climate tech / venture

Frames the close as a contrarian bet: while most VC capital in 2026 is flowing to AI, Schroepfer is betting that the physical infrastructure behind AI, energy grids, critical minerals and climate-resilient supply chains, will be the constrained resource of the next decade. Notes the fund was oversubscribed despite the challenging fundraising environment for climate tech, which saw roughly 30% of Series A-B startups facing M&A or wind-down in 2025.

“Schroepfer is zigging when most VCs are zagging: betting on energy, minerals and physical AI infrastructure as the scarce resource behind the AI buildout.”