Lowercarbon Capital and Breakthrough Energy Ventures are prominent investors in the impact/climate space, managing over $5.5 billion collectively.
LCC invests globally across software and hardtech startups, while BEV, founded by Bill Gates, focuses on technologies to remove >0.5 Gt CO₂/year.
BEV operates with a long-term industrial investor approach and targets various sectors including energy, manufacturing, and transport.
The article discusses trends in the energy vertical, emphasizing energy management, renewables, energy storage, and fusion as key areas of focus.
Renewables, once a major focus, are still crucial but considered more mature, with a shift towards energy storage as the next frontier.
Fusion, though high-risk, offers vast sustainable power potential with significant investments from LCC and BEV.
BEV backs moonshot technologies like fusion, focusing on high-CAPEX R&D infrastructure tech, while LCC pursues a hybrid model balancing short and long-term plays.
The article highlights the importance of blending software-led energy optimisation with high-potential hardtech investments for scalable climate solutions.
Both LCC and BEV support startups that combine technical ambition with market scalability, aiming to build a sustainable future.
The article provides insights into how investors like Breega are shaping their climate strategies based on the approaches of LCC and BEV.