#280 Why Every Company Will Decarbonize & The Climate Investment Arbitrage | Andrew Beebe (Obvious Ventures)

00:00 – Intro: Andrew Beebe’s background in Cleantech since 2002.03:34 – Obvious Ventures & Fund V: Deploying a new $360M fund.04:59 – The Next Vintage: Why the tourists are gone and the real builders remain.08:23 – The Branding Problem: Why "Climate Tech" mirrors the 1990s Internet boom.16:30 – Global Markets vs. US Politics: The inevitability of the energy transition.20:46 – The AI Energy Crisis: Utilities facing 50% demand growth from data centers.25:53 – Generative Science: How AI is accelerating materials science and geothermal exploration.28:20 – Local Politics: Why hyperscalers must win over local communities to build.34:01 – Texas as a Mecca: Why low-regulation red states are building the most clean energy.38:56 – Physical AI & Autonomy: From robotic shipping vessels to electric aviation.47:01 – The Hardware Playbook: Why you want to be a buyer (not a seller) on a plummeting cost curve.51:50 – The Ultimate Arbitrage: Making money when you know the transition is inevitable. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe