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Dinesh Ganesan
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Sep 10, 2026
#106 - Dinesh Ganesan - Arctern - Climate Investing in the Age of Compute
1:24
7:40

Hugo RauchHOST
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?
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1:39Dinesh GanesanGUEST
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.
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1:57Dinesh GanesanGUEST
And so I think, you know, if we look to the past, right, like Cleantech 1.0, I think that spanned 2006 to 2011.
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2:05Dinesh GanesanGUEST
The core focus there was on like, you know, supply side energy generation breakthroughs, like solar, biofuels, advanced batteries.
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2:13Dinesh GanesanGUEST
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.
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2:21Dinesh GanesanGUEST
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

Hugo RauchHOST
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?