Seb Dewarrat

Co-Founder @ClimeFiHQ
building platform for environmental assets
prev. private equity & financial mkts @goldmansachs

[Seb Dewarrat @sebdewarrat]

@Polymarket Not sure what one has to do with the others 😂

[Seb Dewarrat @sebdewarrat]

@antonosika Very curious to see what you do here. Streamlining distribution will be great, but getting attention will remain the main usp in a world where product and gtm gets more commidotised

[Seb Dewarrat @sebdewarrat]

Over the past year, one message I’ve heard repeatedly, particularly from the investor community, is that we need a green discount, not a green premium.

I understand where this is coming from. As sustainability moves from being primarily about impact to increasingly supporting and strengthening the core business, we need solutions that are better and cheaper than the alternatives to achieve broad market adoption.

That being said, the green discount is rarely achieved overnight. It typically requires significant investment to bring solutions from a green premium to a green discount.
This is where market-based climate instruments, and in particular Environmental Attribute Certificates (EACs), can play an important role. By helping companies address their Scope 3 emissions, they can contribute to reducing the green premium of emerging solutions, while creating demand that helps those solutions scale.

We’re excited to be supporting more companies in:

1) Scoping the decarbonization opportunities within their value chains through market-based instruments; and
2) Building concrete procurement strategies for these instruments — helping create demand, scale solutions, and ultimately finance the green premium.

We’re now also offering this as a standalone product.

[ClimeFi @ClimeFiHQ]

We are delighted to share that ClimeFi has partnered with a Fortune Global 500 company to help shape & provide holistic support across the full lifecycle of its Carbon Strategy.

Read the blog: https://t.co/xOFGXyfIOZ

Explore our Carbon Strategy services: https://t.co/n9r2lo1fYP

[Seb Dewarrat @sebdewarrat]

@Lokesh001112 @LEGO_Group @BCG @Adyen Could you try again? Should be working now

[Seb Dewarrat @sebdewarrat]

Hiring a very cool new role as Product Manager Lead in Paris (Opéra).
You’ll own our client apps + internal tools + API at a 20-person and growing climate infrastructure company, with clients like @LEGO_Group @BCG or @Adyen . Report to a co-founders. AI-native workflow. Looking for approx. ~5 years with experience owning product 0 to 1 and 1 to scale.
Know someone? Reply or DM me.

[Seb Dewarrat @sebdewarrat]

Hiring a very cool new role as Product Manager Lead in Paris (Opéra).
You’ll own our client apps + internal tools + API at a 20-person and growing climate infrastructure company, with clients like @LEGO_Group @BCG or @Adyen . Report to a co-founders. AI-native workflow. Looking for approx. ~5 years with experience owning product 0 to 1 and 1 to scale.
Know someone? Reply or DM me.

[Seb Dewarrat @sebdewarrat]

@SawyerMerritt @elonmusk I hope Switzerland will be faster 🇨🇭

[Seb Dewarrat @sebdewarrat]

@AcquiredFM Agree! Should be much better storytelling in most cases. Also now with the new tools I hope we’ll see them more fun and digestible

[Seb Dewarrat @sebdewarrat]

@eriktorenberg @cosign This is a great idea. I always found that one of the missing element from x was the ability to quickly check someone’s background and credibility on a topic (which is more present on LinkedIn, but content/ discussion on x are much better)

[Seb Dewarrat @sebdewarrat]

Excited to work closer with @WEFUpLink and the @wef on scaling the carbon markets closer to the buyers and setting the right market infrastructure to unlock more scale

[ClimeFi @ClimeFiHQ]

We are proud to announce that ClimeFi has been selected as a Winner of the @WEFUpLink ‘Scaling Carbon Dioxide Removal: Unlocking Finance and Market Infrastructure’ challenge.

[Seb Dewarrat @sebdewarrat]

@HarryStebbings Very much agree. I remember receiving a lot of question on this when we started. It’s built over time, but almost irrelevant at the start, except from the credibility/ track record of the team to build it/ execute against a defensible product

[Seb Dewarrat @sebdewarrat]

@coffeebreak_YT I haven’t heard much people saying it’s for hype, more that’s it’s part of a coordinated strategy. And that would be a good reason for why it’s hard to get them on the record

[Seb Dewarrat @sebdewarrat]

@Kalshi This is a form of tariff

[Seb Dewarrat @sebdewarrat]

I wonder if the fact that everyone keeps referring to the biggest companies in the world as ‘labs’ is just a habit or part of a bigger deliberate efforts to deflect responsibilities

[Seb Dewarrat @sebdewarrat]

We’ve just launched the ClimeFi CDR Price Benchmark, a quarterly series tracking offtake prices across CDR pathways and delivery vintages.

Price discovery has always been a major bottleneck in carbon markets, and with this initiative, we are working to bring more transparency to the market.

In CDR, prices can vary significantly over time, and future prices are difficult to anticipate, in particular when entering an offtake agreement. A benchmark or a credible reference price can provide a common basis for indexation and structuring future contracts, as is well known in other commodity or energy markets. At the same time, it can help developers shape commercials or forecast future revenues and give lenders and investors a reference point to underwrite those revenues today.
With this, we hope to this can help provide a useful reference point and help unlock the next layer of market infrastructure, including in contracts, financing, hedging and ultimately more transactions.

[ClimeFi @ClimeFiHQ]

The #CDRPriceBenchmark: a new quarterly series from ClimeFi

ClimeFi’s new quarterly report serves a market benchmark for carbon dioxide removal (CDR) pricing across pathways and vintages.

#CarbonRemoval

[Seb Dewarrat @sebdewarrat]

Views from our new office in paris!
Over the past years, we changed around 5 times but this is the best one yet!

[Seb Dewarrat @sebdewarrat]

@ivanburazin So true! I’ve been pondering this for a while. But I still wonder how they manage to get 13+bn valuation

[Seb Dewarrat @sebdewarrat]

@RMladek My personal framework is to not overoptimise in particular if at the expense of time or mental space.

But remaining disciplined and not buying comfort for the sake of it if it’s doesn’t increase my productivity

[Seb Dewarrat @sebdewarrat]

Ce n’est pas une représentation juste des critiques. Expliquer que l’arrivée de l’open source représente un risque majeur si ce n’est existentiel pour ces boîtes avec des modèles fermés et par conséquent que la capture règlementaire est une solution pour s’approprier le marché, ne relève pas du complot mais est un argument simple et crédible si on regarde n’importe quelle industrie en existence.

Cela dit, il y’a probablement de la sincérité dans leur démarche, mais il faut surveiller que ce qu’il préconise n’est pas une centralisation du pouvoir en utilisant des organismes de réglementations qu’ils façonnent/ contrôlent

[Seb Dewarrat @sebdewarrat]

Fascinating interview. Few counterintuitive takes that I think are specific to their model but what an amazing company!

[David Senra @davidsenra]

My conversation with Luca Ferrari, co-founder of Bending Spoons.

0:00 Fanatical founders building enduring companies
1:23 Luca on building the best company there ever was
4:22 The origins of Bending Spoons
5:47 Talent and why experience is overrated
15:05 Turning hiring into a science
23:30 Why Bending Spoons doesn't use bonuses
29:26 Why everyone in the company has the same job
42:41 On finding great potential and saturating their capacity
49:50 Insisting on a culture of extreme ownership
59:28 Luca's principle of relentless simplification
1:05:15 Why Bending Spoons doesn't use job titles
1:10:27 The proprietary operating system behind Bending Spoons
1:17:07 Why Bending Spoons isn't private equity
1:19:32 How Bending Spoons acquired & transformed Evernote
1:28:01 How Bending Spoons uses AI
1:40:42 How Bending Spoons thinks about capital allocation
1:43:50 Why procrastination without laziness is good
1:46:46 Operational excellence is not optional
1:49:07 How Bending Spoons negotiates acquisitions
1:54:47 Logic over numbers

Includes paid partnerships.