Episodios

  • #244 $1bn Pipeline for Solid State Transformers | Haroon Inam & Michael Wood III (DG Matrix)
    Apr 30 2025

    Listen on: Apple Podcasts | Spotify | YouTube | Pocket Casts

    In This Episode:* What is a Solid State Transformer * How Solid State Transformers are Reshaping the Energy Industry* How They Built a $1bn Pipeline

    Sponsors:

    Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs

    ErthTech Talent: Affordable CleanTech Search Firm

    What’s up, everyone!

    Today, we have a great episode with Haroon Inam & Michael Wood III from DG Matrix. We’re talking about a simple technology that can fundamentally reshape the energy industry by transforming electricity more efficiently and with way less physical space than what’s been done traditionally.

    Take an EV charger, for example. You need to get the exact electricity flow right. Usually, that would take a few parking spaces’ worth of transformers. With DG Matrix, you can do it with a simple power stand smaller than your refrigerator.

    This is still the case even if you’ve got solar, batteries, or other distributed resources all mixed in together. They can handle all the streams of electricity in and out.

    It’s clear the industry is loving this too. They have over $1bn of pipeline to date.

    We got Haroon and Michael, so it’s a great episode.

    _____
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    Topics
    Free Version:
    **03:21 The Journey to DG Matrix
    **05:51 Understanding Solid State Transformers
    **09:11 Market Position and Economic Impact
    **10:00 Goodwin AD
    **12:06 Solid State Transformer Advantages
    **13:26 Company AD
    **17:14 Building a Strong Advisory Network
    **18:51 Call to Action
    **21:10 Overcoming Challenges in Clean Tech
    **24:54 The Future of DG Matrix and Market Fit
    **26:29 Building from the Ground Up
    **27:51 Transforming Energy Markets
    **30:55 Streamlining Manufacturing and Supply Chain

    Links
    * Haroon Inam, Michael Wood III | DG Matrix
    * Connect with Somil on LinkedIn | 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.

    Support the show

    Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽

    Reach out to Goodwin Law today; the
    law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

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    36 m
  • #243 Battery Storage Supply Chains & Future in US-China Trade War | Danny Lu | Powin
    Apr 23 2025

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    Check Out Our Sponsors!
    * Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs
    *
    ErthTech Talent: Affordable CleanTech Search Firm

    What’s up, everyone!

    Today, we have a great episode with Danny Lu from Powin. Powin is a leading provider of BESS, w/ 8 GWh of systems built and 9 in the pipeline.

    As the Trump admin pushes for more drilling and a seemingly anti-clean energy policy (despite that not being the definition of abundance) we are seeing the value of battery storage. Prior to tariffs, building a speaker plant would be more expensive and take longer than building energy storage systems to manage grid flexibility issues. (It’s tbd what the situation will be with huge Chinese tariffs).

    Powin has years of experience working in this space to solve supply chain issues and is always improving its business to adapt to whatever battery chemistry is most feasible and affordable for its clients.

    Given all this, it was great to speak with someone who can help us understand where the market is going and what the key challenges and opportunities are that lie ahead.

    Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80).

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    Topics
    Free Preview:
    * 00:00 Cold Open & Intro to Our Guest
    * 04:00 Origins & Evolutions of Powin
    * 08:10 What They Do
    * 10:00 Creating the Market and Finding Their First Customers
    * 13:00 Stepping Into a Leadership Role Out of University
    * 18:10 From Permit to Commissioning in Months
    * 19:10 What an IPP/Utility Wants — Single Point of Blame
    * 23:00 The Evolution of Battery Chemistry for BESS vs EV
    * 25:30 Powin’s Current Scale
    * 26:50 Storage Project Market Projections Considering Tariffs
    * 31:30 AI & Data Centers | BESS vs Peaker Plants
    * 39:00 Manufacturing in the US? (teaser clip & paywall)

    Links
    * Danny Lu | Powin
    * Connect with Somil on LinkedIn | 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.

    Support the show

    Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽

    Reach out to Goodwin Law today; the
    law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

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    41 m
  • #242 The 3 Most Common Mistakes Climate Founders Make | David Brekke, Goodwin
    Apr 16 2025

    In This Episode:

    • The story of him co-launching the Goodwin climate practice
    • What’s happening in climate tech right now? (Market update)
    • The 3 Biggest Mistakes Climate Founders Make

    Check Out Our Sponsors!

    • Goodwin: The Law Firm of Choice for ClimateTech Entrepreneurs
    • ErthTech Talent: Affordable CleanTech Search Firm

    What’s up, everyone!

    Today’s episode is special since we’re speaking with David Brekke from Goodwin. In case you somehow missed it, Goodwin is the sponsor of our podcast, so yes, this is sponsored content. (tbh, even if it were not, we’d still have David on — but don’t tell him that)

    With everything going on in the world of climate tech right now, it’s hard to know which end is up. But David has a great perspective.

    You see, he’s always interacting with tons of founders and investors in climate. He sees the good, the bad, and the ugly.

    For this reason, he’s one of the best people to get a read on the market from.

    In addition to a market update, we get to hear the story of him going to Goodwin to start the climate practice.

    Then he walks us through the greatest hits of what to do and what not to do. He’s been around the block, and in addition to his experience, they have an entire team with even more grey hair that knows how to guide founders.

    This episode is value-packed — enjoy!

    Want to access all our content? Upgrade to paid today. Act fast! Annual subscriptions increase to $100 on May 1st (currently $80).

    📺 Watch on YouTube


    Topics
    03:11 Building a Climate Practice at Goodwin
    06:08 Law x Climate Innovation
    09:12 Personal Motivations in Climate Tech
    12:04 Navigating the Climate VC Landscape
    15:10 Challenges and Opportunities for Climate Founders
    17:56 The Role of Legal Advisors in Startups
    21:00 Current Climate Market Dynamics
    24:03 The Future of Climate Investments
    27:13 Rebranding in the Climate Sector
    30:02 Reorienting Climate Tech Pitches
    33:19 The Evolution of Climate VC Participation
    36:42 Navigating Fundraising Challenges
    37:11 Common Mistakes in Climate Tech Startups
    48:01 Investor Relations and Stakeholder Management

    Links
    David Brekke | Goodwin
    Book: Venture Deals
    Connect with Somil on LinkedIn | Connect with Silas on LinkedIn
    Follow CleanTechies on LinkedIn

    This podcast is NOT investment or legal advice. Do your homework and due diligence before investing in anything discussed on this podcast.

    Support the show

    Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽

    Reach out to Goodwin Law today; the
    law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

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    58 m
  • #241 The Biz Model Making eFuels Pencil Out | Joe Rodden (Lydian)
    Apr 9 2025

    Follow us on YouTube

    ---------

    Today, we have a great episode with Joe Rodden from Lydian. And we are talking all things eFuels and their story.

    Lydian uses Co2, Water, and abundant Green Energy to create eFuels/SAF. And because of their flexible run method, they can do it profitably, consistently.

    In the recent past there has been a huge demand for SAF that has been hard for major airlines to procure. In part because the technology was not there, but mostly because there were no plants up and operating.

    SAF plants are assumed to look like chemical production facilities… ie: always on. This way the cost of the investment is paid back soon.

    Lydian made sure they used inexpensive materials to create their system. And they made it to start and stop whenever there is excess electricity being produced. It’s a game changer.

    On top of this, Joe has a great story.

    A story that I’m sure you’ll enjoy on today’s episode. Let us know your thoughts by leaving a comment and giving us 5 stars on your favorite podcast app.

    Support the show

    Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽

    Reach out to Goodwin Law today; the
    law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

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    38 m
  • #240 Bulldozing in a New Era of Climate Tech Investing & Tech-Enabled Investing | Andrew Chan from Atas VC
    Apr 2 2025

    Today, we have a great episode with Andrew Chan from Atas Ventures.

    Surprise surprise…we’re continuing the conversation about the climate tech vibe shift, climate tech 3.0, climate risk…whatever you want to call it.

    However, our conversation with Andrew Chan of Atas Ventures is a little bit different. Andrew has, from the very beginning, thought about climate investing from first principles, placing profitability and tangible impact at the core of his strategy. He refers to this next wave as "Climate 3.0," an evolution beyond traditional impact investing towards applied technologies like robotics, IoT, and advanced energy solutions.

    Our conversation today focuses on these themes, including how venture capital can meaningfully intersect with antiquated industries such as mining, agriculture, and manufacturing to drive both profits and genuine environmental outcomes. Andrew also shares why the venture capital playbook may need to evolve, emphasizing smarter portfolio construction, disciplined investing, and leveraging real-world experience to build lasting companies.

    Overall, it's an amazing episode and we're really excited to share this with you.

    Sidenote, we recorded this remotely while Andrew was traveling—he joined us from Bangor, Maine. If you'd like to watch, check it out on YouTube. (Also, be sure to give us a follow on YouTube to help us grow the channel!)

    Follow us on YouTube

    If you're enjoying the content, consider upgrading to become paid subscriber today.

    Act fast! Because our annual subscription is going from $80 up to $100 as of May 1st.

    To upgrade, click the “upgrade” button on the top right of your screen here.

    📝 Show Notes:

    Topics

    • 06:10 Understanding Climate 3.0
    • 11:53 Journey to VC
    • 17:56 Investment Strategies for Antiquated Industries
    • 23:45 Portfolio Construction
    • 26:33 Future of Fund Management
    • 30:02 Emerging Managers
    • 32:49 Taking Risks in VC
    • 36:46 Essential Skills
    • 40:19 Trends in Deep Tech and Robotics
    • 47:55 Learning and Growth

    Links

    • Andrew Chan
    • Connect with Somil on LinkedIn | 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.

    Support the show

    Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽

    Reach out to Goodwin Law today; the
    law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

    Más Menos
    39 m
  • #239 Climate Risk, a New Era for Climate Tech | Grace & Adam from Equal Ventures
    Mar 26 2025

    📺 Watch on YouTube

    What’s up, everyone!

    Today we have a great episode with Grace Penders and Adam Chadroff from Equal Ventures. If you're not familiar with Equal, I recommend checking out episode 116 where we had on Rick Zullo, the Founder of Equal.

    Today, we're continuing the conversation about the climate tech vibe shift. However, our conversation with Equal is a little bit different. Equal has, from the very beginning, had a thesis broader than just climate. One of those other areas is insurance. This is an area that is increasingly intersecting with climate. This is becoming especially acute given the rise in natural disasters and the catastrophic financial impacts that follow.

    Our conversation today focuses on these themes as well as what the insurance industry’s role is in helping solve the climate investing challenge. There are plenty of ways. This is playing into how governments engage.

    Overall, it's an amazing episode and we're really excited to share this with you.

    Sidenote, we recorded this in person in the equal offices during my recent visit to New York. So if you'd like to watch, check it out on YouTube. (Also, be sure to give us a follow on YouTube to help us grow the channel)

    Topics

    • 00:00 Cold Open & Intro
    • 03:00 The Climate Tech Vibe Shift
    • 05:58 The Intersection of Climate and Insurance
    • 09:01 Investment Trends in Climate Risk
    • 12:05 Quantifying and Mitigating Climate Risks
    • 15:03 Innovations in Climate Risk Management
    • 17:55 Preventative Measures and Market Impacts
    • 26:05 Understanding Market Compression and Its Impacts
    • 29:50 The Role of Insurance in Value Creation
    • 32:54 Government Involvement in Climate Risk
    • 35:00 Navigating Innovation in Insurance and Utilities
    • 40:18 Exit Opportunities in the Insurance Sector
    • 44:10 The Climate Capital Summit and Future Trends

    Links

    • Grace Penders | Adam Chadroff | Equal Ventures
    • Connect with Somil on LinkedIn | 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.

    Support the show

    Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽

    Reach out to Goodwin Law today; the
    law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

    Más Menos
    34 m
  • #238 ClimateTech is Mainstream, so is The Vibe Shift | Tommy Leep (Jetstream)
    Mar 19 2025

    📺 Watch on YouTube

    Hey everyone! Today we’ve got a great episode with Tommy Leep from VC, Jetstream. Some of his PortCos include David Energy, Pachama, Rhizome, and past pod guests Pathways & Glacier.

    He’s been on the show in the past with some great advice on fundraising. Check it out — episode 85.

    #85 How to Raise Money for your ClimateTech Startup w/ Tommy Leep, founder of Jetstream VC

    Recently there have been a bunch of people shifting their focus or branding to be more inclusive and not always sound ‘pure climate tech’ — Tommy is one of those people. He recently claimed “ClimateTech is Mainstream now.” Because of it, he’s broadening his fund thesis.

    This is the first of at least two conversations on this exact topic (stay tuned for next week’s episode with Grace and Adam from Equal Ventures).


    Topics

    • 00:00 The Shift in Climate Tech Perspectives
    • 10:06 Mainstreaming Climate Tech
    • 20:03 Investing in Health, Wealth, and Resilience
    • 30:08 The Future of Education and Community Building

    Links

    • Tommy Leep | Jetstream
    • Connect with Somil on LinkedIn | 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.

    Support the show

    Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽

    Reach out to Goodwin Law today; the
    law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

    Más Menos
    37 m
  • #237 Using Robotics to Transform Recycling & Building Data Moats with Hardware w/ Rebecca Hu Thrams (Glacier)
    Mar 12 2025

    Rebecca Hu Thrams, co-founder of Glacier, is on a mission to transform recycling using AI-powered robotics and proprietary physical data to fix one of the biggest inefficiencies in waste management.

    Glacier isn’t just another AI company—it’s tackling the physical world problem of waste sorting, giving recyclers and major brands unprecedented visibility into where materials actually go. By deploying intelligent sorting robots, Glacier is not only increasing efficiency but also building a defensible data moat, positioning itself as the source of truth for the circular economy.

    With growing consumer demand for sustainability and new regulations like Extended Producer Responsibility (EPR) on the horizon, companies are scrambling for solutions. Glacier’s technology is bridging the gap between recyclers and producers—helping brands measure, track, and improve their sustainability efforts with real, actionable data.

    Get the full episode today to hear:

    ✅ How AI and robotics are unlocking new efficiencies in recycling
    ✅ Why proprietary physical data is the key to an enduring AI-powered business
    ✅ How Glacier is helping major brands and recyclers prepare for new regulations
    ✅ Rebecca’s journey from reluctant founder to leading a climate-tech startup
    ✅ What the future of circular supply chains could look like with AI-driven insights

    Don’t miss a moment! If you want to get the full discussion, become a paid subscriber today or redeem your trial upgrade to test it out.

    Subscribe now

    📺 Watch on YouTube | 🍎 Apple Podcasts | 🎧 Spotify | 🗣️ Join the Slack Channel

    📝 Show Notes:

    Topics

    • 02:04 Founding Glacier
    • 05:54 Understanding Glacier's Role in Recycling
    • 14:12 Identifying Opportunities for Disruption in Recycling
    • 18:07 The Future of Recycling Efficiency
    • 22:08 Challenges in the Recycling Industry
    • 23:07 Navigating Risk Aversion in Robotics Investment
    • 24:43 Finding Early Adopters in the MRF Industry
    • 29:07 Advancements in AI and Robotics
    • 35:07 The Future of Connectivity in Recycling
    • 37:30 Collaborating with Industry Giants
    • 42:44 Scaling Glacier

    Links

    • Rebecca Hu Thrams | Glacier
    • Connect with Somil on LinkedIn | 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.

    Support the show

    Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽

    Reach out to Goodwin Law today; the
    law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)

    Más Menos
    30 m
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