3z3 Investing in the coming FAANGs of Climate Tech companies - E Lagarrigue at General Atlantic BnZ
Channel: Towards3Z
Date: 2021-09-01

I'm thrilled Emmanuel Lagarrigue gave me an exclusive interview about him joining Beyond Net Zero (BnZ) at General Atlantic, his new venture after years driving the sustainability strategy and energy transition innovation capabilities at Schneider Electric $100B market cap global leader.

General Atlantic is a well-known growth equity investor with +$80B AUM. Recently, under the leadership of Bill Ford and Lord Browne, they assembled a team of specialists dedicated to identify and support high-growth businesses that ultimately have the potential to combat climate change at scale. In the next few years, BnZ will invest $4B in a thematic approach, focusing on:
- Decarbonization - of supply chains, industrial processes and products.
- Energy efficiency - solutions that contribute to energy efficiency and conservation
- Resource conservation - reducing waste and the resource-intensity of economic activity
- Emissions management - covering the measurement, management, storage and removal of emissions

This show is very special to me as I've known Emmanuel Lagarrigue for more than 20 years. We shared many experiences at Schneider Electric, and have always stayed in touch as we developed our professional paths.

In this towards3z episode, hear Emmanuel's view on:
- The size of the risk he sees climate change representing, as well the opportunities it presents, particularly contrasted with all three previous industrial revolutions
- The 6th IPCC report and whether global warming can in fact be slowed down or stopped, and if so the regulatory challenges that needs to be overcome.
- The gap General Atlantic's BnZ's hopes fill to gap in the growth-equity capital food chain for climate tech companies pre-IPO and how - including the climate tech equivalent of FAANG. Spoiler alert, Emmanuel believes we already have one letter, the T of Tesla… so there are four other letters to come!
- How radical innovation needs to be in this sector and the future of certain fuels… spoiler alert…'Natural Gas is gone!'
- The role that demand plays in changing the economic model of countries, the job opportunities it presents and the risk for emerging countries

I invite you to join Emmanuel and me in adopting my mantra of "Doing well by doing good" as I describe here: