From Cloud Pioneer to Climate Tech: Camus Energy’s Framework for Mission-Driven GTM
Mission and market opportunity rarely align perfectly. But in a recent Category Visionaries episode, Camus Energy co-founder Astrid Atkinson revealed how asking the right questions helped her bridge this gap.
The Power of Purposeful Questions
Instead of starting with a solution looking for a problem, Astrid asked two critical questions: “Where in the climate and energy space is there a particularly high value for someone or team with expertise in the space of distributed systems and large scale software infrastructure?” And for the skills “that I and the folks I know best are great at… is there an opportunity to put something together where we could take that show on the road?”
This dual focus on impact and expertise shaped everything that followed.
Learning from Early Cloud Computing
Astrid’s journey at Google, joining when it had “just under 2000 people, including the contractors,” provided crucial insights about scale and impact. “I was really fortunate to be part of the team that was building their early internal cloud computing platform,” she recalls. This was “about two years before I actually looked up the first public incidence of using the term the cloud.”
This experience taught her something profound: “The biggest revelation of that journey with Google was understanding how profoundly impactful the work of a single person can be in that kind of context… basically everything in the world, the entire world as we see and encounter it, is the work of a large number of individuals just working hard at one particular thing.”
Finding the Right Mission
The drive to make an impact eventually led Astrid away from Google. Despite success, she realized “it wasn’t clear that my presence mattered at all anymore. And I wanted to feel like I was working every day at something that mattered to the outcome.”
Early reading shaped her thinking about mission and impact. “I was a really big fan of Lord of the Rings when I was young,” she shares. “And part of the reason that we started this company was really mission driven… It was really looking to take what I am best at and what I’m great at and what the folks that I most respect are really good at and put it to work in the service of a problem that I really care about a lot, which is climate change.”
Identifying the Technical Gap
Analysis revealed a crucial opportunity in utility software. While incumbents excelled at current needs, they weren’t equipped for future challenges. “Almost all utility software is on prem today. So there’s really not a lot of maturity around like cloud scale technologies or really big data approaches or cloud scale machine learning or AI type approaches,” Astrid explains.
This technological gap meant even industry giants were “starting from nearly as much of a blank slate as we are” when it came to building solutions for what she calls “the two-way, heavily customer involved decarbonized grid of the future.”
Building an Impact-Driven GTM Strategy
Rather than competing on features, Camus Energy positioned around transformation. When talking with investors, they emphasize that they’re “really looking to build the software capabilities that will empower and enable the utility of the future, not necessarily the utility as it stands today.”
This approach resonated particularly with forward-thinking utilities who were “so creative and so dedicated to demonstrating models of dramatic change in some of the areas we need it most around decarbonizing our energy supply.”
The lesson for technical founders? Start with questions about where your expertise could have the most impact, not just where it could build the most impressive technology. As Astrid puts it, “I don’t think it’s crazy to try to redefine your problem space in a way that lets you tackle something really big and new, but I think that it makes the most sense in contexts where there really is a very big change in the environment that you’re working within.”
Twitter
facebook
linkedin