Yair Reem at Extantia Capital positions himself as a carbon-math investor who explicitly quantifies emissions-reduction potential and bases investment decisions on whether solutions can reach gigaton-scale impact, framing climate as a 50-billion-ton problem that requires hardware solutions since CO2 is a molecule that can't be blockchained away. He unusually operates both as a direct early-stage investor and as a GP investing into other climate funds through Extantia Allstars, using this dual role to catalyze an ecosystem of mission-aligned climate managers and correct what he calls an allocation paradox where too much climate capital historically went into mobility versus other emissions sources.