Where AI Meets the Physical World: Systemiq Capital’s Climate Tech Thesis

In this episode of 0100 Impact Talks, we sit down with George Darrah, General Partner at Systemiq Capital, to explore how the firm is investing at the intersection of AI and the physical world — from electrification to applied AI and decoding nature. George shares the unconventional origins of Systemiq Capital, its deep and ongoing relationship with the climate advisory firm Systemic, and how this partnership creates a unique platform for scaling climate solutions globally.

We dive into the fund’s evolution from its early days within Systemic to its current $100M+ strategy, the upcoming Fund III, and why the team has intentionally focused on private LPs to maintain geographic and strategic flexibility. George also unpacks their investment themes, the importance of software-enabled hardware, and standout portfolio stories such as Basecamp Research’s partnership with NVIDIA.

A conversation filled with insight on scaling real-world impact, building a world-class climate tech team, and why the future of venture lies where AI meets atoms.

Blog

Other news you might be also interested in

Analizing The Data Gap with Vestberry: Why Venture Capital's Biggest Blind Spot Is the Portfolio It Already Owns

Marek Zamecnik, Co-CEO of Vestberry, on why portfolio management remains venture capital's most consequential — and least systematised — blind spot.

Rukam Capital — The Gen Z Consumer Revolution in India: A $7.3 Trillion Opportunity

Archana Jahagirdar — Founder and Managing Partner of Rukam Capital — argues that the country’s greatest investment opportunity is no longer technology, but the brands being built for a new generation.

EQT: The Winning Formula for Healthcare Investors in the Age of AI

As private equity adapts to a prolonged high-cost environment, investors are being forced to rethink how they source deals, create value, and deploy capital. Ahead of her appearance at 0100 Europe (April 21–23), we spoke with Geraldine O’Keeffe, Partner at EQT Healthcare Growth, about how one of Europe’s leading investment platforms is transiting today’s market dynamics—across healthcare, technology, and beyond.