Sunday VC School: valuation vs. traction matrix + Climate: New Energy Nexus CEO Danny Kennedy | E1356

Welcome to our new Sunday show. Each episode will have two segments, Sunday VC School and Climate startups. First, Jason and Molly discuss early-stage investing including, Jason's valuation vs. traction matrix (1:44) and developing a BS detector (23:03). Then Jason introduces Molly's new climate segment (27:15) and then Molly interviews New Energy Nexus CEO Danny Kennedy (33:38). They discuss what Danny looks for in clean energy investments(37:03) and more! Valuation vs. Traction Matrix: https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix (00:00) Jason intros the show (01:44) Sunday VC School - Assessing a minimum viable product (04:24) Valuation vs. Traction Matrix - https://calacanis.com/2019/03/30/the-valuation-vs-traction-matrix (12:04) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (13:17) Getting a good price for a reasonable traction (21:39) Superside - Go to https://superside.com/twist to get $3000 or more in credits when you sign up for an annual subscription (23:03) Why VCs need to trust their BS detector (27:15) Jason and Molly introduce Molly's new climate segment (31:40) Notion - Go to https://Notion.so and use promo code TWIST to get $250 off its annual team plan (33:38) Molly interviews Danny Kennedy, New Energy Nexus CEO (37:03) What Danny looks for in clean energy investments (44:13) What holds people back from investing in climate tech startups (55:46) Hardware vs. software for climate investing Check out New Energy Nexus: https://www.newenergynexus.com FOLLOW Danny: https://twitter.com/dannyksfun FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood