New Wave.
Episodes
Carl-Magnus Norden (Volta Trucks & Decade Energy): Building the Energy Layer for Electric Trucks
28 Apr 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Charging the TransitionWhy electric trucks won’t scale without rethinking energ...
Lea Strumberger (KfW Capital): Inside Germany's $1B Fund of Fund
21 Apr 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****Thanks you, Morning for hosting the podcast this week. Get 20% off your next meeting r...
[5/5] Energy Carriers | Andy Lubershane (Energy Impact Partners)
19 Apr 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 The Fuel Problem No One Talks AboutWhy replacing fossil fuels isn’t just about ...
Arnaud Tran (Voltaback): The Economics of Corporate EV Charging
14 Apr 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Decentralizing the Fuel StationWhy EV charging, not the car, is the real bottlene...
[4/5] Geologic Hydrogen & Geothermal | Andy Lubershane (Energy Impact Partners)
10 Apr 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Drilling for the Future of EnergyCan geologic hydrogen and deep geothermal actual...
Torsten Kolind (UGV): Can Geothermal Scale Beyond Iceland?
07 Apr 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Drilling the Future, Can Geothermal Power Everything?From 0.01% to 8%, what it ta...
[3/5] How cheap can solar really get? Andy Lubershane (Energy Impact Partners)
03 Apr 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Crazy Cheap RenewablesWhat if solar becomes the cheapest energy source on Earth?W...
James Gutman: The Iran War Is Accelerating Europe’s Energy Transition
31 Mar 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Energy Security Is Climate StrategyWhy geopolitics may become the strongest accel...
[2/5] Is it worth betting on fusion? Andy Lubershane (Energy Impact Partners)
26 Mar 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Fusion, and Other Fusion-Level BetsWhy the dream of limitless clean energy is sti...
[1/5] The Case for a Nuclear Renaissance | Andy Lubershane (Energy Impact Partners)
19 Mar 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 The Case for a Nuclear RenaissanceWhy fission might be the most under appreciated...
Abhi Desai (Desai Ventures): The Missing Link in Fixing Methane
17 Mar 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 The Methane Blind SpotWhy one of the most powerful climate levers stayed invisibl...
Jared O'Leary (SirenOpt): Fixing Advanced Manufacturing
10 Mar 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 The Invisible Problem Inside Every FactoryWhy advanced manufacturing is still wil...
Otto Birnbaum (Revent): Conviction, Follow-Ons & 100x Outcomes
04 Mar 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Obsession, Timing & the 50x DecisionWhat it really takes to back, and double down...
Thor Gutierrez (Sirona): Is Direct Air Capture a Distraction?
26 Feb 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Removing CO₂ at 420 ppmIs direct air capture a distraction, or a necessity for ...
Fabian Heilemann (AENU): The 2026 Playbook for Climate VCs
18 Feb 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 No Green Premium, The 2026 Climate VC PlaybookWhy price parity, resilience, and m...
Sarah Sclarsic (Voyager): Electrification is the New Default
12 Feb 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****Listen now:Apple // Spotify // YouTube🌊 The Inflection Point Nobody NoticedWhy elec...
Fabien Koutchekian (Genomines): Can Plants Replace Mines?
05 Feb 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Mining Without MinesHow plants could unlock the next wave of critical metals.We’...
Katie Marsh (Recupere): Fixing Europe’s Copper Problem Without Mining
02 Feb 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Building a Sovereign Copper SupplyWe’re joined by Katie Marsh, Co-Founder & CEO...
Jacob Bro (2150): Closing a €220M Fund for Urban Climate Tech
26 Jan 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 Building Cities Without Breaking the SystemWhy urban climate tech must be faster,...
Joško Bobanović: The VC Playbook for Industrial Biotech
22 Jan 2026
Contributed by Lukas
Subscribe to the newsletter:New Wave | Hugo Rauch | Substack****🌊 A VC Playbook for Industrial BiotechWhat it really takes to turn great biology in...
Martijn Lopes Cardozo: Circular Economy VC Playbook
18 Jan 2026
Contributed by Lukas
Subcribe to the newsletter:New Wave | Hugo Rauch | Substack****Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact ...
Jahed Momand: AI, Nature & Pre-Seed Bets
14 Jan 2026
Contributed by Lukas
Subcribe to the newsletter: New Wave | Hugo Rauch | Substack****🌊 Pricing Nature As An AssetWhy the next wave of climate returns will be built on d...
Jessica Burley: Funding the Physical World in Europe
09 Jan 2026
Contributed by Lukas
Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator prog...
Erik Engellau: How To Commercialize Science
06 Jan 2026
Contributed by Lukas
Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator prog...
AI for Materials: Breakthrough or Illusion?
19 Dec 2025
Contributed by Lukas
Sign up to New Wave's newsletter. ***This week on New Wave Weekly:👉 AI won’t magically invent new materialsAlphaFold worked because biology had g...
Anna Finizio: Inside Europe’s Largest LP (EIF)
17 Dec 2025
Contributed by Lukas
Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator prog...
[Live @ Supercluster] #5: Microgrids, storage, and the grid bottleneck with Simon Belka (Shifted-Energy)
14 Dec 2025
Contributed by Lukas
🌊 Simon Belka on fixing the grid.Why long-duration storage and microgrids may define the next energy system.We’re joined by Simon Belka, Co-Found...
[Live @ Supercluster] #4: The state of European climate tech with Eglantine Dupuy (Dealroom)
14 Dec 2025
Contributed by Lukas
🌊 Eglantine Dupuy on what the data says about European climate tech.Why deep tech is winning, VC is retreating, and corporates are stepping in.We’...
[Live @ Supercluster] #3: From pilot to scale: EDF on working with startups (David Ferguson)
14 Dec 2025
Contributed by Lukas
🌊 David Ferguson on pilot-to-scale partnerships.Why corporate-startup partnerships fail and how to design the ones that actually work.We’re joine...
[Live @ Supercluster] #2: Investing in industrial green tech with Marc Lechantre (Axeleo)
14 Dec 2025
Contributed by Lukas
🌊 Marc Lechantre on industrial decarbonization.We’re joined by Marc Lechantre, Partner at Axeleo Capital’s Green Tech Industry Fund. After 15 y...
[Live @ Supercluster] #1: Why Europe needs more collaboration with Sam Goodall (Cambridge Cleantech)
14 Dec 2025
Contributed by Lukas
Sam Goodall on Europe’s Climate Tech “Supercluster”In Paris, I sat down with Sam Goodall, CEO of Cambridge Cleantech and co-founder of the Clima...
Marion Schuppe: Makesense Announces €25M Pre-Seed Impact Fund
11 Dec 2025
Contributed by Lukas
Makesense just closed its €25M pre-seed fund:So we sat down with Marion Schuppe to unpack what it really takes to build an impact-first VC from a no...
The Food Tech Playbook: What Actually Scales
05 Dec 2025
Contributed by Lukas
This week on New Wave Weekly:👉 Why food & ag still scare generalist VCsDespite being a $8T industry employing more people than any other, exits are...
Sid Khullar: Raising $10M (Pre-Seed) to Build the Agentic OS for Manufacturing
04 Dec 2025
Contributed by Lukas
🌊 The Excellence of Machines, Inside Aris Machina’s $10.7M Pre-SeedHow do you build an agentic operating system for manufacturing, and why now?We...
Douglas Sloan: How Impact LPs Pick Funds
02 Dec 2025
Contributed by Lukas
Thank you to this week’s sponsor:Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator prog...
AI for Manufacturing: Can Agents Take Over?
28 Nov 2025
Contributed by Lukas
This week on New Wave Weekly:👉 Aris Machina lands a monster “pre-seed”Founded by two former Northvolt leaders — including Peter Carlsson — ...
Alex Bakir: Fixing the Pre-Seed Sophistication Gap
26 Nov 2025
Contributed by Lukas
We’re joined by Alex Bakir, Partner at Norrsken Evolve, an operator-turned-investor who has built and scaled companies across Silicon Valley and Eur...
Einride’s $1.8B IPO: Hype, Hope, and Heavy Trucks
21 Nov 2025
Contributed by Lukas
This week on New Wave Weekly: 👉 Einride’s $1.8B IPO: A look inside the priceThe Swedish freight-tech giant is heading to the NYSE via SPAC at a 4...
Globalization in Climate Tech
20 Nov 2025
Contributed by Lukas
Today on New Wave Weekly: Sightline Climate just released the Globalization in climate tech report (download it here). I sat down with Julia Attwood, ...
Hampus Jakobsson: From Blackberry Exit to Climate VC
18 Nov 2025
Contributed by Lukas
We’re joined by Hampus Jakobsson, Partner at Pale Blue Dot, longtime founder, operator, and one of Europe’s most prolific early-stage investors.In...
Deep Tech Investing 101
14 Nov 2025
Contributed by Lukas
This week on New Wave Weekly: 👉 Why chip cooling is becoming a climate storyData centers are hitting thermal limits. Nvidia says liquid cooling is ...
Maex & Philip: 2x Unicorn Founders, Now Climate Investors
12 Nov 2025
Contributed by Lukas
How two founders turned a decade of building too-early ideas into a climate investment thesis for the next industrial wave.We’re joined by Maex Amen...
Thibaud Martin (Altrove): $10M to Reinvent Materials Discovery
10 Nov 2025
Contributed by Lukas
Today on New Wave: Altrove just raised $10M to reinvent how new materials are discovered, using AI and robotics to replace the world’s rarest elemen...
How LPs Pick Climate Funds
07 Nov 2025
Contributed by Lukas
This week on New Wave Weekly: 👉 How LPs really select climate fundsFrom 500 decks to a handful of checks, LPs reveal how they go about screening an...
Guillaume Gras: Investing In Growth-Stage Circular Startups
05 Nov 2025
Contributed by Lukas
🌊 The Fifth Swell Has ArrivedWhat does circularity really look like when the hype fades?I sat down with Guillaume Gras, Investment Director at ECBF...
The Case For "Boring" Industries
31 Oct 2025
Contributed by Lukas
This week on New Wave Weekly: 👉 The case for “boring” industriesWhy old-school sectors like steel, cement, mining, and logistics may be the bes...
Laura Fox: Investing in Sustainable Cities
28 Oct 2025
Contributed by Lukas
Supported by:Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and running...
A Few Thoughts on Stegra | Collaborative Capital | AI Meets Fusion
24 Oct 2025
Contributed by Lukas
This week on New Wave Weekly: 👉 Stegra and the Billion-Euro GapSweden’s Stegra (formerly H2 Green Steel) raised €6.5 billion to build Europe’...
Peter Platan: Inside Finland’s $3B LP: How They Back VC Funds
21 Oct 2025
Contributed by Lukas
Brought to you by:Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and ru...
Base Power Raises $1B | EIP’s Mega Fund | Germany’s CCS Push
17 Oct 2025
Contributed by Lukas
Brought to you by:D-CRBN - a Belgian startup turning industrial CO₂ emissions into valuable feedstock using cutting-edge plasma technology. If you w...
Terhi Vapola: Can Software Drive The Green Transition?
14 Oct 2025
Contributed by Lukas
Brought to you by:Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and ru...
Carolina Echecopar: What LPs Really Want from Climate Funds
07 Oct 2025
Contributed by Lukas
Brought to you by:Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and ru...
$45M Plant Nickel Bet | CVCs Step Into Power | Climate Tech’s Biggest Myth
03 Oct 2025
Contributed by Lukas
Brought to you by:D-CRBN - a Belgian startup turning industrial CO₂ emissions into valuable feedstock using cutting-edge plasma technology. If you w...
Proxima vs CFS: Fusion’s Race | The New Capital Stack | OpenAI Needs a Power Plant
26 Sep 2025
Contributed by Lukas
Brought to you by:D-CRBN - a Belgian startup turning industrial CO₂ emissions into valuable feedstock using cutting-edge plasma technology. If you w...
Does ESG actually add any value in VC?
18 Sep 2025
Contributed by Lukas
ESG is under fire. Some say it’s “good for the brand” but not foundational to the strategy. Others call it flat-out fraud.So I wanted to find ou...
Is Venture Capital the Right Tool for Climate Innovation?
13 Sep 2025
Contributed by Lukas
Sir Ronald Cohen is not your average climate investor. In 1972, he co-founded one of Europe’s first VC funds, which became Apax Partners, now with €...
Is Climate Adaptation VC-Backable?
11 Sep 2025
Contributed by Lukas
Brought to you by:Accelerating Impact - an independent non-profit advancing impact finance by mobilizing capital toward sustainable development and ru...
Is Waste The New Gold?
04 Sep 2025
Contributed by Lukas
Can circularity deliver on both carbon reduction and financial performance?Today, we’re joined by Nic Gorini, Managing Partner at Spin Ventures, a f...
Is AI Killing the planet?
21 Aug 2025
Contributed by Lukas
Artificial Intelligence is seen as a critical tool for solving climate change. We talk about optimizing grids, accelerating material discovery, and pr...
Which Battery Will Power Our Future? | Dave Borlace (Just Have a Think)
07 Aug 2025
Contributed by Lukas
Batteries are the backbone of the energy transition. From grid-scale storage to next-gen chemistries, the world is racing to shape a trillion-dollar i...
Who Writes The First Check in Climate?
24 Jul 2025
Contributed by Lukas
How do you secure that first yes from a climate investor?And how do you build the conviction needed to write the first check?***Co-hosted by Climate D...
Why Europe Is Winning the Climate Tech Race - Tove Larsson (Norrsken VC)
10 Jul 2025
Contributed by Lukas
This week, we sit down with Tove Larsson, General Partner at Norrsken VC, one of the largest climate VCs in Europe with already 3 unicorns in their po...
How She Built a Global Climate Investor Network - Helena Wasserman (Investors For Climate)
03 Jul 2025
Contributed by Lukas
This week, we sit down with Helena Wasserman, the co-founder of Investors for Climate, a global network of over 400 climate-focused investors across 2...
Why Green Tech Startups Fail, And How to Fix It - Laurits Bach Soerensen (Nordic Alpha Partners)
26 Jun 2025
Contributed by Lukas
As industrial greentech scales, it faces hypertransformation: disrupting value chains, deploying new tech, demanding huge capital, and struggling with...
Rethinking Climate VC for Africa - Desirée Pettersson (Satgana)
19 Jun 2025
Contributed by Lukas
This week, we sit down with Desirée Petterson, Head of Impact at Satgana, to dive deep into climate investing in Africa, a region often overlooked by...
How to Launch Winning Climate Startups - Benjamin Tincq (Marble)
12 Jun 2025
Contributed by Lukas
In this episode, we dive into one of Europe’s greatest climate venture studios: Marble.Ben Tincq, founding partner at Marble, joins us to discuss ho...
How Climate Tech Builds Europe’s Resilience - Craig Douglas (World Fund)
06 Jun 2025
Contributed by Lukas
From COVID-19 to the war in Ukraine, recent shocks have exposed a hard truth, Europe isn’t resilient yet. With the climate crisis accelerating, can ...
Microbes Are Taking Over Climate Tech - Olivier Mougenot (Wind)
28 May 2025
Contributed by Lukas
From improving food security to decarbonizing heavy industries and even transforming human health, microbes are emerging as a powerful tool in the fig...
Fixing Food Systems with Deep Tech - Lauri Reuter (Nordic FoodTech VC)
22 May 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.In this episode, I’m joined by Lauri Reuter, founding partner at Nordic FoodTech VC. We go deep into the m...
Is SECURITY the Key to the ENERGY Transition? Austin Wood (SET Ventures)
15 May 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.From underwater data cables to aging transformers, the infrastructure powering our world is under pressure, ...
Carbon Removal in 2025: What You Need to Know - Andrew Shebbeare (Counteract)
07 May 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.Thank you to BioEsol for sponsoring this episode. 💚BioEsol is an AI-powered energy company bringing Energ...
Can space technologies save the planet? - Dr. Hendrik Brandis (earlybird)
01 May 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.Thank you to BioEsol for sponsoring this episode. 💚BioEsol is an AI-powered energy company bringing Energ...
Bridging the funding gap in biotech - Annick Verween (Biotope by VIB)
24 Apr 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***This week, we’re joined by Annick Verween, Head of Biotope at VIB, where she backs early-stage biotech ...
USA vs Europe: Who Wins In Climate? - Matthew Blain (Voyager Ventures)
17 Apr 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Thank you to BioEsol for sponsoring this episode. 💚BioEsol is an AI-powered energy company bringing En...
How to Exit a Deep Tech Startup - Matt Jones (Syensqo)
10 Apr 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***This week, we’re joined by Matt Jones, Managing Partner at Syensqo, to break down one of the toughest c...
Climate Change Is a Social Issue - Alina Klarner (Impact Shakers)
03 Apr 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Thank you to BioEsol for sponsoring this episode. 💚BioEsol is an AI-powered energy company bringing En...
Solving the Energy Crisis with Software - Jan Lozek (Future Energy Ventures)
27 Mar 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***This week, we’re joined by Jan Lozek, founder and managing partner at Future Energy Ventures, to discus...
Startups Should Operate Like Sports Team – Romain Vidal (Teampact Ventures)
20 Mar 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***This week, we’re joined by Romain Vidal, co-founder of Teampact Ventures, a VC firm leveraging high-per...
No One Pays for Green Anymore - Yair Reem (Extantia)
13 Mar 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***This week, we’re joined by Yair Reem, Partner at Extantia Capital, to break down why the green premium ...
Scaling Europe’s Most Active Impact Angel Club - Tina Dreimann (better ventures)
06 Mar 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***This week, we’re joined by Tina Dreimann (thank you, Tim Schumacher, for the introduction), founder and...
How to Use LCAs for VC Investments - Dr Benedikt Buschpies (Planet A Ventures)
27 Feb 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***This week, we’re joined by Dr. Benedikt Buchspies, a scientist at Planet A Ventures, one of Europe's le...
When VC Meets Nonprofit - Marion Schuppe (makesense)
20 Feb 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***While traditional VC prioritizes financial returns, makesense invest is proving that social and environme...
Impact assessment matters less than you think – Raphaele Leyendecker (Techstars)
13 Feb 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Raphaele Leyendecker, a Managing Director at Techstars Sustainability Paris, where she has invested in 70...
Investing €300M in climate-tech that can sell to climate deniers - Tim Schumacher (World Fund, Ecosia)
04 Feb 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Tim Schumacher, General Partner at World Fund, joins the podcast to share insights on building Europe's l...
Lessons from cleantech 1.0 - August Solliv (Impact Supporters)
28 Jan 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***August Solliv, a former climate VC, and author of the newsletter Impact Supporters joins the podcast to d...
Aligning Climate Impact with Venture Success - Heidi Lindvall (Pale Blue Dot)
21 Jan 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Heidi Lindvall, a general partner at Pale Blue Dot, a climate-focused venture capital fund from the Nordi...
Climate Investing vs. Traditional VC - Eric Gossart (Racine2)
14 Jan 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Eric Gossart, a partner at Racine2, an 85 million euro impact fund focused on climate, health, and educat...
Why Are Energy VCs Investing BILLIONS Here? A Discussion With Thomas Bajas
07 Jan 2025
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Thomas Bajas, a VC at Founders Future, joins the podcast to discuss the energy market and how startups ar...
Why Boring Technology Could Save Our Planet - Dan Bowyer
20 Dec 2024
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Dan Bowyer, a partner at SuperSeed VC, a £50M UK fund investing in startups transforming the way the wor...
This $100B Market Could Save Our Planet - Lisa Mangertseder - Carbon Removal Partners
03 Dec 2024
Contributed by Lukas
Listen now on Apple, Spotify, and YouTube.***Lisa Mangertseder, a venture capital associate at Carbon Removal Partners, joins the podcast to explore t...