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What Makes Companies Investable Now | David Kirkpatrick
Season 18 Episode 934
Climatetech is entering a different phase.
The era of easy capital, oversized narratives, and growth-at-all-costs expectations is giving way …
1 month ago
933: Why Facts Don’t Sell Clean Energy | Jessica Fishman
Season 18 Episode 933
Clean energy has made tremendous progress on technology.
Solar is cheaper. Batteries are scaling. Virtual power plants are becoming real grid…
1 month, 1 week ago
The Battery Storage Mistakes Installers Must Avoid | Sam Buffington
Season 18 Episode 932
Battery storage is becoming one of the most complicated sales conversations in residential solar.
Installers are now navigating different siz…
1 month, 1 week ago
931: Inside New York's $150B Energy Bet — And It's Bigger Than Data Centers | Doreen Harris
Season 18 Episode 931
Electricity demand is rising fast. But New York is asking a different question than most states:
What kind of demand is actually worth buildi…
1 month, 2 weeks ago
Why AI Data Centers Demand a Responsive Grid | Jon Parrella & Anna Siefken
Season 18 Episode 930
AI data centers are changing more than electricity demand. They are changing how the grid itself has to operate.
Legacy data centers behaved …
1 month, 2 weeks ago
How Kraken Is Turning Grid Chaos Into Coordination | Devrim Celal
Season 18 Episode 929
The grid is getting more crowded.
EVs. Heat pumps. Batteries. Rooftop solar. Flexible demand.
What used to be a system built around a few thou…
1 month, 3 weeks ago
Why U.S. Solar Costs 2–3x More Than Australia | Barry Cinnamon
Season 18 Episode 928
Australia is installing solar and batteries for about $2 a watt.
In the U.S., it’s closer to $5.50.
So why do we still have this huge gap?
Barr…
1 month, 3 weeks ago
Everyone Built Modules. He Built Cells. | Alex Zhu, ES Foundry
Season 18 Episode 927
Rebuilding solar manufacturing in the U.S. is not just about capital or policy. It is about making the right bets at the right time.
It comes…
2 months ago
Are Data Centers Bypassing the Grid? | Michael Thomas, Cleanview
Season 18 Episode 926
Are data centers starting to bypass the grid?
A growing share of planned projects are pairing with behind-the-meter generation, and the shift…
2 months ago
Ahmad Chatila & Jigar Shah on Solar’s Capital Problem
Season 18 Episode 925
Most people [who have been in the industry awhile] have opinions about SunEdison.
This is one of the first times Ahmad Chatila and Jigar Shah…
2 months, 1 week ago