934: What Makes Companies Investable Now | David Kirkpatrick
Climatetech is entering a different phase.
The era of easy capital, oversized narratives, and growth-at-all-costs expectations is giving way to something more demanding: disciplined execution, durable business models, strong commercialization pathways, and teams that can scale proven solutions in real markets.
In this live conversation, Nico Johnson sits down with longtime investor David Kirkpatrick, Managing Director at SJF Ventures, to unpack what experienced investors are actually paying attention to now and why the companies attracting long-term conviction may not be the ones making the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.