New Wave.

This week on New Wave Weekly: 👉 Why chip cooling is becoming a climate story Data centers are hitting thermal limits. Nvidia says liquid cooling is inevitable. Is cooling the hidden bottleneck of the AI revolution? 👉 How to actually diligence deep tech From techno-economic models to hyperscaler roadmaps, Maxi, Jordan, and Jake break down how investors separate real breakthroughs from nice demos....

How two founders turned a decade of building too-early ideas into a climate investment thesis for the next industrial wave. We’re joined by Maex Ament and Philip Stehlik, co-founders of two unicorns (Taulia and Centrifuge) and now founding partners at Earth, a new European climate fund investing across the industrial stack. In this episode, we dive into how being “too early” became their edge, wha...

Today on New Wave: Altrove just raised $10M to reinvent how new materials are discovered, using AI and robotics to replace the world’s rarest elements. This week, I sat down with Thibaud Martin, Altrove’s co-founder and CEO, to unpack: 👉 AI Meets Material Science Altrove just raised $10M to accelerate the discovery of new materials that can replace rare earths - a mission that could redefine glob...

This week on New Wave Weekly: 👉 How LPs really select climate funds From 500 decks to a handful of checks, LPs reveal how they go about screening and selecting funds at the top of the funnel. 👉 What due diligence really looks like The invisible marathon: deep dives, and months of follow-ups. Here’s how to keep momentum alive until the check lands. 👉 Impact vs. Returns: Can you have both? Ferd,...

🌊 The Fifth Swell Has Arrived What does circularity really look like when the hype fades? I sat down with Guillaume Gras , Investment Director at ECBF and former Innovafeed co-founder (raised over €250M), to unpack how climate VCs think about circularity, and what truly drives growth and resilience. In this episode, we explore what circularity means beyond buzzwords and regulation, and how founde...

This week on New Wave Weekly: 👉 The case for “boring” industries Why old-school sectors like steel, cement, mining, and logistics may be the best places for climate founders to win (if you can crack GTM and avoid CapEx traps). 👉 Product vs. commodity: know your fight If you’re selling into consolidated commodity markets with decade-long relationships, how do you build venture-scale outcomes? 👉...

Supported by: Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and running free accelerator programs for emerging fund managers (ICFA, ISFA). Join for expert coaching, training, financial support, and a strong peer community. Apply here . *** 🌊 The Fourth Swell Has Arrived Today, we’re joined by Laura Fox, Streetlight Ve...

This week on New Wave Weekly: 👉 Stegra and the Billion-Euro Gap Sweden’s Stegra (formerly H2 Green Steel) raised €6.5 billion to build Europe’s largest green-steel plant, then the FT called it a “funding crisis.” Is this media clickbait, or is Europe’s gigascale model showing cracks? 👉 All Aboard: The Collaborative Fund Movement A new US initiative is pooling $300M from top VCs to de-risk first-...

Brought to you by: Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and running free accelerator programs for emerging fund managers (ICFA, ISFA). Join for expert coaching, training, financial support, and a strong peer community. Contact them here . *** 🌊 The Third Swell Has Arrived We’re joined by Peter Platan, Investm...

Brought to you by: D-CRBN - a Belgian startup turning industrial CO₂ emissions into valuable feedstock using cutting-edge plasma technology. If you want to learn more, reach out directly to David Ziegler or Gill Scheltjens . *** 🌊 This week on New Wave: 👉 Base Power’s $1B Series C The fastest-growing energy startup in America raises $1 billion at a $3 billion pre-money valuation. Is this a pure...

Brought to you by: Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and running free accelerator programs for emerging fund managers (ICFA, ISFA). Join for expert coaching, training, financial support, and a strong peer community. Contact them here . *** 🌊 The Second Swell Has Arrived We’re back with Terhi Vapola , Found...

Brought to you by: Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and running free accelerator programs for emerging fund managers (ICFA, ISFA). Join for expert coaching, training, financial support, and a strong peer community. Contact them here . *** 🌊 The First Swell Has Arrived We’re kicking off with Carolina Echec...

Brought to you by: D-CRBN - a Belgian startup turning industrial CO₂ emissions into valuable feedstock using cutting-edge plasma technology. If you want to learn more, reach out directly to David Ziegler or Gill Scheltjens . *** This week on New Wave Weekly: 👉 $45M for Genomines: Plants vs Mines The French startup growing nickel from plants just raised $45M, one of the largest Series A in Europe...

Brought to you by: D-CRBN - a Belgian startup turning industrial CO₂ emissions into valuable feedstock using cutting-edge plasma technology. If you want to learn more, reach out directly to David Ziegler or Gill Scheltjens . *** This week on New Wave Weekly: change is no longer a scientific forecast. 👉 Fusion Energy: Is It Around The Corner? Proxima Fusion raises $200M, U.S. players pull in mega-...

ESG is under fire. Some say it’s “good for the brand” but not foundational to the strategy. Others call it flat-out fraud. So I wanted to find out: Is ESG in venture capital just a PR exercise , or can it actually create value? To unpack this complex topic, I invited Damien Didier, Head of ESG at Daphni , a French VC firm with over €500M AUM and one of the funds that truly walks the talk. And I’ll...

Sir Ronald Cohen is not your average climate investor. In 1972, he co-founded one of Europe’s first VC funds, which became Apax Partners, now with €80B+ deployed in private equity and venture capital. At 60, he had a realization: “I didn’t want my epitaph to read: ‘He delivered a 30% annual return.’ I had always known that life should have a greater purpose.” Since then, he’s spent two decades rei...

Brought to you by: Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and running free accelerator programs for emerging fund managers (ICFA, ISFA). Join for expert coaching, training, financial support, and a strong peer community. Contact them here . *** Climate change is no longer a scientific forecast. It's a daily real...

Can circularity deliver on both carbon reduction and financial performance? Today, we’re joined by Nic Gorini, Managing Partner at Spin Ventures, a fund dedicated to the circular and regenerative economy. In this episode, Nic reframes circularity as a path to business efficiency, not just environmental good. Forget the “waste = trash” mindset. Circularity is about designing smarter systems that cu...

Artificial Intelligence is seen as a critical tool for solving climate change. We talk about optimizing grids, accelerating material discovery, and predicting extreme weather. But can AI really help us solve the climate crisis faster than it contributes to it? Today I’m joined by three sharp thinkers in the world of climate: - Hampus Jakobsson : founding partner at Pale Blue Dot and a bullish beli...

Batteries are the backbone of the energy transition. From grid-scale storage to next-gen chemistries, the world is racing to shape a trillion-dollar industry. But what are the fundamental differences between battery types? And which are actually game-changers ? To explore the battery market, I’m joined by Dave Borlace , the voice behind Just Have a Think , a YouTube channel trusted by 600,000+ peo...

How do you secure that first yes from a climate investor? And how do you build the conviction needed to write the first check? *** Co-hosted by Climate Drift and VCo2 , this brutally honest conversation features three of the sharpest minds in early-stage investing, Hampus Jakobsson ( Pale Blue Dot ) , Jonny Everett ( Marble ) , and Andreas Klinger ( Prototype Capital ), to lift the curtain on how...

This week, we sit down with Tove Larsson , General Partner at Norrsken VC , one of the largest climate VCs in Europe with already 3 unicorns in their portfolio and built on top of Norrsken Foundation, launched by Niklas Adalberth (founder of Klarna). We discuss why the geopolitical landscape is creating new opportunities, how Europe’s startup ecosystem is maturing, and what VCs need to change abou...

This week, we sit down with Helena Wasserman , the co-founder of Investors for Climate , a global network of over 400 climate-focused investors across 24 cities. In this episode, we dive into the engine behind that momentum: a community that connects capital with founders at seed stage, and creates deep relationships between VCs, angels, and family offices worldwide. *** Thank you to DealMaker for...

As industrial greentech scales, it faces hypertransformation: disrupting value chains, deploying new tech, demanding huge capital, and struggling with rapid growth. This is a stage at which traditional startup playbooks can’t keep up. So, how do founders and investors survive, and thrive, through this chaos? Laurits Bach Sørensen , Co-Founder of Nordic Alpha , shares a powerful new framework: Hype...

This week, we sit down with Desirée Petterson , Head of Impact at Satgana , to dive deep into climate investing in Africa, a region often overlooked by mainstream VC but holding the key to many climate challenges. *** Thank you to DealMaker for sponsoring this episode. 💚  Big raises. No gatekeepers. DealMaker helps cleantech companies bypass traditional funding barriers and raise millions on thei...