#240 Bulldozing in a New Era of Climate Tech Investing & Tech-Enabled Investing | Andrew Chan from Atas VC

Today, we have a great episode with Andrew Chan from Atas Ventures. Surprise surprise…we’re continuing the conversation about the climate tech vibe shift, climate tech 3.0, climate risk…whatever you want to call it.  However, our conversation with Andrew Chan of Atas Ventures is a little bit different. Andrew has, from the very beginning, thought about climate investing from first principles, placing profitability and tangible impact at the core of his strategy. He refers to this next wave as "Climate 3.0," an evolution beyond traditional impact investing towards applied technologies like robotics, IoT, and advanced energy solutions. Our conversation today focuses on these themes, including how venture capital can meaningfully intersect with antiquated industries such as mining, agriculture, and manufacturing to drive both profits and genuine environmental outcomes. Andrew also shares why the venture capital playbook may need to evolve, emphasizing smarter portfolio construction, disciplined investing, and leveraging real-world experience to build lasting companies. Overall, it"s an amazing episode and we"re really excited to share this with you. Sidenote, we recorded this remotely while Andrew was traveling—he joined us from Bangor, Maine. If you"d like to watch, check it out on YouTube. (Also, be sure to give us a follow on YouTube to help us grow the channel!) Follow us on YouTube If you"re enjoying the content, consider upgrading to become paid subscriber today.  Act fast! Because our annual subscription is going from $80 up to $100 as of May 1st.  To upgrade, click the “upgrade” button on the top right of your screen here. 📝 Show Notes: Topics 06:10 Understanding Climate 3.011:53 Journey to VC17:56 Investment Strategies for Antiquated Industries23:45 Portfolio Construction26:33 Future of Fund Management30:02 Emerging Managers32:49 Taking Risks in VC36:46 Essential Skills40:19 Trends in Deep Tech and Robotics47:55 Learning and Growth LinksAndrew ChanConnect with Somil on LinkedIn | Connect with Silas on LinkedInFollow CleanTechies on LinkedInThis podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast. Support the show Every ClimateTech Entrepreneur needs a reliable partner for their legal needs. Why settle for less than the best? 💪🏽 Reach out to Goodwin Law today; the law firm of choice for hundreds of ClimateTech Entrepreneurs worldwide. They have you covered from funding docs to offtake contracts to IPO and M&A support. GoodwinLaw.com (and tell them CleanTechies sent you!)