Robots building net-zero homes
+ AI for 220 million peer-reviewed articles. Stoic wisdom on corporate values. Former Meta CTO invests in climate. (#202)
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Todayâs topics:
1. CLIMATE DATA
60 nuclear startups to watch.
2. CEO TO KNOW
$20M for robots building net-zero homes.
3. INVESTOR SPOTLIGHT
Gigascale Capital â From trillions to trillions.
4. AI INSIGHT
Search 220 million peer-reviewed articles.
5. MINDFUL MOMENT
"Don't explain your philosophy. Embody it."
Join me for dinner in NYC?
On Tuesday, 9/23, during Climate Week, Iâm gathering 35 scale-up climate CEOs for dinner and discussion.
Intimate, but not candlelit. (Sorry, Casanova.)
EFI Climate CEO Fellows will be there, plus a few guest CEOs.
If youâre a Series A to PE-backed climate CEO, grab your seat here:
https://forms.gle/957Y7XhFy6joYtN26
1. CLIMATE DATA
60 nuclear startups to watch.
Once again, my friends at HackSummit have produced a mouth-watering compilation of startups to know.
Why now for nuclear? Executive orders from the White House help:
Expediting reactor licensing
300 GW of new U.S. nuclear capacity by 2050
Faster testing of advanced reactors (read more)
AIâs dream solution canât come quickly enough â clean baseload power at scale.
2. CEO TO KNOW
Reframe Systems â $20M for robots building net-zero homes.
CEO Vikas Enti, ex-Amazon Robotics boss of 1M+ robots, is now teaching them to swing hammers.
Metaphorically.
Reframeâs micro-factories will crank out climate-resilient homes 2.5x faster and 30% cheaper.
Investors in their recent $20M round include Eclipse and VoLo Earth Ventures, with support from MassMutual Catalyst Funds, Cubit Capital, Planetary Health at RA Capital Management, Saga Ventures, and Norâeaster Ventures.
Listen to my Climate CEOs podcast with Vikas here.
3. INVESTOR SPOTLIGHT
Gigascale Capital â From trillions to trillions.
Founder: Mike Schroepfer, former CTO of Meta.
Mission: âMoral obligation turned trillion-dollar opportunity.â
Motto: If you can build anything, why not save the planet?
Some of their rockstar portfolio companies include:
Arbor â Carbon-negative power
Arch â Smart platform for the HVAC industry
Cocoon â Green steel, clean cement
Commonwealth Fusion Systems â Putting fusion energy on the grid
Dioxycle â Recycling carbon into useful molecules
Estes â Battery systems made in the USA
Form Energy â Cost-effective, multi-day energy storage
Homeboost â Technology solutions for home energy savings
Mill â A system to keep food out of landfills
Panthalassa â Harnessing ocean energy
Pasture Biosciences â Vaccinating cattle to reduce methane burps
Skouria â A better way to produce copper
Solcoa â Metal refinement for the future
Terradot â Advancing enhanced rock weathering
Thalo Labs â Onsite solutions for building emissions
Xcimer Energy Corporation â Commercializing inertial fusion
Special kudos to my old friend Victoria Beasleyâ Gigascale Partner, ex-Prelude Ventures GP ($1.5B), and Investor Mentor to our EFI CEOs. đ
4. AI INSIGHT
Search 220 million peer-reviewed articles.
What does the science say about your new startup innovation?
Put away the crystal ball and tarot cards.
Try Consensus.app instead.
Keyword + semantic search â Like Google + psychology PhD
âConsensus Meter Snapshotâ â Color-coded academic alignment (green = peace, red = bar fight)
âAsk Paperâ â Chat with the article itself
Sample queries outside of work (or from my house): đ
Does creatine boost brainpower?
Do married people live longer?
5. MINDFUL MOMENT
"Don't explain your philosophy. Embody it."
This 2,300-year-old quote comes from Zeno of Citium, founder of Stoicism.
But itâs true today.
If culture = âwhat gets tolerated,â what garbage are you currently tolerating?
Leaders: Be the walking embodiment, not the smoking-doctor clichĂŠ.
2-minute favor.
If you refer 5-15 friends to this newsletter, Iâll send you some goodies below. đ
(Not quite a trip to see Fall foliage in Maine, but Iâm trying!)
Capital Raising Playbook
Climate Funding Library
1:1 Strategy Call with Me
Thatâs all, yâall.
Make it a great week. Itâs usually a choice.
~ Chris
How else can I help you?
Climate CEO Peer Groups - 100 members (cap), $40 billion of value
Podcast - 240+ interviews with climate CEOs and investors
LinkedIn - daily posts on climate startups, finance, and more
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P.S. Join 40,000+ folks and get free access to 200+ prior issues of my newsletter from Entrepreneurs for Impact (EFI). I share lessons learned from working with 400 climate tech CEOs and investors (plus 25 years of meditation practice) to help people tackle climate change profitably and maybe even lead a happier life.