New Wave.

The Case For "Boring" Industries


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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?

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Wave Makers:

Matthew Blain - Voyager Ventures

Hampus Jakobsson - Pale Blue Dot

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(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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Spotify - https://shorturl.at/yDTfR



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New Wave.By Hugo Rauch