Investors · new episode 20 Oct 2026
Hosted by MCJ
Climate founders and investors on the companies and funds working on the transition.
Investors named as guests in the most episode titles on Inevitable.
In this live episode of Inevitable from Climate Week NYC, Cody Simms explores the history and future of the electric grid with Ben Eidelson of Stepchange . Eidelson traces the evolution of the grid from J.P. Morgan and Pearl Street through the AC/DC debate, the rise of utilities, and Samuel Insull’s development of a…
Jeff Lawson is the co-founder and CEO of Inertia , a fusion energy company working to commercialize inertial confinement fusion using advanced lasers and mass-manufactured fusion fuel targets. Lawson previously co-founded and led Twilio, scaling the company from an idea into a public company, and is now applying his…
Charlie Nitschelm is the co-founder and CEO of Uplift , a company building affordable, rapidly deployable temporary housing. Uplift’s first product is a 90-square-foot, off-grid home designed for one to two people that can be transported fully assembled, placed with a standard forklift, and self-level without a…
Michael Thomas is the founder and CEO of Cleanview , a data and research platform tracking more than 10,000 clean energy projects and thousands of data center projects across the country. Back for his third appearance on Inevitable , Thomas has spent the past year investigating the explosive growth of AI…
Alan Cooper is co-founder and CEO of ON.energy , a Miami-based company building battery-backed power systems for AI data centers. Its flagship product, AI UPS, sits between the grid and a data center, creating a buffer that isolates the grid from the massive volatility of AI workloads while providing uninterrupted…
Siva Yellamraju is the co-founder and CEO of Fourier , a company building modular, on-site hydrogen systems for long-duration energy storage and distributed hydrogen production. Fourier’s approach combines lithium-ion batteries for short-duration needs with hydrogen storage for longer durations, packaged into a single…
Willie Phillips is the former chairman of the Federal Energy Regulatory Commission (FERC) and now a partner at Holland & Knight . During his time at FERC, Phillips helped lead major reforms to transmission planning and the electric grid’s interconnection process. He now advises the companies and utilities he once…
Yasir Arafat is the co-founder and CTO of Aalo Atomics , a company developing factory-manufactured modular nuclear power plants designed for AI data centers. Before founding Aalo, Yasir led the MARVEL microreactor program at Idaho National Laboratory. In this episode of Inevitable, Yasir explains how Aalo became one…
Fiona Spruill is CEO of Overstory , a company helping electric utilities reduce power outages and wildfire risk using satellite imagery, aerial data, and AI-powered vegetation intelligence. Since joining as employee number 10 and later stepping into the CEO role, Spruill has helped Overstory evolve from a vegetation…
Arch Rao is Founder and CEO of SPAN , the company behind the smart electrical panel that has expanded into utility grid management with SPAN Edge and distributed AI infrastructure with XFRA . What began as a smarter way to manage home electricity has evolved into a platform designed to digitize the electric grid,…
Noah Schochet is the co-founder and CEO of TerraFirma , a construction technology company rethinking how infrastructure gets built. Founded by two former SpaceX engineers, TerraFirma combines robotics, remote operations, and software into a construction business that performs projects directly rather than selling…
Jake Jurewicz is the Co-founder and CEO of Blue Energy , a nuclear power plant developer. Blue Energy starts with proven, light water reactors and builds everything around them, prefabricating standardized nuclear plants as massive modules in shipyards and fab yards, then barging them to site. It pairs that with a…
Pete Johnson , Co-founder and CEO of Koloma , joins Inevitable to break down geologic hydrogen, naturally occurring hydrogen found deep underground, and why he believes it could be the first new primary energy source since nuclear power in the 1950s. Koloma has raised more than $400 million from Khosla Ventures,…
Shannon Miller is Co-founder and President of Mainspring Energy , a company developing a new category of power generation technology called the linear generator. Mainspring’s systems generate electricity through a low-temperature, flameless chemical reaction that converts fuel directly into electrical power. Shannon…
Michael Spencer is the Founder and CEO of Zeno , an electric mobility company building electric motorcycles, battery-swapping infrastructure, and distributed energy systems across East Africa. Drawing on experience from nearly a decade building businesses in East Africa and four years at Tesla during its hypergrowth…
Marc Berte is the Co-founder and CEO of Overview Energy , a startup developing space-based solar power systems designed to turn existing solar farms into around-the-clock power generators. By placing satellites in geosynchronous orbit, collecting near-continuous sunlight, and beaming energy back to Earth as safe…
Edward Shenderovich is the Founder and CEO of Roebling , a software platform that helps industrial companies evaluate, design, and finance manufacturing projects before breaking ground. After initially setting out to solve bottlenecks in biomanufacturing, Shenderovich and his team uncovered a broader challenge: the…
Haroon Inam is Co-founder and CEO of DG Matrix , a company that makes the world's most compact Power Router, aggregating distributed energy for GenAI datacenters, microgrids, fleet electrification, and associated systems. As AI workloads drive unprecedented electricity demand and legacy grid infrastructure struggles…
Peter Carlsson is Co-founder and former CEO of Northvolt, the European battery manufacturing company that raised more than $13 billion to build a homegrown battery supply chain for Europe, before filing for bankruptcy at the end of 2024. Before Northvolt, Carlsson spent more than a decade at Ericsson building global…
Rob Black is Cabinet Secretary of the New Mexico Economic Development Department , and Bruce Brown is Head of Strategic Climate Initiatives at the New Mexico State Investment Council , the state’s $72B sovereign wealth fund. Together, they are driving one of the most ambitious state-level strategies in the U.S. to…
Eddy Chiang is Co-founder and CEO of Moment Energy , a company building commercial-scale energy storage systems from repurposed electric vehicle batteries. By testing, certifying, and remanufacturing second-life battery modules, Moment Energy is creating lower-cost alternatives to new lithium-ion storage while…
Joel Gratz is Founding Meteorologist and CEO of OpenSnow , a weather platform used by hundreds of thousands of skiers, snowboarders, and outdoor enthusiasts to track snow conditions and forecast powder days. What started as a text thread among friends has grown into a profitable, bootstrapped business combining expert…
Dave McColl is Executive Director of Stanford Climate Ventures (SCV) , a program designed to help students build climate companies through rigorous go-to-market strategy and hands-on company building. SCV is a project-based course at Stanford University that has helped launch dozens of startups across energy,…
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…
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…
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…
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.…
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…
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…
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…
Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.