Eric Rubenstein from New Climate Ventures
Eric Rubenstein, managing partner at New Climate Ventures, joins Jason and Nada live from Ceraweek to make the case that what we're calling an energy transition is actually a new industrial revolution. He breaks down why data centers are only the fifth biggest driver of power demand, how his 35-company portfolio is shifting toward localized production and supply chain resilience, and what founders absolutely need to nail before walking up to an investor at a conference.
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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
00:00 - Intro and Ceraweek impressions
07:11 - What is actually driving power demand growth
13:41 - The all-of-the-above energy reality
19:12 - NCV fund thesis and origin
22:28 - Portfolio breakdown and data center exposure
25:07 - Upcycling waste into value
28:30 - How the portfolio informs investment strategy
34:19 - Is venture capital broken for hard tech?
37:01 - The missing middle and how startups are bridging it
40:11 - Industrial customers funding their own first commercial plants
45:38 - Raising fund two and what LPs want
48:45 - How NCV communicates with investors
56:37 - What founders should know before approaching investors
01:01:09 - Talking valuation with investors
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