Managing Partner, MCJ | Host, @inevitablemcj | ζηδΈζθ―΄εΎδΈε₯½
Los Angeles
Joined November 2006
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π²πππ’ πππππ ζ½δΏζΊ retweeted
Excited to partner with @basepowerco as they launch in Chicagoland. More than 500,000 Chicagoans have dealt with outages just this summer, all while energy bills keep going up. Base is trying to do something about both.
For $95, they install a home battery that can keep your power on during an outage for up to 36 hoursβand help save on your monthly energy bills.Iβll be honest, when they first told me, I was skeptical too. Then I met the team, saw how it worked, and wanted to be part of bringing it to Chicago. I spent a lot of years covering first here. Now itβs time to cover home.
Chicago saves on Base. Chicagoβs safe on Base. Learn more: bit.ly/anthony-rizzo
#paidpartnership
Come join our investment team at MCJ! We're hiring an investment associate. More details here:
jobs.mcj.vc/jobs/mcj/96641eeβ¦
π²πππ’ πππππ ζ½δΏζΊ retweeted
Selected by @Energy. Standard Nuclear will work with DOE to convert surplus plutonium into advanced nuclear fuel. Learn more: businesswire.com/news/home/2β¦
This is TheΒ New Standard. πΊπΈ
No phones...no posing...just fun.
#Music
Just 2 unknown dudes in 2003 not realizing they just made one of the greatest songs of all time
#MGMT #Kids #ElectronicMusic
Looking for the βpicks and shovelsβ of AI? Might want to look at energy.
New Georgia Power load forecasts just dropped. Your jaw will, too.
DATA CENTERS: 31 GW
MFG'ING: 1.2 GW
OTHER: 1.2 GW
CLEAN TECH: 1 GW
"Since the filing of the 2023 IRP Update in October 2023:
ο· The total economic development pipeline has expanded from approximately 17,000 MW to
approximately 36,500 MW through the mid-2030s;
ο· Near-term 2028/2029 large loads have increased by approximately 9,400 MW; and
ο· Customer commitments have expanded from 3,612 MW to 8,046 MW."
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Our next guest @radiaenergy is building the worldβs largest aircraft, the WindRunner, to transport massive wind turbine blades onshore! π¬οΈ These Eiffel Tower-sized turbines could revolutionize onshore wind economics, making energy cheaper & more accessible. Listen: mcj.news/radia
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This week on Inevitable @codysimms sits down with Tom Montag, CEO of Rubicon Carbon, for a pulse check on carbon markets. They cover: π¦ Lessons from '80s finance ποΈ New regulations & complianceπ© Challenges in trust & additionally. Tune in on your favorite pod player! mcj.news/rubicon
This isnβt really a surpriseβ¦many many people donβt like politicians.
But itβs a surprise seeing it come out as the underlying reason being stated to AOC from some of her supporters who also voted Trump.
threads.net/@couriernewsroomβ¦
π²πππ’ πππππ ζ½δΏζΊ retweeted
Can solar power meet AI-driven data center demands? π @ExowattP3 CEO @HaPi31415 thinks so, with a $20M Seed round backed by @a16z, @JoinAtomic & @sama. Their tech captures & stores solar heat & transforms it into electricity on demandβgoing beyond PV & lithium-ion storage.
Catch @codysimms' convo on the future of fossil-free power for hyperscalers: mcj.news/exowatt
New show! Have a listen. If you previously subscribed to My Climate Journey, your feed will automatically have the new @inevitablemcj episodes. If not, search for Inevitable wherever you get your podcasts.
Thanks @TomSteyer for joining me for the conversation!
Kicking off this new chapter is @TomSteyer of @GalvanizeLLC. Tom & @codysimms discuss: π± Prioritizing "the obvious thing" β‘ Transitioning from fossil fuels to renewables π€ The need for all-of-society climate action.
π§ Tune in on your favorite podcast platformβif you followed My Climate Journey, itβs in the same feed! mcj.news/steyer
An evolution of our pod. Meet @inevitablemcj!
Climate change is inevitable. But so are the solutions shaping our future. Join MCJ Managing Partner @codysimms each week as he engages with experts across disciplines to explore innovations driving the transition of energy & industry. mcj.news/inevitableapl
π²πππ’ πππππ ζ½δΏζΊ retweeted
October KikΓ©.
ALT KikΓ© HernΓ‘ndez yells after hitting a home run.
Enjoyed chatting with @ZachBDell of @basepowerco recently in Houston.
Texans have experienced significant reliability issues with power of late due to increased extreme weather events such as Hurricane Beryl.
Base is helping homeowners get home a reliable, low cost battery backup, with an interesting biz model.
mcj.vc/my-climate-journey-poβ¦
"The cost to create power has gone down pretty dramatically over the last decade... but the cost to move itβtransmission and distributionβhas gone up. If you've lived anywhere in the country, your power has gotten more expensive." @ZachBDell, CEO @basepowerco
New LIVE pod! @codysimms & Zach discussed distributed energy, Texasβ aging grid, & more in Houston. Listen: mcj.news/baselive
Feels like the narrative that "nobody wants all of these EVs" might have hit its nadir. Are we through the trough of disillusionment as we move into mainstream adoption?
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Going into the conversation in Houston with Vicki Hollub at Oxy, I didn't know what to expect. I had never met with an oil and gas CEO before. I didn't know exactly what opinions she had with respect to climate change. I didn't know how she thought about the energy transition and the role of oil and gas in our future energy mix (spoiler quote from her from the episode: "So the energy transition is, in my view, not a transition away from oil and gas. It's a transition to a lower carbon world. So, that leaves open all technologies. That leaves open even a path for oil and gas to continue to be produced as long as it can become carbon-neutral.") I did know that Oxy is doing a lot in direct air capture and is arguably the early market leader in that space, but I wasn't sure how she thought about those efforts as it relates to their oil business or the carbon markets.
We covered all of this and more. I did not expect to hear some of what she shared, and I feel like I have more homework to do to fully understand the implications of their plan. But regardless, it was a packed discussion.
I hope you enjoy it and learn something from it, as I did.
Last month, we hosted a live conversation with @WeAreOxy CEO, Vicki Hollub. @codysimms & Vicki cover a lot of ground. She acknowledges climate change & its effects on extreme weather & natural ecosystems, while also stating that Oxy doesn't view the energy transition as a shift away from oil & gas. ποΈ Listen to the full episode: mcj.news/vhollub
We are co-hosting a get together on Oct 14 in LA for folks working in clean energy and climate. RSVP to join if you will be around. lu.ma/r07hbn3y?tk=JUM2DZ
.@leone_baron just introduced me to the first generative AI product that I actually find useful and that works as a direct fit into my current workflow. granola.so/?referee=Leone_Baβ¦
