エピソード

  • 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.

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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.

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    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.

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    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
  • Donald Kendall from New Climate Ventures

    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.

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    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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    54 分
  • Ashish Gupta & Siddhartha (Sid) Paul from KonsciousPlanet/KP Labs

    Ashish Gupta & Siddhartha (Sid) Paul from KonsciousPlanet/KP Labs
    2026/03/17

    Critical metals like nickel and cobalt are slipping through the cracks and into landfills, and KP Labs is on a mission to get them back. Dr. Ashish Gupta and Siddhartha Paul, CEO and CTO and co-founders of KonsciousPlanet/KP Labs, break down how bacteria can pull valuable metals from e-waste, why recycling is really just energy independence in disguise, and why they're calling it urban mining.

    Click here to watch a video of this episode.

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    Click here to view the episode transcript.

    0:00 - Intro and KP Labs origin story
    3:26 - How the e-waste recycling technology works
    8:39 - Black mass, battery chemistry, and the logistics problem
    11:00 - America's recycling problem
    14:40 - Democratizing the recycling process
    18:29 - Commercialization plans and funding
    24:02 - Founders' backgrounds and how they met
    30:00 - Challenges in energy transition investing
    35:39 - Houston ecosystem and helpful resources
    38:07 - Investor misconceptions and how to pitch it right
    42:58 - Reframing the business as urban mining
    44:13 - What KP Labs is looking for right now

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    47 分
  • Imran Kizilbash & Abhinav Jain from Titanium Innovation Investments

    Imran Kizilbash & Abhinav Jain from Titanium Innovation Investments
    2026/03/03

    The industrial world is still running on manual processes and siloed data while our phones got smarter ten times over, and that gap is exactly where Titanium Innovation Investments is placing its bets. Abhinav Jain and Imran Kizilbash, co-founders and managing partners at Titanium Innovation Investments, break down what it actually takes to sell tech into enterprises that move slow by design, why product market fit is something you can lose just as fast as you find it, and how they evaluate founding teams when the revenue is basically zero. Plus some real talk on Houston's startup ecosystem and whether the city has the deal flow to back up the ambition.

    Click here to watch a video of this episode.

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    Click here to view the episode transcript.

    0:00 Introduction
    1:00 Titanium Innovation Investments thesis and origin story
    4:17 Why industrial tech adoption lags behind consumer tech
    7:01 Data as an asset in M&A and enterprise transactions
    10:23 Imran and Abhinav's career journeys from field to finance
    15:04 What product market fit actually looks like at seed stage
    19:24 Unit economics and business models in hard tech vs software
    29:56 Cutting through the AI hype in industrial applications
    34:23 Data ownership, legal challenges, and enterprise selling
    40:16 Change management and why adoption cycles are longer
    43:21 Portfolio construction and sector diversification
    50:13 Houston's startup ecosystem and deal sourcing nationally
    1:04:18 Advice for founders on fundraising and building trust

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    1 時間 10 分