Loading...
Loading...

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.
Click here to watch a video of this episode.
Join the conversation shaping the future of energy.
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
Click here to view the episode transcript.
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
https://twitter.com/collide_ai
https://www.tiktok.com/@collide.io
https://www.facebook.com/collide.io
https://www.instagram.com/collide.io
https://www.youtube.com/@collide_io
https://bsky.app/profile/collide-ai.bsky.social
https://www.linkedin.com/company/collideai
No transcript available for this episode.
Energy Tech Startups