Join Cody Simms each week as he engages with experts across disciplines to explore innovations driving the transition of energy and industry. Inevitable is an MCJ podcast. This show was formerly known as 'My Climate Journey.'
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Yasir Arafat is the co-founder and CTO of Aalo Atomics , a company developing factory-manufactured modular nuclear power plants designed for AI data centers. Before founding Aalo, Yasir led the MARVEL microreactor program at Idaho National Laboratory. In this episode of Inevitable, Yasir explains how Aalo became one of four U.S. nuclear startups to achieve criticality by the July 4, 2026 deadline.…
Fiona Spruill is CEO of Overstory , a company helping electric utilities reduce power outages and wildfire risk using satellite imagery, aerial data, and AI-powered vegetation intelligence. Since joining as employee number 10 and later stepping into the CEO role, Spruill has helped Overstory evolve from a vegetation mapping startup into a resilience platform serving many of North America's largest…
Arch Rao is Founder and CEO of SPAN , the company behind the smart electrical panel that has expanded into utility grid management with SPAN Edge and distributed AI infrastructure with XFRA . What began as a smarter way to manage home electricity has evolved into a platform designed to digitize the electric grid, enable mass electrification, and unlock new AI compute capacity using existing…
Noah Schochet is the co-founder and CEO of TerraFirma , a construction technology company rethinking how infrastructure gets built. Founded by two former SpaceX engineers, TerraFirma combines robotics, remote operations, and software into a construction business that performs projects directly rather than selling technology. By vertically integrating its tools with field operations, the company…
Jake Jurewicz is the Co-founder and CEO of Blue Energy , a nuclear power plant developer. Blue Energy starts with proven, light water reactors and builds everything around them — prefabricating standardized nuclear plants as massive modules in shipyards and fab yards, then barging them to site. It pairs that with a patented gas-to-nuclear approach that energizes the plant on gas turbines first and…
Pete Johnson , Co-founder and CEO of Koloma , joins Inevitable to break down geologic hydrogen — naturally occurring hydrogen found deep underground — and why he believes it could be the first new primary energy source since nuclear power in the 1950s. Koloma has raised more than $400 million from Khosla Ventures, Breakthrough Energy Ventures, Amazon's Climate Pledge Fund, Osaka Gas, and…
Shannon Miller is Co-founder and President of Mainspring Energy , a company developing a new category of power generation technology called the linear generator. Mainspring’s systems generate electricity through a low-temperature, flameless chemical reaction that converts fuel directly into electrical power. Shannon has been at this for about 15 years. She started the company on technology she…
Michael Spencer is the Founder and CEO of Zeno , an electric mobility company building electric motorcycles, battery-swapping infrastructure, and distributed energy systems across East Africa. Drawing on experience from nearly a decade building businesses in East Africa and four years at Tesla during its hypergrowth era, Spencer is applying lessons from EV charging infrastructure to one of the…
Marc Berte is the Co-founder and CEO of Overview Energy , a startup developing space-based solar power systems designed to turn existing solar farms into around-the-clock power generators. By placing satellites in geosynchronous orbit, collecting near-continuous sunlight, and beaming energy back to Earth as safe near-infrared light, Overview aims to dramatically increase the utilization of solar…
Edward Shenderovich is the Founder and CEO of Roebling , a software platform that helps industrial companies evaluate, design, and finance manufacturing projects before breaking ground. After initially setting out to solve bottlenecks in biomanufacturing, Shenderovich and his team uncovered a broader challenge: the economics of scaling physical infrastructure are often poorly understood until it's…
Haroon Inam is Co-founder and CEO of DG Matrix , a company that makes the world's most compact Power Router, aggregating distributed energy for GenAI datacenters, microgrids, fleet electrification, and associated systems. As AI workloads drive unprecedented electricity demand and legacy grid infrastructure struggles to keep pace, DG Matrix has commercialized the world’s first multi-port…
Peter Carlsson is Co-founder and former CEO of Northvolt, the European battery manufacturing company that raised more than $13 billion to build a homegrown battery supply chain for Europe, before filing for bankruptcy at the end of 2024. Before Northvolt, Carlsson spent more than a decade at Ericsson building global supply chains and later served as VP of Supply Chain at Tesla during the launch of…
Rob Black is Cabinet Secretary of the New Mexico Economic Development Department , and Bruce Brown is Head of Strategic Climate Initiatives at the New Mexico State Investment Council , the state’s $72B sovereign wealth fund. Together, they are driving one of the most ambitious state-level strategies in the U.S. to turn energy wealth into long-term climate innovation and economic growth. The…
Eddy Chiang is Co-founder and CEO of Moment Energy , a company building commercial-scale energy storage systems from repurposed electric vehicle batteries. By testing, certifying, and remanufacturing second-life battery modules, Moment Energy is creating lower-cost alternatives to new lithium-ion storage while extending battery lifespans by decades. In this episode of Inevitable , Chiang explains…
Joel Gratz is Founding Meteorologist and CEO of OpenSnow , a weather platform used by hundreds of thousands of skiers, snowboarders, and outdoor enthusiasts to track snow conditions and forecast powder days. What started as a text thread among friends has grown into a profitable, bootstrapped business combining expert forecasting, data science, and increasingly AI-driven weather models. In this…
Dave McColl is Executive Director of Stanford Climate Ventures (SCV) , a program designed to help students build climate companies through rigorous go-to-market strategy and hands-on company building. SCV is a project-based course at Stanford University that has helped launch dozens of startups across energy, infrastructure, and industrial decarbonization. In this episode of Inevitable , Yin Lu ,…
John Dean is Co-Founder and CEO of WindBorne , a company building next-generation weather balloons and an AI-powered forecasting layer to improve global weather prediction. WindBorne’s balloons can stay aloft for weeks — collecting critical atmospheric data across oceans and remote regions where traditional weather infrastructure doesn’t reach. In this episode of Inevitable , Dean explains why…
Alex Blumberg is Co-founder and CEO of DaisyChain Energy , a company building a hardware-enabled software platform that turns commercial buildings into flexible grid assets. Best known as the founder of Gimlet Media and co-creator of Planet Money , Blumberg’s second venture focuses on solving one of the most overlooked problems in climate: the misaligned incentives inside buildings. In this…
Ashvin Dayal is Senior Vice President for Power and Climate at the Rockefeller Foundation , where he oversees the Global Energy Alliance (GEA), a multi-billion-dollar initiative backed by the Rockefeller Foundation, the IKEA Foundation, and the Bezos Earth Fund to expand access to clean, reliable electricity worldwide. In this episode of Inevitable , Dayal explains why energy access remains one of…
William Layden is Co-founder and CEO at Rune , a company building modular, behind-the-meter micro data centers that plug directly into solar and wind plants. These units operate on a fully electric, DC-to-DC architecture—bypassing the traditional grid and unlocking new economics for compute at renewable energy sites. In this episode of Inevitable, Layden explains how solar clipping and curtailment…
Varun Sivaram is Founder and CEO of Emerald AI , a company building software that makes AI data centers power flexible. As AI data centers become one of the fastest-growing sources of electricity demand, grid constraints are emerging as a critical bottleneck for compute deployment. In this episode, the conversation focuses on why power availability — not GPUs — is increasingly the limiting factor…
Eugene Kirpichov is Co-Founder and Executive Director of Work on Climate , a global community helping professionals take action on climate across industries and disciplines. Originally created to help people transition into climate-related careers, the organization is now evolving toward a deeper goal: empowering individuals to become climate leaders—people who transform their companies, sectors,…
Stu Landesberg is Co-founder and CEO of Seneca , a company developing autonomous aerial systems to detect and suppress wildfires before they grow out of control. Designed for rapid initial response, Seneca’s technology deploys robotic aircraft that launch within minutes, helping protect homes, infrastructure, and communities in fire-prone regions. In this episode of Inevitable, Landesberg shares…
Augustus Doricko is Founder and CEO at Rainmaker , a company using cloud seeding, drones, and radar to increase rain and snow as water scarcity and drought intensify across the West. In this episode of Inevitable , the conversation focuses on why cloud seeding—often misunderstood as science fiction or geoengineering—has existed for decades and why it has only recently become possible to prove it…
Philip Johnston is co-founder and CEO of Starcloud , a company building data centers in space to solve AI's power crisis. Starcloud has already launched the first NVIDIA H100 GPU into orbit and is partnering with cloud providers like Crusoe to scale orbital computing infrastructure. As AI demand accelerates, data centers are running into a new bottleneck: access to reliable, affordable power. Grid…
Kurt Terrani is CEO of Standard Nuclear , a company focused on a part of nuclear energy that gets far less attention than reactor designs but can become the true bottleneck: fuel. In this episode, Kurt provides a nuclear fuels 101, walking through the front end of the fuel cycle from uranium processing and enrichment to fabrication. He explains in plain terms what makes TRISO fuel different, why…
Aleks Gampel is COO and Co-founder at Cuby , a company rethinking how homes are built in the middle of a nationwide housing crisis. The cost of housing has soared while construction productivity has barely budged in decades, and today’s homes are still built through slow, wasteful, and carbon-intensive processes that aren’t designed for escalating climate risks. Instead of shipping prefab boxes…
Carrie von Muench is the COO and Co-Founder of Pacific Fusion , a company building the first pulser-driven inertial fusion system designed for net facility gain. Fusion has long promised limitless, carbon-free, dispatchable power, but only recently have breakthroughs—from ignition at the National Ignition Facility to major advances at Sandia and new high-efficiency pulse-power technology—shifted…
Alex Modon is CEO and Co-founder of Unlimited Industries , a company transforming infrastructure development through AI-driven automation. Unlimited tackles one of the biggest bottlenecks in climate and industrial innovation: the outdated, risk-averse world of engineering, procurement, and construction (EPC). Traditional EPCs are often misaligned with the needs of first-of-a-kind projects.…
Trey Lauderdale is the CEO and Founder of Atomic Canyon , a company bringing artificial intelligence into the nuclear energy sector. Atomic Canyon recently deployed the first commercial on-site generative AI system at a U.S. nuclear facility. While AI’s growth is creating massive demand for reliable, clean baseload power, Atomic Canyon explores the reverse question: does nuclear need AI just as…
Boris Sofman is the CEO and Co-Founder of Bedrock Robotics , a company turning existing construction equipment into fully autonomous fleets through same-day hardware upfits. With over $80 million in funding from Eclipse, 8VC, NVIDIA Ventures, and former Waymo CEO John Krafcik, Bedrock is tackling a major bottleneck in the global economy: a massive construction labor shortage just as demand for…
Chase Lochmiller is the CEO and co-founder of Crusoe. If you’re a regular listener, Crusoe isn’t new to the pod. This summer, Cody sat down with Chase’s Co-founder and COO, Cully Cavness , during our live event in Austin. This latest episode was recorded live at the inaugural MCJ Summit in San Francisco at the beautiful Autodesk Gallery. Cody and Chase dive into how Crusoe is building data centers…
Juliann Edwards is Chief Development Officer at The Nuclear Company . The United States has 93 operating nuclear reactors providing about 20% of the nation’s electricity. After decades without new builds, Vogtle Units 3 and 4 in Georgia finally came online—despite cost overruns and delays that nearly derailed the project. Meanwhile, China has dozens of reactors under construction and is on pace to…
Steve Oldham is CEO of Captura . Captura develops Direct Ocean Capture (DOC) technology that removes CO₂ from seawater, triggering the ocean to draw more CO₂ from the air to rebalance. With CO₂ concentrations ~150× higher in seawater than air, Captura’s closed-loop process uses electrodialysis to create acid and base on site—no added chemicals, no waste—and can run largely on off-peak renewable…
Ben Lamm is CEO and Co-founder of Colossal Biosciences , the world’s first de-extinction company. Colossal has raised more than $400 million at a valuation north of $10 billion to bring back extinct species using synthetic biology and genetic engineering. Just this year, the company unveiled the first dire wolves born in 12,000 years, created woolly mice with mammoth-like fur, and remains on track…
Dr. Stephen Beaton is Co-founder and CEO of Circularity Fuels , which develops compact reactors that turn waste carbon streams into high-value fuels and chemicals. Rather than compete with fossil fuels from the start, Stephen identified high-purity methane for lab-grown diamonds as a beachhead market—where Circularity’s product is 80–90% cheaper than incumbents while proving the core technology…
Marc Tarpenning is Co-founder of Tesla and a venture partner at Spero Ventures . In 2003, Marc and Martin Eberhard saw two signals: GM killed its beloved EV1, and Californians snapped up Toyota’s Prius despite its compromises. They realized the market was ready for an electric car that was better than gas, not worse. Their breakthrough: 7,000 off-the-shelf laptop batteries powering a sports car…
Dr. Susan Hubbard is Deputy Director for Science and Technology at Oak Ridge National Laboratory , the largest of the U.S. Department of Energy’s multi-program science and energy labs. With more than 7,000 scientists and engineers, Oak Ridge is advancing innovation across nuclear energy, grid resilience, AI, quantum computing, isotopes, and advanced manufacturing. In this episode, Susan shares how…
Mitch Lee , CEO of Arc Boat Company , is bringing the Tesla playbook to boating. Arc’s quiet, software-powered electric boats—like the sold-out Arc Sport—deliver cleaner rides, zero fumes, and customizable wave settings. Mitch shares why electric makes more sense on water than land, how dockside charging already works, and why Arc builds full boats instead of motors. With $100M raised and an…
Katherine Boyle and Erin Price-Wright are General Partners at Andreessen Horowitz (a16z) , leading the firm's American Dynamism practice. This episode explores how their team invests in companies tackling national imperatives—ranging from defense and manufacturing to energy and critical infrastructure. Katherine shares how American Dynamism emerged from portfolio patterns at a16z, while Erin…
Dr. Michael Mann is Presidential Distinguished Professor of Earth and Environmental Science at the University of Pennsylvania. He also serves as Director of the Penn Center for Science, Sustainability, and the Media, and Vice Provost for Climate Science Action and Policy. Dr. Mann first entered the public consciousness in the late 1990s with his "hockey stick graph," a reconstruction of Earth’s…
Dr. Mark Jacobson is a professor of Civil and Environmental Engineering and Director of the Atmosphere Energy Program at Stanford University, where he’s been one of the most vocal advocates for powering the world entirely with wind, water, and solar energy. No nuclear, no carbon capture, no fossil fuels of any kind. His research team has created 100% renewable energy roadmaps for all 50 U.S.…
Suvi Sharma is the CEO and Co-Founder at SOLARCYCLE . SOLARCYCLE is an emerging leader in the nascent category of solar panel recycling. The astounding ramp of solar panels deployed across the world rivals almost any technology adoption curve in history, and it's far from over. There were only five gigawatts of solar deployed globally between 2000 and 2005. By the end of 2025, a mere 20 years…
Haakon Brunell is the CEO and Co-founder of Carbon Crusher , a Norwegian company turning traditional road construction on its head. Carbon Crusher refurbishes existing roads using bio-based binders and on-site recycling to create carbon-negative, cost-effective, and more durable infrastructure. In this episode, Haakon shares how their "Crushing-as-a-Service" model and SkyRoads AI platform reduce…
Cully Cavness is the co-founder, president, and COO of Crusoe , an energy-first AI infrastructure company. In this live episode recorded in Austin, Texas, Cully shares how Crusoe evolved from capturing flared gas for Bitcoin mining to becoming a leading developer of hyperscale data centers. He discusses the company’s pivotal role in Project Stargate—a $500B AI infrastructure effort led by OpenAI,…
Today on Inevitable , we’re joined by three guests to focus on the clean energy tax provisions currently at risk in the Congressional budget reconciliation process—what’s being called the One Big Beautiful Bill. This is our second episode on this topic this week. Our guests are Jeremy Harrell , CEO at the right-of-center clean energy policy firm ClearPath ; Spencer Nelson , Director of Federal…
Michael Thomas joins us to discuss the clean energy tax provisions and industrial stimulus in the Inflation Reduction Act, which have brought billions of dollars in private investment and added gigawatts of power. However, these provisions are at risk of being cut as the "One Big Beautiful Bill" makes its way through Congress. Michael is a repeat guest and a data expert who has been tracking over…
Brent Minchew is Co-Founder, Executive Director, and Chief Scientist at Arête Glacier Initiative , a new nonprofit launched to close the gap between frontier glaciology research and actionable sea-level forecasts—and to probe whether “brake-tapping” inside Antarctic glaciers can slow their slide into the sea. Brent explains why current models still span 1–6 feet of rise by 2100—even if Paris…
Jonathan Godwin is co-founder and CEO of Orbital Materials , an AI-first materials-engineering start-up. The company open-sourced Orb, a state-of-the-art simulation model, and now designs bespoke porous materials—its first aimed at cooling data-centres while capturing CO₂ or water. Jonathan shares how his DeepMind background shaped Orbital’s “design-before-experiment” approach, why the team chose…
Matt Loszak is CEO and co-founder of Aalo Atomics , a startup designing 50-megawatt nuclear power plants made of pods of five 10-megawatt reactors each, targeting the data center market. Inspired by the MARVEL test reactor that his CTO Yasir Arafat led at Idaho National Lab, Aalo pursues parallel DOE and NRC pathways, betting that factory-built, pad-ready nuclear plants can slash cost, schedule,…
