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cover of episode What a venture capitalist does when climate tech loses its shine

What a venture capitalist does when climate tech loses its shine

2025/6/26
logo of podcast Zero: The Climate Race

Zero: The Climate Race
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Mike Schrepfer
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Mike Schrepfer: 我在Facebook工作期间积累了丰富的硬件经验，包括建设数据中心和整合Oculus虚拟现实设备。这些经验使我能够更好地理解硬件公司面临的挑战，并将其应用到气候科技领域的投资中。与软件公司相比，硬件公司需要考虑更多的实际因素，如供应链、制造成本和物流。气候科技产品通常是现有产品的更环保版本，或者进入利润率不高的市场，这使得盈利更具挑战性。因此，我寻找具有巨大优势的产品，即能带来5倍或更多改进的创新产品。例如，Mill的家用堆肥设备解决了消费者处理食物垃圾的痛点，同时减少了甲烷排放，并且在盈利能力方面取得了显著进展。总的来说，我在气候科技领域的投资策略是寻找具有技术优势、市场潜力以及盈利能力的企业，并利用我在硬件领域的经验来帮助它们实现增长。

Deep Dive

Chapters
Venture capital investments in climate tech have significantly decreased, shifting towards AI. Despite this, the importance of climate solutions and the number of people working in the field continue to grow.
  • Climate tech investments are lower than in 2019.
  • Shift in investment focus towards AI.
  • Growing importance of climate solutions and workforce.

Shownotes Transcript

Climate tech is not the hot investor thesis it once was a couple of years ago. After several record breaking years, and billions of dollars being poured into climate startups, venture capital investments are way down. This week on Zero, Akshat Rathi speaks with Mike Schroepfer, who runs Gigascale Capital, a venture firm focusing on climate investments, and used to be Meta’s chief technology officer. Schroepfer shares his views on the current investment climate, the danger of funding cuts to US research, and why demand for AI will prompt a new wave of energy innovation.

Explore further:

Gigascale Capital) Investors Rushed to AI as Climate Tech Funding Fell 40% in 2024 - Bloomberg) New Venture Capital Firms Are Facing a Disastrous Fundraising Climate - Bloomberg)

Zero is a production of Bloomberg Green. Our producer is Oscar Boyd. Special thanks to: Jess Beck, Eleanor Harrison-Dengate, Sommer Saadi, Mohsis Andam and Siobhan Wagner. Thoughts or suggestions? Email us at [email protected]. For more coverage of climate change and solutions, visit https://www.bloomberg.com/green).

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