The Case For "Boring" Industries

The Case For "Boring" Industries

Author: Hugo Rauch October 31, 2025 Duration: 28:43

This week on New Wave Weekly:

👉 The case for “boring” industries

Why old-school sectors like steel, cement, mining, and logistics may be the best places for climate founders to win (if you can crack GTM and avoid CapEx traps).

👉 Product vs. commodity: know your fight

If you’re selling into consolidated commodity markets with decade-long relationships, how do you build venture-scale outcomes?

👉 Market growth vs. GTM speed

Should you chase TAM growth blindly or go for large markets where urgency is spiking?

***

Wave Makers:

Matthew Blain - Voyager Ventures

Hampus Jakobsson - Pale Blue Dot

***

(00:00) Introduction

(00:51) The Case For “Boring” Industries.

(19:30) Market growth vs. GTM Speed.

(26:00) Recruiting Talents.

(28:08) Wrap-up

***

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Apple Podcasts - https://shorturl.at/HIDcg

Spotify - https://shorturl.at/yDTfR



This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit newwavenewsletter.substack.com

Hugo Rauch hosts New Wave, a podcast that lives at the intersection of business ambition and scientific reality. This isn't about distant predictions or abstract science; it's a grounded exploration of the technologies and companies being built right now to address our environmental future. Each episode focuses on the practical journey, dissecting the models, the breakthroughs, and the hard decisions that define the climate tech landscape. You'll hear from founders, researchers, and investors who are actively shaping this space, getting into the specifics of what works, what doesn't, and why. The conversations move beyond hype to examine the tangible mechanics of creating viable solutions, from energy storage and sustainable materials to carbon removal and regenerative agriculture. It’s for anyone who thinks about the climate challenge not just as a crisis, but as a complex and urgent field of innovation. By tuning into this podcast, you gain a clearer understanding of the economic forces and scientific principles driving the next generation of environmental solutions. New Wave connects the dots between the lab, the boardroom, and the impact we need to see in the world, offering a sober yet optimistic look at where substantive progress is truly being made.
Author: Language: English Episodes: 89

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