Co-Founder @congruentvc, OG climate investor. Venture + Climate = š Impact.
Bay Area
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1) We have entered the Climate Epoch
The IPCC AR6 2021 is the starting š«. The next period in human history will be defined by the changing climate, and how society and governments react.
theatlantic.com/science/archā¦
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Abe Yokell retweeted
Nvidia just figured out how to put an AI data center on the side of your house. And pay you to host it.
Each XFRA node packs 16 Blackwell RTX Pro 6000 GPUs, 4 AMD EPYC CPUs, and 3TB of RAM in a Dell PowerEdge rack mounted next to the AC condenser. The homeowner pays nothing for the hardware. They get discounted electricity and internet in exchange for letting Span tap unused capacity on their electrical panel.
This sounds insane until you look at the actual constraint blocking AI infrastructure.
Hyperscalers are not GPU-limited. Nvidia ships them on schedule. They are not capital-limited. They are sitting on hundreds of billions in capex. What they cannot get is grid interconnection. A 100MW data center requires a substation upgrade that takes 4 to 7 years in most US markets. US grid operators have over 2,600 gigawatts stuck in their interconnection queues per Lawrence Berkeley Lab. The wait, not the silicon, is the bottleneck.
Span solved this by going behind the meter.
A new Pulte home has 200A service. That's 48kW of capacity. The home uses 1 to 3kW most hours. The headroom never gets touched. Span's smart panel measures real-time consumption and dynamically routes whatever the home isn't using to the XFRA node. No substation upgrade. No queue. Just slack capacity sitting on the residential side of the meter, already cleared.
Span claims it can deploy 8,000 nodes for one fifth the cost of a comparable 100MW centralized facility, six times faster.
PulteGroup is the wedge. They delivered 29,000 homes in 2025. The XFRA unit goes in during construction next to the smart meter. No retrofit. Pulte gets a feature on the spec sheet and revenue share on the compute that flows through the wall.
The grid was the bottleneck. Pulte just became the workaround.
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Abe Yokell retweeted
1/Closing the year out at Fervo with one more big announcement: a new funding round. Fervo has raised a $462 million Series E led by B Capital to accelerate our geothermal pipeline.
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Moxxie team offsite and hike with our dear friend and climate co-investor @CleanVC. The smoky skies of Colorado are an important reminder of the urgent work we need to do to address the climate crisis. šš
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Was surprised this week when two of ā¦@Halcyonā© investors showed up to a board meeting w H logo tattoos
Cc: ā¦@andrewbeebeā© ā¦@obviousvcā© ā¦@congruentvcā© ā¦@CleanVCā©
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1/ we're now officially 1 week out from the Climate Capital Summit and could never have anticipated the interest we've gotten, w only 200 spots and over 1300 ppl on our waitlist. we are officially at capacity and will unfortunately need to close the waitlist.
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This is a common behavior from EVās that we charge
They drop power to 0kW for a brief moment and then ramp back up
Does anyone know why EVās do this?
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Donāt know for certain but suspect itās a SOC technique - when intercalation occurs during charging the traditional measuring techniques can lose accuracy. There are some alternative approaches that can use a brief pause to calibrate. Track down @QnovoCorp if youāre bored!
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Abe Yokell retweeted
Span has raised $96M to expand markets for its smart electrical panels. One big target market is home electrification - and Span's partnership with appliance maker Kenmore illustrates how its tech can play beyond rooftop solar, batteries and EV charging: canarymedia.com/articles/eleā¦
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So @CleanVC and I started @congruentvc 6.5yrs ago to focus on the earliest stage climate tech. Along the way, we invested in 51 (>25% women led/founded) startups across an amazing range of tech each driven by daring founders. Itās time to build. LFG.
wsj.com/articles/congruent-vā¦
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y'all are always raising the bar. appreciate you leading with generosity, cool confidence, and rigor. so well deserved š
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Fun to announce the fruits of @congruentvc' efforts! We're still getting started 6.5 years in but delighted to chat about our $300M fund to back our scaling companies! Nice to get the WSJ/Bloomberg/Axios/TC/Pitchbook pickup, but @CanaryMediaInc always slays.
CC @posamentier
.@congruentvc, one of the first venture capital firms to focus squarely on early-stage climate-oriented startups, just bucked broader market trends and roughly doubled its assets under management. bit.ly/3KTbHoC
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Abe Yokell retweeted
So @CleanVC and I started @congruentvc 6.5yrs ago to focus on the earliest stage climate tech. Along the way, we invested in 51 (>25% women led/founded) startups across an amazing range of tech each driven by daring founders. Itās time to build. LFG.
wsj.com/articles/congruent-vā¦
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I'm crowdsourcing some bumper stickers for the climate space.
Starting with:
"No transition without transmission!"
Got more ideas?
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Since there have been NO distractions the last few days... I'm sure you all want to come and listen to some live radio covering climate in the Bay Area.
Join us @KALW 91.7FM at 6PM TONITE for our first CLIMATE SPECIAL
with guests:
@SenJoshBecker on CA climate legislation
@lorakolodny & @CleanVC discuss cleantech startups
@BradEinstein & @KyleNiemer inject comedy into the climate conversation
#ClimateCrisis #Cleantech #comedy
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Sometimes good outcomes take patience... congrats to the @GaNSystems team and the good Dr. @DanielHullah on the $830M sale to Infineon!
Daniel co-led the seed round back in 2011 while at RockPort... 12 years later, here we are!
theglobeandmail.com/businessā¦
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Who are our favorite #climate investors? Have a fun get together soon. Thinking @usv @lowercarbon @Breakthrough @SOSV - who else?
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@CleanVC and the @congruentvc team for sure. @harsh1 at @WireframeVC, @ImChauncey at @xyz_vc. And if youāll take non climate only pre-seed/seed, we at @GarudaVC š
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2022 was a big year for Climate Tech. The Inflation Reduction Act, also known as the Climate Bill, was a shot in the arm for investors. But what emerges from the flood of money, and what doesnāt make the cut? Hereās our take on the Climate Tech trends weāll see in 2023šš½
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Today Iām happy to announce Jetstream, a $10M fund that invests in pre-seed startups focused on climate, sustainability, and biodiversity. jetstream.io /1
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