Donald Kendall from New Climate Ventures
Venture capital in the energy transition is getting more complicated, but Donald R. Kendall Jr., General Partner at New Climate Ventures, says the multi-trillion dollar opportunity isn't going anywhere. We get into how they find picks and shovels plays in crowded markets, what $100 oil means for climate startups, why management teams matter more than technology, and what it actually takes to get a first-of-a-kind project financed.
Click here to watch a video of this episode.
0:00 New Climate Ventures and Investment Thesis
8:00 Data Centers, Cooling, and Energy Independence
10:00 $100 Oil and What It Means for the Energy Transition
14:00 SAF, Carbon Alternatives, and Portfolio Companies
21:00 Don's Background in Project Finance and Early Renewables
26:00 SolarCity, Financial Engineering, and Residential Solar
32:00 What Makes a Fundable Team
38:00 The State of Venture Capital for Climate
42:00 Why Invest in Climate Over AI
43:00 Houston's Role in the Energy Transition
49:00 Most Exciting Technologies Right Now
51:00 Wildlife Conservation and Closing
https://twitter.com/collide_ai
Click here to watch a video of this episode.
Join the conversation shaping the future of energy.
Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
Apply today at collide.io
Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
Apply today at collide.io
0:00 New Climate Ventures and Investment Thesis
8:00 Data Centers, Cooling, and Energy Independence
10:00 $100 Oil and What It Means for the Energy Transition
14:00 SAF, Carbon Alternatives, and Portfolio Companies
21:00 Don's Background in Project Finance and Early Renewables
26:00 SolarCity, Financial Engineering, and Residential Solar
32:00 What Makes a Fundable Team
38:00 The State of Venture Capital for Climate
42:00 Why Invest in Climate Over AI
43:00 Houston's Role in the Energy Transition
49:00 Most Exciting Technologies Right Now
51:00 Wildlife Conservation and Closing
https://twitter.com/collide_ai
https://www.tiktok.com/@collide.io
https://www.facebook.com/collide.io
https://www.instagram.com/collide.io
https://www.youtube.com/@collide_io
https://bsky.app/profile/collide-ai.bsky.social
https://www.linkedin.com/company/collideai
