『Energytech Startups』のカバーアート

Energytech Startups

Energytech Startups

著者: collide.
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

They say everything's bigger in Texas, including climate change. That's why Houston is leading the energy transition. Here in H-Town, the fourth largest city in the United States, entrepreneurs from across Texas and around the world are gathering to work with titans of industry to build the technology that will reduce emissions and power a low carbon future. Welcome to Energytech Startups with Nada Ahmed and Jason Ethier. We sit down with those change makers and wildcatters who are solving the toughest energy challenges with trillions of dollars on the line. We dig into how Houston will bring technology to market on a massive scale. Join us as we talk with the leaders of the energy capital of the world as they show us how the energy transition gets done.2025 Digital Wildcatters, Inc 個人ファイナンス 経済学
エピソード
  • Mo (Mohammed) Saadat from Stratahub
    2026/05/05

    Pouring billions into AI without first fixing data logistics is exactly why most of those investments stall. Mohammed "Mo" Saadat, CEO of Stratahub, sits down with Jason and Nada to talk about liberating the operational data trapped in legacy historians, PLCs, and acquired-asset patchwork. Mo unpacks two decades of frontline lessons, why digital twins keep falling flat, and his plan to build the industrial data fabric for the entire energy sector.

    Click here to watch a video of this episode.


    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


    Click here to view the episode transcript.

    00:00 Intro
    00:55 Meet Mo and Stratahub
    02:57 Two decades growing up in oil and gas
    06:10 Why operational data stays trapped
    11:14 Selling new tech to a skeptical industry
    14:08 The digital twin reality check
    19:25 Where OEMs fall short
    24:24 Sponsor break
    25:30 Stratahub's ideal customers and what's under the hood
    32:41 The ESP pilot that changed the approach
    38:25 The North Dakota moment that sparked it all
    42:39 Trading a corporate seat for the founder grind
    45:55 Building the industrial data fabric for energy
    47:16 How to reach Mo

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    51 分
  • Eric Rubenstein from New Climate Ventures
    2026/04/14

    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.


    Click here to watch a video of this episode.



    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


    Click here to view the episode transcript.


    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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    1 時間 11 分
  • Donald Kendall from New Climate Ventures
    2026/03/31

    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.

    Click here to watch a video of this episode.

    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


    Click here to view the episode transcript.

    0:00 New Climate Ventures and Investment Thesis
    8:00 Data Centers, Cooling, and Energy Independence
    10:00 $100 Oil and What It Means for the Energy Transition
    14:00 SAF, Carbon Alternatives, and Portfolio Companies
    21:00 Don's Background in Project Finance and Early Renewables
    26:00 SolarCity, Financial Engineering, and Residential Solar
    32:00 What Makes a Fundable Team
    38:00 The State of Venture Capital for Climate
    42:00 Why Invest in Climate Over AI
    43:00 Houston's Role in the Energy Transition
    49:00 Most Exciting Technologies Right Now
    51:00 Wildlife Conservation and Closing

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    55 分
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