About this episode

Eric Rubenstein discusses the energy transition as a new industrial revolution and shares insights on power demand and investment strategies.

Eric Rubenstein, managing partner at New Climate Ventures, joins Jason and Nada live from Ceraweek to make the case that what we're calling an energy transition is actually a new industrial revolution. He breaks down why data centers are only the fifth biggest driver of power demand, how his 35-company portfolio is shifting toward localized production and supply chain resilience, and what founders absolutely need to nail before walking up to an investor at a conference. Click here to watch a video of this episode. Join the conversation shaping the future of energy. Collide is the community where oil & gas professionals connect, share insights, and solve real-world problems together. No noise. No fluff. Just the discussions that move our industry forward. Apply today at collide.io Click here to view the episode transcript. 00:00 - Intro and Ceraweek impressions 07:11 - What is actually driving power demand growth 13:41 - The all-of-the-above energy reality 19:12 - NCV fund thesis and origin 22:28 - Portfolio breakdown and data center exposure 25:07 - Upcycling waste into value 28:30 - How the portfolio informs investment strategy 34:19 - Is venture capital broken for hard…

People in this episode

Hosts: Jason, Nada

Guest: Eric Rubenstein

Topics covered

• energy transition
• industrial revolution
• power demand
• localized production
• investment strategy
• venture capital
• startups

Keywords

• energy transition
• power demand
• localized production
• venture capital
• startups
• investment strategy
• Ceraweek

Mentioned in this episode

Organizations: New Climate Ventures

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