エピソード

  • Dana Vazquez from Coflux Purification

    Dana Vazquez from Coflux Purification
    2026/08/25

    One drop of PFAS can contaminate an Olympic sized swimming pool, and 90 percent of us are carrying it in our blood. Dana Vazquez, cofounder and Chief Commercial Officer at Coflux Purification, explains why the current industrial fix is basically a giant Brita filter headed for a landfill, and how her team built a material that captures forever chemicals and destroys them in one step. Plus the liability bill coming for companies that wait, and what it takes to get a first skid into the field.

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    00:00 Intro
    01:14 Meet Dana Vazquez
    02:04 What PFAS is and why it never leaves
    06:23 From consulting to co-founding
    09:12 How the technology works
    13:44 Scaling up and staying modular
    16:47 The regulation picture
    18:40 Liability is the real driver
    23:30 Home filters and what actually works
    26:45 Funding the build
    30:46 Why this one is personal
    32:25 The first field deployment
    37:03 Scientists and business people
    42:43 What the fall looks like
    45:36 The trouble with testing
    47:15 Where to find Coflux

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    48 分
  • Jacob Vizinat & Jason Harry from Iron Stag Advisory & Pontem Analytics

    Jacob Vizinat & Jason Harry from Iron Stag Advisory & Pontem Analytics
    2026/08/04

    Two engineers who spent years driving innovation inside a major oil company get honest about why the offshore world will land a robot at 20,000 psi but won't swap the pen and paper. Jacob Vizinat of Iron Stag Advisory and Jason Harry of Pontem Analytics unpack the corporate immune system, why the real value lives in the rock, the black magic of flow assurance, and how the right advisor can turn a single pilot into a real shot for energy tech founders.

    Click here to watch a video of this episode.


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    00:00 Intro
    00:46 Meet Jacob and Jason
    02:34 Life as a petroleum engineer
    05:55 Driving innovation inside a major operator
    08:26 Trading pen and paper for iPads
    11:35 The corporate immune system
    16:20 Why the value lives in the rock
    26:32 Flow assurance and black magic
    32:46 How short-term thinking kills innovation
    36:00 Building advisory firms after the merger
    38:35 Drones, robots, and the rare orchestrators
    46:31 What it takes to go offshore
    48:00 Reading the 2025 market
    53:25 Why founders avoid the gold mine
    56:02 Advice for early stage founders
    1:01:12 Where to find them

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    1 時間 5 分
  • Gabe Cuadra from Powerhouse Ventures

    Gabe Cuadra from Powerhouse Ventures
    2026/07/22

    Flat load growth is dead, and AI just flipped the whole power sector on its head. Gabe Cuadra of Powerhouse Ventures gets into what that means for founders chasing capital in climate and energy, why algorithms alone never make a real moat, and how to actually pitch an early stage VC without wasting the room. Plus the messy truth about selling into utilities, spotting founder market fit, and why Houston is quietly turning into a place worth building.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    00:00 Intro
    00:45 What keeps a climate investor up at night
    01:55 How Powerhouse Ventures invests
    05:20 AI, load growth, and a changing grid
    08:30 What traction looks like at early stage
    10:25 Finding founder market fit
    12:00 Houston vs the coasts
    18:13 How to pitch early stage VCs
    19:18 Why algorithms are never the moat
    25:04 The reality of selling into utilities
    28:17 Gabe's winding road into energy VC
    34:40 Inside the investment process
    37:02 Founder red flags
    42:21 Standing out when you pitch
    43:30 What has him excited next
    46:27 The case for Houston
    48:50 How to reach out

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    50 分
  • Arindam Bhattacharya from Tailwind Futures

    Arindam Bhattacharya from Tailwind Futures
    2026/07/07

    Most climate money chases decarbonization while a bigger problem piles up: two thirds of the losses from extreme weather and disasters go completely uninsured. Arindam Bhattacharya spent 30 years at SLB before launching Tailwind Futures to back startups hardening infrastructure, supply chains, and workforce against a changing climate. He argues resilience is a growth story, not just damage control, and walks through a portfolio from corrosion-proof rebar to a material that could replace copper.

    Click here to watch a video of this episode.


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    0:00 Intro
    0:28 Meet Arindam and Tailwind Futures
    2:07 30 years at SLB and the jump to venture
    4:06 The insurance gap nobody talks about
    7:05 Where the capital for resilience isn't going
    12:11 Playing offense: resilience as a growth story
    15:29 Government pullback and the opening it creates
    18:22 The portfolio and how the fund invests
    19:02 DexMat and replacing copper
    25:20 Allium and solving steel corrosion
    29:17 Water, heat, and flooding bets
    33:30 Sourcing deals across the US and Europe
    35:00 What makes a company worth backing
    40:17 Giving founders honest feedback
    44:27 How pitching differs around the world
    47:36 Finding the best companies theme by theme
    50:20 Cooling, wildfire, and parametric insurance
    54:11 Pitching Arindam and Houston's role
    57:16 Where to find Tailwind Futures

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    1 時間
  • Mitra Miller from Houston Angel Network

    Mitra Miller from Houston Angel Network
    2026/06/18

    Writing the check is the easy part. The marriage that comes after is what nobody warns founders about until they are five years deep. Mitra Miller, President and Board Member of the Houston Angel Network, gets into what actually makes a startup investable, why she hunts for red flags fast, and how being a founder herself rewired the way she writes checks. Plus where Texas capital needs to go next, why AI is quietly soaking up all the oxygen, and how 25 years reshaped the Houston ecosystem.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    0:00:00 Intro
    0:00:28 Inside the Houston Angel Network at 25
    0:02:12 From the dotcom boom to angel investing
    0:05:44 Why being a founder makes a better investor
    0:09:43 How new angels learn the game
    0:13:38 Pitching HARN and what makes a company investable
    0:18:18 Why investing is a marriage, not a check
    0:27:25 Reading founders and spotting red flags
    0:36:48 What has changed in 25 years
    0:42:01 When venture money is not the answer
    0:46:29 Houston, Texas, and the energy transition
    0:51:25 All of the above: data centers, the grid, and fusion
    0:58:02 Public vs private capital in Texas
    1:02:44 The capital outlook and AI's pull on funding
    1:09:16 Secondary markets and finding liquidity

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    1 時間 15 分
  • Gary Martin from Scan Ninja AI

    Gary Martin from Scan Ninja AI
    2026/05/19

    Cybersecurity is invisible until it isn't, and Gary Martin, CEO and founder of Scan Ninja AI, is on a mission to make continuous vulnerability management affordable for startups and mid-sized companies hackers love to target. Gary walks through SOC 2 readiness without the once-a-year scramble, how AI agents are changing scanning and remediation, why he ditched CapEx pricing to disrupt the market, and the brutal lessons from going all in after two and a half years building on the side.

    Click here to watch a video of this episode.


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    Click here to view the episode transcript.

    00:00 Intro
    00:28 Meet Gary Martin and Scan Ninja AI
    02:03 Vulnerability scanning and AI-driven remediation
    05:16 Third-party risk and what enterprises like ExxonMobil require
    05:58 What SOC 2 actually is and the 90-day audit
    07:33 Continuous compliance vs the once-a-year scramble
    08:47 Vibe coding, npm vulnerabilities, and what slips through
    11:46 Why Gary finally went full time
    13:20 The reality of hacks on small and mid-sized companies
    15:05 Where the Scan Ninja name came from
    17:33 Detection, remediation, and built-in project management
    21:35 Business model, MSPs, and tokenization
    23:52 Who actually needs Scan Ninja
    26:09 Sponsor break: Saffron
    26:46 Lessons from leaving Exxon and starting up
    31:32 The pivot from selling product to selling solution
    34:48 Pricing, perception of value, and the no-discount rule
    39:08 Building a lean company in the age of AI
    41:08 Sales outreach with Apollo and token-based economy
    43:30 What he loves most about being a founder
    45:15 Advice for anyone thinking about taking the leap
    47:03 Five-year vision and the Super Bowl commercial
    48:13 How to find Scan Ninja AI

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    50 分
  • Mo (Mohammed) Saadat from Stratahub

    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.


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    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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    50 分
  • Eric Rubenstein from New Climate Ventures

    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.



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    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 10 分