In almost every case, hardware is going to be developed with software in mind. Blue Bear Capital is taking a software-centric approach to climate tech investing.
We think the impact potential of digital solutions and applied AI is tremendous... A company like Raptor Maps is deployed across over 100 gigawatts of solar generation capacity, and a 10% performance improvement is equivalent to 10 billion of cap-ex.
The applicability of AI is so universal... It can help across various sectors like wind, water treatment, refrigeration, and steel, moving beyond traditional tech.
So many parts of the world economy have an energy intensity that if we were to build a physical asset, it can almost always serve one narrow vertical.
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