Listen now on Apple, Spotify, and YouTube.
***
This week, we’re joined by Yair Reem, Partner at Extantia Capital, to break down why the green premium is dead, and what’s next for climate-tech startups.
In this episode, we explore:
* The death of the green premium & rise of the green discount
* How climate startups should price & pitch their solutions
* What VCs really look for in climate investments
* The future of climate tech & the biggest investment opportunities
* … and more!
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⌛TIMESTAMPS
* 00:00 – Introduction
* 02:15 – What is the green premium, and why did it fail?
* 06:42 – Why customers won’t pay more for green solutions
* 11:30 – The rise of the green discount & new pricing strategies
* 17:05 – Why startups must focus on industry problems, not sustainability
* 28:45 – Case study: How Magnotherm found the right value proposition
* 35:00 – The biggest investment opportunities in climate tech today
* 42:15 – AI’s role in climate startups & competitive pricing
* 48:10 – Rapid-fire questions
* 54:20 – Final thoughts
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▶️ CONNECT WITH YAIR
* Yair Reem – https://www.linkedin.com/in/yairreem/
* Extantia Capital - https://www.extantia.com/
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🔗 CONNECT WITH ME
* Newsletter - https://climateventuresvco2.substack.com/
* LinkedIn - https://www.linkedin.com/in/hugorauch/
* Email - climateventuresvco2@substack.com
* YouTube - https://www.youtube.com/@VCo2_HugoRauch
***
📚 REFERENCES AND MENTIONS
* Extantia Capital – Climate VC firm
* Magnotherm – Reinventing refrigeration
* Vamo – Heat pump company focusing on cost efficiency
* Northvolt – European battery manufacturer
***
🎙️PAST EPISODES YOU’LL LOVE
* Dr Benedikt Buchspies - How to Use LCAs for VC Investments (Planet A)
* Tina Dreimann on Community Investing in Climate Tech (better ventures)
* Tim Schumacher on selling to climate deniers (World Fund)
***
💚 LEAVE A REVIEW
* Apple Podcasts - https://shorturl.at/HIDcg
* Spotify - https://shorturl.at/yDTfR
