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Eric Rubenstein
Researcher
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Jul 29, 2026
How to Get More Climate Tech as Cheap as Solar| Eric Rubenstein, New Climate Ventures
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Eric RubensteinGUEST
Um, well, I don't know if it's any technology that can sell into a data center 'cause it feels like a lot of companies have shifted toward positioning themselves as we can also address a data center.

Eric RubensteinGUEST
Uh, so an example of that would be, like, a lot of hydrogen companies, because the hydrogen market, uh, kinda dried up on the investment side, a lot of the hydrogen companies, this might've been about a year, year and a half ago, started positioning themselves as, "Oh, we can also power data centers," or, "We can pow- we are powering data centers." Uh, but The reality is it's, they, a lot of, at least there's a segment of that green hydrogen at least would need a really low energy price in order to make that work in any sort of scale, and that's part of the, the issue, uh, anyway.

Eric RubensteinGUEST
But, uh, being that you need low energy prices, uh, you'd still need a power plant or something in order to power them that would have to be there.

Eric RubensteinGUEST
So it's not the, the most obvious, to me at least, not the most obvious power source for a data center, but they're positioning themselves as that.

Eric RubensteinGUEST
But yeah, but data centers are, are an important customer now because they can be higher paying, uh, than others.
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17:13Steph SpeirsHOST
So what did your experience in energy and commodities trading teach you that maybe a Silicon Valley investor might not know?
Bam's 83: A courtside seat to history
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7:30Ethan SkolnickHOST
Uh, [laughs] talk about shoot around, because you, you kinda knew something was coming, right?

Eric RubensteinGUEST
Um, you know, I watch all the guys warm up, and during warmups Tyler was shooting around and he was knocking down everything.

Eric RubensteinGUEST
He looked good, and then at some point he, he was speaking with, you know, with Coach Quinn and a couple of the other guys.
20 MINS LATER
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27:34Ethan SkolnickHOST
Uh, so tell people, uh, how you got good at your job and how they can find you.