#280 Why Every Company Will Decarbonize & The Climate Investment Arbitrage | Andrew Beebe (Obvious Ventures)
00:00 – Intro: Andrew Beebe’s background in Cleantech since 2002.
03:34 – Obvious Ventures & Fund V: Deploying a new $360M fund.
04:59 – The Next Vintage: Why the tourists are gone and the real builders remain.
08:23 – The Branding Problem: Why "Climate Tech" mirrors the 1990s Internet boom.
16:30 – Global Markets vs. US Politics: The inevitability of the energy transition.
20:46 – The AI Energy Crisis: Utilities facing 50% demand growth from data centers.
25:53 – Generative Science: How AI is accelerating materials science and geothermal exploration.
28:20 – Local Politics: Why hyperscalers…
The skinny
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