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Why Climate Change Can't Wait - Tom Chi, Founding Partner, At One Ventures
Tom Chi was a founding member of Google X — the team behind self-driving cars, Google Glass, and deep learning AI. At the peak of that career, he watched a coral reef die outside his home in Hawaii. In eight weeks, it was gone. That moment changed everything. In this episode, Tom breaks down why the climate crisis is not a political debate — it's a physics problem. And physics doesn't negotiate. ⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.com We cover: - The calculation Tom ran in 2012 that predicted mass fires, floods, and displacement by 2022 — and why nobody was talking about it - Why "green premium" is a myth, and how AT1 Ventures finds climate tech that is cheaper than the incumbent - The physics framework he uses to evaluate every deal: matter, energy, time, and space - Why Venezuela is a live case study in what the petrol-first worldview actually produces - The difference between sustainable, net zero, and net positive — and why only one of them is the right target - Why freshwater scarcity is a management problem, not a supply problem - What ancient civilizations in Hawaii and South Asia got right about working with nature — that we've completely forgotten Tom is also the author of Climate Capital: Investing in the Tools for a Regenerative Future (Wiley, Feb 2026). Timestamps: (00:00) - Why Tom Chi left AI and robotics to focus on climate change. (00:32) - Disagreeing with Bill Gates' "green premium" concept. (01:09) - Introduction to Tom Chi's background and AtOne Ventures. (02:54) - Tom Chi on his career and the mission of AtOne Ventures. (03:58) - The personal story of watching a coral reef die and how it changed his career path. (08:00) - Using physics to predict the rise in climate volatility a decade ago. (10:45) - The realization that climate change is a time-sensitive problem that can't be delayed. (12:38) - Discussing global inaction and the influence of the fossil fuel industry on geopolitics. (14:32) - Contrasting the US's fossil fuel policy with China's dominance in green technology. (18:25) - Why climate change is a physics problem, not a political debate. (20:47) - The thesis that green technology must be cheaper, not more expensive, to scale. (21:54) - The investment framework: Using physics to find economic advantages in green tech. (26:08) - How green energy can compete against the policy influence of the cash-rich oil industry. (29:15) - The difference between "sustainable" and "net positive." (31:52) - Is freshwater scarcity a real and urgent global risk? (32:11) - Reframing the water crisis as a mismanagement of hydrological cycles, not a scarcity issue. (36:08) - The real choice: Deciding the level of human misery, not "saving the planet." (39:34) - Rapid-fire round: Investment sectors and regions. (41:19) - Typical stage and check size of investments. (42:23) - How to get in touch with Tom Chi and AtOne Ventures. (43:16) - Final thoughts on the "category error" of treating scientific truth as a political debate. 🎧 Also available on Spotify and Apple Podcasts — links below. --- LINKS Website: atoneventures.com Social: https://www.linkedin.com/in/thegoodtomchi/ Connect with Prashant: LinkedIn: linkedin.com/in/choubeysahab Subscribe to VC10X newsletter - https://vc10x.beehiiv.com Subscribe on YouTube - https://youtube.com/@VC10X Subscribe on Apple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986 Subscribe on Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3k?si=WgQ4ozMiQJ-6nowj6wBgqQ VC10X website - https://vc10x.com For sponsorship queries, reach out to prashantchoubey3@gmail.com Subscribe for more conversations at the intersection of family office investing, private markets, and emerging trends in wealth management.