CleanTechies Podcast

<p><strong>00:00</strong> – Intro & Sponsors: Lehmann's Terms, Climate Finance Solutions, and EarthSearch.</p><p><strong>03:19</strong> – The Origin of Reservoir: Why target the water heater?</p><p><strong>06:33</strong> – The Data: Why heating water uses more energy than driving an EV.</p><p><strong>16:06</strong> – The Innovator's Dilemma: Why legacy appliance companies struggle to innovate beyond incremental updates.</p><p><strong>20:20</strong> – Pricing Strategy: How vertical integration allows Reservoir to stay cost-competitive while offering a premium product.</p><p><strong>25:16</strong> – Smart Features: Predictive recirculation (no-wait showers), freeze protection, and leak mitigation.</p><p><strong>36:08</strong> – "Party Mode": How an inline booster heater gives a 50-gallon tank the capacity of a 150-gallon tank.</p><p><strong>40:58</strong> – The Faucet Remote Control: Using an ultrasonic flow meter to operate your water heater by simply tapping your sink faucet.</p><p><strong>44:24</strong> – Building a Hardware Team: The Formlabs Mafia and why every startup employee needs the "take out the trash" mentality.</p><p><strong>49:56</strong> – Thermal Batteries & VPPs: How connecting 50,000 smart water heaters equals the capacity of a data center.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>

<p><strong>00:00</strong> – Intro & Sponsors: Lehmann's Terms, Climate Finance Solutions, and EarthSearch.</p><p><strong>03:48</strong> – What is Dreamstar Lines?: Bringing overnight sleeper trains to the LA-SF route.</p><p><strong>04:39</strong> – The Strategy: Using existing Union Pacific tracks to bypass the nightmare of building new rail infrastructure.</p><p><strong>08:03</strong> – The Bottleneck: Why building new rail in the US is a million-variable problem.</p><p><strong>14:38</strong> – Making Trains Sexy: Why you must start with a premium product to change consumer behavior (The Tesla Model).</p><p><strong>26:29</strong> – Customer Discovery: Why they added an auto-ferry service and pet-friendly private accommodations.</p><p><strong>31:28</strong> – The Autonomous Future: How Robotaxi fleets will solve the last-mile problem for train travelers.</p><p><strong>39:40</strong> – Regulation vs. Innovation: Why the US needs a new generation of "builder" legislators.</p><p><strong>46:52</strong> – Zoning is Anti-American: The housing crisis and the case for creating special economic zones for experimentation.</p><p><strong>55:09</strong> – Sustainability: The carbon emissions of rail vs. flying, and the future of hybridized rail tech.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>

<p><strong>00:00</strong> – Intro & Sponsors: Lehmann's Terms, Climate Finance Solutions, and EarthSearch.</p><p><strong>03:09</strong> – Welcome to Keep Cool: Nick van Osdol flips the script and interviews Silas.</p><p><strong>04:07</strong> – The Evolution of Climate Tech: Shedding the 1.0 vibes and returning to "CleanTech."</p><p><strong>08:52</strong> – Silas’s Origin Story: From rural Wisconsin to renewable energy recruiting in NYC.</p><p><strong>13:33</strong> – Disrupting Recruitment: Why Silas founded EarthSearch to offer executive-level search for early-stage startups without the massive fees.</p><p><strong>18:30</strong> – The End of ZIRP: Why the hiring market has shifted to slow, intentional, and skills-based recruiting.</p><p><strong>30:24</strong> – Building Culture: Why early-stage startups shouldn't be afraid to hire bored, senior talent.</p><p><strong>37:19</strong> – The Call to Adventure: How to position your startup to attract highly motivated individuals.</p><p><strong>43:59</strong> – Companies to Watch: Silas shouts out Helix Earth Technologies and OptiGrid.</p><p><strong>51:35</strong> – Flipping the Table: Silas asks Nick what keeps him motivated to write and podcast about climate.</p><p><strong>53:56</strong> – The Value of Writing: Why authentic, human storytelling matters more than ever in the age of AI.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>

<p><strong>00:00</strong> – Intro: Coral's $7.5M Seed Round and mission.</p><p><strong>02:46</strong> – What is Coral?: The FinTech platform for energy-efficient building upgrades.</p><p><strong>04:46</strong> – The Pain Point: Why HVAC experts don't want to be "rebate experts."</p><p><strong>06:15</strong> – The Financing Mechanism: How Coral advances funds to make the rebate instant.</p><p><strong>08:19</strong> – Contractor Benefits: Saving time, avoiding bad reviews, and winning more deals.</p><p><strong>11:44</strong> – The Economics of Rebates: Why most incentives come from local utilities trying to lower grid demand.</p><p><strong>15:43</strong> – The Origin Story: Quitting jobs to solve the $8,000 savings bottleneck for homeowners.</p><p><strong>21:00</strong> – Mission Alignment: Balancing climate goals with helping small businesses grow.</p><p><strong>24:17</strong> – The "Chicken and Egg" Funding: Using early VC dollars to prove the rebate float model.</p><p><strong>31:24</strong> – Depoliticizing Clean Tech: Leading with comfort, safety, and pure energy savings.</p><p><strong>36:09</strong> – Co-Founder Dating: How Samir and Nizar built trust before building a company.</p><p><strong>42:37</strong> – Pragmatism and Empathy: Why climate founders must be chameleons to succeed.</p><p><strong>46:27</strong> – Raising Capital: Why they pitched FinTech VCs instead of traditional Climate funds.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>

<p><strong>00:00</strong> – Intro: Andrew Beebe’s background in Cleantech since 2002.</p><p><strong>03:34</strong> – Obvious Ventures & Fund V: Deploying a new $360M fund.</p><p><strong>04:59</strong> – The Next Vintage: Why the tourists are gone and the real builders remain.</p><p><strong>08:23</strong> – The Branding Problem: Why "Climate Tech" mirrors the 1990s Internet boom.</p><p><strong>16:30</strong> – Global Markets vs. US Politics: The inevitability of the energy transition.</p><p><strong>20:46</strong> – The AI Energy Crisis: Utilities facing 50% demand growth from data centers.</p><p><strong>25:53</strong> – Generative Science: How AI is accelerating materials science and geothermal exploration.</p><p><strong>28:20</strong> – Local Politics: Why hyperscalers must win over local communities to build.</p><p><strong>34:01</strong> – Texas as a Mecca: Why low-regulation red states are building the most clean energy.</p><p><strong>38:56</strong> – Physical AI & Autonomy: From robotic shipping vessels to electric aviation.</p><p><strong>47:01</strong> – The Hardware Playbook: Why you want to be a buyer (not a seller) on a plummeting cost curve.</p><p><strong>51:50</strong> – The Ultimate Arbitrage: Making money when you know the transition is inevitable.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>