<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>