
Gregory Dewerpe discusses the evolution of climate investing and the impact of AI on physical infrastructure.
In this episode I’m joined by Gregory Dewerpe, Founder of NOA (formerly A/O), to cut through the noise on climate investing. We talk about the shift from abundance to discipline, why Europe and the US are now playing different games, and how AI will matter in the physical world—grids, buildings, materials—rather than the hype layer. Candid, practical, and economics-first: adoption wins when solutions are cheaper, smarter, and scale. What we cover Why A/O became NOA: moving from “propte...
Guest: Gregory Dewerpe
Products: NOA
Places: Europe, US
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