Why One Climate Tech Investor Is Betting On Hardware

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In the fast-evolving world of climate tech, everything under the hard tech umbrella — hardware, deep tech, and science-driven innovation — is now commanding attention. This isn’t a fleeting trend; it’s a shift to contend with the most formidable challenges of climate change that require tactile, physical answers and cornerstones for anyone serious about driving down emissions and cleaning up the atmosphere.

Innovations in fields like manufacturing, computing, and robotics are empowering entrepreneurs to create new climate solutions. The companies they’re building are faster, more dynamic, and less risky than typical assumptions of hard tech. The traditionally slow-paced development has given way to fast iterations with innovation cycles of months rather than years. Biotech is powering new agriculture solutions. Solar installation is accelerating with the aid of robotics.

For example, with heat pumps — somebody might not understand them, could be nervous about the repair rate, doesn’t know how to apply for incentives, or doesn’t know how to size the system.The most exciting solutions I’m seeing are from chemistry, physics, and biology experts. This puts pressure on investors to build their technical acumen to spot and support the growing pipeline of Ph.D. and postdocsto start companies.

The best pitches start with “I visited dozens of target users and realized that the real pain point or gap in the market is X.” Founders get bonus points if they can illustrate how their team is learning fast and breaking down big complex problems into quickly interactive parts in order to de-risk solutions.People with technical backgrounds aren’t the only ones directing attention to climate solutions.

 

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