No One Pays for Green Anymore - Yair Reem (Extantia)

Listen now on Apple, Spotify, and YouTube.

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This week, we’re joined by Yair Reem, Partner at Extantia Capital, to break down why the green premium is dead, and what’s next for climate-tech startups.

In this episode, we explore:

* The death of the green premium & rise of the green discount

* How climate startups should price & pitch their solutions

* What VCs really look for in climate investments

* The future of climate tech & the biggest investment opportunities

* … and more!

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⌛TIMESTAMPS

* 00:00 – Introduction

* 02:15 – What is the green premium, and why did it fail?

* 06:42 – Why customers won’t pay more for green solutions

* 11:30 – The rise of the green discount & new pricing strategies

* 17:05 – Why startups must focus on industry problems, not sustainability

* 28:45 – Case study: How Magnotherm found the right value proposition

* 35:00 – The biggest investment opportunities in climate tech today

* 42:15 – AI’s role in climate startups & competitive pricing

* 48:10 – Rapid-fire questions

* 54:20 – Final thoughts

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▶️ CONNECT WITH YAIR

* Yair Reem – https://www.linkedin.com/in/yairreem/

* Extantia Capital - https://www.extantia.com/

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🔗 CONNECT WITH ME

* Newsletter - https://climateventuresvco2.substack.com/

* LinkedIn - https://www.linkedin.com/in/hugorauch/

* Email - climateventuresvco2@substack.com

* YouTube - https://www.youtube.com/@VCo2_HugoRauch

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📚 REFERENCES AND MENTIONS

* Extantia Capital – Climate VC firm

* Magnotherm – Reinventing refrigeration

* Vamo – Heat pump company focusing on cost efficiency

* Northvolt – European battery manufacturer

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🎙️PAST EPISODES YOU’LL LOVE

* Dr Benedikt Buchspies - How to Use LCAs for VC Investments (Planet A)

* Tina Dreimann on Community Investing in Climate Tech (better ventures)

* Tim Schumacher on selling to climate deniers (World Fund)

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💚 LEAVE A REVIEW

* Apple Podcasts - https://shorturl.at/HIDcg

* Spotify - https://shorturl.at/yDTfR

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit climateventuresvco2.substack.com