Earth reposted this
❓ Along with Maex and Philip, I've spent a bunch of time in recent months thinking about how our thesis at Earth aligns with a very uncertain world heading into 2025. 🥵 +1.5 degrees above pre-industrial averages, increasingly warlike, with inconsistent regulation, high profile start-up failures, climate scepticism on the rise, and ever-more wary investors (burned by the hundreds of millions of dollars of venture cash spent on hard-to-scale climate moonshots). The attached is where we've got to. 🌎 🚀 Climate Dynamism takes a leaf from the a16z playbook, aligning around the spirit of innovation and resilience driving solutions to the climate emergency through technology. ⚙️ Focusing on fundamentals. Backing great founders in big markets with real exit routes. Being techno-optimist, and viewing regulation as a necessary irritation, not a basis for a business model. Looking for incentive mechanisms that use tech to unlock alignment between players in a market. And importantly, pushing forward, not looking back. ✍️ Building a thesis in public is a fascinating (and mildly terrifying) exercise and I'm here to be pulled apart - how does this make you feel? What are we missing? Very keen to discuss.