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Dinesh Ganesan

Sep 10, 2026

1:24
Well, look, Dinesh, maybe we start with a very broad question today, which is why should climate investors care about compute infrastructure? Because it doesn't seem that the first, you know, straightforward link, right?
1:37
Yeah, I think it's a good question.
1:39
You probably have to also think about when answering that question, how climate investors have invested in the past or the different cycles and what compute and AI means generally today.
1:57
And so I think, you know, if we look to the past, right, like Cleantech 1.0, I think that spanned 2006 to 2011.
2:05
The core focus there was on like, you know, supply side energy generation breakthroughs, like solar, biofuels, advanced batteries.
2:13
But of course, as we know, there was, you know, High failure liberates for a lot of reasons, and I can get to them if needed.
2:21
But then that led to sort of the climate tech winter, if you want to call it that, where most people kind of abandoned the sector from 2012 to 2017.

5 MINS LATER

7:40
Can you elaborate on that? What are the investments that you see across the ecosystem that are, from which you're kind of like, okay, have we forgotten what we've learned in the past, so to say, right?

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