Episode 56: "Hard Tech Is Hard, But So Is Software” | Industrial Sustainability VC Anthony Del Porto on Finding Step-Change Value in Hard Tech, Why the Valley of Death Is Shrinking, and Where he’s Seeing Alpha in 2026

Episode 56: "Hard Tech Is Hard, But So Is Software” | Industrial Sustainability VC Anthony Del Porto on Finding Step-Change Value in Hard Tech, Why the Valley of Death Is Shrinking, and Where he’s Seeing Alpha in 2026

March 3, 2026 · 47 min · Season 1 · Episode 56

About this episode

The episode discusses the challenges and opportunities in hard tech and industrial sustainability with VC Anthony Del Porto.

Today's episode explores three ideas that caught my attention: Green premium is a deal killer – Anthony won't touch deals where eco-friendliness costs more (end state). If the sustainable solution isn't also the economically superior one, it won't easily scale.Tech transfer done right – Hearing Anthony describe how he’s seen universities claim 50% equity and “blow up” a cap table from day 1 highlights how critical doing tech transfer “right” is for the industrial sustainability ecosystem.The ...

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