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Artwork for Carbonware

Carbonware

John Mulliken, Ed Smith

Strategies, investments & advocacy in a decarbonizing world

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues21SubscribersRead carbonware.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Direct Disruption: Carbon Direct is quietly leading the market rally for quality

Last week I wrote about the latest market intelligence on the voluntary carbon market and why the data shows that we may be repeating our past mistakes through selling poor quality emissions credits. If we do repeat those mistakes, the mark...

3 years ago
2
1

Carbon credit sales are booming: It’s time to calibrate, not celebrate

Climate change is top of mind these days, and more corporations than ever are making big climate pledges. Decarbonizing for real (i.e., deep decarbonization) is very, very hard, though, which means many corporations are relying on carbon of...

3 years ago
9
1

There's highly correlated risk in ClimateTech funds, and only one thing to do about it

ClimateTech funds are popping up like crazy - every time you turn around there’s a new raise. That’s great - it’s been a long time coming and reflects global recognition of the size of the challenge. Still, I’d argue that many VCs and LPs a...

3 years ago
4
0

The Mr. Burns Test for climate tech startups isn’t dead; it’s evolving

It seems like there is a gold rush in the climate tech space. Capital is pouring in, both to venture capital and growth equity. Corporations are making commitments faster than ever. ESG funds are all the rage. The movement to “unf**k the pl...

3 years ago
8
1

Authors

The writers behind this newsletter.

  • John Mulliken

    John was CTO of Wayfair, is a senior advisor at the Boston Consulting Group, and ran the global carbon business for Indigo Ag. Follow me on Twitter: @johnmulliken

  • Ed Smith

    Climate optimist, entrepreneur, and advisor. Founding GM Indigo Carbon. Former Wayfair GM. Ex-strategy consultant. Avid skier & kite surfer. Ecstatic new dad. On Twitter @1EdSmith1

  • Frequently Asked Questions

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