#279 They Lost $189m DOE Grant, but Survived. Learn Why | Cody Finke (Brimstone)
MAR 4, 202655 MIN
#279 They Lost $189m DOE Grant, but Survived. Learn Why | Cody Finke (Brimstone)
MAR 4, 202655 MIN
Description
<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&utm_campaign=CTA_2">cleantechies.substack.com/subscribe</a>