Thesis Driven Versus Opportunistic in Climate Tech

Climate tech is not a sector, it spans across every sector since we need to decarbonize our entire global economy. How do you think about thesis driven versus opportunistic when looking for potential investments? We don't ask ourselves much about the market size, typically any innovation that we invest in is gigantic. And of course, climate is actually an energy problem. 70% comes from energy, some from agriculture. But even within the agriculture sector, a lot of it is down to energy too,. A lot of the emissions come from ammonia, which we use as a fertilizer.

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