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Nothing Ventured

Nothing Ventured

Von: Aarish Shah - EmergeONE
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 In conversation with the people who make the start-up world go round. Join Aarish Shah as he talks to founders, investors, and operators across the tech and venture ecosystem exploring some of the lesser-heard stories and challenges they've faced as they try to build the future.https://nothingventured.tech/Follow Nothing Ventured on socialTwitter https://twitter.com/NVPodFacbook https://www.facebook.com/NothingVenturedPodTikTok https://www.tiktok.com/@nothingventuredpodInstagram https://www.instagram.com/nothingventuredpod/Aarish Shah - EmergeONE Management & Leadership Ökonomie
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  • Aarish: Risk, Resilience & Reinvention

    Aarish: Risk, Resilience & Reinvention
    Jul 24 2025
    In this episode of Nothing Ventured, Aarish dives into the theme of Risk, Resilience, and Reinvention—three forces shaping the future of tech right now. Over the past month, we’ve witnessed a sharp divergence across the industry: while crypto infrastructure is quietly being rebuilt behind the scenes, the creator-platform playbook is showing signs of collapse. Join us as we unpack what’s working, what’s faltering, and how founders and investors can navigate the tension between long-term vision and short-term volatility. Timestamps: 00:00:00 - Introduction: Risk, Resilience, and Reinvention in Tech 00:00:17 - Crypto's Resilience: Infrastructure vs. Hype 00:01:32 - Defense Tech Surge: National Security Ventures 00:03:09 - Biotech Drought: Refinement Under Pressure 00:04:34 - Emerging Markets: Strategic Investments and Impact 00:05:50 - Final Thoughts: The New Venture Frontier
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    6 Min.
  • Marcus Clover: From Fuel Cell Technology to a VC Fund

    Marcus Clover: From Fuel Cell Technology to a VC Fund
    Jul 17 2025
    In this episode of Nothing Ventured, host Aarish Shah welcomes Marcus Clover, co-founder of Energy Revolution Ventures (ERV). They delve into ERV's mission to accelerate the transition from carbon-heavy energy systems to renewable electrochemical solutions. With a team boasting seven PhDs and three professors, ERV combines deep technical expertise with a venture builder arm, ProSemino, to transform research into viable companies. The conversation covers key topics such as the two winning strategies for hardware companies—cost and functionality—the two megatrends in energy beyond decarbonisation, and the significant reduction in the price of solar and wind energy over the past decade. Marcus discusses the potential for homes and cities to evolve into power stations and highlights that 50% of the technologies needed for the energy transition already exist. The episode also touches on the rapid commercialisation of technology and the future convergence of compute costs with energy prices. Tune in to explore how innovation is shaping a more efficient and sustainable energy landscape. Timestamps: 00:00:00 - Introduction to Nothing Ventured Podcast 00:00:10 - Guest Introduction: Marcus Clover of ERV 00:00:21 - ERV's Mission and Expertise 00:00:32 - ERV's Core Belief and Approach 00:00:53 - Topics for Today's Episode 00:01:25 - Energy Transition Technologies 00:02:00 - Host Reintroduction and Podcast Information 00:02:43 - Marcus Clover's Background and Origin Story 00:03:17 - Early Career and Fuel Cell Technology 00:04:01 - Efficiency of Fuel Cells vs. Fossil Fuels 00:05:06 - Cost Reduction in EVs and Renewable Energy 00:06:00 - Formation of ERV and Partnership with ProSemino 00:07:16 - Economics of Electrons and Deep Tech Investment 00:08:12 - Capital Intensity in Deep Tech and Hardware 00:09:04 - Cost vs. Functionality in Hardware Companies 00:10:10 - Capital and Business Models in Energy Tech 00:11:20 - Challenges in Energy Tech Adoption 00:12:03 - Energy Transition and Efficiency 00:13:15 - Megatrends in Global Energy Demand 00:14:01 - Price Reduction in Renewable Energy 00:15:07 - Barriers to Renewable Energy Adoption 00:17:03 - Narrative and Storytelling in Energy Transition 00:18:00 - Historical Context of Cleantech Investment 00:19:11 - Focus on Fundamentals and Economics 00:20:03 - Rapid Deployment of Solar and EVs 00:21:12 - Future of Energy Tech in the Next Decade 00:22:01 - Homes and Cities as Power Stations 00:23:02 - UK Energy Infrastructure and Policy 00:24:04 - Battery Technology and Energy Storage 00:25:11 - Impact of Energy Tech on Daily Life 00:25:41 - Integrated Energy Solutions for Consumers 00:26:45 - Analogy to Early Internet and Energy Solutions 00:27:42 - Aggregators and Resellers in Energy Tech 00:28:24 - Consumer Behavior and Energy Solutions 00:29:48 - Climate Angle in Energy Investment 00:30:30 - Matching Capital to Energy Models 00:31:12 - Existing vs. Emerging Energy Technologies 00:32:07 - Role of Philanthropy in Frontier Technologies 00:33:03 - Venture Studio and Incubator for Energy Tech 00:34:45 - Challenges in Lab Space for Energy Tech 00:36:34 - Research and Innovation in Energy Tech 00:37:12 - Ecosystem for Cleantech Spinouts 00:38:25 - UK Ambition in Energy Tech 00:39:18 - Energy for Future of Compute 00:40:11 - Cost of Compute and Energy Demand 00:41:40 - Venture Perspective on Data Centers 00:42:21 - Technology Needs for Data Centers 00:43:38 - Energy Demand Spikes in Data Centers 00:44:19 - Stability of Power in Emerging Markets 00:45:01 - Global Energy Distribution and Security 00:46:35 - Collaboration in the Global South 00:48:08 - Sovereign Energy Security and Dependence 00:49:02 - Electrification and Renewable Energy as Solutions Find Marcus Clover online at: LinkedIn: https://www.linkedin.com/in/marcus-clover-47b463a7/ Twitter: https://www.linkedin.com/company/energy-revolution-ventures/ Energy Revolution Ventures: https://erv.io This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe
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    58 Min.
  • Irena Spazzapan: Is VC still hiding behind the power law?

    Irena Spazzapan: Is VC still hiding behind the power law?
    Jul 10 2025
    In this episode of Nothing Ventured, host Ari Shah welcomes Irena Spazzapan, Managing Partner at Systemic Capital, a venture capital fund focused on addressing planet-scale challenges through technology. Irena shares her journey from Goldman Sachs to venture building, emphasising the importance of software-first, asset-light models in tackling climate issues like decarbonisation and electrification. The conversation delves into the regulatory landscape surrounding physical technologies, the necessity of proactive investment strategies in a power law-driven industry, and the potential implications of shifting funds from money markets as interest rates change. Irena also discusses the dynamics of specialised funds in Europe and their impact on local investment landscapes. Tune in for insights on navigating the intersection of technology and climate solutions. Timestamps: 00:00:00 - Introduction to the Podcast and Guest 00:00:10 - Irena Spazzapan's Background and Systemic Capital 00:00:31 - Climate Solutions and Investment Strategies 00:00:43 - The Role of Regulation in Venture Capital 00:01:00 - Power Law in Venture Capital 00:01:22 - Money Markets and Interest Rates 00:01:41 - Local Strong Funds in Europe 00:02:12 - VC as a Boys' Club 00:02:23 - Call to Action for Podcast Engagement 00:02:46 - Importance of Macroeconomics in Venture Capital 00:03:18 - Interaction Between Physical World and Software 00:05:13 - Examples of Electrification and Physical AI 00:06:19 - AI and Automation in Manufacturing 00:07:22 - Space and Planet-Scale Solutions 00:07:41 - Team Experience in Power and Commodities 00:08:12 - Impact of Macroeconomics on Venture Capital 00:09:13 - Importance of Short-Term Fundraising 00:09:35 - Potential Future Macro Trends 00:10:44 - Impact of War and Defense Tech on Venture Capital 00:11:05 - Avoiding Government Sales and Defense Investments 00:11:26 - The Fourth Turning and Societal Shifts 00:12:15 - Future of AI and Automation 00:12:37 - Societal Acceptance of Technological Shifts 00:13:41 - China's Advancements in Technology 00:14:16 - Robotic Football Teams and AI Progress 00:14:57 - Regulatory Differences Between China and the West 00:15:21 - Observations from Visiting China 00:16:01 - Misconceptions About China's Technological Capabilities 00:16:41 - Europe's Position Between the US and China 00:17:22 - Fragmentation of European Markets 00:18:09 - Power Law vs. Discipline in Exits 00:18:38 - Importance of Planning for the Worst 00:19:03 - Identifying Rocket Ships and Middle Ground Companies 00:20:39 - Creating DPI with Middle Pack Companies 00:21:06 - Explanation of DPI and IRR 00:22:02 - IRR vs. Multiples in Venture Capital 00:23:03 - Impact of Interest Rates on Venture Capital 00:24:34 - IPOs and Market Opportunities 00:25:18 - Public Investors' Attitude Towards Tech in Europe 00:26:18 - Challenges of Expanding Fund Size 00:27:00 - Building Value-Generative Portfolios 00:28:28 - Helping Companies Find Better Homes 00:29:25 - Transatlantic Strategy and Avoiding Continental Europe 00:30:11 - Challenges of Competing with US Tier 1 Funds 00:31:14 - Efficiency and Productivity in Investment Strategy 00:32:01 - Publicly Funded Specialist Funds in Europe 00:32:32 - Penetrating Local Ecosystems 00:33:17 - Deal Flow and Focus in the UK 00:34:01 - Inbound Opportunities from Europe 00:34:23 - Impact of US Firms Entering Europe 00:34:48 - Collaboration with Generalist Funds 00:35:10 - Challenges of Diluting Focus with a Small Team 00:35:46 - Importance of Maintaining a Consistent Strategy 00:36:36 - Barriers to Entry in Asset Management 00:37:32 - Women in Venture Capital and Herd Mentality 00:38:24 - Impact of Downturns on Women in VC 00:39:00 - VC as a Boys' Club 00:39:42 - Building a Different Culture in VC Firms 00:41:11 - Fitting In vs. Bringing Your Own Dynamic 00:42:03 - Managing Sharks in the Industry FindIrena Spazzapan online at: LinkedIn:https://www.linkedin.com/in/irena-spazzapan-741a53/ Twitter: https://x.com/ISpazzapan Systemiq Capital: https://systemiqcapital.earth This episode is sponsored by EmergeOne, fractional CFOs for venture backed tech startups from Seed to Series B. Get in touch at https://emergeone.co.uk/contact-us/ or join the CFO team at https://emergeone.co.uk/join-the-cfo-team/ Sign up for EmergeOne’s weekly newsletter, Off Balance at https://off-balance.beehiiv.com/subscribe
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    49 Min.

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