Gabe Cuadra from Powerhouse Ventures

Flat load growth is dead, and AI just flipped the whole power sector on its head. Gabe Cuadra of Powerhouse Ventures gets into what that means for founders chasing capital in climate and energy, why algorithms alone never make a real moat, and how to actually pitch an early stage VC without wasting the room. Plus the messy truth about selling into utilities, spotting founder market fit, and why Houston is quietly turning into a place worth building.

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Click here to view the episode transcript.

00:00  Intro

00:45  What keeps a climate investor up at night

01:55  How Powerhouse Ventures invests

05:20  AI, load growth, and a changing grid

08:30  What traction looks like at early stage

10:25  Finding founder market fit