Inevitable

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 weather forecasting has remained largely unchanged for decades and why better data—not just better models—is the key to improving weather predictions. Our conversation explores how WindBorne’s balloon constellation captures atmospheric data at a global scale, how AI models like WeatherMesh translate that data into more accurate forecasts, and why extreme weather and infrastructure gaps are creating urgency for better systems. Dean also shares how the company makes money across data, forecasting, and insights—and his long-term vision of building “a planetary-scale nervous system.” Episode recorded on March 19, 2026 (Published on April 7, 2026) In this episode, we cover: (0:00) An overview of WindBorne (2:57) How weather forecasting actually works (4:36) Why traditional weather balloons haven’t changed in decades (12:50) What WindBorne is: long-duration balloons, global data collection and a weather intelligence platform (14:14) What makes WindBorne different: better sensors, batteries, and communications (17:35) Atlas: WindBorne’s global balloon constellation (18:17) How better weather data improves hurricane predictions (20:35) Airspace safety and the realities of flying balloons at scale (24:35) WindBorne’s business model: data, forecasts, and insights (29:30) Why weather data matters for energy markets and grid reliability (32:09) The long-term vision: Building a “planetary-scale nervous system” (35:41) Why AI + physical infrastructure is a “net good” for society Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 episode, Blumberg explains why building decarbonization has stalled—not because of smart grid technology, but because of economics. The conversation explores how DaisyChain uses submetering and rate arbitrage to create immediate financial value for building owners, while unlocking the ability to deploy batteries, heat pumps, and other distributed energy resources over time. They also discuss their expansion into hospitals, where power quality issues create major operational risk, and how the same platform can solve both problems. At a system level, Blumberg outlines a future where aggregated building loads become flexible assets that help stabilize the energy grid and reduce peak demand. We’re proud to have invested in DaisyChain and support their journey towards the modernization of the grid. Episode recorded on March 12, 2026 (Published on April 1, 2026) In this episode, we cover: (0:00) An overview of DaisyChain Energy (2:06) Why Alex Blumberg started a climate company after Gimlet (6:17) Why buildings are a messy but critical climate problem (6:52) How DaisyChain works (10:08) The split incentive problem in multifamily buildings (13:53) Why decarbonization upgrades don’t pencil financially today (15:47) Submetering and turning buildings into mini-utilities (19:08) Using financial incentives—not climate—to win customers (22:53) Turning buildings into flexible energy grid assets (27:15) The power quality problem in hospitals (31:00) Increasing net operating income vs protecting revenue (34:55) The long-term vision: a flexible, distributed energy grid Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 the defining development challenges of the century, with roughly three billion people still lacking enough electricity to meaningfully power economic activity. The conversation explores how philanthropic capital can unlock private investment in markets that commercial investors often avoid, the rise of distributed solar and mini-grids in places like India and across Africa, and how programs like Mission 300 aim to electrify hundreds of millions of people in the coming decade. Dayal also shares lessons from a decade of deploying distributed energy systems, the growing role of digital tools and AI in managing complex power systems, and why the Rockefeller Foundation is now exploring nuclear and small modular reactors as part of the future global energy mix. Episode recorded on March 4, 2026 (Published on March 17, 2026) In this episode, we cover: (0:00) An overview of the Rockefeller Foundation (2:31) Ashvin’s background in disaster response and climate resilience (8:16) What energy access really means for economic opportunity (10:15) The “modern energy minimum” and the 3 billion people below it (14:11) The Rockefeller Foundation and the creation of GEA (19:06) How philanthropic first-loss capital unlocks clean energy investment (24:19) Why distributed solar and mini-grids work for emerging markets (27:57) Lessons from Smart Power India and scaling rural electrification (36:39) Mission 300 and the effort to electrify Africa (42:05) Why Rockefeller is exploring nuclear and SMRs (47:09) Rockefeller’s legacy: from Standard Oil to global clean energy Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 leave vast amounts of clean power stranded—and how Rune’s “RELIC” units turn that waste into usable compute. The conversation dives into DC architecture, Bitcoin as a beachhead market, and why traditional data centers are ill-suited to an era of distributed energy. Layden also unpacks why modular infrastructure may be the fastest path to deploying AI-scale compute at the edge of the energy transition.Episode recorded on Jan 27, 2026 (Published on Feb 17, 2026)In this episode we cover: (0:00) Intro(3:19) An overview of Rune(7:15) How energy flows and gets los in today’s power stack(10:50) Clipping: the hidden inefficiency in solar(14:17) Curtailment: why the grid rejects clean energy(20:47) Starting with Bitcoin before scaling to AI workloads(25:50) Which compute loads can run interruptibly(27:26) Rune’s business model and value to power producers(33:16) Where Rune operates and who’s backing it(36:10) Why modular, DC-native design matters for scaleLinks:William Layden on LinkedIn: https://www.linkedin.com/in/william-laydenRune: https://www.rune.energy/ Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 for AI. Data centers concentrate massive electrical loads in specific locations, creating grid stress, long interconnection delays, and rising electricity costs for surrounding communities. Traditional grid expansion alone is too slow to meet near-term AI demand.Emerald AI’s response is to treat AI data centers as flexible loads rather than fixed ones. Its software coordinates compute with grid conditions by shifting workloads across time, geography, and on-site energy resources like batteries. The episode walks through real-world demonstrations, including a published field trial showing a 25% power reduction during grid stress without breaking compute performance. The discussion frames flexible load as one of the fastest ways to unlock power for AI while improving grid stability.Episode recorded on Feb 2, 2026 (Published on Feb 10, 2026)In this episode, we cover:(0:00) Intro(1:36) What Emerald AI is and how it works(6:41) Varun’s background and why he founded Emerald(10:59) Emerald’s software for power-flexible data centers(19:04) The three types of flexibility: temporal, spatial, and resource(23:29) How much control customers give Emerald(28:20) Coordinating compute with on-site energy like batteries(31:27) Off-grid vs. grid-connected data centers(35:39) Why exiting the grid creates political and systemic risk(37:12) Emerald AI’s open rolesLinks:Varun Sivaram on LinkedIn: https://www.linkedin.com/in/varunsivaramEmerald AI: https://www.emeraldai.co/AI data centers as grid-interactive assets paper Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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, and communities from within.In this episode of Inevitable, Kirpichov shares why the “get a climate job” model is no longer enough, and why systemic change depends on how professionals use their power. The conversation explores the concept of regenerative economics, the breakdown of siloed climate thinking, and the need for new economic architectures that support resilience, not extraction. We also dive into what it means to build bottom-up leadership, how Work on Climate is shifting its model, and why now is a critical moment to invest in alternatives that go beyond federal policy.Episode recorded on Jan 22, 2026 (Published on Feb 3, 2026)In this episode, we cover:(0:00) Intro(2:40) Climate as one piece of a larger systemic crisis(7:19) An overview of Work on Climate(11:28) Why the climate job market isn’t enough(17:08) The shift from jobs to leadership and power(24:49) What a regenerative economy actually means(32:00) Building new economic operating systems(37:00) The Work on Climate member experience (46:49) Final thoughts on reclaiming powerLinks:Eugene Kirpichov on LinkedIn: https://www.linkedin.com/in/eugenekirpichovWork on Climate: https://workonclimate.org/ Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 why he left Grove—his first company focused on sustainable consumer goods—to tackle what he sees as a civilization-level challenge: early wildfire intervention. The conversation explores how climate conditions, outdated fire cycles, and insurance market failures have converged to threaten life in the American West. Landesberg walks through Seneca’s approach to changing that trajectory: distributed strike teams of large autonomous suppression copters, built in the U.S., designed to reach fires faster than any existing response method. He also unpacks the product’s potential for mop-up operations, prescribed burns, and utility asset protection.In this episode, we cover:(2:40) Wildfire as a threat to housing and the economy(10:07) The urgent need for faster fire response(15:12) Why helicopters aren’t a scalable solution(20:03) New use cases beyond initial attack(28:25) What autonomy looks like in practice(33:11) Why Seneca isn’t just another drone company(38:21) Wildfire as a climate and national security risk(46:18) Seneca’s first deployments and what’s nextLinks:Stuart Landesberg on LinkedIn: https://www.linkedin.com/in/stuartlandesbergSeneca: https://seneca.com/ Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 actually works.The discussion centers on the industry’s core constraint: attribution. For years, operators couldn’t measure whether precipitation would have occurred anyway. Doricko explains how advances in dual-polarization radar and targeted flight paths now make it possible to identify human-caused snowfall, unlocking a path to scale.Doricko also walks through Rainmaker’s vertically integrated approach, from weather-resistant drones and proprietary radar to software and validation systems, and why the company focuses on snowpack as a bankable water source. The episode also addresses public scrutiny, regulatory bans, and what it takes to build water infrastructure in a category that’s easy to misunderstand but increasingly necessary.Episode recorded on Dec 16, 2025 (Published on Jan 20, 2026)In this episode, we cover: [1:53] Cloud seeding vs geoengineering [3:27] How cloud seeding works and its history[9:14] When and how it became commercially deployable [15:28] Advantages of using drones vs manned aircraft [18:34] The limits of today’s validation methods [24:54] Why Rainmaker focuses on snowpack first [27:34] Rainmaker’s go to market[29:34] Acquiring legacy operators to scale faster[32:40] Why Rainmaker sells services, not water[38:25] State bans, politics, and public backlash[40:39] Chemtrails and Texas flood controversies[47:15] The future of cloud seeding in the US and abroad Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 congestion, interconnection delays, and cooling requirements are slowing the deployment of new AI data centers, even as compute demand continues to surge. Traditional data centers face 5-10 year lead times for new power projects due to permitting, interconnection queues, and grid capacity constraints.In this episode, Philip explains why Starcloud is building data centers in orbit, where continuous solar power is available and heat can be rejected directly into the vacuum of space. He walks through Starcloud’s first on-orbit GPU deployment, the realities of cooling and radiation in space, and how orbital data centers could relieve pressure on terrestrial power systems as AI infrastructure scales.Episode recorded on Dec 11, 2025 (Published on Jan 13, 2026)In this episode, we cover: [04:59] What Starcloud's orbital data centers look like (and how they differ from terrestrial facilities)[06:37] How SpaceX Starship's reusable launch vehicles change space economics[10:45] The $500/kg breakeven point for space-based solar vs. Earth [14:15] Why space solar panels produce 8x more energy than ground-based arrays [21:19] Thermal management: Cooling NVIDIA GPUs in a vacuum using radiators [25:57] Edge computing in orbit: Real-time inference on satellite imagery [29:22] The Crusoe partnership: Selling power-as-a-service in space [31:21] Starcloud's business model: Power, cooling, and connectivity [34:18] Addressing critics: What could prevent orbital data centers from workingKey Takeaways:Starcloud launched the first NVIDIA H100 GPU into orbit in November 2024 Space solar produces 8x more energy per square meter than terrestrial solar Breakeven launch cost for orbital data centers: $500/kg Current customers: DOD and commercial Earth observation satellites needing real-time inference Target: 10 gigawatts of orbital computing capacity by early 2030s Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 it appears so frequently in next-generation reactor designs, and how fuel performance shapes reactor economics, safety, and scalability.The conversation also unpacks Standard Nuclear’s origin story, which emerged from a Chapter 11 restructuring of UltraSafe Nuclear, and explores a future where reactor-agnostic fuel suppliers replace vertically integrated fuel strategies to unlock faster deployment across advanced nuclear technologies.Episode recorded on Dec 4, 2025 (Published on Jan 6, 2026)In this episode, we cover: [1:53] An overview of Standard Nuclear[3:26] Nuclear’s history in Oak Ridge, TN[6:07] The nuclear fuel cycle [8:35] US involvement and ownership in this cycle[10:17] TRISO fuel or coated particle fuel[17:56] Why enrichment access constrains deployment [21:43] Government’s role bridging fuel supply gaps[24:03] Why reactor companies try vertical integration[26:26] Standard Nuclear’s origin story [28:51] Why fuel must become a commodity[33:42] The case for standardizing TRISO specs[39:20] Challenges of building a fuels company Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 across the country, Cuby asks what it would look like if housing finally had its assembly line moment—and the factory moved to where homes are needed. Their mobile microfactories are inflatable, rapidly deployable facilities that manufacture standardized home components on or near the job site using mostly unskilled labor, then assemble houses in a predictable, repeatable way. In this conversation, Aleks unpacks the roots of the housing shortage, why past modular attempts fell short, and how Cuby’s model could change what’s possible for housing affordability, waste reduction, and resilience.Episode recorded on Nov 20, 2025 (Published on Dec 16, 2025)In this episode, we cover: [4:40] Causes for the housing crisis today [8:17] Emissions associated with housing and how Cuby differs[12:54] An overview of industrialized construction [16:43] Main challenges with industrialized construction[19:25] Cuby’s antithesis to centralized gigafactories in construction[27:08] How Cuby’s inflatable mobile microfactory works[30:17] Cuby’s European headquarters and China facility [31:57] Cuby’s single-family home design [33:30] The company’s business model[37:52] Why Cuby isn’t displacing jobs [38:55] The company’s funding to date [40:15] What’s next for Cuby Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 fusion from scientific aspiration to solvable engineering challenge.The Pacific Fusion founding team came together after these 2022 milestones revealed a credible, engineering-driven path to fusion energy. Backed by a landmark $900M Series A led by General Catalyst, the company is developing a highly modular system that can be mass-manufactured using accessible materials and domestically sourced supply chains. In this episode, Carrie explains why these breakthroughs matter, how the modular pulser architecture works, why New Mexico became home for the world’s largest pulse-power facility, and how fusion could reshape global energy, industry, and security. MCJ is proud to participate in Pacific Fusion’s Series A through our venture funds. Episode recorded on Nov 19, 2025 (Published on Dec 9, 2025)In this episode, we cover: [13:28] Pacific Fusion’s origins and founding team[17:54] The company’s unique financing structure[18:57] Why traditional venture models fail for fusion[25:42] Pacific Fusion’s progress to date[27:23] What a pulsed magnetic fusion system looks like[29:15] The path from modular components to full-scale system[33:20] Looking ahead at Pacific Fusion’s 2026 milestones[35:04] Why they’re building in Albuquerque, New Mexico[41:29] The global race with China to commercialize fusion[46:24] The fusion supply chain Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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. Unlimited flips the script by using AI to generate thousands of design permutations, drastically cutting feedback loops, iteration time, and overall cost. Alex shares how his background in software, combined with childhood exposure to industrial environments, inspired him to take on this hard problem—and why he believes the only way to build faster is to rebuild the entire system from the ground up.Episode recorded on July 29 (Published on Dec 3)In this episode, we cover: ⁠[03:15] An overview of EPCs[05:05] How EPCs make money[07:06] Why FOAK projects face EPC challenges[10:02] Reducing marginal cost of engineering design with AI[12:35] Alex’s pivot from software to infrastructure[15:39] Why EPCs resist adopting AI tools[19:14] Unlimited’s capital projects platform explained[23:41] How Unlimited manages physical construction[26:36] The company's vision of fully autonomous construction in the future[28:08] Why physical abundance drives Alex Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

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 much to solve workforce shortages and accelerate new reactor deployment? Trey’s path to nuclear is unconventional. After building and selling a healthcare communications platform, he moved to San Luis Obispo and discovered he lived 10 miles from California’s last nuclear plant. That proximity led to applying lessons from one highly regulated industry to another. In just two years, Trey has built partnerships with PG&E and Diablo Canyon, Oak Ridge National Laboratory, and Idaho National Laboratory, the kind of institutional relationships that typically take years to establish in the nuclear industry. Perhaps that speed says something about both the urgency of the problem and the credibility of the solution.Episode recorded on Aug 12, 2025 (Published on Nov 19, 2025)In this episode, we cover: [2:49] An overview of Atomic Canyon[04:45] Trey’s path from healthcare to nuclear [08:50] The myths vs reality of nuclear power plants[10:41] Understanding nuclear’s administrative bottlenecks [12:14] How Trey started Atomic Canyon with no nuclear experience [17:59] Learning from Diablo leadership and facility[20:24] Deploying the first on-premise nuclear AI system[23:39] Security measures for data sets[29:23] Building NuclearBench with Idaho National Lab[32:02] Scaling from one plant to fleet-wide adoption[38:53] Where Atomic Canyon needs help [40:09] The company’s funding to date Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected] with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant