In this episode I’m joined by Gregory Dewerpe, Founder of NOA (formerly A/O), to cut through the noise on climate investing. We talk about the shift from abundance to discipline, why Europe and the US are now playing different games, and how AI will matter in the physical world—grids, buildings, materials—rather than the hype layer. Candid, practical, and economics-first: adoption wins when solutions are cheaper, smarter, and scale. What we cover Why A/O became NOA: moving from “propte...
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In this episode I’m joined by Gregory Dewerpe, Founder of NOA (formerly A/O), to cut through the noise on climate investing. We talk about the shift from abundance to discipline, why Europe and the US are now playing different games, and how AI will matter in the physical world—grids, buildings, materials—rather than the hype layer. Candid, practical, and economics-first: adoption wins when solutions are cheaper, smarter, and scale. What we cover Why A/O became NOA: moving from “propte...
Leaders In Cleantech #146 Malin Carlstrom – Climentum Capital
Leaders in Cleantech
39 minutes
1 year ago
Leaders In Cleantech #146 Malin Carlstrom – Climentum Capital
What’s it all about?Investing in Hardtech! Yes, it’s true, some VC’s do invest in hardtech/deeptech, knowing the specific challenges of supporting companies of this nature to scale. This week I speak with Malin Carlstrom of Danish VC Climentum Capital about scaling deeptech, the importance of team, the usefulness (and otherwise) of advisors and NED’s, and the ‘perfect storm’ giving optimism about the chances for climatetech to have its’ day.About Malin Carlstrom:Malin has spent the last two d...
Leaders in Cleantech
In this episode I’m joined by Gregory Dewerpe, Founder of NOA (formerly A/O), to cut through the noise on climate investing. We talk about the shift from abundance to discipline, why Europe and the US are now playing different games, and how AI will matter in the physical world—grids, buildings, materials—rather than the hype layer. Candid, practical, and economics-first: adoption wins when solutions are cheaper, smarter, and scale. What we cover Why A/O became NOA: moving from “propte...
