Episode 92 | Unlocking Potential in Traditional Industries | Neel Mehta

I had a great conversation with Neel Mehta, Partner at G2 Venture Partners, exploring how traditional industries like energy, logistics, and manufacturing are being transformed by technology and sustainability. Neel shared insights from his early career at Morgan Stanley—where he saw firsthand how industries like automotive were disrupted—and explained why G2 targets the “missing middle” of growth-stage companies.

We covered:
- How Neel’s experience covering Tesla shaped his understanding of disruptive innovation.
- G2’s investment thesis focused on scaling sustainable solutions in traditional industries.
- The critical role of unit economics and realistic growth paths in selecting investments.
- Neel's perspective on humanoid robotics, autonomy, and the genuine commercial viability of new tech.

Guest Info:
Neel Mehta, Partner at G2 Venture Partners  
Website: https://www.g2vp.com/  
LinkedIn: https://www.linkedin.com/in/mehtaneel/

Connect with me on LinkedIn: https://www.linkedin.com/in/gregtoroosian/