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VCo2 | The Climate Investing Podcast

VCo2 | The Climate Investing Podcast

Von: Hugo Rauch
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VCo2 helps you become a better impact investor and climate tech entrepreneur. Each episode dives into what’s working in climate tech investing, with insights from top investors shaping the future. Subscribe to learn how to build and invest in impact startups. 💚

climateventuresvco2.substack.comHugo Rauch
Management & Leadership Persönliche Finanzen Ökonomie
  • Is AI Killing the planet?
    Aug 21 2025

    Artificial Intelligence is seen as a critical tool for solving climate change. We talk about optimizing grids, accelerating material discovery, and predicting extreme weather.

    But can AI really help us solve the climate crisis faster than it contributes to it?

    Today I’m joined by three sharp thinkers in the world of climate:

    - Hampus Jakobsson: founding partner at Pale Blue Dot and a bullish believer in AI for climate

    - Pippa Gawley: founding partner at Zero Carbon Capital and a cautious observer of the AI hype

    - Matteo Turchetta: co-founder and CTO at KoraLabs and PhD in AI for sustainable agriculture from ETH Zürich

    Together, we answer the question: Is AI a good thing for the climate?

    ***

    We talk about:

    Why adding “AI” to your pitch won’t save a climate startup

    How smaller, smarter models could reduce emissions

    Whether climate data is good enough to train real solutions

    When AI crosses the line from helpful to harmful

    How small AI wins might unlock massive physical world impact

    When regulation makes sense, and when it stifles innovation

    … and more!

    ***

    Where to find Hampus, Pippa & Matteo:

    Hampus | Pale Blue Dot | The Drop

    Pippa | Zero Carbon Capital

    Matteo | KoraLabs

    ***

    Timestamps:

    (00:00) Introduction

    (01:30) AI Solution Categories

    (03:57) Investor Skepticism

    (06:54) Practical Use Cases

    (12:30) Data Quality Matters

    (17:17) Environmental Impact of AI

    (23:05) Solving Real Problems

    (33:57) Accelerating Dirty Industries

    (40:05) Responsible Use of AI

    (46:06) Key Takeaways

    ***

    Other episodes you might like:

    - How Climate Startups Get Their FIRST Investor

    ***

    Sign up for my free newsletter:

    - VCo2 | The Climate Investing Podcast | Hugo Rauch | Substack



    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
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    49 Min.
  • Which Battery Will Power Our Future? | Dave Borlace (Just Have a Think⁩)
    Aug 7 2025

    Batteries are the backbone of the energy transition. From grid-scale storage to next-gen chemistries, the world is racing to shape a trillion-dollar industry.

    But what are the fundamental differences between battery types? And which are actually game-changers?

    To explore the battery market, I’m joined by Dave Borlace, the voice behind Just Have a Think, a YouTube channel trusted by 600,000+ people for its break down of complex climate and energy topics into compelling narratives.

    ***

    What we discussed:

    Why battery tech is essential for the future of the grid

    A breakdown of 6 battery types (from lithium-ion to aluminium-ion)

    How China took the lead in battery manufacturing

    What metrics matter: energy density, cycle life, cost, safety, and weight

    … and more!

    ***

    Where to find Dave Borlace:

    YouTube: Just Have a Think

    LinkedIn: Dave Borlace

    ***

    (00:00) Introduction

    (01:33) Batteries and the Energy Transition

    (10:45) Lithium-Ion Dominance

    (24:49) Exploring Lithium-Sulfur

    (31:04) Is Sodium-Ion Viable?

    (35:07) The Promise of Solid-State Batteries

    (38:53) Incumbents vs. Innovators

    (42:07) What’s Up with Flow Batteries?

    (47:06) The Potential of Aluminum Batteries

    (49:58) Rapid Fire Questions 🔥

    ***

    This episode is a bit different from our usual format. Typically, I sit down with climate investors, angels, VCs, and PEs. But this time, I wanted to try something new.

    It's summer, and I thought it was the perfect moment to invite Dave Borlace, creator of Just Have a Think and one of the clearest voices on climate technology, to break down the battery landscape for us.

    He's not an investor, but he’s a brilliant educator.

    I hope you enjoy this special episode as much as I did.

    ***

    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
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    53 Min.
  • Who Writes The First Check in Climate?
    Jul 24 2025
    How do you secure that first yes from a climate investor?And how do you build the conviction needed to write the first check?***Co-hosted by Climate Drift and VCo2, this brutally honest conversation features three of the sharpest minds in early-stage investing, Hampus Jakobsson (Pale Blue Dot), Jonny Everett (Marble), and Andreas Klinger (Prototype Capital), to lift the curtain on how decisions are made when there’s barely a product, let alone traction.You’ll learn:→ Why traction isn’t what gets deals done→ What “founder-problem fit” really means→ The checklists behind venture decisions→ How to cut through the noise and get noticed→ … and more!This conversation is gold if you’re raising a first round, backing pre-seed startups, or trying to figure out how to stand out in a crowded fundraising market.***⌛TIMESTAMPS00.00 Introduction01:28 What Hampus Looks For02:31 Investors Can Be Fast04:11 Checklist to Build A Startup06:25 An Investor's Checklist17:27 Matching People and Ideas22:50 Market Shifts 202535:19 Getting Investor Attention40:48 Planning for Returns42:19 What is a Good Investor?47:38 Planning Future Rounds52:35 The Dynamics of Fundraising56:02 Honesty in Rejections1:02:04 Engineering Momentum1:05:09 Seek a No1:10:06 Building Real Relationships1:13:35 Getting Noticed by Marble1:16:22 The Upside of Failure1:17:52 Closing Thoughts***Pale Blue Dot: https://paleblue.vc/ The Drop: https://thedropconf.com/ Prototype: https://www.prototypecap.com/contact/ Andreas' Channel: ⁨@prototypecap⁩ Marble: https://marble.studio/about Climate Drift: https://www.climatedrift.com/ VCo2: https://climateventuresvco2.substack.com/***📚 STARTER PACKWe have prepared this Starter Pack as your crash course in early-stage climate investing, the people doing it, the psychology behind it, and the playbook that gets the first check over the line. Enjoy!***💚 LEAVE A REVIEWApple Podcasts - https://shorturl.at/HIDcgSpotify - 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
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    1 Std. und 19 Min.
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