Smart Meters, Dumb Rules, and Why AI is the New Electrification, with Felix Krause of Vireo Ventures
Manage episode 492211727 series 3475855
Felix Krause is the Managing Partner at Vireo Ventures, a European VC fund betting that the future of energy is electric, distributed, and intelligently managed. Based in Berlin, Felix brings sector-specific clarity to the sprawling world of climate investing and makes a strong case for why electrons, not moonshots, will define the next great energy transition.
In this episode we talked about:
🔋 Why electrification isn’t just inevitable—it’s the most capital-efficient climate solution on offer
🔄 What "sector coupling" means, and how heat pumps, EVs, and industry can all talk to each other
🧠 Why AI is the new electrification, and how it makes an increasingly complex energy system legible
⚡ The distributed grid, smart meters, and how regulation is slowing everything down
🔐 Why cybersecurity for backyard solar systems might be our next national security crisis
🔌 The dark horses of climatetech: agrivoltaics and bi-directional EV charging
#climatetech #electrification #energytransition #VC
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Chapters
1. Sector Coupling in an Electrified World (00:00:00)
2. AI's Crucial Role in Energy Systems (00:09:27)
3. Distributed vs. Centralized Energy Models (00:14:46)
4. Making Energy Systems Legible with AI (00:24:29)
5. Cybersecurity Risks in Distributed Systems (00:27:32)
6. Underhyped Innovations: Agrivoltaics and EVs (00:30:03)
7. Building Successful Climate Tech Startups (00:35:11)
79 episodes