CleanTechies Podcast

<p><strong>00:00</strong> – Intro: Andrew Beebe’s background in Cleantech since 2002.</p><p><strong>03:34</strong> – Obvious Ventures & Fund V: Deploying a new $360M fund.</p><p><strong>04:59</strong> – The Next Vintage: Why the tourists are gone and the real builders remain.</p><p><strong>08:23</strong> – The Branding Problem: Why "Climate Tech" mirrors the 1990s Internet boom.</p><p><strong>16:30</strong> – Global Markets vs. US Politics: The inevitability of the energy transition.</p><p><strong>20:46</strong> – The AI Energy Crisis: Utilities facing 50% demand growth from data centers.</p><p><strong>25:53</strong> – Generative Science: How AI is accelerating materials science and geothermal exploration.</p><p><strong>28:20</strong> – Local Politics: Why hyperscalers must win over local communities to build.</p><p><strong>34:01</strong> – Texas as a Mecca: Why low-regulation red states are building the most clean energy.</p><p><strong>38:56</strong> – Physical AI & Autonomy: From robotic shipping vessels to electric aviation.</p><p><strong>47:01</strong> – The Hardware Playbook: Why you want to be a buyer (not a seller) on a plummeting cost curve.</p><p><strong>51:50</strong> – The Ultimate Arbitrage: Making money when you know the transition is inevitable.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>

<p><strong>00:00</strong> – Intro: Cody Finke returns to the podcast.</p><p><strong>04:30</strong> – The "Rock Refinery": Moving beyond cement to co-produce aluminum and critical minerals.</p><p><strong>05:39</strong> – The Physics of Scale: Why cost parity is impossible with small reactors.</p><p><strong>08:12</strong> – The History of Co-Production: From whale oil to Standard Oil's catalytic cracking.</p><p><strong>12:39</strong> – "Bad Geologic Luck": Why traditional limestone cement plants can't co-produce.</p><p><strong>18:54</strong> – De-Risking Deep Tech: How Brimstone uses off-the-shelf components to build a massive patent moat.</p><p><strong>28:33</strong> – Fundraising Strategy: Raising ~$90M and executing pilot plants.</p><p><strong>33:44</strong> – PR for Founders: When to stay in stealth and when to reveal your grand vision.</p><p><strong>38:18</strong> – The $189M DOE Grant: Winning the money under Biden, losing it under Trump, and why it wasn't a disaster.</p><p><strong>45:54</strong> – Geopolitics & Manufacturing: Why critical materials and heavy industry must return to democratic countries.</p><p><strong>50:28</strong> – The Ultimate Climate Strategy: Why capitalism only rewards lower costs, not moral outcomes.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>

<p><strong>00:00</strong> – Intro: The $500M deal with Jupiter Power.</p><p><strong>02:15</strong> – Landon’s Background: Lessons from Tesla and Northvolt.</p><p><strong>06:30</strong> – The "Magnet Hire": How to attract A-Players by hiring one star first.</p><p><strong>12:00</strong> – Why Sodium-Ion?: The cost and supply chain advantage over Lithium.</p><p><strong>18:45</strong> – The Jupiter Power Deal: How they negotiated a massive off-take agreement.</p><p><strong>24:10</strong> – "Engineering Bankability": Selling the manufacturing roadmap, not just the cell.</p><p><strong>32:00</strong> – Supply Chain: Why Peak Energy avoids conflict minerals and China reliance.</p><p><strong>41:00</strong> – The Grid Challenge: Why batteries need to last 25 years in the desert.</p><p><strong>48:00</strong> – Scaling Speed: How to move faster than traditional industrial giants.</p><p><strong>53:00</strong> – Hiring: The specific traits Landon looks for in executives.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>

<p><strong>00:00</strong> – Intro: Recording in-person at 9Zero in San Francisco.</p><p><strong>02:45</strong> – Antonio’s Background: From Stanford PhD to Flow Batteries.</p><p><strong>06:00</strong> – The History: What is the "Zebra Battery" and why did it fail in EVs?</p><p><strong>10:15</strong> – The Chemistry: How Sodium, Iron, and Salt work together.</p><p><strong>12:30</strong> – The Economics: Why $1/kWh material cost changes everything.</p><p><strong>17:00</strong> – Safety First: No thermal runaway and safer than Lithium-Ion.</p><p><strong>22:00</strong> – Manufacturing Strategy: Leveraging existing UK talent and factories.</p><p><strong>28:00</strong> – The "Bankability" Challenge: Proving a "new" old technology.</p><p><strong>34:00</strong> – Commercialization: Who buys these batteries? (Utilities vs Developers).</p><p><strong>41:00</strong> – The Grid Reality: Why "Non-Wires Alternatives" are the immediate market.</p><p><strong>46:00</strong> – Founder Advice: How to hire A-players for a hardware startup.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>

<p><strong>00:00</strong> – Intro: Why energy regulation is the "unsexy" bottleneck of the transition.</p><p><strong>03:11</strong> – Hudson’s Background: From SEC Attorney to rewriting federal data laws.</p><p><strong>05:55</strong> – What HData Does: The platform for rate cases, compliance, and wildfire plans.</p><p><strong>06:40</strong> – The Natural Monopoly: Explaining the "Regulator vs. Regulated" conflict.</p><p><strong>10:13</strong> – The Rate Case Process: How utilities get paid (and why it takes so much paper).</p><p><strong>14:00</strong> – The ROI of AI: Moving from "Control-F" to vertical AI agents.</p><p><strong>22:20</strong> – The Urgency: Why grid modernization creates a compliance explosion.</p><p><strong>35:00</strong> – Hyperscalers & AI: How data center demand is changing the regulatory game.</p><p><strong>46:18</strong> – The Future of Work: Will AI replace regulatory lawyers?</p><p><strong>48:00</strong> – Founder Story: The 2022 cash crisis and the "Dark Night of the Soul."</p><p><strong>53:00</strong> – Hiring Framework: The 3 motivations Hudson looks for in talent.</p> <br/><br/>This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://cleantechies.substack.com/subscribe?utm_medium=podcast&#38;utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>