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.
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