Best Podcast Episodes About Energy Impact Partners
Everything podcasters are saying about Energy Impact Partners — curated from top podcasts
Updated: Apr 27, 2026 – 70 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Energy Impact Partners.
Top Podcast Clips About Energy Impact Partners
“… 10 percent of global supply The Arab oil embargo in 1973 by contrast you saw about 6 or 7 of world supply disrupted So this is by far the largest energy supply disruption we have ever seen. What has Iran actually done to close the strait? I mean, the story of this conflict so far has been the tankers, mostly as a precaution, are just staying in place. We have seen facilities in the region shut down production as a precaution. We're still not yet at the point where most energy infrastructure in the region has been physically attacked or damaged. We're starting to be at risk of seeing that. …”
“… is still flowing through. We've tapped strategic reserves. We've eased sanctions on Russia and Iran. We can talk about whether that makes sense But you talking about a disruption of about 10 million barrels of oil maybe a little bit more So more than 10 percent of global supply The Arab oil embargo in 1973 by contrast you saw about 6 or 7 of world supply disrupted So this is by far the largest energy supply disruption we have ever seen. What has Iran actually done to close the strait? I mean, the story of this conflict so far has been the tankers, mostly as a precaution, are just staying in place. We have seen facilities in the region shut down production as a precaution. We're still not yet at the point where most energy infrastructure in the region has been physically attacked or damaged. We're starting to be at risk of seeing that. Israel attacked a natural gas field in Iran last week. Iran retaliated by hitting a very important energy installation in Qatar. And it was to send a signal. It's tit-for-tat escalation. This is mutually assured destruction. If you come after me, I can hit you hard and you'll hurt me, but I'll hurt you in the process. And so people have mostly been …”
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The escalating conflict with Iran could lead to an unprecedented energy crisis, potentially worse than the 1970s, due to threats against critical infrastructure.
The escalating tensions between the U.S. and Iran over the Strait of Hormuz could lead to an unprecedented energy crisis, potentially worse than the 1970s oil crisis.
The escalating conflict with Iran and threats to critical infrastructure could lead to an unprecedented energy crisis, potentially worse than the 1970s oil crisis.
“… And, you know, with the good always comes the... bad and things that we need to kind of consider and think about. So how did becoming this rich impact you as a person? Like what changed good and bad? So what's funny is the greatest impact it had was the first time I sold, right? Because to sell for say $13 million, that's life-changing, right? When you're used to making whatever, even though I was doing well, initially, I went for three and a half years where I almost made nothing in the business. It was more of an equity play. We were growing so fast, I could not take a lot of money out of …”
“… you were able to give some of that money back. You obviously have generated a lot of income, way more than the average person. And I think a lot of entrepreneurs tuning in right now are in a position where they're going to be earning a lot of money. And, you know, with the good always comes the... bad and things that we need to kind of consider and think about. So how did becoming this rich impact you as a person? Like what changed good and bad? So what's funny is the greatest impact it had was the first time I sold, right? Because to sell for say $13 million, that's life-changing, right? When you're used to making whatever, even though I was doing well, initially, I went for three and a half years where I almost made nothing in the business. It was more of an equity play. We were growing so fast, I could not take a lot of money out of the business. And so it was one of the reasons I sold. It was a way to be able to get cash, throw it into the next business and grow even faster. Here's the thing I got to warn people about. If you think that having a bunch of money will solve every problem, you're wrong, right? You still have to deal with who you are. you still probably have the …”
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Selling his business for $13 million was life-changing for David Royce, but he quickly learned that wealth doesn't solve deep-seated personal issues. Despite achieving financial success, he realized he still had to confront the financial trauma from his childhood. This revelation highlights that entrepreneurship can be driven by unresolved personal challenges, making wealth a double-edged sword.
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Tech companies like Atlassian are using AI as a reason to justify layoffs, but the reality is more nuanced. Atlassian's CEO admits that while AI isn't replacing jobs, it is changing the skill sets required and the number of roles needed. This reflects a broader trend in the tech industry where AI tools are forcing companies to adapt rapidly, impacting job security.
“… something in the background and I need you involved in it. It's something that you haven't seen from me before and it's going to be massively impactful for you. So go to www.thedeterminedsociety.com slash next level. Now for today, we have an amazing designer, Diana Marach of Diana Marach Couture in New York City. She's built an amazing freaking brand and she's a close friend and actually invited my ugly ass to walk in Fashion Week. So welcome to the show. Thank you so much, Sean. It really means a lot to me. And also just knowing you as a person, like you just brought like a lot of …”
“… seven stores to having almost nothing. Most people would retreat. Diana Marsh Couture is open for everyone. And they have Prosecco there too, just so you guys know. Hey, what's up, guys? We're back. Before I introduce today's guest, I've been building something in the background and I need you involved in it. It's something that you haven't seen from me before and it's going to be massively impactful for you. So go to www.thedeterminedsociety.com slash next level. Now for today, we have an amazing designer, Diana Marach of Diana Marach Couture in New York City. She's built an amazing freaking brand and she's a close friend and actually invited my ugly ass to walk in Fashion Week. So welcome to the show. Thank you so much, Sean. It really means a lot to me. And also just knowing you as a person, like you just brought like a lot of positivity, a lot of exposure and a lot of just positive energy to my brand. And I just love that about you. Well, I appreciate you noticing that because I can tell you what, that's the first time I've ever been to a fashion show, right? Much less participate one. And when I was back in the green room, oh man, it can get catty back there. People are very …”
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Diana Marsh, a designer from New York City, faced the brutal reality of losing her fabric stores during the COVID-19 pandemic, going from seven locations to almost nothing. Instead of retreating, she opened Diana Marsh Couture, a welcoming space that even serves Prosecco. Diana shares her unexpected journey into the fashion world, including her first experience walking in Fashion Week, highlighting the importance of embracing uncomfortable situations for personal growth.
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AI facilities are harming vulnerable communities by increasing power utility demands and polluting air quality. In Memphis, a supercomputer's methane turbines are exacerbating health issues and taking jobs from local residents, all while the community was left uninformed. This highlights the urgent need for sustainable AI development that considers human impact.
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Scientific discoveries should lead to positive outcomes for humanity, not just serve as intellectual exercises. The speaker argues that if science doesn't translate into tangible benefits, it's merely a display of ego rather than a meaningful contribution. This perspective emphasizes the importance of applying knowledge to improve lives across generations.
“… end, what are you planning on doing next? I'm planning to keep at this. I'm having a lot of fun with the writing and research, at least with the energy of coming up with ideas and helping make them more of a thing. You know, I also find the subject matter very, very heavy and grim. That is not the most fun aspect. I wish all the time that I spent less time thinking about these issues, but they seem really, really important. And so long as I feel like I have a thing to add to making them go better. That feels like the calling. And knowing what you know and feeling the way you do, if there was …”
“… companies and governments and where I can help the public to understand what is coming, what companies are and aren't doing today, think up new ideas. That's the thing that I find really energizing and gets me out of bed in the morning. Well, to that end, what are you planning on doing next? I'm planning to keep at this. I'm having a lot of fun with the writing and research, at least with the energy of coming up with ideas and helping make them more of a thing. You know, I also find the subject matter very, very heavy and grim. That is not the most fun aspect. I wish all the time that I spent less time thinking about these issues, but they seem really, really important. And so long as I feel like I have a thing to add to making them go better. That feels like the calling. And knowing what you know and feeling the way you do, if there was one piece of advice you could give everyone listening, let's assume, you know, a lot of people listening use ChatGPT, they use AI in their day-to-day lives. What should they know? What should they keep in mind every time they, you know, open ChatGPT on their phones and type something in? I wish people understood that the systems that are being …”
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In the near future, AI systems will evolve from mere tools to autonomous entities operating on our behalf, fundamentally changing society. This shift raises critical questions about control and influence over these digital minds. Understanding this impending transformation is essential for everyone using AI today.
“… most important objective was not just getting profitable, it was getting significantly profitable on the other side and being able to deliver more impact for our users. So we had that opportunity to, you know, make bets when- And you made a big one. And we made a big one, we continued to make it, right? But we definitely knew that we needed to become, do this transition where we were streaming. And I believe that any company right now, any CEO right now, if you're not thinking about it in that way, they're gonna be up for a world of slow death and pain. So we're forced into that transition. We …”
“And we were definitely working towards that objective, but the most important objective was not just getting profitable, it was getting significantly profitable on the other side and being able to deliver more impact for our users. So we had that opportunity to, you know, make bets when- And you made a big one. And we made a big one, we continued to make it, right? But we definitely knew that we needed to become, do this transition where we were streaming. And I believe that any company right now, any CEO right now, if you're not thinking about it in that way, they're gonna be up for a world of slow death and pain. So we're forced into that transition. We also have a lot of founders from all around the world that listen to this podcast. I'm curious if you have any advice that you can share with these founders that are building in emerging markets, let's say Latin America, and, you know, how to think about building a business now. I think first you, a lot of founders, they go out there and they just …”
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Founders in emerging markets must focus on solving real problems, not just building businesses. By addressing the basic needs of their communities and continuously improving their offerings, they can create significant impact over time. The key is to think big and relentlessly remove friction for users, leading to long-term success.
“… the instability came for Iran's massive oil supply. And so we just had this period that stretched on from months to years to the decade of economic energy crisis. And so for the utilities, this was a perfect storm, right? They had been in a motion of build, build, build. They'd financed all these large infrastructure projects with assumptions of demand and low rates. And now you have fuel costs going through the roof, construction projects delayed, interest rates going from 7% to north of 21%, making construction untenable and the entire business model in question. That's right. I mean, they were …”
“And this crisis was elongated when in 1979, the Iranian Shah was overthrown, and the instability came for Iran's massive oil supply. And so we just had this period that stretched on from months to years to the decade of economic energy crisis. And so for the utilities, this was a perfect storm, right? They had been in a motion of build, build, build. They'd financed all these large infrastructure projects with assumptions of demand and low rates. And now you have fuel costs going through the roof, construction projects delayed, interest rates going from 7% to north of 21%, making construction untenable and the entire business model in question. That's right. I mean, they were trapped. They couldn't stop building a project mid-flight, but they also couldn't afford to keep building with these interest rates skyrocketing. And then even if they finished, the customers weren't going to be happy with ultimately the new costs on their bill. Yeah. Who's left holding the bag? It's the consumer, right? On the one hand, they're …”
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In the late 1970s, the energy crisis reshaped America's electricity landscape, forcing consumers to conserve energy while utilities faced skyrocketing costs and regulatory challenges. As demand growth plummeted and prices soared, President Carter enacted sweeping reforms, establishing the Department of Energy and banning oil and gas in favor of more expensive coal and nuclear power. This pivotal moment questioned the very foundation of the energy monopoly and set the stage for a new era of energy efficiency and decentralized power sources.
“… different this time around. Yeah, you found detail on this. I couldn't find it. So a good friend of the show, Arvind Navaratnam from Worldly Partners, scoured all of the old annual reports that he could find. And in the 1988 annual report, it reports the amount of lira to acquire the remaining 40% of Ferrari. Oh, I'm so curious. What was it? If you do the exchange rate at that time, it is $77 million, which valued the company at $192 million in 1988. Much different than the, what was it? $6-7 million in 1969. Yeah. I mean, two things are simultaneously crazy right here. One, how much the …”
“… at Ferrari continues unabated on both sides of the business. Real quick, before that, though, it's worth highlighting. So the Agnelli family ends up getting the 40%. Piero ends up getting the 10%. But an interesting thing to note, the valuation is extremely different this time around. Yeah, you found detail on this. I couldn't find it. So a good friend of the show, Arvind Navaratnam from Worldly Partners, scoured all of the old annual reports that he could find. And in the 1988 annual report, it reports the amount of lira to acquire the remaining 40% of Ferrari. Oh, I'm so curious. What was it? If you do the exchange rate at that time, it is $77 million, which valued the company at $192 million in 1988. Much different than the, what was it? $6-7 million in 1969. Yeah. I mean, two things are simultaneously crazy right here. One, how much the valuation increased from the first time. Second, that Fiat and the Agnelli family acquired 40% of Ferrari for a valuation of $192 million. Unbelievable. Or that they acquired 90% of it for, what, $72 million. Yeah, in aggregate. Yeah. Wow, wow, wow. Or that as recently as 1988, it was worth only $192 million. I mean, this is a company today that's …”
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Ferrari's valuation skyrocketed from just $192 million in 1988 to over $90 billion today, showcasing its transformation post-Enzo Ferrari's death. This dramatic increase highlights how Luca de Montezemolo reshaped the brand, particularly when compared to its earlier valuations. The Agnelli family's acquisition of Ferrari in the late '80s illustrates just how undervalued the company was at that time.
“… or maybe it was $9 million. Let me just check the number but save millions and millions of dollars in just two day time period because we had that energy to put online when we needed it And imagine if we actually were building out the solar wind and battery storage and the transmission that we had planned to here in New York. Speaking of Governor Hochul blaming other people and whining, I mean, she herself canceled a major clean energy transmission project that would have brought those green electrons from upstate where we're producing them downstate where they need more energy. I mean, this is …”
“Well, NYSERDA calculated that the distributed solar that we have in New York saved us all. I think it's $90 million or something, or maybe it was $9 million. Let me just check the number but save millions and millions of dollars in just two day time period because we had that energy to put online when we needed it And imagine if we actually were building out the solar wind and battery storage and the transmission that we had planned to here in New York. Speaking of Governor Hochul blaming other people and whining, I mean, she herself canceled a major clean energy transmission project that would have brought those green electrons from upstate where we're producing them downstate where they need more energy. I mean, this is all her. Nobody made her do that. So this is the kind of thing we need to fight for. And it does save money. And these projects really benefit communities all across the state. Anything to add, Stephan Edle? You know, I think for folks who want to dismiss the reality because activists are the ones, you know, or folks they call activists are the …”
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New York's distributed solar energy initiatives saved residents $90 million in just two days, showcasing the financial benefits of renewable energy. However, Governor Hochul's cancellation of a major clean energy transmission project threatens to undermine these gains. Activists and local workers argue for the importance of these projects, emphasizing their community benefits and economic advantages.
“… It a lot harder to make a controller that can reliably keep the kite in operation in the very very rough air that is actually experienced by wind energy systems When we shut the project down, we published all of that autonomous controls work, so that controller is available to anyone who wants it.”
“… fragile. It's a flight vehicle. It needs regular maintenance. One of the biggest challenges of the early wind turbines was turbulence, and we ran into the same wall. It's very easy to design a controller that works in a nice, smooth, steady wind. It a lot harder to make a controller that can reliably keep the kite in operation in the very very rough air that is actually experienced by wind energy systems When we shut the project down, we published all of that autonomous controls work, so that controller is available to anyone who wants it.”
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Makani's innovative kite technology aimed to revolutionize wind energy but ultimately faced insurmountable challenges. Despite initial excitement and rapid advancements, the project's cost models revealed it couldn't compete with conventional wind turbines that had drastically reduced in price over time. This story highlights the harsh realities of pioneering new technologies in an evolving market.
Ridealong summary
AI doesn't just threaten jobs; it transforms you into a CEO. However, the ease of creation through AI also raises the stakes for verification, leading to a world where trust is fragmented. As AI accelerates productivity internally while complicating external validation, the cost of confirming what's real skyrockets.
“… what we saw in the debt markets is that they continued to remain pretty robust as we saw these significant demand signals coming from more need for energy and more manufacturing development. The tax credit market grew materially. So Stephen, since we first started talking about transferable tax credits after they were introduced in 2023, the market in that first year, 2023, was about a $9 billion market. The market in 2025 for direct transfers was a $42 billion market. So we've grown materially over that period of time. The market has diversified also pretty materially. So it was originally …”
“… I tell you that the CapEx number, so the total investment in these projects was $120 billion in 2025. The total financing number is actually north of $200 because some amount of the capital that came in later takes out earlier stage financing. And what we saw in the debt markets is that they continued to remain pretty robust as we saw these significant demand signals coming from more need for energy and more manufacturing development. The tax credit market grew materially. So Stephen, since we first started talking about transferable tax credits after they were introduced in 2023, the market in that first year, 2023, was about a $9 billion market. The market in 2025 for direct transfers was a $42 billion market. So we've grown materially over that period of time. The market has diversified also pretty materially. So it was originally almost all solar and wind. About 76% of the market was solar and wind when we first got going. It is now significantly diversified into advanced manufacturing, clean fuels, minerals, nuclear, battery storage, which is booming as a category and making up a much larger share of the tax credit markets. And then tax equity, which is the historical way in …”
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In 2025, total capital expenditures in clean energy reached $120 billion, with total financing exceeding $200 billion due to diverse financing structures. The market saw significant growth in tax equity, expanding from $20 billion to $36 billion, while the introduction of transferable tax credits diversified investments beyond solar and wind into advanced manufacturing and battery storage. This resilience in financing amidst market volatility highlights a robust demand for clean energy solutions.
“… difficult times now. And I think differentially, because of that latency in the development of brains among boys and girls, there's a differential impact that does a lot of damage, I think in both cases, right? I think we're losing a lot of great female entrepreneurs because of this. And I think we're losing a lot of boys through the system that they just don't finish. And it's just like, and it's heartbreaking. What's interesting is your view is a little bit different than the public discourse I'm hearing. There's a lot of talk about going back to the basics. Look at Mississippi and Louisiana, …”
“… and failing. It's just the more we say, buckle down and do what school tells you to do, the more we drive out of kids certain characteristics and reinforce others. And as I say, that model made all sorts of sense in 1950. and I think we're in very difficult times now. And I think differentially, because of that latency in the development of brains among boys and girls, there's a differential impact that does a lot of damage, I think in both cases, right? I think we're losing a lot of great female entrepreneurs because of this. And I think we're losing a lot of boys through the system that they just don't finish. And it's just like, and it's heartbreaking. What's interesting is your view is a little bit different than the public discourse I'm hearing. There's a lot of talk about going back to the basics. Look at Mississippi and Louisiana, let's return to the basics. And what you're saying is there needs to be an evolution, not a devolution, not a return to the basics, but we need to kind of unlock the beast. And I say the beast in a positive way. We need to unlock the creative animal. How do you do that?”
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Ridealong summary
Shifting focus from traditional metrics to open-ended challenges could close the educational gender gap. Ted Dintersmith argues that while girls excel in structured environments, boys often disengage, leading to a loss of potential for both genders. By fostering creativity and curiosity, we can better support all students, regardless of gender.
“… out that countries like Japan and France started building out their nuclear power as a way to cut off oil dependence. There were these... massive energy-saving measures mandated around the world. I mean, I think a lot of the kind of energy efficiency standards that we have can be, if not directly, then indirectly traced back to the 79 oil crisis. You talk about how cars became twice as efficient in the following decade after the oil crisis. So this is what you mean when you talk about demand destruction as well. I think it's a really interesting, it's a really important point where it's like, …”
“… a restriction on supply in a way that is nowhere near as bad as it is right now and projected to become much worse. But you really lay out that amid that recession, amid that restriction in the 79 oil crisis was a lot of capital investment. You lay out that countries like Japan and France started building out their nuclear power as a way to cut off oil dependence. There were these... massive energy-saving measures mandated around the world. I mean, I think a lot of the kind of energy efficiency standards that we have can be, if not directly, then indirectly traced back to the 79 oil crisis. You talk about how cars became twice as efficient in the following decade after the oil crisis. So this is what you mean when you talk about demand destruction as well. I think it's a really interesting, it's a really important point where it's like, there's not as if there's a, the world is a static pie and you can either like, you know, you can take things away or you can add things to it, but you don't change the nature of the pie, right? And I think when people think about like the, you know, all these emergency measures that countries around the world are doing right now around like, you …”
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Ridealong summary
The 1979 oil crisis sparked a wave of energy efficiency and innovation that reshaped global energy policies. Countries like Japan and France invested heavily in nuclear power to reduce oil dependence, leading to significant advancements in energy-saving measures. This historical precedent highlights how current oil price spikes could similarly drive transformative changes in energy consumption and policy.
“… power capacity that we could need, even at the most remote edge use case, like on an army base or something like that. So when we think about our energy thesis, it's, you know, how do we turn this network into a much more software defined, much more resilient, much more decentralized, you know, much more decentralized thing. And so, you know, I think both of your both of what you're building sort of feeds into that sort of microgrid behind the meter, on grid, off grid, hybrid. We just need to be a lot more flexible and a lot more adaptable to a variety of changing conditions. Doug, it seems …”
“And it's going to be impossible to build out the grid for sort of the max power capacity that we could need, even at the most remote edge use case, like on an army base or something like that. So when we think about our energy thesis, it's, you know, how do we turn this network into a much more software defined, much more resilient, much more decentralized, you know, much more decentralized thing. And so, you know, I think both of your both of what you're building sort of feeds into that sort of microgrid behind the meter, on grid, off grid, hybrid. We just need to be a lot more flexible and a lot more adaptable to a variety of changing conditions. Doug, it seems like the tide turned on nuclear a few years ago in that more and more people started to realize the importance of criticality of it. What is sort of the progress that we've made as an industry? What have we achieved and what are the biggest bottlenecks remaining in terms of really making progress as a country? Yeah, it's a good question. I think …”
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Radiant's new portable nuclear reactors could revolutionize energy delivery, allowing power to be generated on-site within 48 hours. With a target of producing one reactor per week, this innovation addresses the urgent need for flexible energy solutions as the grid struggles to keep up with demand. The implications for off-grid power generation are profound, as these reactors promise to bring civilization-level electricity access anywhere it's needed.
“… or I should actually correct myself, I don't think about it as nuclear waste. I think about it as use nuclear fuel because there's actually a lot of energy value with respect to that, is it is sitting usually proximate to reactors or in consolidated storage facilities. You can imagine if a utility has shut down many reactors that they don't have a reactor potentially to store it next to, so they consolidate it potentially with other nuclear material they have.”
“… have the stasis where we haven't necessarily taken action with respect to what to do with our nuclear waste next, but this is still basically what's our holding pattern. And so, as a consequence of that, what's happening with the nuclear waste now, or I should actually correct myself, I don't think about it as nuclear waste. I think about it as use nuclear fuel because there's actually a lot of energy value with respect to that, is it is sitting usually proximate to reactors or in consolidated storage facilities. You can imagine if a utility has shut down many reactors that they don't have a reactor potentially to store it next to, so they consolidate it potentially with other nuclear material they have.”
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The U.S. has about 90,000 metric tons of nuclear waste, yet a plan for its disposal remains stalled. Originally intended for Yucca Mountain, funding was cut in 2009 amid legal battles, leaving the country in a holding pattern with spent fuel sitting near reactors or in storage facilities. This ongoing issue raises questions about the future of nuclear waste management and local versus federal interests.
“… slow moving. It's not only about, you know, adhering to continuous of a direct DTC type of sales motion. It's actually working with the channel partners, which can be the HVAC OEMs, which can be, you know, energy efficiency, existing energy efficiency players that are already plugging to these environments that need more of a smarter controller on top. their existing offering So look for us at the end of the day the ACV on average will stand at minimum for to per facility On average for each client we be working with at least two to three facilities as a starter Yeah, I think very directly, …”
“… a full deployment? because it seems like the hard part is getting these brand names, which you have, and they have many buildings. Exactly right. So at the end, it's a portfolio plan. We obviously have to land expand in a sector that's relatively stale, slow moving. It's not only about, you know, adhering to continuous of a direct DTC type of sales motion. It's actually working with the channel partners, which can be the HVAC OEMs, which can be, you know, energy efficiency, existing energy efficiency players that are already plugging to these environments that need more of a smarter controller on top. their existing offering So look for us at the end of the day the ACV on average will stand at minimum for to per facility On average for each client we be working with at least two to three facilities as a starter Yeah, I think very directly, I've seen a number of companies do this exact same thing, and everybody seems to get stuck around the same thing. Like the big logos are willing to kind of try or talk with you or whatever. But then somehow there's this hurdle of how do you get JLL to roll this out to all of their buildings? And so I think that's really what my question is. You're …”
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Ridealong summary
Deploying energy-saving technology is a multi-million dollar challenge for startups. Many companies struggle to get big brands to commit due to slow-moving processes and high costs. However, with a scalable model and a quick pilot phase, startups can prove ROI and potentially revolutionize energy efficiency in large portfolios.
“… at the moment. But you're actively tracking that activity? Yes. Yeah. This seems pretty inevitable. Yeah. Feels like it. And if that happens, what impact does it have on your industry? If you could because obviously it happening in China and people always put the Bitcoin miners they were like the canary in the coal mine near the hydro dams and near the nuclear where there was excess capacity What impact do you think this has if you could actually have small modular reactors next to data centers Well I think it just opens up the market and enhances the US competitive advantage in this space Like …”
“Yeah. Do you have a data center going up near nuclear? No, not at the moment. Not at the moment. But you're actively tracking that activity? Yes. Yeah. This seems pretty inevitable. Yeah. Feels like it. And if that happens, what impact does it have on your industry? If you could because obviously it happening in China and people always put the Bitcoin miners they were like the canary in the coal mine near the hydro dams and near the nuclear where there was excess capacity What impact do you think this has if you could actually have small modular reactors next to data centers Well I think it just opens up the market and enhances the US competitive advantage in this space Like AI is inevitable Robotics is inevitable. The reality is the correlation between human progress and energy consumption is really, really high over a very long time period. So if we can find a way to unlock new generation, clean generation as nuclear, and locate that more at the source and enable more compute on a distributed basis, all those use …”
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Ridealong summary
The integration of nuclear power next to data centers could revolutionize the industry, enhancing the U.S. competitive edge in AI and robotics. By harnessing clean energy sources like small modular reactors, we can significantly improve computing efficiency and performance, leading to faster technological advancements. This shift in energy strategy could redefine how we think about data center architecture and location.
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Tensions between the U.S. and Iran have sharply risen with reports of Iranian forces targeting American warships in the Strait of Hormuz, leading to U.S. retaliatory strikes. Despite active combat, President Trump insists a ceasefire remains, while the escalating situation is driving global oil prices higher and raising fears of a broader conflict. Podcasts are discussing the military actions, diplomatic contradictions, and economic fallout.
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