Eric Rubenstein, managing partner at New Climate Ventures, joins Jason and Nada live from Ceraweek to make the case that what we're calling an energy transition is actually a new industrial revolution. He breaks down why data centers are only the fifth biggest driver of power demand, how his 35-company portfolio is shifting toward localized production and supply chain resilience, and what founders absolutely need to nail before walking up to an investor at a conference.

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00:00 - Intro and Ceraweek impressions

07:11 - What is actually driving power demand growth

13:41 - The all-of-the-above energy reality

19:12 - NCV fund thesis and origin

22:28 - Portfolio breakdown and data center exposure

25:07 - Upcycling waste into value

28:30 - How the portfolio informs investment strategy

34:19 - Is venture capital broken for hard tech?

37:01 - The missing middle and how startups are bridging it

40:11 - Industrial customers funding their own first commercial plants

45:38 - Raising fund two and what LPs want

48:45 - How NCV communicates with investors

56:37 - What founders should know before approaching investors

01:01:09 - Talking valuation with investors

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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.

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Critical metals like nickel and cobalt are slipping through the cracks and into landfills, and KP Labs is on a mission to get them back. Dr. Ashish Gupta and Siddhartha Paul, CEO and CTO and co-founders of KonsciousPlanet/KP Labs, break down how bacteria can pull valuable metals from e-waste, why recycling is really just energy independence in disguise, and why they're calling it urban mining.

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Join the conversation shaping the future of energy.
Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward.
Apply today at collide.io

https://twitter.com/collide_ai

https://www.tiktok.com/@collide.io

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