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The VC case for 'full stack deeptech'
New Jan 08, 2026 52 min

The VC case for 'full stack deeptech'

For “deep tech” or industrial tech investors, a captivating idea on paper doesn’t always translate into a sustainable or viable business. Even a remarkable technological breakthrough isn’t guarante...

How AI is changing weather forecasting
Jan 02, 2026 44 min

How AI is changing weather forecasting

Weather forecasting drives billions of economic decisions — from grid operations to evacuation planning. Better forecasting could improve supply chain planning, disaster warnings, and renewable int...

The gas turbine crunch
Dec 26, 2025 38 min

The gas turbine crunch

Demand for turbines is growing fast, but so are lead times — causing serious headaches for developers and even cancellations. In Texas, one of six cancelled projects cited “equipment procurement co...

Will inference move to the edge?
Dec 18, 2025 47 min

Will inference move to the edge?

Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure. But as workloads shift from training to inference, and AI applications ...

Can AI revolutionize EPC?
Dec 11, 2025 35 min

Can AI revolutionize EPC?

Big construction projects in the U.S. are notoriously unpredictable, often finishing over budget and behind schedule. Part of the problem is the inherent complexity of these kinds of projects, like...

Who benefits from the AI power bottleneck?
Dec 04, 2025 34 min

Who benefits from the AI power bottleneck?

The bottleneck holding back AI is a scarcity of power, or so goes the story. That may be true — and plenty of reporting backs it up — but different actors in the space face varying incentives to pl...

Looking for a turnaround in transmission
Nov 20, 2025 29 min

Looking for a turnaround in transmission

After years of stalled transmission buildout, there are new signs of progress. Earlier this month, SPP approved $8.6 billion in transmission projects across 14 states. Major plans are emerging in M...

New Mexico proves America can still build [partner content]
Nov 18, 2025 31 min

New Mexico proves America can still build [partner content]

Across the country, people are asking the same question: why is it so hard to build in America? From transmission lines to clean energy factories, projects are taking longer, costs are rising, and...

Driving down the cost of green hydrogen
Nov 13, 2025 41 min

Driving down the cost of green hydrogen

A few years ago, industry and political leaders embraced hydrogen as a solution to a laundry list of hard-to-abate decarbonization challenges — steel production, ammonia production, and more. But h...

Inside a $300 million bet on AI for physical R&D
Nov 06, 2025 36 min

Inside a $300 million bet on AI for physical R&D

A big problem with using artificial intelligence to discover new materials? It struggles to predict beyond its training data. That means AI might be better at optimizing known materials than discov...

Five big questions about the future of energy
Oct 23, 2025 44 min

Five big questions about the future of energy

We’ve covered AI’s massive power appetite in depth over the past year – with good reason. It’s the driving force behind much of the change and uncertainty in the energy world right now, from the er...

Frontier Forum: The new power map for AI infrastructure
Oct 21, 2025 36 min

Frontier Forum: The new power map for AI infrastructure

As AI reshapes the industrial landscape, companies are questioning whether the grid can keep pace. Permitting delays, transmission constraints, and reliability risks are forcing developers to rethi...

Calibrating hype with Akshat Rathi
Oct 16, 2025 41 min

Calibrating hype with Akshat Rathi

In the climate space, every idea sits somewhere along the hype continuum. Some command outsize attention. Others fly under the radar despite big potential. And a rare few hit the sweet spot, earnin...

How insurance can narrow the valley of death [partner content]
Oct 15, 2025 26 min

How insurance can narrow the valley of death [partner content]

Jamie Daggett started his career as a mechanical engineer working for cleantech startups in Silicon Valley. But after five startups and three buyouts, Daggett saw the same story repeat itself: good...

How Base Power plans to use its fresh $1B
Oct 09, 2025 39 min

How Base Power plans to use its fresh $1B

Yesterday, Base Power announced a $1 billion series C, giving the residential battery company an eye-popping $4 billion post-money valuation. Base manufactures, installs, owns, and operates residen...

Frontier Forum: A new playbook for clean energy growth
Oct 06, 2025 31 min

Frontier Forum: A new playbook for clean energy growth

After the failure of federal climate legislation in 2010, clean energy advocates realized they had to look elsewhere for momentum. The result was a shift toward states and regional markets — and th...

The new wave of DERs
Oct 02, 2025 39 min

The new wave of DERs

Demand response was the original distributed energy resource. In its early days, it was surprisingly manual: a grid operator would call up a large load, like a factory, and request a few hours of r...

Ag residue and carbon removal
Sep 25, 2025 35 min

Ag residue and carbon removal

Agricultural byproducts like corn stover, wood chips, and soybean husks typically get left to decompose and release carbon dioxide. Don’t call them “waste” though; some farmers use these byproducts...

Is now the time for DERs to scale?
Sep 18, 2025 41 min

Is now the time for DERs to scale?

A decade ago, DERs were hot. The hype was that things like batteries, smart devices, and other distributed energy technologies would offset the need for expanding traditional grid infrastructure. ...