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Climate Returns

Ruminations on Congruent Ventures, climate, and Climate Tech investing

congruent.substack.comSource feed ↗10 episodes

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Latest episodes

The New Energy-Aware Data Center Tech Stack

Why power, not compute, is becoming the limiting factor for AI infrastructure

The 2026 Congruent Outlook

What we're thinking about coming into 2026

The Existential Challenge for American AI Dominance: Power

TL;DR As the AI arms race escalates across the geopolitical and technology spheres, headlines gush over OpenAI, Microsoft, Google, Meta, Anthropic, Perplexity, xAI, and Chinese disruptors, and they are right to do so.

Uncorking the Interconnection Bottleneck

Opportunities for software to address the interconnection challenge and accelerate transmission development

Biomining: It's Pretty Metal

Congruent Ventures' latest perspectives on the biomining startup landscape

Industrial Heat: Hot or Not?

Congruent Ventures' latest perspectives on the industrial heat startup landscape

Announcing Congruent Fund III!

Climate Venture Coming of Age

Climate Venture Weathers the Storm

As venture goes through a reset, climate proves resilient

Scaling Our Impact With More Capital

The Climate Growth Fund Targeting Its Early-Stage Portfolio Makes Congruent One of the Largest Early-Stage Climate Investors with More Than $700M in Assets under Management

Congruent Ventures Closes More Than $300 Million Proving Interest in Climate Tech

The Climate Growth Fund Targeting Its Early-Stage Portfolio Makes Congruent One of the Largest Early-Stage Climate Investors with More Than $700M in Assets under Management