#45 - Hampus & Matthew - Pale Blue Dot & Voyager Ventures - The Case for "Boring" Industries

from New Wave. · host Hugo Rauch

This week on New Wave Weekly: 👉 The case for “boring” industries Why old-school sectors like steel, cement, mining, and logistics may be the best places for climate founders to win (if you can crack GTM and avoid CapEx traps). 👉 Product vs. commodity: know your fight If you’re selling into consolidated commodity markets with decade-long relationships, how do you build venture-scale outcomes? 👉 Market growth vs. GTM speed Should you chase TAM growth blindly or go for large markets where urgency is spiking? *** Wave Makers: Matthew Blain - Voyager Ventures Hampus Jakobsson - Pale Blue Dot *** (00:00) Introduction (00:51) The Case For “Boring” Industries. (19:30) Market growth vs. GTM Speed. (26:00) Recruiting Talents. (28:08) Wrap-up *** ✨Leave a review Apple Podcasts - https://shorturl.at/HIDcg Spotify - https://shorturl.at/yDTfR This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

Episode metadata supplied by the publisher feed · Published Oct 31, 2025

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#45 - Hampus & Matthew - Pale Blue Dot & Voyager Ventures - The Case for "Boring" Industries

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