr. Carolin Funk, Partner at Blue Bear Capital, to provide an exceptional vision of the current Climate Tech environment.

Blue Bear is a Silicon Valley- based venture capital and early growth equity firm driving the expansion of digital technologies into multibillion-dollar verticals across the energy, infrastructure, and climate industries. Blue Bear's portfolio covers operational AI, IoT, and cybersecurity technologies, all deployed with enterprise customers to drive connectivity and efficiency across the world's most critical industries.

We deep dive into Blue Bear’s investments thesis, how they analyse hundreds of opportunities per year to select only 4-6 investments. What quality are they looking for in terms of TAM, teams and what exits are possible. Blue Bear is not your regular VC fund which strategy is sometimes described as “spraying and praying”. Their investments are highly concentrated and the added value to management is second to none. Blue Bear is royalty when it comes to Climate Tech. Having Blue Bear at your cap table gives you an additional aura when you’re an entrepreneur.
We thank our most faithfull partner Aquila Capital, one of the most successful infrastructure fund in Europe

-----
Finally, we have put an intro music (The Persuaders - 1971)
Tell us if you like it or not. We love all our listeners.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(196)

237. Datacenters: "Let’s get Physical" with Quinbrook - Jul26

Gerard and Laurent first welcomed David Scaysbrook to the podcast in Episode 66, back in January 2022, for a conversation about the future of 24/7 power. Four years later, it felt like the right momen...

13 Heinä 31min

236. The Bankability of Energy Storage (Solar Power Summit) - Jul26

In May 2026, our co-host Laurent Segalen had the privilege of chairing a high-profile panel hosted by SolarPower Europe at its annual Solar Power Summit in Brussels, one of the leading gatherings for ...

6 Heinä 26min

235. European Sovereign Neocloud - Jun26

Gerard and Laurent welcome Michel Boutouil, co-founder and CEO of Polarise, a leading European AI infrastructure provider and NVIDIA Cloud Partner based in Berlin. After discussing about what happens ...

29 Kesä 32min

234. Engie, the remarkable turn around (live from Eurelectric Power Summit) - Jun26

At the Eurelectric Power Summit 2026 in Helsinki, Laurent had the opportunity to sit down with Catherine MacGregor, CEO of ENGIE and Vice President of Eurelectric, for a wide-ranging discussion on the...

22 Kesä 27min

233. To predict the future, “In BNEF we Trust” - Jun26

The International Energy Agency (IEA) and the International Renewable Energy Agency (IRENA) have made significant progress in recent years. Yet they remain largely top-down institutions shaped by poli...

15 Kesä 28min

232. GB’s NESO: the “cool” operator - Jun26

Gerard and Laurent have the pleasure of welcoming Fintan Slye, CEO of NESO — Great Britain’s National Energy System Operator. In a lively and wide-ranging discussion, we explored NESO’s governance an...

8 Kesä 29min

231. Car Wars: China vs. the West - Jun26

The global auto industry is splitting into two very different worlds — what legendary auto expert Michael Dunne calls “a tale of two countries.” Dunne, CEO of Dunne Insights LLC, has spent decades at ...

1 Kesä 32min

230. The growing complexity of battery fleet management - May26

The BESS market is growing at a phenomenal pace. You would think battery management is becoming easier. The reality? It is becoming increasingly complex. Between data risks, a growing number of suppl...

25 Touko 30min