Climate CEOs: Scaling Startups

Climate tech is scaling fast. But the data shows huge gaps in industrial decarbonization, carbon removal, energy storage, and the capital needed to turn breakthrough technologies into profitable businesses.Company bio:Speed & Scale is a climate action initiative built around measurable objectives and key results (OKRs) for reaching net-zero emissions, originating from John Doerr’s Speed & Scale framework. https://speedandscale.comIts Climate Tech Map, developed with partners including Breakthrough Energy, Elemental Impact, Energy Innovation, McKinsey Sustainability, and Stanford’s Doerr School, organizes thousands of climate technologies into a navigable roadmap of decarbonization opportunities.https://climatetechmap.comGuest bios:Ryan Panchadsaram is co-author of Speed & Scale and an investor at Doerr Capital, where his work spans climate technology investing, philanthropy, and climate strategy; his earlier career includes entrepreneurship and public-sector leadership. Quinn is Director of Research at Speed & Scale, and an investor at Doerr Capital, where she helps translate complex climate, technology, and market data into actionable frameworks for investors, entrepreneurs, policymakers, and professionals entering climate tech.Seven things you’ll learn in this episode:Why steel, cement, and food may offer more climate-tech whitespace than the crowded energy sector.Why climate technologies need a green discount, not just cost parity.How deep tech founders can prove their path from expensive prototype to profitable scale.Why manufacturing talent often needs to join a climate startup earlier than founders expect.Why long-duration energy storage is emerging as a major investment opportunity.Where climate capital is surging—and where promising technologies are still starved for funding.Why successful leaders should spend more time creating than consuming.--Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs.→ entrepreneursforimpact.com Join 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read.→ entrepreneursforimpact.substack.comLeave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.

What if America could add gigawatts of nuclear power without building new nuclear plants? Alva Energy is upgrading existing reactors to produce 20–30% more power, potentially adding 200–300 megawatts per plant in just 3–5 years.Company bio:Alva Energy is developing technology to increase the output of existing nuclear power plants by upgrading their nuclear steam systems and adding a second turbine generator. The company is already working exclusively with six operating reactors, and estimates projects could add roughly 200–300 MW for around $1B, less than one-fifth the cost of new nuclear construction.Speaker bio:James Krellenstein is the co-founder and CEO of Alva Energy. A physicist by training and the son of a nuclear engineer and energy economist, James combines nuclear technology, project finance, and first-principles thinking. Alva has raised a $32M Series A led by former Intel CEO Pat Gelsinger with Playground Global.Five lessons for entrepreneurs:Look for billion-dollar opportunities hiding in plain sight – Alva’s core nuclear uprate approach had already been demonstrated in Sweden. The opportunity came from understanding why it hadn’t scaled in the US—and redesigning around that bottleneck.Go to the source material – James traces part of Alva’s technical insight to reading a 15,000-page nuclear engineering filing. Secondary summaries are convenient; sometimes the best opportunities are buried several layers deeper.Design the financing alongside the technology – Alva separates its venture-backed TopCo from individual project companies that can use project debt and equity. The goal is to make nuclear upgrades financeable like other infrastructure assets.Don’t let venture capital’s obsession with speed destroy execution – Demand grew faster than Alva expected, reaching engineering exclusivity with six reactors in under two years. James has deliberately tapped the brakes when necessary because nuclear engineering quality matters more than locking up TAM.Align incentives around getting projects built – Instead of relying on traditional time-and-materials contracts that can reward higher project costs, Alva uses fixed-price structures and invests alongside project investors. Everyone benefits from bringing projects online faster and cheaper.--1️⃣ Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs.→ entrepreneursforimpact.com2️⃣ Join 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read.→ entrepreneursforimpact.substack.com3️⃣ Leave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.

What if commercial businesses could cut clean energy project costs by up to 45%, all while someone else finds, buys, finances, and operates on-site systems on massive real estate portfolios?Company bio:VECKTA Energy is a technology platform that helps businesses design, procure, finance, and operate on-site energy systems, including solar, batteries, and generators. Its platform can analyze thousands of data points across large property portfolios, identify the best opportunities, and connect buyers with a network of 4,000+ suppliers, developers, equipment providers, and financiers.Speaker bio:Gareth Evans is the founder and CEO of VECKTA Energy. An environmental scientist by training, his career took him from oil and gas projects in Iraq to leading a global power consulting practice, where he saw firsthand both the vulnerability of traditional energy supply chains and the complexity of buying distributed energy systems.Five lessons for entrepreneurs:Turn complexity into your moat – Vecta sits between consultants, developers, financiers, equipment providers, and customers. Instead of avoiding a fragmented market, it built technology to coordinate it.Align your business model with customer outcomes – Customers pay a subscription, but Vecta also earns a success fee when projects actually get contracted. The company wins more when customers move from analysis to steel in the ground.Sell economics before sustainability – Gareth has watched customer priorities shift from sustainability toward cost, predictability, and increasingly reliability. Meet customers where their budgets and pain actually are.Follow customers into new markets – Rather than expanding internationally because the TAM looks attractive, Vecta follows existing customers into new geographies, pressure-tests the model, and then decides where to invest at scale.Earn your stripes before chasing the title – Gareth’s advice to younger leaders: be patient, learn the craft, take difficult assignments, and build credibility. Responsibility is more valuable when you’ve developed the judgment to handle it.--1️⃣ Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs. → entrepreneursforimpact.com2️⃣ Join 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read. → entrepreneursforimpact.substack.com3️⃣ Leave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.

Electric vehicles shouldn't just be gas trucks with batteries. They should be entirely different machines. That's the premise behind Tello Trucks' attempt to reinvent one of America's most iconic vehicles.Company bio:TELO Trucks is an electric vehicle company building a mini truck designed to deliver full-size truck utility in a much smaller footprint. The vehicle is engineered for city life, with easier parking, better maneuverability, and strong towing and payload capabilities. The company’s core idea is that electrification should enable completely new vehicle designs, not just “gas cars with batteries.”Speaker bio:Jason Marks is the co-founder and CEO of TELO Trucks. He is a mechanical engineer by training, a lifelong vehicle builder, and an automotive safety expert with deep experience in validation, radar/LiDAR systems, and vehicle crash safety. Before Tello, he worked across the automotive ecosystem, and he brings a highly technical, founder-led approach to product, manufacturing, and team building.Five lessons for entrepreneurs:Use a technology shift to rethink the category – Don’t just copy the old product in a new form factor; ask what the new technology makes possible. For example, EVs allow for a much shorter vehicle with the same or greater functionality.Start with a niche, but tell a big story – A focused wedge can get you moving, but investors and talent need to see the world-changing vision. Think A, B, then Z.Capital efficiency matters – Small design choices can dramatically reduce material, parts, and manufacturing complexity. Don’t ignore the beneficial cascade effect.Customer obsession shapes the product – Direct feedback from users can improve real design decisions, not just marketing. And even better when all your employees want to be customers of your future product.Founder credibility compounds when it comes from lived expertise – Jason’s technical background lets him make unusually bold claims because he can tie them to concrete engineering decisions, not just vision.--1️⃣ Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs. → entrepreneursforimpact.com2️⃣ Join 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read. → entrepreneursforimpact.substack.com3️⃣ Leave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.

How do you turn degraded farmland into an investable climate asset? Living Carbon has raised $76M in equity and unlocked $500M in project finance by combining reforestation, biomass, and long-term infrastructure thinking.Living Carbon restores degraded agricultural and mine lands through reforestation while developing biomass supply chains for industrial customers..Maddie Hall is the co-founder and CEO of Living Carbon. Before launching the company, she worked at OpenAI and Y Combinator.How to unlock project finance for climate startups — Why demonstrating repeatable execution, securing blue-chip customers, and reducing underwriting risk enabled Living Carbon to raise $500M beyond traditional venture capital.Why degraded land beats pristine forests — How abandoned farmland and former mine sites create stronger economics, lower land costs, and higher carbon additionality while avoiding competition with food production.Building two businesses within one company — Why Living Carbon separates its carbon credit business from its biomass platform, generating multiple revenue streams without relying entirely on voluntary carbon markets.Ignoring carbon market hype — Why Maddie focuses on building a business that will still matter in 2030 instead of chasing today's policy changes, pricing swings, or investor excitement.Leadership lessons from scaling startups — Why founders should catastrophize less, become comfortable with rejection, stop optimizing for being liked, and build routines that support long-term resilience.--1️⃣ Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs. → entrepreneursforimpact.com2️⃣ Join 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read. → entrepreneursforimpact.substack.com3️⃣ Leave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.

Aalo Atomics is developing modular nuclear power plants designed for factory production. They seek to make nuclear energy scalable enough to support AI infrastructure, industrial heat, desalination, and synthetic fuels.Matt Loszak, founder and CEO of Aalo Atomics, discusses how his team is moving from software to nuclear, scaling from 2 to 165 employees in three years, raising $300M+, and pursuing a vision of abundant energy for AI, industry, and beyond.Prior to returning to his nuclear engineering roots, he founded Humi, a payroll and HR software company that grew to process roughly $10 billion in payroll.Here's what we discussed:Project to product – Why nuclear's biggest opportunity may be moving from custom megaprojects to mass-manufactured energy systems.Designing around logistics – The team constrained reactor size to what can be shipped on a truck, enabling factory production and modular deployment.Speed as a competitive advantage – Going from company formation to first reactor in under three years while scaling to 165 employees.The economics of abundance – Why sub-10¢/kWh is a critical milestone and how 3¢/kWh could fundamentally reshape global industry.Building the nuclear talent stack – Recruiting leaders from SpaceX, Tesla, Bloom Energy, and advanced reactor programs to accelerate execution.--1️⃣ Join our confidential CEO community.Private CEO group for VC/PE-backed climate tech founders navigating capital, strategy, and scale. Capped at 45 CEOs. → entrepreneursforimpact.com2️⃣ Join 40,000 professionals who get our newsletter.Climate tech finance, strategy, leadership. 2-min read. → entrepreneursforimpact.substack.com3️⃣ Leave a podcast review.If you got value, take 30 seconds and do the community a favor. It helps push more capital and talent toward scalable climate solutions.