The Green Premium is Dead - Yair Reem (Extantia Capital)

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 - climateventuresvco2@substack.com

• 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