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SVB, the banking crisis and climatetech

Catalyst with Shayle Kann

CHAPTER

The Impact of Rising Rates on the Innovation Economy in Climate Tech

I don't think the impact of rising rates on the innovation economy in climate tech is over. I would be surprised if there weren't other punctuated events that kind of smack you in the face with what the implications are. We're basically in a declining rate environment for like 20 years. There's been this wind at my back that I didn't even know was there my entire investment career. Now the wind is kind of going to blow in our face a little bit. It will take summary calibration as we internalize what that means, particularly for capital consumptive companies.

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