David Mount is a founding partner at G2 Venture Partners who specializes in the Industrial Awakening thesis, focusing on applying connectivity, edge processing, and AI to asset-heavy sectors like energy, manufacturing, logistics, and transportation rather than consumer software. He's both an operator and investor who actually founded Element Analytics, an industrial software company for IoT analytics, and serves as an adjunct professor at Stanford's Doerr School of Sustainability while emphasizing backing missionary founders obsessed with solving real-world problems over those primarily motivated by financial returns.

• A focus on the digitization of traditional industries and the Industrial Internet of Things. He frequently discusses how software and sensors can modernize manufacturing, evidenced by his support for NikolaLabs and their vision for predictive maintenance technology.
• Deep engagement with climate tech and sustainability, specifically looking for solutions that help decarbonize heavy industry and computation. He has expressed excitement about Crusoe Energy's mission to align the future of computing with climate goals and has actively sought data on corporate carbon offset strategies.
• Strong backing for the evolution of transportation, regarding both electrification and autonomous systems. This is evident in his repeated praise for Proterra's electric commercial vehicles and his enthusiasm for Luminar's LiDAR technology partnering with major automakers like Volvo.
• Interest in robotics and aerial intelligence applied to industrial settings to improve safety and efficiency. He has touted investments in Seegrid for autonomous industrial vehicles and highlighted how Kespry uses drones to help companies identify maintenance issues sooner.
• Attention to modernizing the power grid and energy infrastructure using advanced analytics. He championed a partnership with AiDash to increase grid reliability and safety, noting how the company utilized technology to solve critical infrastructure problems.
• Commitment to modernizing global supply chains and logistics through digital tools. A key example is his involvement with Turvo to digitize massive logistics industries, alongside interest in how blockchain can optimize freight tracking and cargo management.