New Wave.

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** Supported by: Leonard : The innovation and foresight platform of the VINCI Group, to tackle some of the biggest challenges facing VINCI’s businesses: the digital revolution, the accelerating pace of innovation, and the environmental transition. **** 🌊 Can Iron Replace Natural Gas? How a rechargeable metal fuel could reshape high-t...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Building Deep Tech at Software Speed What separates the best hardware founders, and why conviction matters more than consensus. We’re joined by Clara Ricard , investor at Transition , focused on hardware and industrial deep tech, to explore what it really takes to build and back the next generation of climate and frontier techno...

Brought to you by: Heights : a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Building Concrete That Stores Carbon Can the world’s most essential buildi...

Brought to you by: Heights : a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Turning Deep Tech Into Industrial Champions Why commercialization is the r...

Brought to you by: Heights : a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The New Alchemy of Clean Energy Why the future of climate-tech may depend...

Brought to you by: Heights : a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Building Conviction Before the World Sees It What it takes to back scienti...

Brought to you by: Heights : a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Building Europe’s Climate Growth Engine Why the next generation of climate...

Brought to you by Heights : A design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Riding the Next Energy Wave Why wave energy might become the missing piece...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Can Capitalism Survive the Planetary Boundaries? We’re joined by Timothée Parrique ( website ), researcher in ecological economics at the University of Lausanne and one of the leading voices challenging the idea that endless economic growth can coexist with a finite planet. In this episode, we dive into the uncomfortable tension...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 When AI hits the atom Why the future of materials discovery won’t be built on simulations alone. We’re joined by Ahmed Ismail , Co-founder & COO of Dunia , a Berlin-based deeptech company building AI- and robotics-powered systems to accelerate the discovery and scale-up of industrial breakthrough materials. In this episode, we d...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Charging the Transition Why electric trucks won’t scale without rethinking energy infrastructure We’re joined by a Carl-Magnus Norden , a veteran entrepreneur and founder of Decade Energy, previously behind Volta Trucks, one of Europe’s most ambitious electric truck startups. In this episode, we dive into why electrifying transp...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** Thanks you, Morning for hosting the podcast this week. Get 20% off your next meeting room (in Paris), just say you’re coming from Hugo at New Wave. **** 🌊 Inside an LP’s Mind What it really takes to raise climate-tech funds. We’re joined by Lea Strumberger , investor at KfW Capital, where she focuses on climate tech, impact, and d...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Fuel Problem No One Talks About Why replacing fossil fuels isn’t just about energy, it’s about how we carry it. We’re joined by Andy Lubershane , Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we dive into energy carriers, and unpack what it really takes to replace fossil fuels not just as e...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Decentralizing the Fuel Station Why EV charging, not the car, is the real bottleneck to electrification We’re joined by Arnaud Tran , Co-founder & CEO of Voltaback , a company building the software layer for charging corporate electric vehicles at home. In this episode, we dive into the hidden infrastructure problem behind EV ad...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Drilling for the Future of Energy Can geologic hydrogen and deep geothermal actually power the world? We’re joined by Andy Lubershane , Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we go deep underground, into geologic hydrogen and geothermal, and unpack what it really takes to unlock planet-s...

Thanks you, Morning for hosting the podcast this week. Get 20% off your next meeting room (in Paris), just say you’re coming from Hugo at New Wave. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Drilling the Future, Can Geothermal Power Everything? From 0.01% to 8%, what it takes to unlock next-gen geothermal at scale. We’re joined by Torsten Kolind , Co-founder of Unde...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Crazy Cheap Renewables What if solar becomes the cheapest energy source on Earth? We’re joined by Andy Lubershane , Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we dive into the future of ultra-cheap solar, and unpack what it really takes to push renewables into a new cost paradigm that reshap...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Energy Security Is Climate Strategy Why geopolitics may become the strongest accelerator of Europe’s energy transition. We’re joined by James Gutman , strategist at The Carlyle Group and a longtime commodities and energy expert with experience spanning Ford, Goldman Sachs, and hedge funds. In this episode, we dive into the colli...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Fusion, and Other Fusion-Level Bets Why the dream of limitless clean energy is still alive, and why the real question is cost, not physics. We’re joined by Andy Lubershane , Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we dive into nuclear fusion, the most ambitious energy technology on the ta...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Case for a Nuclear Renaissance Why fission might be the most under appreciated climate bet of our time. We’re joined by Andy Lubershane , Partner at Energy Impact Partners and author of Steel For Fuel . In this first of five episode, we dive into nuclear fission as a “fusion-level bet”, and unpack what it really takes to bui...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Methane Blind Spot Why one of the most powerful climate levers stayed invisible, and what it takes to build around it. We’re joined by Abhi Desai , Solo GP at Desai Ventures (an Indian family office) , an early-stage investor focused on deep tech solutions across methane detection, satellites, and climate infrastructure. In...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Invisible Problem Inside Every Factory Why advanced manufacturing is still wildly inefficient — and how real-time sensing could unlock the next wave of climate tech. We’re joined by Jared O’Leary , Co-founder of SirenOpt , a deep-tech company building real-time sensing systems for advanced manufacturing. In this episode, we...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Obsession, Timing & the 50x Decision What it really takes to back, and double down on, a climate breakout. We’re joined by Otto Birnbaum , Founding Partner at Revent , an early-stage fund backing companies at the intersection of climate, demographic, and technological change. Revent was an early investor in tem , which recently...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Removing CO₂ at 420 ppm Is direct air capture a distraction, or a necessity for net zero? We’re joined by Thor Gutierrez , Founder & CEO of Sirona Technologies , former Tesla engineer now building one of Europe’s most ambitious direct air capture (DAC) companies. Direct air capture fascinates as much as it divides. Some see it a...

Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 No Green Premium, The 2026 Climate VC Playbook Why price parity, resilience, and market-rate returns are the only strategy that works now. In 2022, climate was hot. Capital was cheap. ESG was mainstream. Today? The pendulum has swung. In this episode, with Fabian Heilemann , General Partner at AENU , we dive into what has fundam...