{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Energytech Startups","title":"Eric Rubenstein from New Climate Ventures","html":"","width":"100%","height":180,"duration":4280,"description":"Eric Rubenstein, managing partner at New Climate Ventures, joins Jason and Nada live from Ceraweek to make the case that what we're calling an energy transition is actually a new industrial revolution. He breaks down why data centers are only the fifth biggest driver of power demand, how his 35-company portfolio is shifting toward localized production and supply chain resilience, and what founders absolutely need to nail before walking up to an investor at a conference.Click here to watch a video of this episode.00:00 - Intro and Ceraweek impressions07:11 - What is actually driving power demand growth13:41 - The all-of-the-above energy reality19:12 - NCV fund thesis and origin22:28 - Portfolio breakdown and data center exposure25:07 - Upcycling waste into value28:30 - How the portfolio informs investment strategy34:19 - Is venture capital broken for hard tech?37:01 - The missing middle and how startups are bridging it40:11 - Industrial customers funding their own first commercial plants45:38 - Raising fund two and what LPs want48:45 - How NCV communicates with investors56:37 - What founders should know before approaching investors01:01:09 - Talking valuation with investorshttps://twitter.com/collide_aihttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/collide-ai.bsky.socialhttps://www.linkedin.com/company/collideai","thumbnail_url":"https://img.transistorcdn.com/BcLvBZs7KjKyKwxjCN7uM3ceaU5nLSxOZljzKK515LE/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kM2Fj/MzRlYTQ3ZDM0NmJm/ZDllOWE1Y2Y3MmRm/MDFkOS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}