JOIN US FOR THE HACK SUMMIT! The HackSummit returns to Newlab on December 10-11, bringing together 500 founders, funders, and industry leaders in Climate Deep Tech. Together we’ll explore abundance, alongside Founders and Investors at Andreessen Horowitz, Brimstone, Crux, DCVC, Durin, Earth AI, Endolith, Navier, Radical AI, Rainmaker, Voyager Ventures and SOSV. Sign up for 10% off here. Silas here! 👋 Before we jump into today’s episode, quick shoutout to Goodwin Law, CSC Leasing, and ErthTech Talent, the backbone behind our CleanTechies Live Podcast at Climate Week. (If you haven’t listened to that yet, check it out first — I’ll be referencing it a lot in this recap.) Quick plug: We also caught a bunch of raw takes from founders and investors between panels and events through candid man on the street interviews you’ll definitely want to see. I’ve finally had some time to process New York Climate Week. This solo episode is part recap, part reflection, but more importantly, it’s my honest take on where we are as a space and why I’m more bullish than ever on clean tech, and here are some of the things that stood out: I’ve never seen founders and investors this locked in. Everyone there was focused, sharp, and hungry. It honestly felt different this year, like the movement finally grew up. Let me walk you through it. Over the past year-ish, people have been asking: “Is the hype gone?” “Will funding drying up?” “Is the climate space cooling off?” What I saw at Climate Week says the exact opposite. Now is the best time to build if you’re a founder. In this episode, I break it down into a few key reasons, but before you dive in, chew on this: “When things get harder, only the best founders stay at the party.” The hype-cycle might be over, but that’s because we’re entering a much more mature version of the movement. So stick around for the mission.P.S. CleanTechies, we have some exciting news for you in the coming weeks/months, so be sure to stick around for that. Check Out Our Sponsor! ErthTech Talent: Affordable CleanTech Search Firm To build a successful CleanTech startup, you need the right people. Affordable: Our search fee is 12-15% of first-year base salary (most charge 25-30%).Specialized: We ONLY work with CleanTech startups. Proven: 70+ placements since 2020 (Aypa Power, ChargeScape, QCells, & more). Save time and money when you work with ErthTech Talent. Plus, Silas runs it, so you already know him. — Reach out today and tell him you saw this ad. Get Started Today Support the show! Upgrade to paid today! It’s $10/month or $100/year. You probably spent that much on random amazon stuff last week. What’s stopping you from upgrading to paid? Upgrade to Paid 📺 Watch on YouTube | 🍎 Apple Podcasts | 🎧 Spotify | 🗣️ Join the Slack Channel 📝 Show Notes: Topics 00:00 – Intro and Sponsor Shoutouts 02:35 – Energy Recap of Climate Week 2024 Why this year felt “different” — investors and founders were laser-focused, no fluff, no tourists. 04:55 – From Insecurity to Certainty How the climate space matured — no longer driven by hype, but grounded in conviction and real results. 06:10 – Oil, Defense, and Climate Tech? A fascinating shift, former “outcasts” from oil and defense now welcome in clean tech spaces, blending worlds for impact. 07:13 – Inside the Climate Capital Summit One of my personal favorites event this year— a reunion of world-class founders and investors 09:40 – Founders More Bullish Than Ever The main-character energy is real — the best founders are staying in the game and hungrier than ever. 10:30 – Why Now Is the Best Time to Be a Climate Tech Founder Where I break down the five powerful reasons driving opportunity right now. 11:00 – Reason #1: A Mature Capital Stack Investors have learned, the ecosystem is organized, and strong capital flows continue despite a cooling market. 11:50 – Reason #2: Energy Prices Fuel Adoption High costs are pushing consumers and corporations toward electrification and renewables faster than ever. 13:00 – Reason #3: Co-Motivating Factors Beyond Climate National security, insurance, supply chain, and convenience are all now aligned with climate tech solutions. 14:44 – Reason #4: Ruthless Competition Breeds Excellence 17:30 – “Climate Tech” Is Dead — Long Live the Chameleon Era The term “climate tech” no longer fits. Founders are now building in energy, defense, materials, and national security , adapting like chameleons to each industry they serve. 19:30 – The Challenge of Fragmentation With so many new labels, finding “your people” might get trickier, but the mission remains united. Links Connect with Silas on LinkedIn Follow CleanTechies on LinkedIn This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit cleantechies.substack.com/subscribe
