No One Pays for Green Anymore - Yair Reem (Extantia)
VCo2 | Climate and Venture Capital - A podcast by Hugo Rauch - Thursdays
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Listen now on Apple, Spotify, and YouTube.***This week, we’re joined by Yair Reem, Partner at Extantia Capital, to break down why the green premium is dead, and what’s next for climate-tech startups. In this episode, we explore:* The death of the green premium & rise of the green discount* How climate startups should price & pitch their solutions* What VCs really look for in climate investments* The future of climate tech & the biggest investment opportunities* … and more! ***⌛TIMESTAMPS * 00:00 – Introduction* 02:15 – What is the green premium, and why did it fail?* 06:42 – Why customers won’t pay more for green solutions* 11:30 – The rise of the green discount & new pricing strategies* 17:05 – Why startups must focus on industry problems, not sustainability* 28:45 – Case study: How Magnotherm found the right value proposition* 35:00 – The biggest investment opportunities in climate tech today* 42:15 – AI’s role in climate startups & competitive pricing* 48:10 – Rapid-fire questions* 54:20 – Final thoughts***▶️ CONNECT WITH YAIR* Yair Reem – https://www.linkedin.com/in/yairreem/* Extantia Capital - https://www.extantia.com/***🔗 CONNECT WITH ME * Newsletter - https://climateventuresvco2.substack.com/* LinkedIn - https://www.linkedin.com/in/hugorauch/* Email - [email protected]* YouTube - https://www.youtube.com/@VCo2_HugoRauch***📚 REFERENCES AND MENTIONS* Extantia Capital – Climate VC firm* Magnotherm – Reinventing refrigeration* Vamo – Heat pump company focusing on cost efficiency* Northvolt – European battery manufacturer*** 🎙️PAST EPISODES YOU’LL LOVE* Dr Benedikt Buchspies - How to Use LCAs for VC Investments (Planet A)* Tina Dreimann on Community Investing in Climate Tech (better ventures)* Tim Schumacher on selling to climate deniers (World Fund) ***💚 LEAVE A REVIEW * Apple Podcasts - https://shorturl.at/HIDcg * Spotify - https://shorturl.at/yDTfR This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit climateventuresvco2.substack.com
