DON’T BE A QUITER
Many have told us that “climate” is a bad word in the US right now. As a result, we’ve seen funds and startups reposition themselves around terms like “energy transition,” “defence,” or “resource security.” We still use the word climate to describe what we aspire to solve—but we haven’t always done the best job of communicating the opportunity.
We tried activism: vote, donate, divest, change your behavior—because it’s the right thing to do. Guilt wasn’t enough. We asked the scientists: 1.5 degrees target, 350 ppm limit, 50 billion tonnes of CO₂ per year to abate. Data wasn’t enough. We tried roadmaps: Project Drawdown, How to Avoid a Climate Disaster, Speed & Scale. Clear plans for what to do from respected business icons. Roadmaps weren’t enough. We need more people involved faster.
This has led us to reframe how we describe what we do. We invest in the future of production and consumption. We are seeing the reimagining of every industry to solve supply constraints through innovation. Every business, consumer, and investor understands the value of reducing waste—whether it’s labour, feedstock (water, energy, critical minerals), or post-production—to increase profitability. This shift isn’t ideological. It’s pragmatic and inevitable and it’s already working—this is climate investing.
Heat pumps are now cheaper than furnaces and AC’s in half of US states and solar and storage installations accounted for 85% of new capacity in 2025. These technologies are winning on cost, performance, and resilience. At the same time, geopolitics and supply chain fragility are forcing a rethink of how and where things get made.
