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New Wave | Hugo Rauch | Substack
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🌊 Turning Deep Tech Into Industrial Champions
Why commercialization is the real bottleneck for climate and industrial innovation.
We’re joined by Beau-Anne Chilla, Partner at ForwardONE, an early-stage deep tech investor focused on industrial and energy technologies.
In this episode, we explore what it really takes to turn breakthrough technologies into category-defining companies, and why Europe may be entering a once-in-a-generation moment for industrial innovation.
Beau shares lessons from investing in hardware, quantum computing, energy infrastructure, and industrial software, as well as his perspective on where climate investing is headed next.
In our conversation, we covered:
→ Why “technology without commercialization is just expensive science”
→ The biggest mistakes technical founders make when scaling sales
→ How to evaluate deep tech before the market fully exists
→ What VCs get wrong about hardware investing
→ The reality of commercializing industrial technologies
→ Why customer validation matters more than investor excitement
→ Investing in quantum computing before the market arrives
→ Europe’s opportunity to lead in energy and industrial innovation
→ Why efficiency may be one of the most overlooked climate solutions
→ How ForwardONE identifies winners and doubles down on conviction
One theme stood out throughout the conversation: innovation alone isn’t enough. The companies that create lasting impact are the ones that bridge the gap between technical excellence and commercial execution.
As Beau puts it, founders need to build products customers are willing to adopt, not just technologies that are impressive in the lab.
We also discuss why climate and industrial investing should no longer be viewed as separate categories. Improving efficiency, reducing energy consumption, and modernizing industrial systems may not always be the most radical solutions, but they can create enormous impact at scale.
And as Europe pushes for greater energy independence and industrial resilience, Bo believes the timing has never been better.
✨ Leave a review and share the episode if this conversation challenged the way you think about growth, innovation, and sustainability.
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
