On the Innovation Horizon

The video discusses the investment strategies and challenges faced by a venture capital firm focused on climate tech. It highlights the unique needs of climate tech companies compared to other sectors, the importance of innovation in technology, markets, and policy, and the potential for a future bust in the sector. The video also provides advice for generalist VCs and answers audience questions on fusion energy and investment types.

What specific technologies in the climate sector have shown surprising advancements in recent years?

What are the potential risks of a bubble in the climate technology investment space?

How do the technical risks associated with climate technologies impact venture capital investment strategies?

How does the concept of 'skating to where the puck will be' apply to venture capital in climate technologies?