Modo Energy Podcast - Reinventing Venture Capital for the Energy Transition with Evan Caron (Montauk Climate)

Traditional models of company building often fall short in the energy transition space. Unlike apps or SaaS, energy is complex, capital-heavy, and tied to physical assets that keep the lights on.But the rise of the 'electron economy' see’s a new approach to building companies, and could help unlock the next wave of innovation for the energy transition, supporting the convergence of electricity, technology, and infrastructure.In this conversation, Evan Caron CEO and Founder of Montauk Climate joins Quentin to explore all things energy and venture capital.Key topics covered include:• How the ‘electron economy’ is reshaping markets and business models.• The shortcomings of the traditional venture model in energy and infrastructure.• How Montauk Capital flips the incubator model to build companies from the ground up.• The importance of deep expertise and management teams in scaling climate businesses.• What investors, entrepreneurs, and policymakers can learn from this new approach.