# Inevitable: the investor podcast, by episode

> Inevitable: Climate founders and investors on the companies and funds working on the transition. 602 episodes, each linked to the investors in it.

Source: https://millionrounds.com/podcasts/inevitable (Millionrounds; every figure on the page links to its filing or article)

Investors · new episode 20 Oct 2026

# Inevitable

Hosted by **MCJ**

Climate founders and investors on the companies and funds working on the transition.

Follow on Apple PodcastsBrowse the episodes

**602** episodes

**101** investors heard as guests

**51 min** an average episode

39 in the last 12 months

## The regulars

Investors named as guests in the most episode titles on Inevitable.

[AB *2* **Alex Blumberg** 2 episodes](https://millionrounds.com/person/alex-blumberg)[CL *2* **Chase Lochmiller** 2 episodes](https://millionrounds.com/person/chase-lochmiller)[GB *2* **Gene Berdichevsky** 2 episodes](https://millionrounds.com/person/gene-berdichevsky)[JJ *2* **Jason Jacobs** MCJ](https://millionrounds.com/person/jason-jacobs)[RH *2* **Rob Hanson** MONOLITH](https://millionrounds.com/person/rob-hanson)[SK *2* **Shayle Kann** Energy Impact Partners](https://millionrounds.com/person/shayle-kann)[AR *1* **Aaron Ratner** The New Industrial Corporation](https://millionrounds.com/person/aaron-ratner)[AY *1* **Abe Yokell** Congruent Ventures](https://millionrounds.com/person/abe-yokell)[AK *1* **Ajay Kochhar** 1 episode](https://millionrounds.com/person/ajay-kochhar)[AC *1* **Alejandro Carrillo** ALTRA](https://millionrounds.com/person/alejandro-carrillo)[AL *1* **Alex Laskey** 1 episode](https://millionrounds.com/person/alex-laskey)[AD *1* **Amy Duffuor** Azolla Ventures](https://millionrounds.com/person/amy-duffuor)

## Every episode 602 · page 1 of 21

- 602 **The Future of the Grid: Ben Eidelson Live at Climate Week NYC** 20 Oct 2026 · 29 min [Cody Simms](https://millionrounds.com/person/cody-simms) About this episode 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… ▶Show page
- 601 **From Twilio to Fusion with Jeff Lawson** 14 Oct 2026 · 31 min [Jeff Lawson](https://millionrounds.com/fund/jeff-lawson) About this episode 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… ▶Show page
- 600 **Uplift: Making Temporary Housing Deployable Anywhere** 29 Sept 2026 · 45 min About this episode 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… ▶Show page
- 599 **Michael Thomas: Inside America's Off-Grid Data Center Boom** 16 Sept 2026 · 58 min About this episode 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… ▶Show page
- 598 **Turning Data Centers Into Grid Assets with ON.energy** 8 Sept 2026 · 44 min [Alan Cooper](https://millionrounds.com/person/alan-cooper) About this episode 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… ▶Show page
- 597 **Fourier Is Solving Long-Duration Storage with On-Site Hydrogen** 1 Sept 2026 · 36 min About this episode 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… ▶Show page
- 596 **Willie Phillips, Former FERC Chairman: The Grid Is America's Economic Nervous System** 25 Aug 2026 · 48 min About this episode 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… ▶Show page
- 595 **Aalo Atomics on Beating the Odds to Reach Criticality** 18 Aug 2026 · 45 min [Reach](https://millionrounds.com/fund/reach) About this episode 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… ▶Show page
- 594 **How Overstory Cuts Outages and Wildfire Risk for Utilities** 11 Aug 2026 · 46 min About this episode 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… ▶Show page
- 593 **Turning Unused Home Power into a Controllable Resource with SPAN** 4 Aug 2026 · 38 min [Arch Rao](https://millionrounds.com/person/arch-rao) About this episode 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,… ▶Show page
- 592 **Faster, Safer, Cheaper: How TerraFirma Is Rebuilding Construction** 28 Jul 2026 · 44 min About this episode 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… ▶Show page
- 591 **Prefabricated Nuclear Power Plants with Blue Energy** 21 Jul 2026 · 51 min [At One Ventures](https://millionrounds.com/fund/at-one-ventures)[Engine Ventures](https://millionrounds.com/fund/engine-ventures)[VXI Capital](https://millionrounds.com/fund/vxi-capital) About this episode 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… ▶Show page
- 590 **Koloma's Bet on Buried Hydrogen for Farmers** 14 Jul 2026 · 49 min [Breakthrough Energy](https://millionrounds.com/fund/breakthrough-energy)[Khosla Ventures](https://millionrounds.com/fund/khosla-ventures)[Pete Johnson](https://millionrounds.com/person/pete-johnson) About this episode 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,… ▶Show page
- 589 **How Mainspring Energy Turns Fuel Into Power Without Combustion** 7 Jul 2026 · 30 min About this episode 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… ▶Show page
- 588 **The Electric Motorcycle That's Actually a Utility Company with Zeno** 23 Jun 2026 · 42 min [Michael Spencer](https://millionrounds.com/fund/michael-spencer) About this episode 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… ▶Show page
- 587 **Space Solar: 24/7 Clean Power with Overview Energy** 16 Jun 2026 · 51 min About this episode 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… ▶Show page
- 586 **The Domestic Premium: Can American Manufacturing Compete?** 10 Jun 2026 · 37 min [Edward Shenderovich](https://millionrounds.com/person/edward-shenderovich) About this episode 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… ▶Show page
- 585 **Collapsing 30 Feet of Power Infrastructure Into Four with DG Matrix** 27 May 2026 · 50 min [Engine Ventures](https://millionrounds.com/fund/engine-ventures) About this episode 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… ▶Show page
- 584 **Lessons from Peter Carlsson after the Rise and Fall of Northvolt** 19 May 2026 · 37 min [Peter Carlsson](https://millionrounds.com/person/peter-carlsson) About this episode 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… ▶Show page
- 583 **New Mexico's $72B Bet on Clean Energy** 13 May 2026 · 55 min About this episode 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… ▶Show page
- 582 **From Cars to Grid: Moment Energy Reinvents Energy Storage with Repurposed Batteries** 6 May 2026 · 52 min [Evok Innovations](https://millionrounds.com/fund/evok-innovations) About this episode 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… ▶Show page
- 581 **Why This Winter's Snowpack Collapsed with Joel Gratz of OpenSnow** 28 Apr 2026 · 47 min About this episode 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… ▶Show page
- 580 **Turning Students into Founders at Stanford Climate Ventures** 15 Apr 2026 · 1h 6m About this episode 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,… ▶Show page
- 579 **Improving Weather Forecasting with WindBorne** 7 Apr 2026 · 38 min [John Dean](https://millionrounds.com/fund/john-dean) About this episode 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… ▶Show page
- 578 **Alex Blumberg on Turning Buildings into Grid Assets with DaisyChain Energy** 1 Apr 2026 · 39 min [Alex Blumberg](https://millionrounds.com/person/alex-blumberg) About this episode 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… ▶Show page
- 577 **Inside Rockefeller's Big Bet: The Global Energy Alliance with Ashvin Dayal** 17 Mar 2026 · 49 min [Rockefeller Foundation](https://millionrounds.com/fund/rockefeller-foundation) About this episode 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… ▶Show page
- 576 **Turning Wasted Renewable Power into AI Compute with Rune** 17 Feb 2026 · 39 min About this episode 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.… ▶Show page
- 575 **Turning AI Data Centers Into Grid Allies with Emerald AI** 10 Feb 2026 · 38 min About this episode 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… ▶Show page
- 574 **Why Climate Jobs Aren't Enough Anymore** 3 Feb 2026 · 46 min About this episode 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… ▶Show page
- 573 **Autonomous Wildfire Suppression with Seneca** 27 Jan 2026 · 54 min About this episode 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… ▶Show page

## Who the show talks about

Firms named in its episodes, and people named in descriptions: talked about, rather than on the show.

[C **Cody Simms** *30*](https://millionrounds.com/person/cody-simms)[**Google** *19*](https://millionrounds.com/fund/google-assistant-investments)[**Breakthrough Energy** *12*](https://millionrounds.com/fund/breakthrough-energy)[**US Department of Energy** *10*](https://millionrounds.com/fund/u-s-department-of-energy)[J **Jason Jacobs** *9*](https://millionrounds.com/person/jason-jacobs)[C **Capital Today** *7*](https://millionrounds.com/fund/capital-today-group)[**Energy Impact Partners** *7*](https://millionrounds.com/fund/energy-impact-partners)[**DCVC** *6*](https://millionrounds.com/fund/data-collective)[**Y Combinator** *6*](https://millionrounds.com/fund/y-combinator)[**Lowercarbon Capital** *5*](https://millionrounds.com/fund/lowercarbon-capital)[**McKinsey & Company** *5*](https://millionrounds.com/fund/mckinsey-and-company)[**SOSV** *5*](https://millionrounds.com/fund/sosv)

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