{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Energytech Startups","title":"Donald Kendall from New Climate Ventures","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/128fcd4b\"></iframe>","width":"100%","height":180,"duration":3296,"description":"Venture capital in the energy transition is getting more complicated, but Donald R. Kendall Jr., General Partner at New Climate Ventures, says the multi-trillion dollar opportunity isn't going anywhere. We get into how they find picks and shovels plays in crowded markets, what $100 oil means for climate startups, why management teams matter more than technology, and what it actually takes to get a first-of-a-kind project financed.Click here to watch a video of this episode.0:00 New Climate Ventures and Investment Thesis8:00 Data Centers, Cooling, and Energy Independence10:00 $100 Oil and What It Means for the Energy Transition14:00 SAF, Carbon Alternatives, and Portfolio Companies21:00 Don's Background in Project Finance and Early Renewables26:00 SolarCity, Financial Engineering, and Residential Solar32:00 What Makes a Fundable Team38:00 The State of Venture Capital for Climate42:00 Why Invest in Climate Over AI43:00 Houston's Role in the Energy Transition49:00 Most Exciting Technologies Right Now51:00 Wildlife Conservation and Closinghttps://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}