Act II: Lowercarbon Capital

Since Fuse’s seed round, we’ve had front-row seats as they raced from a pre-product company to a full-stack energy business generating more than $400m in ARR. This all-out sprint began the day they signed up their first customer in late 2023. This summer, they hit 50k users. Then blew past 150k months later. Behind the

Zanskar’s AI-meets-geoscience approach just pulled off something the geothermal industry hasn’t done in over 30 years: confirm a big, blind resource discovery at a site creatively named, well, Big Blind. This stretch of Nevada desert has no visible steam vents or hot springs, no historic exploration or datasets to work from—not even a suspiciously warm

Imagine you’re the next multi-billion dollar AI company, ready to crack consciousness or mine the latest crypto coin. You just dropped eight figures on signing bonuses for talent, your GPUs are firing, and your models are queued. On paper, you’re ready to scale…that is, until an operator for a decades-old utility tells you it’ll be

When disaster strikes, what people need isn’t complicated: somewhere safe to stay, a place to rebuild, and the coverage to make them whole. Yet time and time again, those basics fall through. Following record flooding in Florida in 2024, fewer than ten percent of those approved for temporary housing actually got it. Six months after

The best battery upgrade? The one you can have right now. Recently, Chinese EV giant BYD and battery maker CATL made waves with some big promises about ultra fast-charging cars. But, those claims come with a catch: to reap the benefits these new batteries supposedly deliver, they will first need massive investments in brand new

The Colorado River, a lifeline for 40 million Americans, is so dry these days that the Hoover Dam’s turbines barely spin for months each year. Phoenix has halted some housing permits because the aquifer is just about tapped out. In the last few years, Mexico City and Cape Town nearly hit “Day Zero,” when residents

Two years ago, Lowercarbon proudly put the first dollars into Crux, a startup Alfred Johnson and Allen Kramer co-founded to capitalize America’s energy and manufacturing superiority. They saw a great wedge: transferable tax credits, which went from non-existent when they incorporated to a multibillion-dollar market within months. Everything they had worked on over their careers

Fixing an industry broken by climate change.  As convective storms, wildfires, and floods get more frequent, more intense, and more common in areas that were previously in the “No worries, guys, we’re fine” zone, property owners are becoming more dependent on insurance. But just when they’re needed most, insurance companies have been leaving owners high

Lessons from Pitch Deck Mountain.  There’s plenty of chatter these days about the dreaded “growth-stage gap” in climate tech and hardtech — the Bermuda Triangle where many promising startups vanish before they can raise that coveted Series B. As you can imagine, with over 120 portfolio companies, and a couple billion dollars under management for

Crazy is just another word for massive untapped potential.  Most ideas that change the world sound pretty bonkers at first. Phytomining, for example — using plants to “farm” metals — was once a pipe dream. Certain scientists have pursued it for decades, but it was mostly written off as too inefficient and expensive to be