PODCAST · business
New Wave.
by Hugo Rauch
Where the next wave of climate tech begins. newwavenewsletter.substack.com
Episodes
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#109 - Dan Brunner - Commonwealth Fusion - Is fusion still 20 years away?
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** New Wave is supported by: Evertrace: the leading founder detection engine for VCs. It traces signals across the digital landscape to uncover emerging founders earlier than anyone else, so you meet tomorrow’s founders today. I use…
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#108 - Josh Western - Space Forge - Growing materials in space
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Manufacturing in Space Why the next generation of advanced materials might be made 500 km above Earth. We’re joined by Josh Western, co-founder and CEO of Space Forge, a UK company building spacecraft to manufacture advanced...
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#107 - Julia Padberg - SET Ventures - "The energy transition is not a technology challenge"
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** New Wave is supported by: Evertrace: the leading founder detection engine for VCs. It traces signals across the digital landscape to uncover emerging founders earlier than anyone else, so you meet tomorrow’s founders today. I use…
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#106 - Dinesh Ganesan - Arctern - Climate Investing in the Age of Compute
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Financing the Hardware Era Why climate founders need to stop treating equity as the default way to pay for CapEx. We’re joined by William Godfrey of Tangible, who has spent the past few years developing a thesis around how...
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#105 - Steve Kloos - Burnt Island Ventures - “It's All One Water”
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Water’s Mispriced Opportunity Why one of the world’s most essential markets may also be one of venture capital’s most overlooked. Ahead of The Drop in Malmö, we’re joined by Steve Kloos, Partner at Burnt Island Ventures, a...
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#104 - William Godfrey - Tangible - CapEx Financing 101
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Financing the Hardware Era Why climate founders need to stop treating equity as the default way to pay for CapEx. We’re joined by William Godfrey of Tangible, who has spent the past few years developing a thesis around how...
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#103 - EDF, HTGF, Tetmet - Can Startups Reindustrialise Europe?
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** Brought to you by: EDF: partnering with New Wave on this mini-series to explore how cleaner energy, industrial innovation, and ambitious startups can rebuild Europe’s productive edge. Discover EDF’s work with industrial and…
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#102 - Marco Bertone - Syntetica - Nylon's dirty secret
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Can Fashion Break Free From Fossil Fuels? How Syntetica plans to turn the textile industry’s most complex waste into a scalable source of new materials. We’re joined by Marco Bertone, CEO and co-founder of Syntetica, a circular...
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#101 - Juan Nieto - Zacua VC - "Cement is the world's 3rd largest emitter"
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** Supported by: Leonard: The innovation and foresight platform of the VINCI Group, to tackle some of the biggest challenges facing VINCI’s businesses: the digital revolution, the accelerating pace of innovation, and the…
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#100 - Driss Laraqui - Fenix Energy - Using Iron as a Fuel to Replace Natural Gas
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** Supported by: Leonard: The innovation and foresight platform of the VINCI Group, to tackle some of the biggest challenges facing VINCI’s businesses: the digital revolution, the accelerating pace of innovation, and the…
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#99 - Clara Ricard - Transition - "Hardware can scale as fast as software, China proved it"
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Building Deep Tech at Software Speed What separates the best hardware founders, and why conviction matters more than consensus. We’re joined by Clara Ricard, investor at Transition, focused on hardware and industrial deep tech,...
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#98 - Andreas Saari - Paebbl - The cement that stores carbon - (live recording)
Brought to you by: Heights: a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave |…
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#97 - Beau-Anne Chilla - FORWARD.one - "Technology without commercialization is just expensive science"
Brought to you by: Heights: a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave |…
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#96 - Assia Kasdi - Milvus Advanced - "Can we create metals like we create shampoos?"
Brought to you by: Heights: a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave |…
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#95 - Maximilian Schwarz - Nucleus - "It needs to feel uncomfortable sitting with them"
Brought to you by: Heights: a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave |…
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#94 - Renaud Visage - SlateVC - The CTO behind Eventbrite is now chasing Europe's climate unicorns
Brought to you by: Heights: a design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave |…
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#93 - Patrik Möller - CorPower Ocean - "Wave energy could surpass global nuclear capacity."
Brought to you by Heights: A design agency founded by Gabri Grassi, helping impact-driven tech companies sharpen their brand, attract investors, and scale their reach. Grab your free brand checklist here or reach out to Gabri to elevate your brand. **** Subscribe to the newsletter: New Wave |…
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#92 - Timothée Parrique - "You can’t save the climate with capitalism"
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Can Capitalism Survive the Planetary Boundaries? We’re joined by Timothée Parrique (website), researcher in ecological economics at the University of Lausanne and one of the leading voices challenging the idea that endless...
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#91 - Ahmed Ismail - Dunia - Where AI meets material discovery
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 When AI hits the atom Why the future of materials discovery won’t be built on simulations alone. We’re joined by Ahmed Ismail, Co-founder & COO of Dunia, a Berlin-based deeptech company building AI- and robotics-powered systems...
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#90 - Carl-Magnus Norden - Decade Energy - Powering the next generation of trucks
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Charging the Transition Why electric trucks won’t scale without rethinking energy infrastructure We’re joined by a Carl-Magnus Norden, a veteran entrepreneur and founder of Decade Energy, previously behind Volta Trucks, one of...
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#89 - Lea Strumberger - KfW Capital - The LP Perspective on Raising a Climate Fund
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** Thanks you, Morning for hosting the podcast this week. Get 20% off your next meeting room (in Paris), just say you’re coming from Hugo at New Wave. **** 🌊 Inside an LP’s Mind What it really takes to raise climate-tech funds.…
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#88 - Andy Lubershane - Energy Impact Partners - Energy Carriers and the Future of Fuel [5/5]
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Fuel Problem No One Talks About Why replacing fossil fuels isn’t just about energy, it’s about how we carry it. We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this…
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#87 - Arnaud Tran - Voltaback - Charging Is the Real Bottleneck to Electrification
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Decentralizing the Fuel Station Why EV charging, not the car, is the real bottleneck to electrification We’re joined by Arnaud Tran, Co-founder & CEO of Voltaback, a company building the software layer for charging corporate...
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#86 - Andy Lubershane - Energy Impact Partners - Drilling for Hydrogen and Heat [4/5]
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Drilling for the Future of Energy Can geologic hydrogen and deep geothermal actually power the world? We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we go deep...
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#85 - Torsten Kolind - Underground Ventures - What It Takes to Make Geothermal Global
Thanks you, Morning for hosting the podcast this week. Get 20% off your next meeting room (in Paris), just say you’re coming from Hugo at New Wave. **** Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Drilling the Future, Can Geothermal Power Everything? From 0.01% to 8%…
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#84 - Andy Lubershane - Energy Impact Partners - The Economics of Ultra-Cheap Solar [3/5]
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Crazy Cheap Renewables What if solar becomes the cheapest energy source on Earth? We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this episode, we dive into the future of...
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#83 - James Gutman - Why Geopolitics Is Europe's Strongest Climate Accelerator
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Energy Security Is Climate Strategy Why geopolitics may become the strongest accelerator of Europe’s energy transition. We’re joined by James Gutman, strategist at The Carlyle Group and a longtime commodities and energy expert...
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#82 - Andy Lubershane - Energy Impact Partners - Can Fusion Ever Be Cheap Enough? [2/5]
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Fusion, and Other Fusion-Level Bets Why the dream of limitless clean energy is still alive, and why the real question is cost, not physics. We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel...
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#81 - Andy Lubershane - Energy Impact Partners - Nuclear's Second Act [1/5]
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Case for a Nuclear Renaissance Why fission might be the most under appreciated climate bet of our time. We’re joined by Andy Lubershane, Partner at Energy Impact Partners and author of Steel For Fuel. In this first of five...
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#80 - Abhi Desai - Desai Ventures - The Missing Link in Fixing Methane
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Methane Blind Spot Why one of the most powerful climate levers stayed invisible, and what it takes to build around it. We’re joined by Abhi Desai, Solo GP at Desai Ventures (an Indian family office), an early-stage investor...
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#79 - Jared O'Leary - SirenOpt - Real-Time Sensing for the Factory of the Future
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 The Invisible Problem Inside Every Factory Why advanced manufacturing is still wildly inefficient — and how real-time sensing could unlock the next wave of climate tech. We’re joined by Jared O’Leary, Co-founder of SirenOpt, a...
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#78 - Otto Birnbaum - Revent - Conviction, Follow-Ons and 100x Outcomes
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Obsession, Timing & the 50x Decision What it really takes to back, and double down on, a climate breakout. We’re joined by Otto Birnbaum, Founding Partner at Revent, an early-stage fund backing companies at the intersection of...
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#77 - Thor Gutierrez - Sirona - Is Direct Air Capture a Distraction?
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Removing CO₂ at 420 ppm Is direct air capture a distraction, or a necessity for net zero? We’re joined by Thor Gutierrez, Founder & CEO of Sirona Technologies, former Tesla engineer now building one of Europe’s most ambitious...
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#76 - Fabian Heilemann - AENU - "If you ask for green premium, go home."
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 No Green Premium, The 2026 Climate VC Playbook Why price parity, resilience, and market-rate returns are the only strategy that works now. In 2022, climate was hot. Capital was cheap. ESG was mainstream. Today? The pendulum has...
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#75 - Sarah Sclarsic - Voyager Ventures - Electrification Is the New Default
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** Listen now:Apple // Spotify // YouTube 🌊 The Inflection Point Nobody Noticed Why electrification, materials innovation, and better unit economics are reshaping climate VC. We’re joined by Sarah Sclarsic, General Partner &...
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#74 - Fabien Koutchekian - Genomines - Can Plants Replace Mines?
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Mining Without Mines How plants could unlock the next wave of critical metals. We’re joined by Fabien, Co-Founder & CEO of Genomines, a company rethinking how the world sources nickel, not by digging deeper, but by growing...
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#73 - Katie Marsh - Recupere - Copper Is the Bottleneck No One Talks About
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Building a Sovereign Copper Supply We’re joined by Katie Marsh, Co-Founder & CEO of Recupere Metals, a next-gen industrial company rethinking how copper is produced for electrification. Fresh off a €5M seed round closed in just...
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#72 - Jacob Bro - 2150 - €210M to Decarbonize Cities
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Building Cities Without Breaking the System Why urban climate tech must be faster, better, and cheaper to truly scale. We’re joined by Jacob Bro, General Partner at 2150, one of Europe’s most thoughtful urban climate investors,...
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#71 - Joško Bobanović - Sofinnova Partners - Turning Great Biology into Scalable Companies
Subscribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 A VC Playbook for Industrial Biotech What it really takes to turn great biology into scalable, venture-backable companies. We’re joined by Joško Bobanović, Partner in Industrial Biotech at Sofinnova Partners, one of Europe’s…
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#70 - Martijn Lopes Cardozo - Regeneration VC - Rethinking How We Design, Use and Reuse Everything
Subcribe to the newsletter: New Wave | Hugo Rauch | Substack **** Thank you to this week’s sponsor: Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial...
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#69 - Jahed Momand - Cerulean Ventures - AI, Nature and Pre-Seed Bets
Subcribe to the newsletter: New Wave | Hugo Rauch | Substack **** 🌊 Pricing Nature As An Asset Why the next wave of climate returns will be built on data, ecosystems, and risk We’re joined by Jahed Momand, General Partner at Cerulean Ventures, a pre-seed fund backing founders applying AI and...
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#68 - Jessica Burley - Planet A - The Hard Truth About Funding Hard Tech
Thank you to this week’s sponsor: Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial support, and a strong community. Apply here. *** 🌊 Hardware Is Hard....
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#67 - Erik Engellau - Norrsken Launcher - Turning World-Class Research into World-Class Companies
Thank you to this week’s sponsor: Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial support, and a strong community. Apply here. *** 🌊 How To...
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#66 - Robina, Matthew, Vera - Contrarian, Voyager Ventures & Apex Ventures - AI for Materials: Breakthrough or Illusion?
Sign up to New Wave's newsletter. *** This week on New Wave Weekly: 👉 AI won’t magically invent new materials AlphaFold worked because biology had great data. Inorganic materials don’t. Sparse datasets, missing thermodynamics, and poor characterization remain the biggest blockers. 👉 The real…
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#65 - Anna Finizio - EIF - Inside Europe's Largest LP
Thank you to this week’s sponsor: Accelerating Impact - a non-profit advancing impact finance by mobilizing capital and running free accelerator programs for emerging fund managers. Join for expert coaching, training, financial support, and a strong community. Apply here. *** 🌊 A New Swell Has...
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#64 - Simon Belka - Shifted - Microgrids, Storage and the Grid Bottleneck
🌊 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-Founder of Shifted Energy, a long-duration energy storage startup building compressed-air systems for the decentralized grid. In this episode, we dive…
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#63 - Eglantine Dupuy - Dealroom - The State of European Climate Tech
🌊 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’re joined by Eglantine Dupuy, Research Associate at Dealroom.co, where she tracks Europe’s climate and deep tech ecosystem through one of the most...
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#62 - David Ferguson - EDF - From Pilot to Scale: How Corporates Work with Startups
🌊 David Ferguson on pilot-to-scale partnerships. Why corporate-startup partnerships fail and how to design the ones that actually work. We’re joined by David Ferguson, Head of Innovation (UK) at EDF, a 20-year energy veteran working at the intersection of climate, technology, and large-scale...
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#61 - Marc Lechantre - Axeleo - Can Europe Re-Industrialize and Decarbonize at Once?
🌊 Marc Lechantre on industrial decarbonization. We’re joined by Marc Lechantre, Partner at Axeleo Capital’s Green Tech Industry Fund. After 15 years in the automotive industry, Marc now backs the founders building the factories, materials, and energy systems that actually move the climate…
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#60 - Sam Goodall - Cambridge Cleantech - Building a Pan-European Climate Tech Ecosystem
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 Climate Tech Supercluster. We unpacked a question I kept hearing:Why does Europe lead in climate innovation, but fall behind on scale? Sam’s take is...
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Frequently Asked Questions
How many episodes does New Wave. have?
New Wave. currently has 109 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is New Wave. about?
Where the next wave of climate tech begins. newwavenewsletter.substack.com
How often does New Wave. release new episodes?
New Wave. publishes regularly with 109 episodes available. Check the episode list for the typical release schedule.
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Who hosts New Wave.?
New Wave. is created and hosted by Hugo Rauch.
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