109. Top Trends in Climate Tech - Nov23

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.

Episoder(176)

193. The Seven Deadly Sins of the Energy Transition

193. The Seven Deadly Sins of the Energy Transition

Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best d...

1 Sep 202530min

192. How AI will revolutionise Energy

192. How AI will revolutionise Energy

Gerard delivered a keynote on Digitalisation, AI, Supply Chains and Electrification at the EcoVadis Global Summit.Gerard Reid argues that we are living through a new industrial revolution driven by di...

25 Aug 202523min

191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)

191. “How Big Things Get Done” with Pr. Bent Flyvbjerg (hosted by Michael Barnard)

This is a re-release of the legendary interview by Michael Barnard of Pr Bent Flyvbjerg on our sister show ”Redefining Energy Tech” Professor Bent Flyvbjerg, an expert on megaprojects and author of Ho...

18 Aug 20251h 19min

190. Solar and Flex – Solar Power Summit 2025

190. Solar and Flex – Solar Power Summit 2025

This Spring, Laurent Segalen was invited by Solar Power Europe to moderate a panel, during the Solar Power Summit, around the theme ”Winning the Flex challenges”.The Speakers were:Andrea Wechsler, Mem...

11 Aug 202539min

189.  Energy Disruptions - (Gerard on "Clean Titans")

189. Energy Disruptions - (Gerard on "Clean Titans")

This is Summer time, so we publish some contents that we have created on other channelsA few weeks ago, Gerard came on the ”Clean Titans”The YouTube channel “Clean Titans” focused on clean energy, is ...

4 Aug 20251h 9min

188.  US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

188. US/Petrostate vs EU/Electrostate – a joint episode with Open Circuit

On July 7th, Gerard and Laurent were invited to appear on the U.S. podcast Open Circuit, alongside Jigar Shah, Katherine Hamilton, and Stephen Lacey. It was an emotional reunion—Jigar and Katherine we...

28 Jul 202532min

187. Texas: Power Surge or Power Splurge? - Jul25

187. Texas: Power Surge or Power Splurge? - Jul25

Texas is an oddity in the western electricity world: fastest growing load, ultra-low prices, crazy development of renewables. Texas consumes now more power than France, despite having only half the po...

21 Jul 202526min

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

186. Power under Pressure: Fortum’s CEO on Datacenters’ growth and Russian Attacks (Eurelectric)

Laurent had the pleasure and privilege of sitting down with Markus Rauramo, CEO of Fortum, during the Eurelectric “Power Play” conference in Brussels this June.  Fortum, the Finnish energy company als...

14 Jul 202524min

Populært innen Business og økonomi

lydartikler-fra-aftenposten
stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengesnakk
pengepodden-2
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
rss-sunn-okonomi
okonomiamatorene
lederpodden
rss-markedspuls-2
rss-andelige-tanker-med-camillo
rss-fa-makro
rss-investering-gjort-enkelt