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.
Ahead of her appearance at 0100 DACH in February, Daisy Cai, General Partner at B Capital, reflects on deep tech beyond the label—and where frontier innovation becomes enduring value.
AI is no longer a fringe technology—it is rapidly reshaping entire industries, from climate and energy to industrial operations and enterprise software. Yet as competition intensifies and barriers to entry fall, the question facing venture investors is no longer whether to invest in AI, but how to identify companies capable of generating durable, long-term value. In this interview, Jeremy Brown, Principal & Head of Climate at Anthemis, shares his perspective on evaluating AI businesses beyond the hype, drawing on his experience at the intersection of AI, climate, and complex industrial markets, and setting the stage for a broader discussion with fellow investors on where real opportunity—and real risk—now lies in AI venture capita
he third edition of 0100 International — organized by Zero One Hundred Conferences in partnership with the Milan City Council’s Department of Economic Development and Milano&Partners — brought together the global private markets community for a high-signal, execution-focused gathering held from October 27–29.
