In this episode I’m joined by Gregory Dewerpe, Founder of NOA (formerly A/O), to cut through the noise on climate investing. We talk about the shift from abundance to discipline, why Europe and the US are now playing different games, and how AI will matter in the physical world—grids, buildings, materials—rather than the hype layer. Candid, practical, and economics-first: adoption wins when solutions are cheaper, smarter, and scale. What we cover Why A/O became NOA: moving from “propte...
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In this episode I’m joined by Gregory Dewerpe, Founder of NOA (formerly A/O), to cut through the noise on climate investing. We talk about the shift from abundance to discipline, why Europe and the US are now playing different games, and how AI will matter in the physical world—grids, buildings, materials—rather than the hype layer. Candid, practical, and economics-first: adoption wins when solutions are cheaper, smarter, and scale. What we cover Why A/O became NOA: moving from “propte...
Leaders in Cleantech #140 - Davor Sutija – NexWafe
Leaders in Cleantech
38 minutes
1 year ago
Leaders in Cleantech #140 - Davor Sutija – NexWafe
What’s it all about?Solar. But not rooftops this time, the other end of the value-chain. Wafers are not only a large part of the cost of solar modules, producing them is also very energy intensive, and therefore carbon emitting. Through innovation in this part of the process Nexwafe hope to make the manufacture of solar modules, cheaper, cleaner, and to bring manufacturing at scale to Europe, North America, and India, and beyond. We need how much solar? We’re heading to Terawatt territory. We...
Leaders in Cleantech
In this episode I’m joined by Gregory Dewerpe, Founder of NOA (formerly A/O), to cut through the noise on climate investing. We talk about the shift from abundance to discipline, why Europe and the US are now playing different games, and how AI will matter in the physical world—grids, buildings, materials—rather than the hype layer. Candid, practical, and economics-first: adoption wins when solutions are cheaper, smarter, and scale. What we cover Why A/O became NOA: moving from “propte...
