#213 UK's New Climate Focus, Data Science In VC, Investing In DeepTech, & More W/ Arjun Jairaj (noa) CleanTechies podcast

40:37

What’s up, everyone! Today we’re sharing an episode with Joseph Vellone, the CEO of ChargeScape — a Joint Venture between Ford, Honda, BMW, and Nissan. ----- Listen on: Apple Podcasts | Spotify | YouTube | Pocket Casts ----- As the grid continues to buckle under the pressure of ever-increasing demand, it’s more important than ever to find ways to manage the existing load. However, it’s not all bad. One of the main demand drivers might be the core solution to these demand problems—namely, EVs, when paired with smart charging software. You see, all these EVs are essentially backup batteries. Currently, not all are equipped with bi-directional charging, but most new vehicles hitting the roads are. So, not only can a smart charging software, managed by utilities, alleviate demand on the grid, it can also pull energy from the vehicles when the time is right (again, when the hardware capabilities are present). ----- Support our Work with a Paid Subscription ----- This fundamentally shifts our perspective on vehicles. Instead of a cost center, it could earn you money by purchasing cheap energy, or charging on solar for free, and selling back to the grid at peak demand times. This is the type of utopian future we work towards — and the best part, it’s becoming reality in front of us. Topics **01:35 Revolutionizing EV Charging **05:21 Joseph Vellone's Journey in Renewable Energy **07:47 The Unique Opportunity at ChargeScape **12:00 Transforming the EV Charging Experience **13:30 Make Money w/ Smart Charging **18:04 The Future of EVs + Renewable Energy **20:03 Building a High-Performance Team **23:10 Managing Startup Intensity Without Burnout **25:58 How to Successfully Sell to Utilities **28:50 The Benefits of Having Automakers as Strategic Investors **31:17 The Role of AI in ChargeScape's Strategy **33:44 Understanding EV Industry Backlash **37:59 Resilience of EV Charging Amid Political Pushback Links ** Joseph Vellone | ChargeScape ** Connect with Somil on LinkedIn | Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#246 Sophie Purdom, Raising Planeteer, the Future of Planeteer, & The 4 Types of Climate Founders 47:26

8 days ago47:26

47:26

Today, we’re speaking with Sophie Purdom , Managing Partner of Planeteer Capital . After co-creating CTVC with Kim Zou , the climate deals and deep-dives newsletter that has become canon in climate, with 75k+ readers, Sophie announced Planeteer Capital. (We discussed on the pod) They are going full speed with their investing thesis, investing in companies at the incorporation stage. Something they have been able to do well, given the history and network that Sophie has. Aside from teasing the future of Planeteer and discussing their unique advantage, Sophie gave us some insights on where the market is now. One thing that surprised us is how, despite all the negative news, more deals are being done year over year than in years past. Sophie shares the 4 types of climate tech founders, what they look for picking the right team, and core things to get right when navigating the climate capital stack. This interview is one we’ve been chasing down for some time, so we’re glad to finally make it. We hope you enjoy the show! F ill out our listener survey . If you want to support our work, upgrade to paid today! Topics **2:08 The Current State of Climate Tech **5:31 Long-Term Impact of the Climate Boom **8:44 [Check out ErthTech Talent for your Hiring Needs] **9:28 Identifying Long-Term & Durable Trends **13:04 Tracking High-Potential Niche Markets **17:57 How Her View of Venture Investing Has Changed **20:20 Where Planeteer Investments **23:15 The Value Planeteer Adds **24:30 The Role CTVC Played In Her Ability To Run Planeteer Well **28:00 Investing at Incorporation **32:15 How They Support Founders & Incentive Alignment **35:05 What to Know When Partnering with Incumbents **39:29 Will Climate Disruptors Scale? **43:10 The Future Vision of Planeteer Capital Links ** Sophie Purdom | Planeteer Capital ** Discussing the Planeteer Fund Announcement ** Somil on LinkedIn | Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#245 The Future of Electrification & the Opportunity of Europe | Felix Krause (Vireo Ventures) 36:35

23 days ago36:35

36:35

Today’s episode features Felix Krause , founding partner of Vireo Ventures , one of Europe’s leading early-stage energy tech investors. Felix is based in Berlin and brings decades of experience across solar project development, corporate VC, and now independent fund management. We dig deep into why electrification is the real unlock for climate, and why Felix and his team believe the software that manages energy flows—not new forms of generation—is where VC dollars can make the biggest impact. Felix also talks candidly about: How Vireo built a reputation as a hands-on, brutally honest investor Why “doing good and making money” aren’t mutually exclusive How to spot founders with true grit and fire in their eyes Why Europe is at a critical inflection point for tech sovereignty We also cover how AI and increasing data availability are quietly enabling new software business models in energy—from optimizing legacy boilers in multifamily buildings to managing distributed assets securely. If you're wondering how to build (or back) meaningful energy tech in today’s shifting market, this episode is packed with pragmatic insights—and just the right amount of optimism. Topics Short Version 04:36 Founding Vireo Ventures: The Transition to Investment 09:20 Building Relationships with Founders 14:20 The Importance of Honesty in Investment 17:52 Navigating the Future of Energy 22:44 Data and Cybersecurity in Clean Tech 25:12 Navigating the Go-To-Market Strategy 25:57 Investing in Early-Stage Software Companies 27:27 The Role of Data Extraction in Electrification 29:55 Understanding Business Models in Climate Tech 31:11 Evaluating Software Sales Strategies 34:13 AI's Impact on Electrification and Business Models Links Felix Krause | Vireo Ventures Connect with Somil on LinkedIn | Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#244 $1bn Pipeline for Solid State Transformers | Haroon Inam & Michael Wood III (DG Matrix) 35:55

4 weeks ago35:55

35:55

Listen on: Apple Podcasts | Spotify | YouTube | Pocket Casts In This Episode: * What is a Solid State Transformer * How Solid State Transformers are Reshaping the Energy Industry* How They Built a $1bn Pipeline Sponsors: Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs ErthTech Talent: Affordable CleanTech Search Firm What’s up, everyone! Today, we have a great episode with Haroon Inam & Michael Wood III from DG Matrix. We’re talking about a simple technology that can fundamentally reshape the energy industry by transforming electricity more efficiently and with way less physical space than what’s been done traditionally. Take an EV charger, for example. You need to get the exact electricity flow right. Usually, that would take a few parking spaces’ worth of transformers. With DG Matrix, you can do it with a simple power stand smaller than your refrigerator. This is still the case even if you’ve got solar, batteries, or other distributed resources all mixed in together. They can handle all the streams of electricity in and out. It’s clear the industry is loving this too. They have over $1bn of pipeline to date. We got Haroon and Michael, so it’s a great episode. _____ Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80). _____ Topics Free Version: **03:21 The Journey to DG Matrix **05:51 Understanding Solid State Transformers **09:11 Market Position and Economic Impact **10:00 Goodwin AD **12:06 Solid State Transformer Advantages **13:26 Company AD **17:14 Building a Strong Advisory Network **18:51 Call to Action **21:10 Overcoming Challenges in Clean Tech **24:54 The Future of DG Matrix and Market Fit **26:29 Building from the Ground Up **27:51 Transforming Energy Markets **30:55 Streamlining Manufacturing and Supply Chain Links * Haroon Inam , Michael Wood III | DG Matrix * Connect with Somil on LinkedIn | Connect with Silas on LinkedIn * Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#243 Battery Storage Supply Chains & Future in US-China Trade War | Danny Lu | Powin 41:05

5 weeks ago41:05

41:05

Follow on YouTube | Listeners Survey Check Out Our Sponsors! * Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs * ErthTech Talent: Affordable CleanTech Search Firm What’s up, everyone! Today, we have a great episode with Danny Lu from Powin . Powin is a leading provider of BESS, w/ 8 GWh of systems built and 9 in the pipeline. As the Trump admin pushes for more drilling and a seemingly anti-clean energy policy (despite that not being the definition of abundance) we are seeing the value of battery storage. Prior to tariffs, building a speaker plant would be more expensive and take longer than building energy storage systems to manage grid flexibility issues. (It’s tbd what the situation will be with huge Chinese tariffs). Powin has years of experience working in this space to solve supply chain issues and is always improving its business to adapt to whatever battery chemistry is most feasible and affordable for its clients. Given all this, it was great to speak with someone who can help us understand where the market is going and what the key challenges and opportunities are that lie ahead. Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80). 🗣️ Join the Slack Channel Topics Free Preview : * 00:00 Cold Open & Intro to Our Guest * 04:00 Origins & Evolutions of Powin * 08:10 What They Do * 10:00 Creating the Market and Finding Their First Customers * 13:00 Stepping Into a Leadership Role Out of University * 18:10 From Permit to Commissioning in Months * 19:10 What an IPP/Utility Wants — Single Point of Blame * 23:00 The Evolution of Battery Chemistry for BESS vs EV * 25:30 Powin’s Current Scale * 26:50 Storage Project Market Projections Considering Tariffs * 31:30 AI & Data Centers | BESS vs Peaker Plants * 39:00 Manufacturing in the US? (teaser clip & paywall) Links * Danny Lu | Powin * Connect with Somil on LinkedIn | Connect with Silas on LinkedIn * Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#242 The 3 Most Common Mistakes Climate Founders Make | David Brekke, Goodwin 58:07

6 weeks ago58:07

58:07

In This Episode: The story of him co-launching the Goodwin climate practice What’s happening in climate tech right now? (Market update) The 3 Biggest Mistakes Climate Founders Make Check Out Our Sponsors! Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs ErthTech Talent: Affordable CleanTech Search Firm What’s up, everyone! Today’s episode is special since we’re speaking with David Brekke from Goodwin . In case you somehow missed it, Goodwin is the sponsor of our podcast, so yes, this is sponsored content. (tbh, even if it were not, we’d still have David on — but don’t tell him that) With everything going on in the world of climate tech right now, it’s hard to know which end is up. But David has a great perspective. You see, he’s always interacting with tons of founders and investors in climate. He sees the good, the bad, and the ugly. For this reason, he’s one of the best people to get a read on the market from. In addition to a market update, we get to hear the story of him going to Goodwin to start the climate practice. Then he walks us through the greatest hits of what to do and what not to do. He’s been around the block, and in addition to his experience, they have an entire team with even more grey hair that knows how to guide founders. This episode is value-packed — enjoy! Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80). 📺 Watch on YouTube Topics 03:11 Building a Climate Practice at Goodwin 06:08 Law x Climate Innovation 09:12 Personal Motivations in Climate Tech 12:04 Navigating the Climate VC Landscape 15:10 Challenges and Opportunities for Climate Founders 17:56 The Role of Legal Advisors in Startups 21:00 Current Climate Market Dynamics 24:03 The Future of Climate Investments 27:13 Rebranding in the Climate Sector 30:02 Reorienting Climate Tech Pitches 33:19 The Evolution of Climate VC Participation 36:42 Navigating Fundraising Challenges 37:11 Common Mistakes in Climate Tech Startups 48:01 Investor Relations and Stakeholder Management Links David Brekke | Goodwin Book: Venture Deals Conne Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#241 The Biz Model Making eFuels Pencil Out | Joe Rodden (Lydian) 37:54

7 weeks ago37:54

37:54

Follow us on YouTube --------- Today, we have a great episode with Joe Rodden from Lydian . And we are talking all things eFuels and their story. Lydian uses Co2, Water, and abundant Green Energy to create eFuels/SAF. And because of their flexible run method, they can do it profitably, consistently. In the recent past there has been a huge demand for SAF that has been hard for major airlines to procure. In part because the technology was not there, but mostly because there were no plants up and operating. SAF plants are assumed to look like chemical production facilities… ie: always on. This way the cost of the investment is paid back soon. Lydian made sure they used inexpensive materials to create their system. And they made it to start and stop whenever there is excess electricity being produced. It’s a game changer. On top of this, Joe has a great story. A story that I’m sure you’ll enjoy on today’s episode. Let us know your thoughts by leaving a comment and giving us 5 stars on your favorite podcast app. Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#240 Bulldozing in a New Era of Climate Tech Investing & Tech-Enabled Investing | Andrew Chan from Atas VC 39:18

8 weeks ago39:18

39:18

Today, we have a great episode with Andrew Chan from Atas Ventures. Surprise surprise…we’re continuing the conversation about the climate tech vibe shift, climate tech 3.0, climate risk…whatever you want to call it. However, our conversation with Andrew Chan of Atas Ventures is a little bit different. Andrew has, from the very beginning, thought about climate investing from first principles, placing profitability and tangible impact at the core of his strategy. He refers to this next wave as "Climate 3.0," an evolution beyond traditional impact investing towards applied technologies like robotics, IoT, and advanced energy solutions. Our conversation today focuses on these themes, including how venture capital can meaningfully intersect with antiquated industries such as mining, agriculture, and manufacturing to drive both profits and genuine environmental outcomes. Andrew also shares why the venture capital playbook may need to evolve, emphasizing smarter portfolio construction, disciplined investing, and leveraging real-world experience to build lasting companies. Overall, it's an amazing episode and we're really excited to share this with you. Sidenote, we recorded this remotely while Andrew was traveling—he joined us from Bangor, Maine. If you'd like to watch, check it out on YouTube. (Also, be sure to give us a follow on YouTube to help us grow the channel!) Follow us on YouTube If you're enjoying the content, consider upgrading to become paid subscriber today. Act fast! Because our annual subscription is going from $80 up to $100 as of May 1st. To upgrade, click the “upgrade” button on the top right of your screen here. 📝 Show Notes: Topics 06:10 Understanding Climate 3.0 11:53 Journey to VC 17:56 Investment Strategies for Antiquated Industries 23:45 Portfolio Construction 26:33 Future of Fund Management 30:02 Emerging Managers 32:49 Taking Risks in VC 36:46 Essential Skills 40:19 Trends in Deep Tech and Robotics 47:55 Learning and Growth Links Andrew Chan Connect with Somil on LinkedIn | Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#239 Climate Risk, a New Era for Climate Tech | Grace & Adam from Equal Ventures 33:34

9 weeks ago33:34

33:34

📺 Watch on YouTube What’s up, everyone! Today we have a great episode with Grace Penders and Adam Chadroff from Equal Ventures . If you're not familiar with Equal , I recommend checking out episode 116 where we had on Rick Zullo , the Founder of Equal. Today, we're continuing the conversation about the climate tech vibe shift. However, our conversation with Equal is a little bit different. Equal has, from the very beginning, had a thesis broader than just climate. One of those other areas is insurance. This is an area that is increasingly intersecting with climate. This is becoming especially acute given the rise in natural disasters and the catastrophic financial impacts that follow. Our conversation today focuses on these themes as well as what the insurance industry’s role is in helping solve the climate investing challenge. There are plenty of ways. This is playing into how governments engage. Overall, it's an amazing episode and we're really excited to share this with you. Sidenote, we recorded this in person in the equal offices during my recent visit to New York. So if you'd like to watch, check it out on YouTube. (Also, be sure to give us a follow on YouTube to help us grow the channel) Topics 00:00 Cold Open & Intro 03:00 The Climate Tech Vibe Shift 05:58 The Intersection of Climate and Insurance 09:01 Investment Trends in Climate Risk 12:05 Quantifying and Mitigating Climate Risks 15:03 Innovations in Climate Risk Management 17:55 Preventative Measures and Market Impacts 26:05 Understanding Market Compression and Its Impacts 29:50 The Role of Insurance in Value Creation 32:54 Government Involvement in Climate Risk 35:00 Navigating Innovation in Insurance and Utilities 40:18 Exit Opportunities in the Insurance Sector 44:10 The Climate Capital Summit and Future Trends Links Grace Penders | Adam Chadroff | Equal Ventures Connect with Somil on LinkedIn | Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anythi Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#238 ClimateTech is Mainstream, so is The Vibe Shift | Tommy Leep (Jetstream) 37:01

10 weeks ago37:01

37:01

📺 Watch on YouTube Hey everyone! Today we’ve got a great episode with Tommy Leep from VC, Jetstream . Some of his PortCos include David Energy , Pachama , Rhizome , and past pod guests Pathways & Glacier . He’s been on the show in the past with some great advice on fundraising. Check it out — episode 85. #85 How to Raise Money for your ClimateTech Startup w/ Tommy Leep, founder of Jetstream VC Recently there have been a bunch of people shifting their focus or branding to be more inclusive and not always sound ‘pure climate tech’ — Tommy is one of those people. He recently claimed “ClimateTech is Mainstream now.” Because of it, he’s broadening his fund thesis. This is the first of at least two conversations on this exact topic (stay tuned for next week’s episode with Grace and Adam from Equal Ventures). Topics 00:00 The Shift in Climate Tech Perspectives 10:06 Mainstreaming Climate Tech 20:03 Investing in Health, Wealth, and Resilience 30:08 The Future of Education and Community Building Links Tommy Leep | Jetstream Connect with Somil on LinkedIn | Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#237 Using Robotics to Transform Recycling & Building Data Moats with Hardware w/ Rebecca Hu Thrams (Glacier) 29:37

11 weeks ago29:37

29:37

Rebecca Hu Thrams , co-founder of Glacier , is on a mission to transform recycling using AI-powered robotics and proprietary physical data to fix one of the biggest inefficiencies in waste management. Glacier isn’t just another AI company—it’s tackling the physical world problem of waste sorting, giving recyclers and major brands unprecedented visibility into where materials actually go. By deploying intelligent sorting robots, Glacier is not only increasing efficiency but also building a defensible data moat, positioning itself as the source of truth for the circular economy. With growing consumer demand for sustainability and new regulations like Extended Producer Responsibility (EPR) on the horizon, companies are scrambling for solutions. Glacier’s technology is bridging the gap between recyclers and producers—helping brands measure, track, and improve their sustainability efforts with real, actionable data. Get the full episode today to hear: ✅ How AI and robotics are unlocking new efficiencies in recycling ✅ Why proprietary physical data is the key to an enduring AI-powered business ✅ How Glacier is helping major brands and recyclers prepare for new regulations ✅ Rebecca’s journey from reluctant founder to leading a climate-tech startup ✅ What the future of circular supply chains could look like with AI-driven insights Don’t miss a moment! If you want to get the full discussion, become a paid subscriber today or redeem your trial upgrade to test it out. Subscribe now 📺 Watch on YouTube | 🍎 Apple Podcasts | 🎧 Spotify | 🗣️ Join the Slack Channel 📝 Show Notes: Topics 02:04 Founding Glacier 05:54 Understanding Glacier's Role in Recycling 14:12 Identifying Opportunities for Disruption in Recycling 18:07 The Future of Recycling Efficiency 22:08 Challenges in the Recycling Industry 23:07 Navigating Risk Aversion in Robotics Investment 24:43 Finding Early Adopters in the MRF Industry 29:07 Advancements in AI and Robotics 35:07 The Future of Connectivity in Recycling 37:30 Collaborating with Industry Giants 42:44 Scaling Glacier Links Rebecca Hu Thrams | Glacier Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#236 Critical Minerals: A Master Class on How to Win w/ Nicholaus Rohleder 42:33

12 weeks ago42:33

42:33

We’re doing something a bit different…🤔 We’re exploring the urgent and evolving landscape of critical minerals with Nicholaus Rohleder from Climate Commodities . Nick, an investor and expert in the field, breaks down how the U.S. went from a leader in mineral production to heavy reliance on foreign sources—and why the time is now for entrepreneurs to help rebuild domestic supply chains. Key Topics Covered: The Rise and Fall of U.S. Mineral Production Why Critical Minerals Matter More Than Ever Opportunities for Entrepreneurs The Capital Market Shift U.S. Trade Policy and Tariffs The Future of Clean Minerals Mistakes Founders Make Nick teaches a class on this at UPenn, so this is serious value ($$$) — if you’re a investor, policymaker, or entrepreneur looking to understand the critical minerals space, this is for you. --- 🌎 Want the full Pod? Become a paid sub today ( cleantechies.substack.com/subscribe ) --- 📺 Watch on YouTube Links Nicholaus Rohleder | Climate Commodities Connect with Somil on LinkedIn | Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. Topics 01:23 Landscape of Critical Minerals 05:06 Historical Context of U.S. Mineral Production 09:53 Talent and Knowledge Gaps in the Industry 12:10 The Need for Domestic Production 20:30 The Key Minerals 28:51 Opportunities in the Critical Minerals Value Chain 34:32 Technological Innovations and Local Production 43:05 Cost Dynamics [Paywall Begins] 44:04 Building Successful Companies in Critical Minerals 46:52 Common Mistakes in the Critical Minerals Sector 51:52 Current Trends in Capital Investment 55:42 Investment Opportunities 56:00 Advice for Start-ups in the Sector 57:06 Government Involvement and Policy Implications Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

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#235 This $100 BILLION Industry Is Hiding in Plain Sight! Big Oil's Bet on Carbon Capture 57:38

14 weeks ago57:38

57:38

This week, we’re joined by Todd Bush , an expert in carbon capture, utilization, and storage (CCUS), with decades of experience supporting oil and gas companies in their decarbonization efforts. Todd has founded and sold multiple companies and is now leading decarbonfuse , a daily newsletter tracking deal activity in carbon capture and industrial decarbonization. This conversation covers the current state of carbon capture, where the momentum is strongest, the biggest barriers to scaling CCUS, and how policy and investment shifts are shaping the industry. If you’re curious about where the carbon capture market is headed and how it intersects with industries like ethanol, hydrogen, and steel production, this is an episode you don’t want to miss! 🔍 Topics Covered in This Episode **The first movers in carbon capture: ethanol, ammonia, and natural gas **The difference between Class 2 vs. Class 6 wells and why it matters **How carbon capture projects get financed and what returns investors expect **The role of policy (45Q tax credits, permitting hurdles, and regulatory uncertainty) **Utilization of CO2—who’s buying it and why **Why Houston and the Gulf Coast are primed to be the epicenter of CCUS **What’s needed for carbon capture to reach private equity scale --- 🌎 Want the full Pod? Become a paid sub today ( cleantechies.substack.com/subscribe ) --- 📺 Watch on YouTube Notes & Links: decarbonfuse Newsletter Energy Tech Nexus | Digital Wildcatters Abt the 45Q Tax Credit More on Class 6 vs. Class 2 Wells Participate in the CleanTechies Listener Survey: Take Survey . Connect with Somil on LinkedIn | Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. Timestamps: **0:00 Introduction to Carbon Capture Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

1
#234 The Future of Cleaner Data Centers & Lessons from 20+ Years at Meta, LinkedIn, & Cisco w/ Yuval Bachar (EdgeCloudLink) 39:09

15 weeks ago39:09

39:09

Yuval Bachar, Founder and CEO of Edge CloudLink (ECL), is on a mission to revolutionize data centers with hydrogen-powered, off-grid solutions. His journey spans decades, with leadership roles at Cisco, Facebook, and LinkedIn, where he built critical infrastructure for some of the biggest names in tech. Now, he’s pioneering a new wave of sustainable data centers, delivering AI-ready capacity in just nine months—compared to the industry average of three to four years. Here’s the game-changer: ECL’s modular approach eliminates reliance on traditional power grids, slashes emissions to zero, and generates its own cooling water, making it a groundbreaking solution for the energy-hungry AI revolution. With data center demand soaring and grid power in short supply, Yuval’s vision could be the key to unlocking the next generation of computing. Get the full episode today to hear: Why traditional data centers are struggling to keep up with AI growth—and how ECL is changing the game The secret behind delivering AI data centers in 9 months instead of 3+ years How Yuval secured $18M in funding and is now raising $1.2B for large-scale deployments The surprising benefits of hydrogen for both cost and sustainability Key lessons from scaling world-class infrastructure at Facebook, LinkedIn, and Cisco 📝 Show Notes: Topics 02:46 Hydrogen-Powered Data Centers 10:40 Modular and Rapid Deployment 14:01 The Hydrogen Supply Chain 26:30 Innovation in Data Centers 28:54 Supportive Boardroom Culture 32:15 Building Trust and Transparency 34:40 Fostering a Culture of Innovation 41:13 A Journey Through a Tech Career 49:28 Taking the Leap into Entrepreneurship 54:57 Vision for the Future Links Yuval Bachar | EdgeCloudLink Connect with Somil on LinkedIn | Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. Support the show If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less. 70+ Placements 5+ Years (exclusively in CleanTech) The Lowest Fees in the Market (12-15% of first-year salary) 90-day placement guarantee It's really hard to say no to that. Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company. We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank. Reach out today for a free assessment of your hiring process. hello@erthtechtalent.com…

CleanTechies

1
#233 The Climate Disruptors You Haven’t Heard of (Yet)—Inside Energy Tech Nexus w/ Nada & Jason 58:42

16 weeks ago58:42