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Show Notes
This week on New Wave Weekly:
👉 The case for “boring” industries
Why old-school sectors like steel, cement, mining, and logistics may be the best places for climate founders to win (if you can crack GTM and avoid CapEx traps).
👉 Product vs. commodity: know your fight
If you’re selling into consolidated commodity markets with decade-long relationships, how do you build venture-scale outcomes?
👉 Market growth vs. GTM speed
Should you chase TAM growth blindly or go for large markets where urgency is spiking?
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Wave Makers:
Matthew Blain - Voyager Ventures
Hampus Jakobsson - Pale Blue Dot
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(00:00) Introduction
(00:51) The Case For “Boring” Industries.
(19:30) Market growth vs. GTM Speed.
(26:00) Recruiting Talents.
(28:08) Wrap-up
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