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Climate Drift

$41B in May. Wall Street's largest clean energy IPO ever. A €2.2B carbon-neutral lithium close. And a $500M hedge fund bet on El Niño. The next AI infrastructure opportunity is unlocking what we already have Four weeks to a louder climate voice The Missing Unit $55B in April. America's $1B nuclear IPO. The largest reforestation fund ever closed. And a $5B green ammonia pledge in Egypt. Your voice is load-bearing infrastructure When thought leadership isn’t all about you Your visibility gap is costing the climate $22B in March. America's $450M nuclear bet on AI power. Europe's first iron fuel plant. And a gene-edited banana 75 years in the making just raised $105M. 100 Fun Facts About the Grid Ship Fast, Ship Right Off the Record - Episode #9 - AI Energy Race 💸 Follow the Money: February 2026 The Methane Gap The $49 Billion Chocolate Fix What is powering AI? Off the Record: Climate Edition – VC doesn't work for Climate Tech. Here's 3 new solutions Off the Record: Climate Edition – How to Actually Raise Your Next Round 💸 Follow the Money: January 2026 Off the Record: Climate Edition – Solar Punk in Africa What if seaweed could build its own farm? Off the Record: Climate Edition – Want a Climate job? Give Away Your Best Ideas The hard part of hard tech The Executive Climate Playbook: How senior talent gets deployed
Off the Record: Climate Edition – AI Surprise + VC Panic at The Drop
Skander Garroum, Jordy Gold · 2026-02-14 · via Climate Drift

In this episode of Off the Record, Skander Garroum reports back on what surprised him the most at The Drop - Europe's leading climate tech conference. In the lead up to the event, all anyone seemed to talk about was AI, and yet, upon arrival the discussions went in a totally different direction. The China discussion dominated the Climate Tech space with competing factions trying to figure out how best to engage. Finally, given the Climate Tech funding ice age, various VC’s are beginning to panic leading to all kinds of unexpected decisions. Jordy Gold and Skander connected on September 25, 2025 to talk about how everything went down this year at The Drop.

  1. How to engage with China on Climate Tech - compete, collaborate or give up altogether.

  1. AI is huge, and yet, so far, it’s missing in action when it comes to Climate Tech.

  1. Limited Partners - those who provide capital for funds - are pulling back causing VC’s, venture capitalists, to panic.

  1. VC doesn’t work for Climate Tech, full stop. Are new blended financing models the way to go?

LinkedIn: https://www.linkedin.com/in/jordygold/

Climate Drift Substack:

LinkedIn: https://www.linkedin.com/in/skandergarroum/