Myke Näf
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ymyke.bsky.social
Myke Näf
@ymyke.bsky.social
De-fossilizing the world – one investment at a time. At Übermorgen Ventures. Pre-seed and seed. Europe.
As pressure mounts, we’ll see more adaptation solutions emerge ― critical, investable, and essential to strengthening resilience across industries, infrastructure, and communities.
February 9, 2025 at 8:57 AM
Meanwhile, startups have already picked much of the low-hanging fruit in the software-driven fields of risk analytics and climate intelligence.
February 9, 2025 at 8:57 AM
Adaptation, however, tends to have lower profit potential. Many adaptation solutions are infrastructure-/rollout-heavy (e.g., dams) and/or capital-heavy (e.g., insurance). These challenges often fit incumbents better.
February 9, 2025 at 8:57 AM
Again, the incentives are clear: Mitigation solutions often rely on disruptive innovation with high growth and strong ROI potential.
February 9, 2025 at 8:57 AM
Just 3-8% of climate venture capital goes to startups preparing for the impacts of climate change. The vast majority of adaptation is publicly funded (98%), whereas in mitigation, it's around 50:50.
February 9, 2025 at 8:57 AM
Of course, investing isn’t just about emissions ― many other motives are at play, all lumped together in the chart. Mobility and energy may offer easier high ROIs, but we can’t afford to neglect the other segments.
February 9, 2025 at 8:57 AM
Mobility and energy are overfunded compared to their emissions. Other sectors such as agri, industry, and the built environment are underfunded, despite being high-emission sectors.
February 9, 2025 at 8:57 AM
Taken from liftoff.energy.gov/vpp/ ― taxonomy apparently originally introduced in eta.lbl.gov/publications...
November 29, 2024 at 8:30 AM