
← Billion Dollar Moves™ with Sarah Chen-Spellings | Global Venture Capital11. Dez. 2025 · 1 Std. 03 Min.
Inside the Trillion-Dollar Climate Industrial Revolution w/ Shawn Xu, Lowercarbon Capital
The biggest industrial transformation of our lifetime is happening now and it’s not AI. It’s climate industrialism.
Shawn Xu, Partner at Lowercarbon Capital (founded by Chris Sacca), discuss how Lowercarbon backs outlier founders, why “cheaper, better, faster” wins over green premiums, and where the biggest opportunities are emerging: energy, carbon removal, fusion, materials, resilience, and the AI-power bottleneck.
If you’re an investor, founder, or operator ; or just tracking where smart money is moving- this episode is a must-watch.
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