CleanTechies Podcast

00:00 – Intro: Andrew Beebe’s background in Cleantech since 2002.
03:34 – Obvious Ventures & Fund V: Deploying a new $360M fund.
04:59 – The Next Vintage: Why the tourists are gone and the real builders remain.
08:23 – The Branding Problem: Why "Climate Tech" mirrors the 1990s Internet boom.
16:30 – Global Markets vs. US Politics: The inevitability of the energy transition.
20:46 – The AI Energy Crisis: Utilities facing 50% demand growth from data centers.
25:53 – Generative Science: How AI is accelerating materials science and geothermal exploration.
28:20 – Local Politics: Why hyperscalers must win over local communities to build.
34:01 – Texas as a Mecca: Why low-regulation red states are building the most clean energy.
38:56 – Physical AI & Autonomy: From robotic shipping vessels to electric aviation.
47:01 – The Hardware Playbook: Why you want to be a buyer (not a seller) on a plummeting cost curve.
51:50 – The Ultimate Arbitrage: Making money when you know the transition is inevitable.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit cleantechies.substack.com/subscribe

00:00 – Intro: Cody Finke returns to the podcast.
04:30 – The "Rock Refinery": Moving beyond cement to co-produce aluminum and critical minerals.
05:39 – The Physics of Scale: Why cost parity is impossible with small reactors.
08:12 – The History of Co-Production: From whale oil to Standard Oil's catalytic cracking.
12:39 – "Bad Geologic Luck": Why traditional limestone cement plants can't co-produce.
18:54 – De-Risking Deep Tech: How Brimstone uses off-the-shelf components to build a massive patent moat.
28:33 – Fundraising Strategy: Raising ~$90M and executing pilot plants.
33:44 – PR for Founders: When to stay in stealth and when to reveal your grand vision.
38:18 – The $189M DOE Grant: Winning the money under Biden, losing it under Trump, and why it wasn't a disaster.
45:54 – Geopolitics & Manufacturing: Why critical materials and heavy industry must return to democratic countries.
50:28 – The Ultimate Climate Strategy: Why capitalism only rewards lower costs, not moral outcomes.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit cleantechies.substack.com/subscribe

00:00 – Intro: The $500M deal with Jupiter Power.
02:15 – Landon’s Background: Lessons from Tesla and Northvolt.
06:30 – The "Magnet Hire": How to attract A-Players by hiring one star first.
12:00 – Why Sodium-Ion?: The cost and supply chain advantage over Lithium.
18:45 – The Jupiter Power Deal: How they negotiated a massive off-take agreement.
24:10 – "Engineering Bankability": Selling the manufacturing roadmap, not just the cell.
32:00 – Supply Chain: Why Peak Energy avoids conflict minerals and China reliance.
41:00 – The Grid Challenge: Why batteries need to last 25 years in the desert.
48:00 – Scaling Speed: How to move faster than traditional industrial giants.
53:00 – Hiring: The specific traits Landon looks for in executives.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit cleantechies.substack.com/subscribe

00:00 – Intro: Recording in-person at 9Zero in San Francisco.
02:45 – Antonio’s Background: From Stanford PhD to Flow Batteries.
06:00 – The History: What is the "Zebra Battery" and why did it fail in EVs?
10:15 – The Chemistry: How Sodium, Iron, and Salt work together.
12:30 – The Economics: Why $1/kWh material cost changes everything.
17:00 – Safety First: No thermal runaway and safer than Lithium-Ion.
22:00 – Manufacturing Strategy: Leveraging existing UK talent and factories.
28:00 – The "Bankability" Challenge: Proving a "new" old technology.
34:00 – Commercialization: Who buys these batteries? (Utilities vs Developers).
41:00 – The Grid Reality: Why "Non-Wires Alternatives" are the immediate market.
46:00 – Founder Advice: How to hire A-players for a hardware startup.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit cleantechies.substack.com/subscribe

00:00 – Intro: Why energy regulation is the "unsexy" bottleneck of the transition.
03:11 – Hudson’s Background: From SEC Attorney to rewriting federal data laws.
05:55 – What HData Does: The platform for rate cases, compliance, and wildfire plans.
06:40 – The Natural Monopoly: Explaining the "Regulator vs. Regulated" conflict.
10:13 – The Rate Case Process: How utilities get paid (and why it takes so much paper).
14:00 – The ROI of AI: Moving from "Control-F" to vertical AI agents.
22:20 – The Urgency: Why grid modernization creates a compliance explosion.
35:00 – Hyperscalers & AI: How data center demand is changing the regulatory game.
46:18 – The Future of Work: Will AI replace regulatory lawyers?
48:00 – Founder Story: The 2022 cash crisis and the "Dark Night of the Soul."
53:00 – Hiring Framework: The 3 motivations Hudson looks for in talent.


This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit cleantechies.substack.com/subscribe