Investing To Win

Climate Tech Startups: Why Cost, Speed & Reliability Beat Sustainability in Winning Customers


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Climate Tech Startups: Why Cost, Speed & Reliability Beat Sustainability in Winning Customers

In this episode of *Investing to Win*, host **Garret Wong** sits down with Josh Dorfman to dive into:

- Climate tech business strategy and commercialization

- Startup scaling, fundraising, and building a vertically integrated company

- Product-market fit and selling innovation in traditional industries

…and the powerful lessons entrepreneurs, investors, and operators can use to level up their business, leadership, and thinking.

🎥 **Prefer watching the conversation? The full video is available on YouTube:**

https://youtu.be/-Y-HER6jG7o&list=UULFRs3SSmwVFbR2QEjIDqU0Ug

This creates a richer experience with facial expressions, visuals, and deeper engagement.

Whether you're a business owner, investor, operator, or someone exploring new pathways to financial freedom, this episode delivers practical, no-fluff insights you can take action on immediately.

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## 🔥 Episode Summary

In this episode, Garret sits down with Josh to break down a hard truth in climate tech: if your business relies on guilt to sell, it’s already broken. Instead, Josh explains why the most successful sustainability-driven companies win by solving real customer problems; cost, speed, and reliability, while environmental impact becomes a powerful byproduct rather than the primary pitch.

Josh shares the story behind Planted, a company transforming fast-growing grass into high-performance building materials that replace traditional wood-based products like OSB. From building early prototypes in a garage using makeshift equipment to securing major partnerships with large-scale homebuilders, he walks through the journey of turning a bold idea into a commercially viable product. The conversation highlights how vertical integration, supply chain control, and relentless focus on customer needs enabled the company to compete in a highly commoditized industry.

Garret and Josh also dive into the realities of startup life, raising capital, navigating investor challenges, building the right team, and making difficult leadership decisions. Josh candidly shares his experience stepping down as CEO and later returning in a different role, emphasizing the importance of relationships, humility, and long-term mission alignment.

This episode offers a powerful blend of business strategy, startup lessons, and personal growth insights, showing that true success in climate innovation comes from building products people genuinely need, not just ones they feel good about.

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## 🎯 Key Takeaways

• Build products that solve real customer problems before selling sustainability

• Focus on cost, speed, and reliability to drive adoption in traditional industries

• Use vertical integration to control supply chain and improve margins

• Expect constant challenges in startups—from fundraising to team building

• Prioritize relationships as a core driver of long-term success

• Define winning beyond business, including personal and family life

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## 🧠 Topics Covered

• Climate tech business models and product-market fit

• Building materials innovation and OSB replacement

• Startup fundraising and venture capital challenges

• Vertical integration strategy in manufacturing

• Supply chain optimization and scalability

• Partnering with large enterprise customers

• Branding and go-to-market strategy for startups

• Leadership transitions and founder mindset

• The role of relationships in business success

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## 🔍 SEO Keywords

climate tech startups, sustainable building materials, green construction innovation, startup fundraising, venture capital insights, product market fit, vertical integration strategy, supply chain optimization, entrepreneurship lessons, clean technology, construction industry disruption, startup scaling strategies, business development, climate change solutions, founder mindset, manufacturing innovation, B2B sales strategy, sustainability in business

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## ⏱️ Timestamps

[00:00:02] – Introduction and bold take on climate tech sales strategies

[00:00:31] – Why sustainability alone doesn’t drive real purchasing decisions

[00:01:04] – The origin of Planted and building materials from fast-growing grass

[00:02:02] – Why large builders care about cost, speed, and efficiency—not just climate impact

[00:04:08] – Replacing traditional OSB and disrupting construction materials

[00:04:33] – Startup origin story and the “hemp in the garage” moment

[00:06:25] – Partnering with a former SpaceX engineer and rethinking carbon removal

[00:07:56] – Early prototyping, experimentation, and building from scratch

[00:10:42] – Discovering the breakthrough grass material with the Department of Agriculture

[00:14:36] – Raising the first seed round and early investor challenges

[00:15:59] – First major partnership and proving the product works

[00:18:22] – Vertical integration and building a competitive advantage

[00:21:26] – Josh’s background and early career in China and global business

[00:23:37] – Transition into sustainability and entrepreneurship

[00:27:58] – The reality of startup challenges and fundraising struggles

[00:31:48] – Scaling the company and building the right team and culture

[00:33:52] – Learning from high-pressure environments like SpaceX

[00:35:11] – Branding strategy and naming the product

[00:38:57] – Go-to-market strategy and why retail comes later

[00:41:45] – Choosing the right customer segment for scaling

[00:44:16] – Managing risk with large enterprise partnerships

[00:46:35] – The importance of relationships in business and investing

[00:48:21] – Stepping down as CEO and returning in a new role

[00:50:01] – Defining success and what winning looks like today

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## 👤 About Josh Dorfman

Josh Dorfman is a climate tech entrepreneur and Chief Marketing Officer at Planted, a company developing sustainable building materials from fast-growing grass. With a background spanning international business, startups, and sustainability-focused ventures, Josh has built and scaled multiple companies focused on greener consumption and innovation. His work sits at the intersection of climate, manufacturing, and supply chain transformation.

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## 🔗 Episode Links & Resources

• 🎥 **Watch the YouTube version:** https://youtu.be/-Y-HER6jG7o&list=UULFRs3SSmwVFbR2QEjIDqU0Ug

• Guest Website: https://getsuper.cool/

• LinkedIn: https://www.linkedin.com/in/dorfmanjosh/

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## 📘 Recommended by Garret

**Get Garret’s bestselling book *The Property Playbook*: https://a.co/d/3Ww0si0**

Build wealth without burnout using the systems that scaled over $1B in managed assets.

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Investing To WinBy Garret Wong