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Jan 15, 2024 • 48min

#148 SAF, Green Hydrogen, Light Reactors | Decarbonizing the Chemical Industry World w/ Trevor Best (Syzygy)

The chemical industry is ~$4.7t globally. The reason is that nearly everything we use is produced using secondary products that are created from catalyzing raw materials in some way.This is currently done using combustion (heat) powered reactors, and our guest today is commercializing a new way to do that. A way that is 30x more efficient than cutting-edge combustion reactors.Co-founder & CEO of Syzygy Plasmonics, Trevor Best, joins us to discuss the journey of coming across the technology from a white paper - and then going through the required steps to prove the technology at scale so it can produce at a commercially viable level.Their tech can be applied to many specific types of reactors. Currently, they have three uses, but down the road, first principles thinking indicates they will be able to build alternatives for many reactors. They make money by licensing out the IP and selling the reactors which they produce. And this is happening today. They have many outstanding orders for their tech. Enjoy the episode! 🌱🌎---🌎 Want the full PodLetter? Go to our substack to see the written content that supplements the audio interview.  ---https://linktr.ee/cleantechies📺 👀 Prefer to watch: subscribe on YouTube🗣️ Take the Listeners Survey📫 Get Written Summaries of Each Episode in Your Inbox🌐 Join the CleanTechies Slack Channel  Topics *1:30 Trevor's Story*4:00 What is Photocatalyst*9:40 The Idea Framework (Tech, Market, Impact)*12:55 How to Come Up w/ Ideas*17:30 Their Tech*24:45 ~5x Reduction in Energy Use*27:00 Impact on Everyday Life*29:35 Traction*32:50 From TRL3 to 8*36:05 Business Model*38:42 Fundraising Mistakes & Lessons*43:15 Culture | Missionaries > MercenariesLinks *Trevor Best | https://www.linkedin.com/in/trevorwbest/*Syzygy Plasmonics | https://plasmonics.tech/*Check out our Sponsor, NextWave Partners | https://www.next-wavepartners.com/*Follow CleanTechies on LinkedIn | https://www.linkedin.com/company/clean-techies/*@Silas & @Somil_Agg on X Support the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Jan 12, 2024 • 1h 15min

#147 Scaling "Equity-Light" Climate Tech: Marketplace Solutions, Equity-Light vs. Software, and Electrification of Transportation w/ Russell Sprole (Virta Ventures)

In this episode, we chat with Russell Sprole, founder and managing partner of Virta Ventures. Virta Ventures invests at the early stages focusing on “equity-light” companies.We dive into the nuances of marketplace models, the potential of AI in climate tech, his journey with Full Harvest, and more. This is a great episode for software enthusiasts interested in its place in the climate tech ecosystem. As always, thanks so much for listening and enjoy the episode!https://linktr.ee/cleantechies---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  ---🚨🚨🚨 Shoutout to our sponsor Net Zero Insights — Net Zero Insights is the leading market intelligence platform on climate information with all the latest you need on funding rounds, VCs, and the climate tech ecosystem. Use this link to schedule your demo and get a 10% discount!! 🚨🚨🚨---📺 👀 Prefer to watch: subscribe on YouTube.📫 Interested in written summaries and takeaways from the episode? Subscribe to the newsletter. Want to be part of the community and engage further? Check out the Slack ChannelTopics4:00 Starting Virta Ventures 10:22 Equity Light Solutions 13:50 Software Solutions in Antiquated Industries 17:07 Common Equity Light Business Models 22:55 Investing in Tiba 28:33 Investing in Crowded vs. Nascent Markets 34:41 Lessons from Full Harvest 47:46 Investing in Hydrogen Marketplaces  1:01:52 The Impact of AI on Climate Tech 1:06:54 Effective Practices of Portfolio Companies 1:08:33 Opportunities in the Electrification of Transportation 1:11:12 Fundraising Advice for Climate Tech Founders LinksRussell Sprole | Virta VenturesConnect with Somil | Connect with SilasCheck out our sponsor, NextWave Partners, for all your Climate, Renewables, and Sustainability recruitment needs.This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.Support the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Jan 9, 2024 • 52min

#146 AI-Powered Savings: Optimizing EV Charging Costs on the Grid w/ Ken Munson (Rhythmos)

Today, Ken Munson, CEO of Rhythmos, shares his story of becoming an entrepreneur, including the wins and losses. He also discusses what Rhythmos is doing in grid-edge technology. He explains what GridEdge Tech is, the importance of experienced entrepreneurs staying in the arena, and the intricacies of selling to utilities. Munson also delves into the future of grid technology and sustainable energy solutions. Enjoy the Episode! 🌱🌎---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  ---🚨🚨🚨 Shoutout to our sponsor Net Zero Insights — Net Zero Insights is the leading market intelligence platform on climate information with all the latest you need on funding rounds, VCs, and the climate tech ecosystem. Use this link to schedule your demo and get a 10% discount!! 🚨🚨🚨---📺 👀 Prefer to watch: subscribe on YouTube.📫 Interested in written summaries and takeaways from the episode? Subscribe to the newsletter. Want to be part of the community and engage further? Check out the Slack Channel. https://tinyurl.com/mwkn8zk5 Topics: **1:40 Intro to Ken**3:00 Going from Architect to Entrepreneur to Rhythmos**12:00 What Grid Edge Is**14:45 What Rhythmos is Doing, Why, and How it Works**21:30 How Rhythmos is Helping Solve the Infrastructure Problem **24:50 Their Customer Types (Utilities & Commercial Fleets)**27:48 How They do Incremental Data Access Tech to Fill the Gaps to the Utility**31:20 The ROI of Using Rhythmos**32:15 Advice on Selling to Utilities**36:45 How to Hire Good SalesPeople**42:30 On Deciding to Go Back Into the Arena Links: **Ken Munson | https://www.linkedin.com/in/kennethmunson/**Rhythmos | https://rhythmos.io/**Check out our Sponsor, NextWave Partners: https://www.next-wavepartners.com/**Follow CleanTechies on LinkedIn: https://www.linkedin.com/company/clean-techies/**@Silas & @Somil_Agg on Twitter / X Support the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Jan 5, 2024 • 1h 27min

#145 Climate x Industrial Automation, Climate Storytelling, Changing Cap Table Construction, & More w/ Jay Kapoor (VSC Ventures)

On this episode, we interview Jay Kapoor, General Partner at VSC Ventures. VSC Ventures is a Seed-stage VC fund focusing on climate adaptation and industrial automation. Their central thesis is that although starting a company is becoming easier, its becoming harder and harder to get noticed. Their solution? Storytelling. Confused? Listen to this episode – you won’t be disappointed.Jay needs no introduction – he has a podcast himself, comes from a VC and media background, and left a lasting impression on us as one of the most well-spoken guests we've ever had.---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  ---🚨🚨🚨 Shoutout to our sponsor Net Zero Insights — Net Zero Insights is the leading market intelligence platform on climate information with all the latest you need on funding rounds, VCs, and the climate tech ecosystem. Use this link to schedule your demo and get a 10% discount!! 🚨🚨🚨---📺 👀 Prefer to watch: Subscribe on YouTube.Want to be part of the community and engage further? Check out the Slack Channel. Topics: **5:50 Focus on Industrial Automation**9:39 The Intersection of Industrial Automation and Climate**15:26 Augmentation vs Replacement in Automation**17:23 The Importance of Good Storytelling in Automation**20:03 Jay’s Accidental Transition to Climate Investing**25:40 Engaging with Government and Incumbents**34:28 Founder/Market Fit: Founders from The Industry**40:24 Impact on Fundraising and Time Horizons; Fund Size**47:50 The Importance of Choosing the Right Investor**50:47 Changing Cap Table Construction**58:28 The Evolution of VCs' Value Prop**1:02:20 The Role of PR in Climate Investing**1:06:43 Founder vs Company Journey; Paint Jet's Story**1:11:53 The Power of Storytelling in Pitch Decks**1:17:06 Hiring and Building a Team**1:20:53 Identifying Founders Willing to AdaptLinks: **Connect with Jay | VSC Ventures**Connect with Somil | Connect with Silas**Check out our sponsor, NextWave Partners, for all your Climate, Renewables, and Sustainability recruitment needs.**This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.Support the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Dec 26, 2023 • 37min

#144 Gen AI in Water Design, Energy Efficient Infrastructure, Digitizing Design & More w/ Adam Tank (Transcend)

In this enlightening episode, Silas and Somil are speaking all about Water and Wastewater Infrastructure with Adam Tank, the CCO and Co-Founder of Transcend Infrastructure. Adam shares his journey into the water industry and the creation of Transcend, a software platform that automates the design process for water infrastructure projects. He discusses the challenges and opportunities in the industry, including the need for more innovative and sustainable solutions. Tank emphasizes the importance of building a strong team, staying true to the company's mission, and remaining curious and open to learning. He also highlights the future of the water infrastructure industry, including the focus on carbon neutrality and the role of public demand in driving innovation.Enjoy the Episode! 🌎---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  ---📺 👀 Prefer to watch: subscribe on YouTube.📫 Interested in written summaries and takeaways from the episode? Subscribe to the newsletter. Want to be part of the community and engage further? Check out the Slack Channel. https://tinyurl.com/mwkn8zk5Topics: **2:00 How Adam Ended up in the Water**6:30 From Investor to Entrepreneur **8:20 First Company, Pipe Robots**10:00 Transcend's Tech **11:45 Who Uses Transcend **12:30 Before and After Transcend**17:20 Why Current Infrastructure is Bad**19:30 Spin-Out of Organica, the MVP **23:40 Taking the Leap to Transcend **26:25 The Future of Water Infrastructure / the UK vs US Utilities **28:45 Future: Proactivity, Automation, Digitization, Active Consumers**30:35 Why To Choose A Critical Infrastructure Careers **32:20 Founder Advice: Find the right team, Remember WHY You Do What You Do, Be Passionately Curious**34:15 Importance of Curiosity & Intentionality in Career Links: **Connect with Adam **Adam's Website**Transcend Infrastructure Website**Check out our Sponsor, NextWave Partners: **Follow CleanTechies on LinkedIn: **@Silas & @Somil_Agg on Twitter / X Support the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Dec 23, 2023 • 32min

#143 The Future of Carbon Markets: Transparency, Local Impact, & Retail Investors | Sudhu Arumugam, CYNK

In this enlightening episode, Silas and Somil delve into an engaging conversation with a visionary in the realm of carbon markets, Sudhu Arumugam, the CEO and Co-Founder of CYNK.CYNK is an early-stage company based out of Nairobi and Singapore, and they are building a block-chained tied marketplace specifically for the African voluntary carbon markets. Many debate the need for another carbon marketplace, but one thing is certain: trust in this space has been hard to find, and what CYNK is doing should help fix this.Sudhu Arumugam and his co-founder, Nils Razmilovic, bring a unique blend of Finance, Blockchain, and Sustainability expertise. Their collective experience and insight have culminated in the creation of CYNK. The driving force behind their venture is the imperative need to ensure that financial benefits reach local African communities, fostering a more inclusive and sustainable environmental impact.---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  📺 👀 Prefer to watch: Subscribe on YouTube.Want to be part of the community and engage further? Check out the Slack Channel. Topics:**1:40 Intro to Sudhu**5:00 Importance of blockchain in the carbon markets and how it works**6:05 The Data Behind Carbon Credits and How That Affects the Price**7:45 Technology: Carbon → Blockchain **8:40 Who their Customers are**10:00 Growing the TAM Requires Transparency**13:00 Pricing Carbon**14:20 Attitude Towards Buying Carbon in Your Geography**17:45 Retail Investors Will Catalyze the Carbon Markets**20:30 How They Got Their First Customer**22:10 Merging Carbon and Blockchain Cultures**24:30 Interacting with Scientists **27:00 Their Next Challenges **27:50 Advice on Building in Carbon Markets Space**30:00 Closing ThoughtsLinks: Sudhu Arumugam | CYNKConnect with Somil | Connect with SilasFor all your Climate, Renewables, and Sustainability recruitment needs, check out our sponsor NextWave Partners.This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.Support the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Dec 20, 2023 • 58min

#142 Lessons, Thoughts and Advice From Running a Climate Tech Podcast w/ Ryan Grant Little (Another Climate Tech Podcast)

🌎 Today Somil & Silas had the opportunity to do something slightly different today since we did an episode with Ryan Grant Little, the Creator and Host of Another Climate Tech Podcast. He has conversations that are more topical with his guests who are, in many cases, people he already knows. Ryan has a really fascinating background as a Founder, Investor, and Consultant. He found his way to climate via some of the impact work he was doing in Canada. Since all three of us are used to interviewing others, we decided to interview each other. We really enjoyed making this as it was a fun change of pace from our usual work. We hope you also enjoy it. Please also be sure to go follow Ryan’s podcast if you’re not already following.Enjoy the Episode! 🌎🔗🌍---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  ---📺 👀 Prefer to watch: subscribe on YouTube.📫 Interested in written summaries and takeaways from the episode? Subscribe to the newsletter.Want to be part of the community and engage further? Check out the Slack Channel. https://tinyurl.com/mwkn8zk5Topics:**Intro**About Our Podcast Formats**Why the Newsletter**Why Somil & Silas Decided to Collab**What Silas & Somil Do**Ryan’s Climate Journey**How to Decide What Not to Do**Human Connection + Scaling Relationships**Areas we are Bullish On **Regulation vs Market Forces Links:**Listen to Another Climate Tech Podcast on Apple Podcasts & Spotify **Connect with Ryan Grant Little on LinkedIn **Check out our Sponsor, NextWave Partners**Follow CleanTechies on LinkedIn **@Silas & @Somil_Agg on Twitter / XSupport the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Dec 17, 2023 • 1h 24min

#141 Winning Pilots, First Customers, Arena Electrification, & More w/ Chris Richardson (Uptake Alliance, ADL Ventures)

🌎 On this episode, Somil interviews Chris Richardson, Executive Director of Uptake Alliance and Partner at ADL Ventures where he leads their energy and transportation practices. Uptake Alliance is the newest rockstar member of the NYS entrepreneurial ecosystem that connects organizations with startups solving specific problems they face to tackle “piloting to death.”We talk about the relationship between pilots and commercialization, specific opportunities in climate tech, and other pieces of guidance Chris has from his time as a founder. ---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  ---🚨🚨🚨 Shoutout to our sponsor Net Zero Insights — Net Zero Insights is the leading market intelligence platform on climate information with all the latest you need on funding rounds, VCs, and the climate tech ecosystem. Use this link to schedule your demo and get a 10% discount!! 🚨🚨🚨---📺 👀 Prefer to watch: Subscribe on YouTube.Want to be part of the community and engage further? Check out the Slack Channel. Topics: 00:00 Introduction and Background08:07 EV Button and Electrifying Existing Infrastructure17:28 Uptake Alliance and Venture Development38:34 Clean Infrastructure and the Built Environment44:48 Moonshot Technologies and Innovation49:17 Incentivizing Domestic Economic Benefits51:41 Investing in Urban vs Rural Technologies59:33 Insights59:33 IRA01:02:13 Climate x XI01:06:15 Success Story of a Hardware MVP01:10:19 Challenges in Corporate Pilots01:13:48 Starting a New Company in Climate01:16:11 Advice for ApplicantsLinks: GUEST: Chris RichardsonCOMPANY: Uptake Alliance, ADL VenturesConnect with Somil | Connect with SilasFor all your Climate, Renewables, and Sustainability recruitment needs, check out our sponsor NextWave Partners.This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.Support the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Dec 12, 2023 • 41min

#140 Big Oil Bogeyman, Watching Your Satellites Launch, Biz Model First, & More w/ Dan Katz (Orbital Sidekick)

🌎 Today, Silas had the opportunity to interview Dan Katz, the Co-Founder, and CEO of Orbital Sidekick, where they are building, and launching Hyperspectral Satellites to help catch methane leaks in pipelines, and, hopefully, one day, identify geographies that have critical minerals underneath the surface.He started in the aerospace industry, building satellites for other organizations. In the wake of the frothy space exploration market, Dan and his colleague believed they could also build a company in this space. This, paired with their realization that the ocean was boiling, led them to focus on catching methane leaks.He has a pretty interesting story and method of building the company. I'm sure you'll enjoy it! 🌎---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  ---📺 👀 Prefer to watch: Subscribe on YouTube.Want to be part of the community and engage further? Check out the Slack Channel. https://tinyurl.com/mwkn8zk5----- Topics: 2:00 Intro to Dan5:45 How to Identify Subsurface Minerals12:00 Why he Became an Entrepreneur19:00 PMF & MVP22:00 GTM & Raising26:00 Watching Their Launch31:15 Challenges35:34 Talent 39:00 Take the Leap----- Links: **Connect with Dan: https://www.linkedin.com/in/katzdaniel34/ **Orbital Sidekick: https://www.orbitalsidekick.com/**Check out our Sponsor, NextWave Partners: https://www.next-wavepartners.com/**Follow CleanTechies on LinkedIn: https://www.linkedin.com/company/clean-techies/**@Silas & @Somil_Agg on Twitter / X Support the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)
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Dec 9, 2023 • 1h 29min

#139 The Climate Tech Opportunity, Developmental Finance in Climate, & More w/ Jamil Wyne (Climate Tech Bootcamp, Riffle Ventures)

🌎 Today, we are talking to Jamil Wyne of Climate Tech Bootcamp & Riffle Ventures.In this episode, you will find:Why direct access to customers and revenue generation are crucial for success in the climate tech spaceHow Jamil shaped Climate Tech Bootcamp with individuals with deep subject matter expertise and a builder's mindsetA walkthrough of his leading report “The Climate Tech Opportunity” published by the Oxford Climate Tech InitiativeEnjoy the Episode! 🌎---🌎 If you'd like to see the full PodLetter, go to our substack to see all the written content that supplements the audio interview.  ---🚨🚨🚨 Shoutout to our sponsor Net Zero Insights — Net Zero Insights is the leading market intelligence platform on climate information with all the latest you need on funding rounds, VCs, and the climate tech ecosystem. Use this link to schedule your demo and get a 10% discount!! 🚨🚨🚨---📺 👀 Prefer to watch: subscribe on YouTube.📫 Interested in written summaries and takeaways from the episode? Subscribe to the newsletter. Want to be part of the community and engage further? Check out the Slack Channel. https://tinyurl.com/mwkn8zk5-----Topics1:16 Intro10:36 Policy-oriented mindset in climate16:27 Parallels between developmental finance and climate investing29:24 Origins of CT Bootcamp36:58 Choosing Climate experts and filling in founders’ weaknesses54:12 What is Riffle Ventures59:55 How he thinks about COP 28 being in Dubai and concerns with O&G1:08:41 The Climate Tech Opportunity1:08:41 Energy1:10:00 Transportation1:11:31 Food & Ag1:12:47 Industry1:15:43 Built Environment1:17:49 GHG Capture1:20:16 Managing & Reporting1:23:01 Advice to VCs-----LinksGUEST: Jamil WyneCOMPANY: Riffle Ventures, Climate Tech BootcampConnect with Somil | Connect with SilasSupport the showEvery ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

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