#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” industriesWhy 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 fightIf you’re selling into consolidated commodity markets with decade-long relationships, how do you build venture-scale outcomes?👉 Market growth vs. GTM speedShould you chase TAM growth blindly or go for large markets where urgency is spiking?***Wave Makers: Matthew Blain - Voyager VenturesHampus 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 reviewApple 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

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