Inside the Trillion-Dollar Climate Industrial Revolution w/ Shawn Xu, Lowercarbon Capital

Inside the Trillion-Dollar Climate Industrial Revolution w/ Shawn Xu, Lowercarbon Capital

From Billion Dollar Moves™ with Sarah Chen-Spellings | Global Venture Capital by Sarah Chen-Spellings

December 11, 2025 · 1h 3m · Season 3 · Episode 11

About this episode

Shawn Xu discusses the climate industrial revolution and investment opportunities in various sectors.

The biggest industrial transformation of our lifetime is happening now and it’s not AI. It’s climate industrialism. Shawn Xu, Partner at Lowercarbon Capital (founded by Chris Sacca), discuss how Lowercarbon backs outlier founders, why “cheaper, better, faster” wins over green premiums, and where the biggest opportunities are emerging: energy, carbon removal, fusion, materials, resilience, and the AI-power bottleneck. If you’re an investor, founder, or operator ; or just tracking where smart money is moving- this episode is a must-watch. ---- Join Venture Nordics, the top investor program in Europe, designed for international GPs, LPs and Family Offices eager to explore opportunities in the New Nordics (Scandinavia & Baltics). Taking place in Helsinki, Finland, alongside Slush, the world's largest venture capital gathering. The 7-day program offers: Exclusive networking with Finnish and Nordic investors Deep insights into the Finnish startup and venture ecosystem Complimentary Slush ticket with access to curated side events A cottage getaway with the fellow participants to further bond and create long-lasting connections The program is free of charge, powered by Helsinki Partners…

People in this episode

Host: Sarah Chen-Spellings

Guest: Shawn Xu

Topics covered

  • climate industrialism
  • venture capital
  • energy
  • carbon removal
  • fusion
  • materials
  • resilience

Keywords

  • climate industrialism
  • Lowercarbon Capital
  • venture capital
  • energy
  • carbon removal
  • fusion
  • materials
  • resilience
  • AI
  • investment opportunities

Mentioned in this episode

Organizations: Lowercarbon Capital, Helsinki Partners

Places: Helsinki, Scandinavia, Baltics

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