VC | E518 | Julia Binder, Manuel Braun & Enrique Molina on Circularity as Strategy, Not Sustainability

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5d ago 44:01

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In this episode, Andreas Munk Holm sits down with Julia Binder (IMD), Manuel Braun (Impact Hub), and Enrique Molina (CircularCo) to unpack the evolving world of circular venture. They dive into why circularity should be viewed as a horizontal investment lens — not a niche — and how startups across materials, manufacturing, and infrastructure are already proving out scalable models.
From textile dyeing to resale logistics and digital product passports, the group highlights how circularity intersects with every vertical and why now is the time for more GPs and LPs to get involved.
Here’s what’s covered:

00:50 – “We don’t invest in dumb things”: The Pale Blue Dot mindset
02:30 – Why current supply chains reward harm — and how venture can reverse it
04:30 – Startups vs. corporates: Who’s best positioned to drive change?
07:40 – 5 monetizable circular business model archetypes
12:10 – What infra is needed to scale circularity?
15:00 – Real-world startups & back-end enablers in resale, reuse & track-and-trace
18:00 – Circularity: Horizontal lens or vertical category?
23:00 – Where capital is flowing: Startups, funds & LPs getting serious
26:00 – Hype cycles: AI ascendant, circularity under the radar
28:00 – Building ecosystems: Infrastructure, co-opetition, and collective voice
31:00 – Final call: Why everyone — from founders to family offices — must engage

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