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Show Notes
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.
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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
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