Where they publish
My Climate Journey ↗
What they write about
Energy & Climate · AI Infrastructure · AI (Horizontal) · Manufacturing & Industrials · Fintech · Real Estate & Construction
Recent posts
- The Power We Need Already Exists. It's Just Going to Waste.↗ 29 Sept 2026
SPAN turns idle residential electrical capacity into distributed AI inference infrastructure by installing compute nodes in homes with spare capacity, offering homeowners discounted electricity and internet in return—a novel approach to solving AI's power demands.
- AI Is Outgrowing the Grid↗ 4 Sept 2026
AI data centers are straining power grids designed for centralized generation; the real constraint is power infrastructure, not compute. Solutions like multi-port solid-state transformers and hybrid power sources (grid, batteries, natural gas, fuel cells) are emerging to solve the last-mile delivery problem.
- Our Investment in Light↗ 3 Sept 2026
Light, a power company built as an API, enables solar, EV, real estate, and fintech partners to offer white-label electricity plans to their customers in weeks rather than years, capturing a market shift where electricity moves from commodity to core product.
- Hardware Can’t Be Vibe-Coded 1 Jul 2026
- People-First Hiring: Implementing AI Without Losing Connection 15 Jun 2026
- Our Investment in Red Metals 9 Jun 2026
- Our Investment in DaisyChain 1 Jun 2026
- New Mexico's $72B Bet on Clean Energy 14 May 2026
- How Next-Gen Weather Balloons Are Filling the Gaps in Global Forecasting 21 Apr 2026
- Turning Buildings into Energy Assets 9 Apr 2026
- Inside Rockefeller's Big Bet: The Global Energy Alliance 19 Mar 2026
- Our Investment in DG Matrix 18 Mar 2026
- Our Investment in Standard Nuclear 26 Feb 2026
- AI for Heavy Industry: How Archimetis Is Cutting Energy Waste in Steel, Refining, and Chemicals 11 Feb 2026
- Why Climate Jobs Aren't Enough Anymore 6 Feb 2026
- Autonomous Firefighting Aircraft Exist. Here's How They Work. 29 Jan 2026
- Building Your First Team in Energy & Industrial Tech 21 Jan 2026
- What a Tour of China's Factory Floor Reveals About the Future of Clean Energy 14 Jan 2026
- Six Predictions for Energy and AI in 2026 7 Jan 2026
- 21 Investments, 100+ Hires, 53 Podcast Episodes: MCJ’s 2025 Impact 23 Dec 2025
- How Data Centers Became the Hidden Backbone of Our Modern World 16 Dec 2025
- Think Like a Mountaineer: Lessons in Speed, Safety and Scaling with Crusoe 11 Dec 2025
- Our Investment in Hammerhead AI 10 Dec 2025
- Our Investment in Unlimited Industries 3 Dec 2025
- Our Investment in Circularity Fuels 12 Nov 2025
- Our Investment in Reservoir 6 Nov 2025
- From Lab to Grid: What It Takes to Make Fusion Energy a Reality 25 Sept 2025
- Our Investment in Rodatherm 24 Sept 2025
- Our Investment in Aalo 17 Sept 2025
- From Oil to Air: The Business Case for Carbon Transformation 11 Sept 2025
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