S2: Carbon | E10: Is net zero a first-order problem‪?‬ Abstraction

Show Summary |

It's June 2023. You’re the Founder, CEO, or CFO of a company, and are under pressure to increase operating efficiency. How does carbon-related technology stack rank in priority against other items of expenditure?


I flipped the script and became interviewee for episode 10 of this carbon-focused series, sitting down with my colleague Abhi to talk about the progress made by Australia’s best carbon tech entrepreneurs and investors.


It’s a 30-minute birds-eye view of what I’ve uncovered through chats with Alex, Olympia, Charlie, Hannah, Katherine, Tegan, Mick, Anastasia, Mike, and James.


We discuss building an investment thesis on carbon, first-order problems, and the common traits of successful founders and companies.



Timestamps |

0:00 - Intro

1:00 - Abhi’s background and show overview

3:00 - How we think about building conviction in an area of technology

5:30 - Mapping the relationship between carbon and commercial problems

7:30 - Guests and the problems they solve

9:00 - Do businesses put their money where their mouth is with climate?

12:00 - Who feels the pressure of net zero targets?

14:30 - Where do the biggest opportunities lie in carbon markets?

17:00 - Challenged preconceptions

22:00 - Key traits of successful companies and founders

29:30 - Getting in touch with Hunter, Abhi and Rampersand



Series Guests |

Alex - https://www.linkedin.com/in/alex-logan-cecil/

Olympia - https://www.linkedin.com/in/olympiayarger/

Charlie - https://www.linkedin.com/in/charlie-macdonald/

Hannah - https://www.linkedin.com/in/hannah-mourney/

Katherine - https://www.linkedin.com/in/katherinemcconnell1/

Tegan - https://www.linkedin.com/in/tegan-nock-a4079499/

Mick - https://www.linkedin.com/in/mliubinskas/

Anastasia - https://www.linkedin.com/in/anastasia-volkova1/

Mike - https://www.linkedin.com/in/mikezim/

James - https://www.linkedin.com/in/jamesallston/