Welcome to our new Sunday show. Each episode will have two segments, Sunday VC School and Climate startups. First, Jason and Molly discuss early-stage investing including, Jason's valuation vs. traction matrix (1:44) and developing a BS detector (23:03). Then Jason introduces Molly's new climate segment (27:15) and then Molly interviews New Energy Nexus CEO Danny Kennedy (33:38). They discuss what Danny looks for in clean energy investments(37:03) and more!

Valuation vs. Traction Matrix: https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix

(00:00) Jason intros the show
(01:44) Sunday VC School - Assessing a minimum viable product
(04:24) Valuation vs. Traction Matrix - https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix
(12:04) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(13:17) Getting a good price for a reasonable traction
(21:39) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription
(23:03) Why VCs need to trust their BS detector
(27:15) Jason and Molly introduce Molly's new climate segment
(31:40) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan
(33:38) Molly interviews Danny Kennedy, New Energy Nexus CEO
(37:03) What Danny looks for in clean energy investments
(44:13) What holds people back from investing in climate tech startups
(55:46) Hardware vs. software for climate investing

Check out New Energy Nexus: https://www.newenergynexus.com

FOLLOW Danny: https://twitter.com/dannyksfun
FOLLOW Jason: https://linktr.ee/calacanis
FOLLOW Molly: https://twitter.com/mollywood

#39 The Whistler and the Night Crawlers