Podcasts about mcj

Brent Minchew is Co-Founder, Executive Director, and Chief Scientist at Arête Glacier Initiative, a new nonprofit launched to close the gap between frontier glaciology research and actionable sea-level forecasts—and to probe whether “brake-tapping” inside Antarctic glaciers can slow their slide into the sea. Brent explains why current models still span 1–6 feet of rise by 2100—even if Paris targets are met—and how melting glaciers, especially Antarctica's so-called “Doomsday Glacier,” drive that uncertainty. He details why glaciology remains drastically underfunded, how sea-level changes already threaten coastal economies via insurance markets, and where Arête's first $5 million in philanthropic capital is going. He also walks through early-stage solutions—from thermo-siphons that passively refreeze ice to pumping sub-glacial water—that could “hit the brakes” on glacier flow and buy humanity time for deep decarbonization.In this episode, we cover: [03:45] Launching Arête to bridge glacier science and solutions[05:38] Inside the “doomsday glacier” and its global risk[07:18] Why Thwaites may collapse even if we hit climate goals[09:51] Sea level rise: Millions displaced per inch[12:41] The silent crisis of glacial melt[13:28] Economic ripple effects of rising seas[15:53] What Larsen B's collapse taught us[20:04] Arête's model: Philanthropy + global research[22:51] Advancing glacier tech through TRL stages[25:45] How Antarctica is governed[35:28] Refreezing glaciers with thermo-siphons[45:00] Drilling costs vs. seawalls: Where's the value?Episode recorded on May 14, 2025 (Published on June 2, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Jacob Sandry is the CEO and co-founder of Euclid Power, a platform for renewable energy project development, financing, and operations—with AI-enabled services layered on top. MCJ is proud to be an investor in Euclid, having joined the company's seed round in mid-2022.Jacob has worked in renewable power his entire career, starting at Generate Capital right out of college, where he worked under Jigar Shah. He then spent several years on the investment team at Goldman Sachs' Renewable Power Group before having the a-ha moment that led to Euclid—and left to start it with a couple of his fellow Goldman teammates.Jacob and Cody discuss how he's seen the renewables industry evolve over the past decade, his theory of change, the insights that led to founding Euclid, and the company's current product and traction. We also touch on his thoughts on AI, power demand curves, and more. As we see it, Jacob is riding two massive waves with Euclid: the inexorable growth of solar and storage, and the curve-bending potential of AI and workflow automation.In this episode, we cover: [1:59] Jacob's early career and background[3:34] Working with Jigar Shah at Generate Capital[8:26] Time on the Goldman Sachs Renewable Power team[9:24] The origin story of Euclid Power[15:23] Challenges in building renewable energy projects[19:15] From internal Goldman tools to the Euclid platform[20:29] Client spotlight: UBS[21:57] Transitioning from project development to a software company[26:07] The role of AI in Euclid's platform[31:49] Business growth and market traction[33:35] Building Euclid as a multiplayer platform[37:10] Balancing software automation with hands-on services[40:41] Current limitations of AI and automation[42:50] Jacob's outlook on the future of renewable energy[46:05] Powering data centers and emerging demand[47:30] Where Euclid is looking for help[48:18] The meaning behind the name “Euclid”Episode recorded on April 25, 2025 (Published on May 5, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Patrick Maloney is the Co-founder and CEO at CIV, and this episode was recorded in front of a live audience at the UCLA Anderson School of Management as part of LA Climate Week.Patrick's firm, CIV, is a new venture capital investment firm based in Venice, California, that backs and builds companies at the nexus of industry and technology. Patrick has had a long, successful career in clean tech. Before CIV, he founded and led Inspire, a clean energy technology company acquired by Shell in 2021. And for his work at Inspire, he was named Ernst & Young's 2018 Entrepreneur of the Year Award winner for Clean Tech and Renewables. Before Inspire, Patrick co-founded Independence Energy and was on the founding team of Energy Plus, both of which were acquired by NRG. Patrick is also co-founder of The Nuclear Company, in which we are proud investors via our venture funds at MCJ.In this episode, we cover: [1:39] How the LA wildfires shaped Patrick's outlook[4:12] Why energy ties into philosophy, economics, and politics[7:01] Patrick's early steps as an energy entrepreneur[10:05] The founding story behind Inspire[10:59] Lessons for CEOs and startup founders[14:59] Why Patrick sold Inspire to Shell[17:39] Entering venture capital and what came next[20:32] What CIV is and how it got started[22:30] CIV's first fund and core motivation[27:12] How The Nuclear Company came to be[31:31] CIV's approach to measuring impact[32:53] Patrick's take on “climate tech” today[35:17] Navigating today's tariff and policy shifts[36:26] What CIV looks for in investments[39:12] The future of energy and who will lead itEpisode recorded on April 8, 2025 (Published on April 24, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Zack Bogue is co‑founder and co‑managing partner at DCVC, a $4 billion deep‑tech venture firm spanning 13 funds. In late 2024, DCVC launched DCVC Climate, a dedicated vehicle backing technologies that slash emissions in heavy industry, hasten the energy transition, and bolster climate adaptation. In this episode, Zack unpacks how the firm's strategy evolved, how his journey—from Colorado outdoors‑kid to Harvard environmental‑science major to Silicon Valley deal‑maker—shaped his worldview, and what it takes to build a capital‑efficient deep‑tech portfolio that moves the climate needle.In this episode, we cover: [01:53] What DCVC is and Zack's role[02:41] Why DCVC focuses on deep tech[04:04] Zack's path from Harvard to VC[12:34] DCVC's playbook: applied AI, capital-light, climate-aligned[15:01] Launching a climate-only fund[20:06] Measuring impact beyond CO₂[25:55] Navigating policy shifts and returns[31:41] Bridging the Series B funding gap[32:56] Solving FOAK financing challenges[37:57] DCVC's bets: geothermal, micro-reactors, SAF, and moreEpisode recorded on March 28, 2025 (Published on April 17, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Jason Jacobs wants it all. As a father to young children, he wants to be active in their lives, but as an ambitious founder, he's compelled to build and chase down opportunities that often require sacrificing the time with his family that he longs for. This is not a new tension for a repeat founder, but the current moment has presented Jason with an opportunity to reflect and explore whether the new tools and timing available today may make this next time... different. I first met Jason when we funded his startup, Runkeeper, the first fitness tracking app for the iPhone. It was a fascinating ride for the both of us as Jason piloted a rocket ship whose engine stalled as he pushed to tell a story that made investors swoon and customers scratch their heads. Runkeeper ended as a success via its acquisition by ASICS in 2016 and started a new chapter for Jason as a successfully exited founder. After a false start raising money for his first idea post-Runkeeper, Jason began to develop a process for discovering what comes next for him in his pursuit of entrepreneurial purpose and impact. He applied this process first in climate, ultimately founding the venture capital firm, MCJ. Recently, he's begun the process again with The Next Next which he describes as:My hope with this expedition is I can unpack what we as humans need out of work in this next era, what is possible with emerging tools, and how they can be applied most effectively to building startups. I am hoping it will lead to my next venture (iteratively, using this newsletter as an important feedback tool), and that if I find success with this new playbook, it can be a template for a new way of company building that many others will follow.Some takeaways from this conversation:- Chasing trends or investor expectations at the expense of your core mission can derail even a promising startup. Jason candidly admits that Runkeeper lost its way when it tried to expand beyond its core running focus into the broader “Health Graph” vision. This pivot, driven by the allure of venture capital and external validation, created internal friction and diluted the company's identity.- Realigning your business with its foundational strengths when navigating challenges. Jacobs' decision to refocus Runkeeper on its original running mission marked a turning point for the company. By cutting unnecessary initiatives, streamlining operations, and regaining profitability, the team was able to position itself for acquisition by ASICS.- The importance of “staying true to your weirdness” and building in a way that aligns with your values and strengths. Whether it's rejecting the grind culture of traditional startups or refusing to compromise on family priorities, his journey highlights that success doesn't have to come at the cost of personal fulfillment. For Jacobs, autonomy is not just a preference—it's essential for achieving greatness.- Learning in public as a superpower. After Runkeeper, Jacobs embraced the power of learning in public by sharing his explorations into climate tech and, later, AI through newsletters, podcasts, and social media. This approach not only helped him build credibility in new fields, but also attracted like-minded collaborators who became part of his growing tribe.- Jason is now on a mission to prove that it's possible to build impactful companies without sacrificing family, health, or balance. Leveraging AI tools to reduce operational overhead, he aims to build differently while maintaining control over his time and energy.I have an expansive relationship with Jason, and I think that comes through in the video. We cover much of the struggles he had with investors, managing his psychology as a founder, and his process of discovery that he has unquestionable conviction in. My hope is that people will see some of themselves at various stages in Jason's journey and find inspiration in both his mission and his process. I hope you enjoy watching as much as we enjoyed recording it.

Mike Schroepfer is Partner at Gigascale, a venture firm he founded and self-funded to back startups building venture-scale businesses with the potential for outsized climate impact. Previously, Mike served as CTO at Meta (Facebook's parent company) from 2013 to 2022, having originally joined in 2008 as VP of Engineering.In this episode, Mike and Cody discuss his career journey, key lessons learned, and their shared counterpoint to the often-repeated myth that "America doesn't build hard things." They also dive into AI, energy's role in its advancement, and the work Mike and his team are doing at Gigascale.Mike has been a longtime supporter of MCJ, and we're honored to count him among our investors. It's inspiring to see a technologist of his caliber not only invest in climate solutions but also roll up his sleeves to help founders tackle hard problems and build the future.In this episode, we cover: [2:08] Mike's early career working on video software [5:28] Fundraising challenges and lessons from the dot-com crash [10:12] Working at Sun, Mozilla, and joining Facebook in 2008[13:16] Risks and opportunities of early Facebook[15:40] Managing large engineering teams and the value of humility[18:30] The era of building hard things in the U.S.[21:25] AI and energy innovation: compute, chips, and power[27:49] How scale brings down cost curve and modularized technology [32:01] How he thinks about software-based opportunities   [37:40] Shrep's pivot to climate tech after Meta[41:04] The talent interest evolution in climate [43:33] Gigascale's investment thesis[49:49] Gigascale's approach to identifying sectors[51:37] Storytelling and marketing in climate tech[54:10] Gigascales talent efforts for its portfolio Episode recorded on Mar 4, 2025 (Published on Mar 20, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Cathy Zoi is a clean energy veteran with a career spanning leadership roles across government, industry, and investment. Most recently, she served as CEO of EVgo from 2017 to 2023, taking the company public in 2020. EVgo is now one of the largest EV charging networks in the United States.Today, Cathy is deeply engaged in the energy and climate space. She serves on the board of directors for Con Edison, the major investor-owned utility serving the New York City metro area. She's also on the board of Apax, a British investment firm, and sits on the investment advisory committee for EQT, a Swedish global investment organization that recently acquired Scale Microgrids. Additionally, she's a board member at SPAN, an MCJ portfolio company, and at Soil Organic.Cathy's career started at the Environmental Protection Agency, followed by roles in the White House during the Clinton-Gore administration and the Department of Energy under Obama. She's worked at Silver Lake, founded a division of SunEdison focused on emerging markets, and helped lay the groundwork for Odyssey Energy Solutions, another MCJ portfolio company. Throughout our conversation, we explore her fascinating career journey, the lessons she's learned along the way, and her perspective on the future of clean energy.In this episode, we cover: [3:01] Cathy's early career at the EPA and the launch of Energy Star[9:15] Commercializing GHG reducers in Australia[11:59] Working with Al Gore's Alliance for Climate Protection[14:42] Serving as acting undersecretary in the Obama administration[18:06] Advisory roles on investment platforms[23:22] Experience at SunEdison and founding Odyssey Energy[27:29] Financial discipline and capital deployment at EVgo[32:06] The future of the EV charging business[36:14] Evolution of pricing models[39:18] Board work at Con Ed and risk management[43:19] What excites her most, including beneficial electrificationEpisode recorded on Feb 25, 2025  (Published on March 13, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

James McWalter is the CEO and co-founder of Paces, an AI-powered software platform that helps clean energy project developers identify and evaluate the best sites for new projects. Paces streamlines the process by integrating interconnection, environmental, zoning, and legal data on land parcels—key factors developers must navigate when selecting viable locations. MCJ is proud to be an investor in Paces through our venture funds.In renewable project development, one of the biggest challenges is quickly pinpointing sites with the highest likelihood of reaching operation efficiently. As James explains, this process depends on multiple factors: the capacity of the local grid, whether upgrades are needed to connect a project, the feasibility of permitting, and more. And as we discuss, the recent AI-driven data center boom is intensifying the urgency and complexity of each of these considerations.Paces' platform is being used by both clean energy developers and data center developers who need to get projects built as quickly, cost-effectively, and cleanly as possible. A few months ago, Paces co-authored a white paper with Scale Microgrids and Stripe Climate titled Fast, Scalable, Clean, and Cheap Enough: How Off-Grid Solar Microgrids Can Power the AI Race—a report that sparked a lot of conversation. In it, they explore whether the forecasted energy demands of AI can be met with off-grid, behind-the-meter projects.Oh, and James also hosts his own podcast, Build Repeat, where he interviews project developers and others actively building and deploying clean energy solutions.With all that said, James and I dive into his background, the origins of Paces, and much more in this episode.In this episode, we cover: [2:48] Introduction to Paces and James' background[6:26] The origin story of Paces and how James met his co-founder, Charles[9:24] Key challenges faced by clean energy project developers[11:45] Permitting bottlenecks and delays[14:57] The growing challenge of decreasing grid capacity[16:01] How Paces' software addresses site selection challenges[19:11] The role of NIMBY opposition in the permitting process[22:42] How developers leverage Paces' platform[24:51] Paces' customer segmentation and user types[28:08] How Paces supports data center development[30:16] Insights from Paces' white paper on off-grid solutions for AI-driven data centers (available at offgridai.us)[38:49] The feasibility of achieving 100% renewable energy for data centers[46:10] Paces' fundraising to date and the types of partners they're looking forEpisode recorded on Feb 19, 2025 (Published on March 6, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Marc Mezvinsky is a partner at TPG Rise Climate. TPG Rise Climate is among the largest pools of capital ever raised with a dedicated focus on climate tech. They announced a debut fund in 2021 at over $7 billion—and another very large fund currently in the works. Rise Climate is part of the broader TPG Rise platform, the impact arm of the publicly traded private equity firm TPG, which manages more than $220 billion in assets.Marc and I discuss his background and career path in finance across various asset classes, including private equity, venture capital at Social Capital, investment banking at Goldman Sachs, and hedge fund management, in addition to his work in climate tech.Of note, Marc has a fascinating personal history as the son of two former U.S. House Representatives and as the son-in-law of former U.S. President Bill Clinton and former U.S. Secretary of State Hillary Clinton—he is married to Chelsea Clinton.We also discuss how Marc approaches capital deployment at TPG Rise Climate, how he thinks about impact in his work, and how TPG Rise Climate evaluates impact relative to market-rate returns.We're thrilled to have Marc as an individual investor in our funds at MCJ, and it was great to learn more about his journey and work.In this episode, we cover: [3:04] An overview of TPG Rise Climate [8:34] The fund's investment approach [11:12] TPC Rise Climate's impact mandate [16:16] Marc's background and path into finance[26:16] His exposure to policymaking and its impact on his work [38:10] Areas Marc and TPG Rise are exploring [44:07] Headwinds and tailwinds  on Marc's radar Episode recorded on Jan 23, 2025 (Published on Feb 27, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

The Mississippi Center for Justice has a new President and CEO, Kimberly Jones Merchant. She's our guest today to remind us of the focus and goals of the center and what we might expect in the future.What's going on this and next month at MCJ? They have an event calendar so you can see that there's a “My Home My Rights” presentation tomorrow, February 26th at Rust College and an Expungement Clinic March 13th in Clarksdale.Do you believe that “Justice Takes All of Us”? If you agree you might like that on a tote bag! Or a mug, mouse pad, or water bottle. Or could you order any of that or a t-shirt at the MCJ store or just make a donation.You've only got until Monday to do something that will impact your life for years. This week, Municipal Clerks' offices may remain open from 8am to 7pm, including the noon hour, for voter registration. You have until Monday, March 3rd to get registered to vote in our Primary Election either in person or have your application postmarked by Monday. You can vote right now by absentee ballot, by mail, if you'll be away from your home county on April 1st. In-Person Absentee Voting beginning Saturday, March 22nd. Here's the Secretary of State's 2025 Election Calendar. Hosted on Acast. See acast.com/privacy for more information.

Paul Lambert is the Co-founder and CEO of Quilt,  a company designing smart ductless heat pumps for residential heating and cooling with intelligent room-by-room controls. Quilt was founded in 2022 and launched in the San Francisco Bay Area in spring 2024. Since then, they have achieved hundreds of deployments and are preparing to expand to their next market in Southern California. Earlier this year, they announced a $33 million Series A financing round co-led by Energy Impact Partners and Galvanize Climate Solutions, following a $9 million seed round in 2023 co-led by Lowercarbon Capital and Gradient Ventures. MCJ is proud to have invested in both rounds through our venture funds.Before founding Quilt, Paul led sustainability efforts at Area 120, Google's in-house incubator for product ideas developed during employees' 20% time. He previously held product roles at Google and Twitter and began his career by founding, running, and exiting a startup called LearnDot.In this conversation, we wanted to understand Paul's product mindset—how Quilt works, the assumptions he's validated along the way, and how he's approached the challenges of building the business.In this episode, we cover: [2:01] The origin of the name Quilt [3:32] An overview of Quilt's product stack [5:37] Quilt's installation process [8:24] An overview of mini splits[10:56] How Paul and his co-founder decided on ductless mini splits [17:09] Paul's path from design spec to prototype [18:47] The company's progress to date[21:38] Consumer sentiment about heat pumps[23:51] Seasonal changes that drive consumers to purchase Quilt[27:16] Paul's biggest learnings in building the company [32:16] Design considerations in Quilt's product[34:59] Workforce development and other inertia challenges [40:51] What's next for Quilt [45:52] Where Quilt is hiring, plus its newly launched merch storeEpisode recorded on Dec 17, 2024 (Published on Jan 23, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Seyed Madaeni is the co-founder and CEO of Verse. Verse develops software that helps organizations understand, plan, and manage clean energy. Their platform simplifies the complex clean energy procurement process, enabling companies to meet their emissions goals in the most economical way possible. MCJ is proud to be a repeat investor in Verse through our venture capital funds, including participation in their recent Series A round alongside GV and Coatue. To us, Verse embodies the inevitable shift where large companies must integrate clean energy management as a core business capability.Hyperscalers have led this trend, driven by their insatiable need for electricity to power data centers—a demand that's only growing with AI. We believe this focus on clean energy will expand across major corporations, much like the widespread adoption of IT and cloud technologies over the past two decades. But enough from us—let's hear directly from Seyed about what he's building with Verse.In this episode, we cover: [1:43] Overview of Verse's mission and focus[2:05] How Seyed founded Verse[4:54] Lessons from Seyed's time at Fluence[6:02] Insights into the buyer side of the market[10:03] Rising demand on the U.S. energy grid[13:02] Breakdown of Verse's customer base[17:44] Challenges corporate buyers face with energy and emissions[19:14] Overview of virtual PPAs and additionality[25:14] How Verse helps buyers make energy decisions[27:28] Importance of data in pricing and forecasting[30:40] 24/7 carbon-free energy vs. carbon matching[35:00] The role of batteries in increasing emissions[38:56] How Verse is expanding its offerings[41:15] Understanding Verse's approach[44:00] Verse's funding history and goalsEpisode recorded on Oct 17, 2024 (Published on Jan 2, 2025) Stay Connected with MCJ:Cody Simms on LinkedIn | XVisit mcj.vcSubscribe to the MCJ NewsletterEnjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.

Jason Marks is the Co-founder and CEO at TELO. TELO is developing EV pickup trucks in the footprint of a Mini Cooper with a bed the size of a Toyota Tacoma and the power of a mainstream truck. They're focused on urban use cases for pickup trucks, whether that be a weekend adventurer who lives in a city or an organization whose employees need trucks for work in urban environments but are fed up with navigating giant vehicles through traffic, parking, and underground lots.We were eager to hear Jason's perspective on why now is the right time to build an electric vehicle from the ground up, what makes TELO's approach uniquely positioned for a significant market opportunity, and why existing truck manufacturers haven't pursued this segment. Plus, we dive into the fascinating history of why today's pickup trucks have become so massive in the first place.MCJ is proud to support TELO as an investor through our venture capital fund, backing founders like Jason who are reshaping industries to be cleaner, more profitable, and more resilient.In this episode, we cover: [2:26] Jason's background in automotive [4:37] An overview of TELO and its purpose [6:13] How pickups have grown significantly larger over the past 15-20 years[11:15] The current EV truck market [12:47] Truck density in urban environments and challenges [15:51] TELO's approach to building EV an pickup[17:58] China's EV phenomenon and landscape [23:08] Current US EV market [24:51] TELO's unique approach to EV pickups[28:09] The company's battery chemistry [29:49] TELO's progress to date [32:05] Big milestones Jason and his team are working towards including homologation [35:59] TELO's go to market [38:20] Jason's vision for the future of his business[39:24] TELO's latest Seed Round led by Neo [41:08] Where TELO needs help [41:44] Biggest surprises in building a vehicle companyEpisode recorded on Oct 4, 2024 (Published on Nov 21, 2024) Stay Connected with MCJ:Cody Simms on LinkedIn | XVisit mcj.vcSubscribe to the MCJ NewsletterEnjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.

Climate change is inevitable. It's already here. But at the same time, the energy transition–the rewriting of industries to be cleaner, more profitable, and more resilient–is also inevitable.Join MCJ Managing Partner Cody Simms each week as sits down with experts across sectors to explore the groundbreaking innovations and extraordinary people shaping the transition of energy and industry.   Stay Connected with MCJ:Cody Simms on LinkedIn | Cody Simms on XVisit mcj.vcSubscribe to Our NewsletterEnjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.

Today on My Climate Journey, we're bringing back a familiar voice: Jason Jacobs, Founder and Venture Partner at MCJ. In this special episode, Cody and Jason reflect on the evolution of MCJ and its mission to drive climate innovation. While this is the last episode under the My Climate Journey name, don't worry—the show isn't going away. The format will stay the same, but a new name is coming soon. Cody and Jason share lessons learned, the ongoing need for collaboration, and gratitude for the community built along the way.In this episode, we cover: [1:57] Jason's early climate journey and where MCJ fits in the transition[4:15] How Jason's feelings about climate change have evolved [6:43] The nature of discussion around topics like climate change[9:19] Jason's updated role at MCJ[10:31] His hopes for the future of the firm [11:15] Advice for folks starting their own climate journeys[12:11] Jason's thoughts on the role of oil and gas in the transition [13:17] And the role of activism [14:47] Jason's thoughts on the category of climate tech and market forces[17:50] Our collective responsibility to address the systems problem [19:57] The role of the MCJ show going forwardEpisode recorded on Oct 22, 2024 (Published on Oct 31, 2024) Get connected with MCJ: Cody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at info@mcj.vc, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

This My Climate Journey podcast episode was recorded in front of a live audience at the Ion during Houston Energy and Climate Startup Week. Zach Dell is the Co-founder and CEO of Base Power Company. Base aspires to build a reliable and affordable home energy service powered by distributed batteries. Their technology supports the grid during times of peak need and protects customers during outages. They claim to do this at a fraction of the cost of other solutions. Base is serving live customers in Texas and claims to be the only electricity provider to offer a home battery, monthly energy service, and installation, all in one with no requirement of rooftop solar.MCJ is a proud investor in Base via our venture capital fund. The company recently raised a $68 million Series A round via Valor Equity Partners, Thrive Capital, and others in which we participated. In this episode, we dig into Zach's journey, the origins of Base, and what he sees as the path ahead for distributed storage and home energy as he builds a vertically integrated business in this enormous space.In this episode, we cover: [2:47] Zach's background and journey into entrepreneurship, with a focus on solving energy and climate problems[7:57] How he landed on batteries and met his co-founder, Justin Lopas[14:05] Base's residential approach in Texas [22:00] The company's business model and role in the energy market [25:03] Base's ideal customer [27:30] The battery's current and future manufacturing strategy [31:00] Zach's key learnings from starting a business[32:18] Base's company culture and who they're looking to hire[36:46] How Base could grow into other energy sectors [40:00] Zach's vision for the futureEpisode recorded on Sept 10, 2024 (Published on Oct 3, 2024) Get connected with MCJ: Cody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at info@mcj.vc, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

*This My Climate Journey podcast episode was recorded in front of a live audience at the Ion during Houston Energy and Climate Startup Week. Our guest is, Vicki Hollub, CEO of Occidental Petroleum (Oxy), a century-old oil and gas company employing over 12,000 people globally with a market cap near $50 billion. Recently the company has made significant investments into what they refer to as “carbon management” technologies including the acquisition of Carbon Engineering, a Direct Air Capture (DAC) company, in 2023 for $1.1 billion. Oxy is commercializing Carbon Engineering's technology through its 1PointFive initiative and aims to deploy 70 DAC facilities by 2035. These efforts include recently receiving draft permits from the EPA for Class VI Injection wells, enabling the permanent geologic sequestration of CO₂, an advance market commitment from Microsoft to purchase 500,000 metric tons of carbon removal, and an award from the US Department of Energy for up to $500M to build a 1M ton per year facility.The conversation covers a lot of territory. Vicki acknowledges climate change and its effects on extreme weather and natural ecosystems, while also stating that Oxy does not view the energy transition as a shift away from oil and gas. Instead, she describes a future where oil and gas exploration could become carbon-negative through advancements in enhanced oil recovery (EOR), a technology that uses CO₂ to extract fossil fuels from otherwise depleted wells.This is a notable interview for MCJ as Vicki is the first oil and gas CEO we've had on the show. We believe it's important to understand how a company like Oxy, which has a very large greenhouse gas emissions footprint, thinks about its future plans. We also know that many who listen to this show are interested in Oxy's DAC efforts and their perspective on the future of the technologies and markets around it. Vicki became CEO in 2016, the first woman to lead a major American oil company. We are grateful to Katie Mehnert of ALLY Energy for connecting us with her for this conversation.In this episode, we cover: [03:28] Navigating the trust gap between O&G companies and the public[06:42] Vicki's early career path[08:32] The O&G boom in the Permian Basin in the mid-2000s[11:18] Vicki's path to becoming the first female CEO at Oxy[17:15] Changing dynamics and priorities while running a complex company like Oxy[18:00] How Vicki pitched Warren Buffet to invest in Oxy and navigated the impacts[21:11] How Oxy attracts and retains talent, plus generational differences[26:36] Challenges and opportunities Oxy sees in the energy transition[30:45] Navigating urgency relative to long-term planning[34:01] How the transition of innovation and legacy businesses could play out[44:36] Oxy's focus on carbon management, including direct air capture[49:55] Challenges in scaling DAC, including partnerships and funding[53:46] Vicki's thoughts on achieving a net-zero carbon barrel of oil[59:44] Her perspectives on the future of the oil and gas industry and its evolutionEpisode recorded on Sept 11, 2024 (Published on Oct 1, 2024) Get connected with MCJ: Cody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at info@mcj.vc, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Doug Bernauer is the CEO and Co-founder of Radiant. Radiant is developing a portable nuclear micro-reactor to replace diesel generators. They raised a $40 million Series B in 2023 led by a16z, after previously raising capital from investors including USV, Founders Fund, and DCVC. They're targeting the development of a portable, mostly self-contained, one-megawatt nuclear reactor that is roughly the size of a shipping container.We've been focusing more on nuclear energy lately, exploring whether the US could reclaim its position as a global leader. With bipartisan support reflected in recent legislation like the ADVANCE Act signed into law by President Biden, there are signs of progress, but significant challenges remain.In this episode, Doug discusses these challenges and delves into Radiant's technology, use cases, fuel, and more.In this episode, we cover: [02:28]: Radiant's micro-reactor technology and applications [04:21]: Use cases for one-megawatt reactors, including disaster relief [06:36]: Description of Radiant's reactor[10:26]: Cooling technologies used by Radiant[12:20]: Radiant's connection with Idaho National Lab's Pele design [13:40]: DOE and DoD funding for Radiant's nuclear technology[17:02]: Customer models and sales strategies for nuclear reactors [20:43]: Nuclear Regulatory Commission (NRC) approval processes for operating reactors [21:57]: Doug's hopes for future regulatory parity with diesel generators [24:18]: Supply chain for High-Assay Low-Enriched Uranium (HALEU) fuel [28:38]: Challenges of NRC processes for micro-reactors [32:24]: Demand signals from remote and military applications for micro-reactors [35:31]: Current financing status and future fundraising plansEpisode recorded on Aug 8, 2024 (Published on Sep 12, 2024) Get connected with MCJ: Cody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at info@mcj.vc, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Max Jamilly, CEO and Co-founder at Hoxton Farms. And today, we're talking about fat. Hoxton Farms, a London-based startup, grows and sells animal fats without animals. They aspire to be an ingredients provider; cultivating fats via bioreactors and selling cruelty-free and sustainable fats to other food brands, starting with meat alternatives. It's been a challenging time for the alt-meat space, and we were eager to hear how Max feels the industry will develop and the role Hoxton Farms can play therein. He's also got a vision for how Hoxton Farms can expand beyond that initial market over time. Hoxton raised a series A led by Fine Structure Ventures and Collaborative Fund in late 2022, in which MCJ is proud to have participated. So grab a plate and let's dig in.In this episode, we cover: [1:37] Intro to Hoxton Farms[2:36] Founders' background: Max Jamilly and Ed Steele[5:51] Meat alternative industry: Challenges and opportunities[9:00] Expansion potential beyond meat alternatives[12:56] Cost parity with traditional animal fats[17:08] Scalability, production, and commercialization plan[18:51] Consumer appetite for meat alternatives[24:49] Regulatory environment and labeling requirements[32:56] Hoxton Farms' pork fat cultivation process[34:48] Potential for genetic engineering in cultivation[40:18] Overview of Hoxton's facility[42:48] Capitalization and financing history[46:13] Importance of branding and merchandise[47:21] Hoxton Farms is hiring!Episode recorded on June 26, 2024 (Published on July 18, 2024) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

As we mark Mainstreet Halifax's 40th year on the air, we've been talking to folks about how music has evolved during that time. MCJ and Cool G are credited as being the first Canadian rap group to be signed to a major label. They grew up in Halifax and moved to Montreal in 1988. Host Jeff Douglas is joined by James McQuaid, also known as MCJ, to look back at rap in Halifax.

Kim Stanley Robinson, renowned science fiction author, is our guest on this episode of MCJ. He is the author of the Ministry for the Future, a novel which outlines humanity's attempts to navigate climate change in the coming decades.Former President Barack Obama named the Ministry for the Future as one of his favorite books of 2020. The work has been cited by numerous entrepreneurs and builders in the MCJ member community as having had a significant impact on their interest in working on climate and decarbonization solutions. The subject of climate change shows up in many of Kim Stanley Robinson's works from his Mars trilogy, written in the 1990s about humans terraforming Mars, to his science in the capital Series from the mid 2000s, to his 2017 novel, New York 2140, which is set in a Lower Manhattan that is submerged due to sea level rise.And it shows up in many of his other works as well. Stan, as he goes by, has won numerous awards including the Hugo Award for best novel for both Green Mars and Blue Mars, and the Nebula Award for best novel for Red Mars and his book 2312. The Atlantic has called his work the gold standard of realistic and highly literary science fiction writing. And according to an article in the New Yorker, he is generally acknowledged as one of the greatest living science fiction writers. Stan and Cody have a wide-ranging conversation about his relationship with nature, his views on capitalism, society, government and technology, and of course his writings and his views on climate change and the path ahead for us all.In this episode, we cover: [03:04]: Stan's early life, finding solace in nature on the California coast[06:40]: Writing "The High Sierra: A Love Story" during the pandemic[08:57]: Noticing climate change impacts in the Sierra Nevada[12:08]: Climate change awareness sparked by a 1995 trip to Antarctica[14:13]: Mixing dread and hope in climate change discussions[17:36]: Viewing technology as both hardware and software[21:19]: Critiquing capitalism's role in power dynamics[26:58]: Majority's desire for a sustainable world despite hurdles[28:00]: Individual actions within broader societal efforts[30:14]: Civil disobedience as a response to failed representation[34:18]: The UN and other international governance's role in global challenges[39:18]: The potential of international treaties in climate action[42:11]: The concept of sudden societal change in climate action[48:06]: Ministry for the Future and "following the money" in climate change narratives[55:59]: Overview of Stan's works and current projects on AntarcticaEpisode recorded on Feb 7, 2024 (Published on Mar 11, 2024) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Eric Letvin serves as the Federal Emergency Management Agency (FEMA)'s deputy assistant administrator for mitigation. Eric directs FEMA's pre and post-disaster mitigation programs that support sustainable disaster resilient communities to avoid or reduce the loss of life, property and financial impacts of natural hazards. We talk about Eric's career journey, a brief history of FEMA and what the agency does before, during, and after natural hazards or disasters. We emphasize the importance of pre-disaster mitigation alongside talking about a new tranche of funding from the Infrastructure Bill going to support the work here.In this episode, we cover: [01:37]: Eric's role at FEMA and career path from engineering to hazard mitigation[03:43]: FEMA's inception, evolution, and mission within DHS[05:35]: Hazard mitigation vs. resilience outcomes[06:29]: FEMA's expanded role in non-natural disaster management[09:05]: Pre and post-disaster flood mitigation strategies and grant programs[11:38]: Wildfire mitigation efforts and challenges amplified by climate change[14:55]: FEMA's operational structure and budgeting for disaster relief and mitigation[17:06]: Bipartisan Infrastructure Law funds for resilience efforts[19:03]: Examples of funded projects in disadvantaged communities[20:17]: The significance of FEMA's Flood Mitigation Assistance program in the face of climate change[22:56]: Advances in flood mapping technology and risk communication[24:40]: Challenges in modeling wildfire risk and the dynamic nature of wildfire hazards[26:34]: The importance of building codes in disaster readiness[28:59]: The shift towards prioritizing pre-disaster mitigation funding[30:00]: Lessons from past disasters on the value of proactive mitigationResources mentioned:The Fifth National Climate AssessmentWildland Fire Mitigation and Management Commission ReportEpisode recorded on Nov 16, 2023 (Published on Feb 29, 2024) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Roy Mittleider is the director of training for CalCERTS. CalCERTS is one of California's Home Energy Rating System providers (or HERS), which is an acronym we use a lot in this episode. They operate in the state under the conditional approval of the California Energy Commission, or the CEC. CalCERTS provides specialized HERS training and certification, performs quality assurance on all HERS Raters they certify, and maintains an online data registry of permits and records of energy efficiency work for each home in California. In this episode, we deep dive into what a HERS rater does, who they work with, what their training is like, and what career paths they can take. We also talk about different types of energy specifications a structure needs to meet in order to be up to the latest energy code. And we end with talking about the role that technology can play in optimizing the workflow in the home energy efficiency auditing space.In this episode, we cover: Introduction to CalCERTS and the Home Energy Rating System (HERS)History of the HERS industry and its development in CaliforniaCompliance rating and verification process for existing homes and new constructionEnergy specifications and standards for buildings in CaliforniaThe importance of air sealing and insulation in home energy efficiency The role of technology in optimizing workflow and improving efficiency in home energy efficiency auditingCareer paths and opportunities for HERS ratersImportance of data registry and record-keeping for energy efficiency work in CaliforniaPotential for technology to improve data transfer, streamline paperwork, and enhance the HERS rating processEpisode recorded on Aug 17, 2023 (Published on Nov 2, 2023) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Chris Higgins works for the city of Vancouver, British Columbia as a building planner, where he spearheads the development of energy-efficient building codes that contribute to Vancouver's ambition of achieving 100% renewable energy by 2050. Chris works on reducing greenhouse gas emissions through rezoning building policies for new buildings to be on all renewables, the “sticks,” and creating incentives for existing homes to switch to renewables, the “carrots.”On the “stick” side, Chris was responsible for driving and helping to get Vancouver City Council to pass a sweeping policy to mandate that heating systems in new low-rise residential buildings be zero-emission, specifically using electric heat pumps. We discuss the complex process it took to get there. On the "carrot" side, we examine how strategically timed short and long-term incentives can align the economic interests of developers, manufacturers, and Vancouver residents, motivating a shift to renewable energy. We also talk about the similarities and differences between the US and Canadian markets on shaping policy and incentives in this area.  In this episode, we cover: [02:28]: Chris's background and current role [07:56]: Vancouver vs. other cities and its unique features[09:12]: Vancouver's climate leadership and influence on other cities[11:23]: What it means to be a Charter City[15:08]: The 2022 update to Vancouver's building bylaw and shift to heat pumps[18:29]: The smooth transition and industry adaptation to the new heating regulations[22:22]: Balancing environmental goals with job protection [25:56]: The ripple effect of Vancouver's policies on other municipalities[31:20]: Potential for Vancouver's policies to influence provincial and national levels[35:02]: The role of 'carrots', or incentives, in shaping city policies[39:41]: The importance of economic alignment in policy success[41:35]: Drawing inspiration from other cities and countries for urban planning[45:46]: Vancouver's strategies for resilience against natural disastersEpisode recorded on Oct 31, 2023 (Published on Jan 11, 2024) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInYin Lu X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Stanley Janicki is the Chief Revenue Officer at Sedron Technologies. Sedron is on a mission to revolutionize how waste streams can be processed to eliminate disposal costs and destroy pathogens while capturing valuable energy and recycling water. Their Varcor system takes liquid waste slurries and recovers nutrients for beneficial reuse. Their primary go-to-market implementations today are in three areas: dairy and animal agriculture, wastewater treatment and distillery waste. The company launched in 2014 as a spinout of a business called Janicki Industries which was founded in the 1990s by Stanley's parents. Janicki Industries, primarily focused on aerospace engineering. But in 2011, they were selected by the Bill and Melinda Gates Foundation to develop solutions for sanitation challenges in the developing world. They developed a product that created electricity and clean drinking water based on an input of human biosolids, AKA poop, which they deployed in Senegal. Sedron is featured in a video of Bill Gates famously drinking clean poop water out of the system. We mentioned Sedron briefly in an earlier episode we recorded with Bill Caesar at Generate Upcycle as the two companies have an active partnership, which Stanley also touches on. We'd like to thank former MCJ podcast guest Steve Simon for introducing us to Stanley. While it's tempting to make poop jokes, Stanley helps shine a light on just how much chemical value there can be in it and waste in general, and how harnessing it can move us away from several challenged environmental practices that have become mainstays of modern society.In this episode, we cover: [3:14] Overview of Sedron[5:15] Sedron's Vapor Recompression and Concentration and Recovery (Varcor) technology[7:15] Pitfalls of current waste processes[13:29] Sedron's technologies: the omniprocessor and Varcor[15:56] Waste processing in the dairy industry[20:11] Sedron's go-to-market and sales process with dairy farms[27:42] Janicki Industries, Sedron's parent company, and its origin story[33:05] Sedron's current status and future plansEpisode recorded on November 28, 2023 (Published on January 4, 2024 ) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInYin Lu X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Tisha Schuller is the founding CEO of Adamantine Energy. At Adamantine, Tisha consults with clients ranging from Fortune 100 energy companies to nonprofit environmental organizations on topics related to energy policy, business strategy, politics, and community engagement. With a background as the former president and CEO of the Colorado Oil & Gas Association and as a strategic advisor for Stanford University's Natural Gas Initiative, Tisha offers valuable insights into the energy sector. She's a member of the Natural Petroleum Council and has been on the advisory board to the Secretary of Energy under the Obama, Trump, and Biden administrations. She has authored three books, most recently, Real Decarbonization: How Oil and Gas Companies Are Seizing the Low-Carbon Future, as well as The Gamechanger's Playbook: How Oil & Gas Leaders Thrive in an Era of Continuous Disruption, and Accidentally Adamant, her own story of her time running the Colorado Oil & Gas Association.MCJ exists to break down silos and to help people understand climate change, and in some ways, it feels like Tisha at Adamantine is doing the same thing with a different orientation. She comes from oil and gas and she's focused on the energy transition and how to help oil and gas leaders navigate their companies through it. Not all listeners will agree with Tisha's perspective, but a big part of her message is in trying to start from a shared vision of the future and work backward. We enjoyed hearing about how she uses this approach today and the perspectives she's gained in doing so.In this episode, we cover: [03:05]: Tisha's podcast Energy Thinks[05:10]: Different mindsets on energy and climate and how to speak to an oil and gas audience[06:57]: Climate “personas” and how Tisha finds common ground among them[10:12]: The assumption that everyone thinks they're doing good[13:07]: Lessons from a DAC project community engagement[16:01]: Perspective on youth activists opposing projects[18:18]: Challenges permitting any new energy projects[21:27]: Tisha's personal journey on fossil fuel use views[23:38]: Consequences of US stopping oil and gas production[32:02]: Oil and gas company evolution archetypes[34:04]: No option but to change from status quo[36:00]: Entering era of climate action execution[37:20]: Role of startups vs large companies in the energy transition[40:07]: Improved community benefits from new projects[42:07]: Industry population shift driving change[45:13]: Making space for oil and gas in climate solutionsEpisode recorded on Nov 20, 2023 (Published on Jan 2, 2024) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInYin Lu X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Today we're talking about the US Department of Energy's strategy on what it takes to create a successful and sustaining energy workforce. Our guest is Betony Jones, who was appointed by President Biden as the DOE'S Director of the Office of Energy Jobs. This means she oversees jobs and workforce development strategies across the DOE as well as engagement with organized labor to ensure that the department's policies and programs implementation result in high-quality jobs. We hear about Betony's career through the Clinton administration, working at the University of California Labor Center, and founding a research group called Inclusive Economics and her decision to join the current administration to build an equitable energy workforce for the next decade.We break down what energy jobs mean, why there's a focus specifically on manufacturing and construction jobs within that definition, and we talk about the key elements needed for high-quality jobs, above average wages, predictable hours, short and long-term benefits like retirement and healthcare, jobs that give workers a voice, plus the importance of unions in enabling all of the above and how unions form. In this episode, we cover: Betony's background and career pathHow she leveraged policy research to demonstrate employment and economic impactsBetony's work in inclusive economicsDenver's sales tax case study successThe need for energy jobs in construction, manufacturing, engineering science. and R&DBetony's focus on the deployment workforceThe DOE's approach to quality jobs with good pay and benefitsThe importance of workers having a voice and the role of unionsHow a union is formed, how they gain power, and the impact on the clean energy transitionThe role of the private sector in building the energy workforceHow Betony measures success over the next 5 yearsEpisode recorded on Oct 11, 2023 (Published on Dec 13, 2023) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInYin Lu X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

Chris Tolles is the CEO and Co-founder of Yard Stick PBC, which stands for Public Benefits Corporation. Yard Stick is aiming to be the measurement backbone for soil carbon. Their handheld hardware enables onsite measurement of soil carbon in agricultural fields, and their software package provides data and analytics that help stakeholders in a soil carbon project to measure and track progress. As Chris tells it, the Yard Stick co-founders got to know one another in the MCJ member community during the pandemic lockdowns in 2020. MCJ is a proud multi-time investor in Yard Stick. Even so, we still learned a ton from Chris during this conversation. Chris highlighted that while MRV technologies are often associated with carbon credit sales, the voluntary carbon market is just one avenue for soil carbon project development. Another that is seeing strong early traction is insetting, where food and agriculture companies are beginning to measure an attempt to reduce the carbon intensity of their own agricultural supply chains. They aren't selling credits; rather, they're starting to make progress on directly reducing the emissions of how their food is grown, which is great news. Chris charts his background and experience and then explains what soil carbon is and why it matters, helping to put the efforts that Yard Stick is making into the context of the broader global carbon cycle. Episode recorded on Oct 13, 2023 (Published on Dec 7, 2023)In this episode, we cover: [02:38]: Chris's background and pivoting from consumer products to climate[08:43]: Origins of Yard Stick in the MCJ Community[11:59]: How Chris and co-founders came to focus on soil organic carbon[14:43]: Cristine Morgan's research background as Yard Stick CSO[18:50]: Overview of soil organic carbon and key drivers of soil carbon stock losses[27:46]: Issues with how claims have been measured historically[33:39]: Why remote sensing technology is insufficient[35:29]: Yard Stick's technology and approach[42:50]: The company's business model[46:00]: Addressing criticism of soil carbon and other nature-based solutions[51:49]: Soil carbon support in Inflation Reduction Act and future policy[56:00]: Yard Stick's $18 million grant from the USDA[58:19]: Their recent $12M Series A round led by Toyota Ventures[01:00:00]: Reckoning with racial injustice and land theft in agriculture[01:02:04]: Encouraging climate companies to address complex social issuesResources mentioned:Demo Carbon Stock Report“Yard Stick lands 10.6M Series A to measure soil carbon” (TechCrunch) Get connected with MCJ: Jason Jacobs X / LinkedInCody Simms X / LinkedInYin Lu X / LinkedInMCJ Podcast / Collective / YouTube*If you liked this episode, please consider giving us a review! You can also reach us via email at content@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Today, we're taking a slightly different spin. Instead of focusing on what it'll take to electrify homes, as we've heard in past episodes, we're talking about why it's currently not working as well as it should and the key barriers preventing us from moving faster on the home decarb adoption curve.Many of you know our guest as Nate "the House Whisperer.” Nate Adams is a longtime HVAC insulation and ceiling contractor who lives in West Virginia and describes himself as "a bit unusual in the climate community," coming from the right side of the political spectrum. And he is one of home electrification's fiercest and most consistent advocates.Yin and Nate cover a lot of ground in this episode, including the dangers of positioning policy rebates and savings to consumers at the beginning of their purchase journey. We uncover that OEMs can convert most air conditioners in factories and warehouses into heat pumps, addressing the current market supply shortage, along with exploring the reasons behind the hesitation to do so. Finally, we discuss how going all-electric is not the solution that gets us to scale and that hybrid systems are the actual silver bullet. There are some controversial and counterintuitive bits coming up and if you want to ask Nate more questions after you listen, stay tuned for an upcoming AMA session with him on the MCJ Slack.In this episode, we cover: [04:01]: Nate's background and how he became "the House Whisperer" [06:58]: Issues with oversized furnace design and sizing[10:55]: The concept of definite optimism and indefinite optimism in relation to the future of electrification[13:12]: Friction between conservative contractors and climate-focused homeowners [16:32]: The importance of positioning policy rebates and savings to consumers[24:46] How IRA performance requirements disqualify 80-85% of equipment models[29:18]: Overview of the biggest barriers to electrifying homes[32:06]: Upstream vs. midstream and potential of converting all ACs to heat pumps[34:36]: Mandated heat pumps in Vancouver, BC [38:31]: Psychology as a barrier to electrification[41:02]: How hybrid systems can reduce fear of heat pumps for both contractors and homeowners[47:26]: Nate's HVAC 2.0 business model improves contractor and homeowner experience[49:57]: The launch of Nate's air sealing course and Home Comfort BookGet connected: Nate Adams X / LinkedInYin X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Sep 13, 2023 (Published on Nov 15, 2023)

Hannah Sieber is the CEO and Co-founder of Artyc, a refrigerant-free battery powered cooling company. In this episode, we cover the cold chain. In short, the cold chain is how goods are transported if they need to be kept in certain guaranteed temperature ranges, with different logistics mechanisms that can maintain goods such as food or medicines, anywhere from room temperature to deep freeze. There are a few reasons why the cold chain is important for climate change. First, you can imagine that all of the refrigerated trucks, warehouses, and storage lockers use a lot of energy. Second, the refrigerants that are used to power the air conditioning or freezers that the cold chain uses are very potent greenhouse gasses with global warming potential that can be many times greater than CO2. Dry ice itself, which is often used to keep things cool, is basically pure CO2.Third, the cold chain today is pretty broken. A significant amount of food is wasted due to spoilage during transport, which itself can generate methane emissions if it's not properly disposed of. Not to mention the embedded emissions in our agricultural processes required to grow it in the first place. Hannah is going to tell us about all of this and how her product at Artyc aims to address these challenges while improving the traceability and accountability of goods in the cold chain. MCJ is proud to be a multiple time investor in Artyc via our venture capital funds.In this episode, we cover: [02:23]: Hannah's background living and working in China[07:44]: Founding EcoFlow with team from DJI to improve drone battery life[10:36]: Hannah's return to school for an earth science degree[12:10]: Her thesis on California power shutoffs and intersection with cold chain[16:06]: Overview of the cold chain, how it works, and where it breaks down[19:29]: Four different cold chains: ambient, refrigerated, frozen, and deep freeze cryo [22:29]: High global warming potential of refrigerants and tradeoff with ozone depleting refrigerants[29:33]: Artyc's mission of building refrigerant-free battery-powered cooling devices[31:26]: Their focus on durability, precise temperature control and stability[33:43]: Imagining an "infrastructureless" cold chain[41:38]: Use cases in healthcare and beyond[43:51]: Artyc's funding journey from grants to recent Series A[45:13]: Hiring and partnerships in developing new productsResource mentioned: After Cooling: On Freon, Global Warming, and the Terrible Cost of Comfort  by Eric Dean WilsonGet connected: Hannah Sieber LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Sep 28, 2023  (Published on Nov 9, 2023)

Peter Light is the CEO and Co-founder of Lumen Energy. Lumen Energy's software enables commercial real estate portfolio managers to identify the optimal clean energy mix for their buildings, then deploy via their marketplace. Lumen's Auto PPA product automatically generates power purchase agreements via software, eliminating the drudgery of bespoke underwriting. In this conversation, Peter notes that many companies want to improve portfolio emissions for competitiveness but don't know where to start or invest in building-by-building analysis.  He explains how energy responsibilities vary by lease and tenant type, and touches upon the motivation behind pursuing clean energy projects, all while drawing from his extensive experience in the clean energy sector.In this episode, we cover: [02:38]: Peter's perspective on addressing climate problems[05:37]: His background in clean energy[14:44]: How he met his Lumen co-founder Dave through the MCJ community[18:22]: Overview of difference in energy billing structures by building type[20:43]: Increasing demands from investors and tenants to decarbonize buildings[28:45]: Key actors in commercial real estate decarbonization[30:00]: Lumen's customer base[37:32]: Details of Lumen's financial modeling software for buildings[40:05]: Lumen's use of public data to provide initial analysis for customers[41:45]: The company's AutoPPA product for streamlined PPAs across portfolios[47:39]: Lumen's Series A and current prioritiesGet connected: Peter Light LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Oct 6, 2023 (Published on Oct 26, 2023)

Chris Hook is the Global Sustainability Strategy Lead at Uber. Earlier this summer, Uber's CEO, Dara Khosrowshahi, wrote a piece on Uber's corporate blog where he outlined a wide array of product features, partnerships, and initiatives at Uber designed to reduce emissions and waste from their footprint, including pulling Uber Eats into their sustainability roadmap for the first time.It's an interesting challenge. Famously, Uber doesn't own any cars on the road. The individual drivers do. And with Uber Eats, they don't own the restaurants on their platform or control what choices they may make around packaging and waste. They just dispatch drivers for food delivery. It would be easy for Uber to say that the emissions generated via their platform are not their problem, and yet they've done the opposite.Uber also has a lot of influence. They're able to use their scale to negotiate better EV rental, lease or purchase rates for drivers or better pricing on compostable packaging for restaurants. They're also a leverage point in introducing new products to people. They estimate that over 30 million riders to date have had a chance to experience riding in an EV via Uber, many of whom did so for the first time.Many folks tried EVs first by renting one via the partnerships that Uber has formed with leading rental companies and almost universally they enjoyed driving EVs more and it works out economically for them. And some, not all, have really done the math on that. We're grateful to Chris for joining us and hope you enjoy this conversation.Have any questions for Chris? He's spent the last decade working with businesses and institutions on sustainability topics. Join Chris for a special Ask Me Anything session on November 1, 2023 in the MCJ member Slack! Details here.In this episode, we cover: [4:20] Chris' background and his journey to working at Uber[9:00] Uber's sustainability commitments and company culture[13:20] Challenges of reducing emissions and waste from Uber's platform[16:45] Uber's efforts to make EV adoption more accessible and affordable for drivers, including partnerships with car manufacturers, rental companies, and financing providers[25:04] The Uber Green rider experience[27:17] The importance of charging infrastructure and the need to make it more convenient and affordable for drivers[33:02] Rider incentives[35:27] Sustainability efforts for Uber Eats[29:49] Opportunities for startups to help Uber in their missionGet connected: Chris Hook LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Oct 4, 2023 (Published on Oct 23, 2023)

This episode of My Climate Journey features two guests: Tobias Ruckstuhl, Managing Partner at Persistent, and Bim Adisa, CEO at Beacon Power Services, which is a climate tech company providing data and software solutions for Africa's power sector.Bim joined the MCJ pod previously for an in-depth episode on Beacon in February 2021. If you're interested in a deeper dive on his business in particular, check out that episode from the archives.In today's conversation, we talk about the evolution of the startup funding landscape in Africa and the sources of capital that are available, the geographic startup hubs that are growing across the continent, the role model companies that are emerging, and the advice that Bim and Tobias have for founders looking to build in Africa.Africa is huge, and the diversity of business needs, policy environments, economic mobility, capital availability and opportunity varies greatly from country to country. But in general, there's a sense of rising tides floating all boats in Africa at present, and the numbers seem to back this up. While global venture capital funding has seen significant year-over-year declines of 50% or more according to Crunchbase, VC funding in Africa is up slightly according to recent reports, accounting for $6.5 billion in financings in 2022. The capital stack also looks quite different than in the US and Europe.In this episode, we cover: [03:38]: Overview and mission of Beacon Power Services[07:49]: Tobias's background and his work with Persistent[11:21]: Persistent's investments, exits, and locations[13:04]: How Bim and Tobias connected[15:50]: Bim's experience with the fundraising process and growth after Persistent's investment[18:17]: Overview of venture funding and climate tech startups in Africa[23:42]: Breakdown of the capital stack available to African startups[30:41]: Evolution of the venture market and examples of active venture funds investing in African climate tech[33:53]: Geographic hubs of entrepreneurship across Africa[39:14]: Challenges specific to the Francophone Africa market[41:12]: Bim's advice for foreign and local founders building in Africa[43:54]: What sectors are currently booming and Persistent's criteria for evaluating new climate tech sectors[48:52]: Leading climate tech companies in Africa that can inspire founders[51:25]: Balancing urgency and realism in deploying climate solutions at scale[53:31]: Persistent's LP fundraising process and investor prioritiesGet connected: Bim Adisa Twitter LinkedInTobias Ruckstuhl LinkedInCody Simms X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Sep 14, 2023 (Published on Oct 16, 2023)

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.David Holtzclaw is the founder and principle of Transduction Technologies, a small engineering firm based out of Omaha, Nebraska that provides science analysis, testing, and energy consulting services to residential and small commercial clients. In this episode, we are talking about weatherization and home energy efficiency.David and his team perform a number of services including energy evaluations, duct leak testing, ventilation testing, pressure mapping, combustion testing, infrared imaging and cost benefit analysis of implementing renewable energy systems as a whole. We discuss how the home energy efficiency market has grown over the past few decades, the top things you can do to your home to improve your energy efficiency, and both the tail and headwinds the IRA bill is bringing to consumers and contractors alike in Nebraska.In this episode, we cover: [03:11]: Origin of home energy auditing in the 1980s and creation of ResNet[05:29]: Home Energy Score (HES) for existing homes, Home Energy Rating System (HERS) for new homes[07:23]: ResNet's relationship with BPI (Building Performance Institute)[09:04]: Emergence of the first energy code for new construction, the IECC (International Energy Conservation Code)[11:17]: The impact of high interest rates on the demand for energy audits[14:47]: David's transition from aerospace and NASA to founding an energy efficiency company[20:43]: An overview of his customer base[24:27]: The main culprits of an energy-inefficient home[29:45]: David's approach to customizing homes during the design process[32:11]: Insights into mechanical ventilation[34:30]: How upfront investments like triple pane windows pay off[38:50]: Why cheaper heat pumps may be pushed over better models with the IRA[42:08]: The impact of politics on state energy efficiency funding[49:22]: Advice and cautions for listeners planning to electrify and weatherize their homes.Get connected: David Holtzclaw LinkedInYin X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Aug 17, 2023 (Published on Oct 12, 2023)

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Mary MacPherson, a program manager in the Office of State and Community Energy Programs at the DOE, oversees energy efficiency and electrification workforce development programs funded by the Bipartisan Infrastructure Law and the IRA.In this episode, Mary and Yin discuss residential energy efficiency training programs, addressing crucial challenges in the skilled labor workforce. They explore the underlying reasons for the workforce gap, from an aging labor force to accessibility barriers in education and certification processes.Funding is a significant lever to address these bottlenecks. In mid-July of 2023, the US Department of Energy announced that states and territories could apply for a pool of $150 million to train the next generation of residential efficiency and electrification contractors. These include electricians, energy auditors, HVAC contractors, plumbers, and more. The ultimate goals include lowering training costs, enhancing certification support, fostering diversity in the energy efficiency workforce, and providing economic mobility opportunities while promoting high-quality contracting in the residential sector.In this episode, we cover: [02:46]: Contractor Training Grants in the IRA[04:23]: Mary's clean energy background[07:08]: Overview of the American Council for an Energy Efficient Economy (ACEEE)[09:39]: The role of State Energy Offices [13:00]: Skill and accessibility gaps in the energy efficiency trades[15:27]: Challenges in the residential heat pump workforce[18:11]: Reducing barriers to entry[20:10]: The significance of certification and testing[22:56]: State examples: Maine and Illinois[25:24]: How DOE allocates funds to states[28:34]: How to help funds flow to your state[30:52]: Community benefits and advancing Justice40 goals[33:55]: Mary's vision for success in 2030Get connected: Mary MacPherson X / LinkedInYin X / LinkedInMCJ Podcast / Collective / Instagram*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Aug 11, 2023 (Published on Sep 22, 2023)

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Robert (Bob) Blake is a tribal citizen of the Red Lake Nation, which covers 1200 square miles in northwestern Minnesota. He's the founder, owner and CEO of a solar company called Solar Bear, which has a nonprofit associated with it called Native Sun Community Power Development.Solar Bear focuses on solar project development and installation for commercial real estate. Whereas Native Sun focuses on workforce development, K-12 education and exploring ways to build infrastructure beyond solar to improve energy reliability on tribal land. Robert believes that the true power of clean energy transition is to tackle multiple systemic issues at once: diminishing poverty and mass incarceration with employment opportunities, strengthening tribal and energy sovereignty by ending a reliance on fossil fuels, and of course, mitigating climate change. In this episode, we learn what has shaped Bob's thinking and why he's so hopeful for the future. In this episode, we cover: [02:30]: Introduction to Red Lake Nation and impact of federal policies[05:34]: The concept of tribal sovereignty[08:05]: Bob's background and racism in Minnesota[10:37]: Unique opportunities within tribal nations for innovation and energy sovereignty[13:49]: Reversing colonial capitalistic systems[15:48]: Origins and overview of Solar Bear[20:01]: Examples of Solar Bear's customers[23:37]: Solar Bear's nonprofit counterpart, Native Sun Community Power Development[25:33]: Working with K-12 and college students [28:57]: Solar workforce development for incarcerated people[31:04]: Funding sources for Bob's work[34:43]: Policy work and the Tribal Energy Advisory Board [38:48]: Reimagining how energy is distributed in the transitionResources Mentioned: From Prison to a Career in Solar Sierra ClubGet connected: Robert Blake LinkedInYin X / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Jul 5, 2023 (Published on Sep 14, 2023)

Gonzalo Fuenzalida-Meriz is the CEO and co-founder of Andes, a startup that employs microorganisms to tackle CO2 removal. Specifically, they introduce microorganisms into soil alongside agricultural seeds. As these microorganisms grow with plant roots, they expedite the transformation of CO2 into minerals, which contributes to soil inorganic carbon.The MCJ pod has featured startups exploring methods to amend soil for carbon removal, including biochar and enhanced rock weathering. It's intriguing to hear how Andes utilizes microorganisms to achieve a similar result.Gonzalo and Cody delve into the company's origins, revealing their initial focus on enhancing crop resiliency, and their transition to carbon removal. Beyond the concept of microbial carbon mineralization, Andes also harnesses a different microorganism, one they genetically modify, to increase corn's ability to affix nitrogen into the soil and thus reduce the need for synthetic fertilizers. There's a lot to unpack in this one.In this episode, we cover: [02:08]: An overview of Andes and its origins[05:45]: Current challenges in crop resiliency[07:52]: Natural history of microbes and their relation to plants and humans[12:37]: Andes' two programs: microbes for nitrogen and CO2 capture[15:22]: In-depth look at Andes' nitrogen program[20:41]: Andes' second program and overview of organic carbon[24:57]: Soil inorganic carbon and the role of lime in farming and carbon capture[29:25]: How Andes' solutions are applied on farms and economics of business model[34:54]: Andes' Microbial Carbon Mineralization (MCM) methodology and potential for carbon credits[39:49]: How Gonzalo thinks about scaling and fundraising[43:48]: His advice for entrepreneurs looking for opportunities in this spaceGet connected: Gonzalo Fuenzalida-Meriz LinkedInCody Simms X / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Aug 29, 2023 (Published on Sep 7, 2023)

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Alyssa Thomas oversees the workforce development program at SunPower, a residential solar company, that services all 50 states in the US and has been around since the mid-1980s.The transition to clean energy is expected to generate 10 million net new jobs globally by the year 2030. Most of the anticipated job gains will likely be in the power generation, automotive, and electrical efficiency sectors. How we develop the talent to meet the job demands falls under the category of workforce development, which we've talked about before on the show. Today, we'll dive deep into what it means for the solar industry. In this episode, Yin and Alyssa discuss what workforce development encompasses for a private-sector solar company, and why more private companies are focusing on it now as a part of their business model. We also talk about the three key levers that the US should focus on to address labor shortages in the clean energy sector, bringing back career technical education curriculum into every American high school, building a stronger social services net to provide support for people transitioning into the trades, and investing more into building and maintaining apprenticeship programs. In this episode, we cover: [1:43] Alyssa's background and role at SunPower[7:23] How she landed in the solar industry[9:25] Differences between Alyssa's work in the public vs. private sector[13:46] Non-obvious things pushing us to think about workforce development[20:01] Where new talent in the trades might come from[23:06] Successful partnerships for moving folks into solar[28:59] Internal and external pathways for hiring[33:10] SunPower's work on policy[37:19] The role of community colleges in workforce development[39:11] Addressing diversity and inclusion[44:49] Programmatic barriers and key levers to getting more people in the tradesGet connected: Alyssa Thomas LinkedInYin X / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on July 7, 2023 (Published on Aug 31, 2023)

This episode is part of our new Capital Series hosted by Jason Jacobs. This series explores a range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we take a deep dive into the world of capital and its critical role in driving innovation and progress.David Aronoff is Chairman and General Partner at MCJ Collective. David has been in the venture space for nearly 28 years and joined MCJ a few years ago. His role has transitioned from LP to advisor to executive chair, and finally the last two years plus to his current role and chairman and general partner. Jason and David go in-depth, not only into David's journey, but also into the transition he made after a long career in traditional VC towards seeking more purpose, how he combines purpose and profit more squarely in this next chapter, plus his journey to finding MCJ. Then we have a fun grilling session where Jason gets to role play and ask David all the questions we get asked from LPs as the partners have been out raising the fund.Enjoy the show! In this episode, we cover: [3:56] David's background and decision to join MCJ Collective[9:42] His journey exploring climate and solutions [13:00] David's thoughts on MCJ's early rolling funds [20:02] His mission-driven transition back to full-time work and building MCJ Collective the firm [24:01] The thought process behind the launch of MCJ's traditional fund structure [29:32] David's previous fundraising role vs. his role at MCJ [33:00] His thoughts on MCJ's stack, data room, and preparation[38:48] MCJ's overall strategy [44:33] David's perspective on ownership and MCJ's portfolio math[49:04] The diligence process[55:21] Time allocation of MCJ's five partners[58:38] MCJ's decision-making process [1:00:16] David's views on how the team will scale [1:02:32] MCJ's fundraising status to date, investor breakdown, and closing plans[1:08:36] David's thoughts on the future of MCJ's venture fund [1:20:10] The "why" behind his work at MCJ and who he wants to hear fromGet connected: David Aronoff Twitter / LinkedInJason Jacobs Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on August 14, 2023 (Published on August 23, 2023) 

Alan Leung is SVP of Threat Intelligence on the Global Security team at Macquarie Group, a global financial services firm. They're one of the world's largest infrastructure asset managers. Alan is an active MCJ community member who a year or so ago started writing his own personal newsletter on climate and geopolitical risk at securingclimate.substack.com. The conversation in this episode is inspired by much of what Alan has written and shared there. Cody and Alan cover a range of topics, starting with a framework for how to think about systemic climate risk, to climate change-influenced conflict, to national responses to the energy transition, and lastly to how Alan thinks adaptation and resiliency responses will evolve.In this episode, we cover: [02:01]: Alan's framework for defining “hazard” and “risk”[04:23]: Examples of climate hazards and impacts [06:19]: Understanding climate's nuanced impact on security and conflicts[09:18]: Early warning signs and triggers for conflict; climate's role in exacerbating risks[10:25]: Water scarcity's role in conflicts in different regions (e.g., Kyrgyzstan, Tajikistan, Uruguay, India, South Africa)[14:52]: The need to accommodate for more extreme swings in weather [18:01]: Rebuilding with resilience and new tech after conflict [21:10]: Global cooperation vs. local protectionism and “geopolitical realities” in the energy transition[27:03]: The need for more investment in resilience and adaptation strategies[30:03]: How insurance companies are reacting to increasing climate risks [33:56]: How organizations can connect risks with opportunities[37:43]: Advice for other risk professionals looking to develop knowledge in the climate space[40:25]: COVID-19's impact on risk thinking, agility, and value of actionable insights[42:50]: An overview of Macquarie Group and Alan's role in the firm [44:47]: Areas where Alan sees opportunities for risk analysis and security in climate solutions[46:39]: How traditional ecological practices especially among indigenous cultures may offer the most resilient solutions[48:41]: Water security and innovation in cooling systemsGet connected: Alan LinkedInCody Simms Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Jul 28, 2023 (Published on Aug 7, 2023)

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Christof Franzsen is head of the Apprenticeship Program at Forge, a residential construction company based out of Boston, Massachusetts. In this episode, we learn how this novel program is being designed to meet the growing job demands in the residential construction industry through small cohort-based learning versus the traditional one-on-one model. They do this through a super intentional focus on mastering four skills: windows, cabinet, trim and door installations. Forge uses video technology to help apprentices get more face time with seasoned mentors while on the job. We also learn about Christof's journey leaving his job as an actuary to take a risk in becoming a carpenter and finding his way to becoming an instructor of woodworking. Enjoy the show!  In this episode, we cover: [01:53]: Overview of Forge and its focus on workforce development[02:58]: Forge's services[04:18]: Forge's Apprenticeship Program[05:46]: Joining a crew as an apprentice and on-the-job training[08:55]: The traditional path to becoming a carpenter and drawbacks of one-on-one training[11:29]: The diversity of applicants to Forge's Apprenticeship Program[12:44]: Christof's background and connection to carpentry[16:01]: His transition from a white-collar career to woodworking[17:06]: How Forge measures success: crew contribution, financial performance, and a happy workforce[20:45]: How Forge supports apprentices financially during their training[22:50]: Key elements of Forge's apprenticeship curriculum[26:23]: How climate change figures into Forge's work[27:49]: The company's aim to reduce climate impact through reduced drive time, accurate measurements, technology, and creating a trained skilled labor forceGet connected: Forge Instagram / LinkedInYin Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Jun 28, 2023 (Published on Jul 27, 2023)

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Aubrey Streit Krug is the Director of the Perennial Cultures Lab at the Land Institute in Salina, Kansas. The Land Institute is a nonprofit and one of the global leaders in sustainable agriculture research and education. Aubrey grew up in a small town in Kansas where her parents farm wheat and raise cattle. She is a writer, teacher, and researcher who studies stories of relationships between humans and plants. Aubrey gives us a crash course in understanding the perennial grain ecosystem, its history, the research behind how to develop new crops, and the labor needs to sustain production. We also cover the education required to introduce new crops for human consumption, equity considerations on access to crops, and why the ability to grow grains year-round is key to sustaining global food stability. In this episode, we cover: [03:03]: Aubrey's background and connection to farming[05:27]: Her interest in community and diverse perspectives in agriculture[07:19]: The semi-arid grassland ecosystem of the Great Plains[08:28]: The Land Institute's focus on developing sustainable alternatives, including perennial grain crops[12:26]: Paradigm shifts in food and agriculture throughout human history [15:00]: The need to undergo another paradigm shift, from annual grain crops to diverse perennials [17:45]: Two pathways to creating perennial crops: hybridization and domestication [22:21]: Domestication as a process of human co-evolution and interdependence with plants [23:41]: Perennial rice and Kernza perennial grain success stories[27:07]: The diverse skilled labor roles needed to sustain perennial grain agriculture[29:55]: Ensuring just and equitable distribution of perennial crops with inclusive research processes [32:11]: The Land Institute's civic science program and community participation[35:17]: Challenges posed by climate change and the need for resilient agricultural systems[37:27]: What gives Aubrey hope and joy Resources Mentioned:The next era of crop domestication starts nowGet connected: Aubrey Twitter /The Land Institute TwitterYin Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on May 4, 2023 (Published on Jul 20, 2023)

Dr. Scott Moore is the director of China Programs at the University of Pennsylvania, and the author of the book, China's Next Act: How Sustainability and Technology are Reshaping China's Rise and the World's Future. China is a complicated climate topic: on the one hand, China is the largest solar energy producer in the world and has the largest EV industry in the world, each of which rose from being nearly non-existent 15 years ago. On the other hand, China generates more than 60% of its electricity from coal and is the world's largest annual emitter of greenhouse gases. Scott and Cody cover a lot of ground, including how the Chinese economic and political system operates, how the solar and EV industries came to be, China's climate policies, global commitments, and the country's current climate, tech and innovation priorities. Given China's role and impact in just about everything, we probably should do another 100 or more MCJ episodes on topics related to China. Hopefully this initial primer can help us all get oriented.  In this episode, we cover: [02:36]: Scott's background and climate journey[06:08]: An overview of China's economy and its "two big bets"[08:11]: The nationalist, protectionist, and authoritarian approach to policy in China[10:24]: An overview of target-setting and policymaking[14:55]: The role of "corporate innovation parks" and local government in innovation[17:47]: China's role in technological development versus deployment[19:53]: Four big factors that led China to go all in on solar PV manufacturing[26:00]: The emergence of the EV industry[29:15]: Two distinct advantages China has in the clean tech ecosystem[30:38]: China's current energy mix[32:38]: The country's emissions sources and intensity[35:35]: China's two headline policy goals regarding emissions[38:19]: The country's compliance carbon market, the China Emissions Trading Scheme[39:39]: Entrepreneurial activity and emerging tech innovation in China[43:48]: China's current climate tech priorities, including hydrogen and thorium fission[45:16]: Scott's thoughts on competition and cooperation during the global energy transitionGet connected: Dr. Scott Moore Twitter / LinkedInCody Simms Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on June 2, 2023 (released on July 10, 2023)

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Mark Martin is the regional director for The Advanced Manufacturing Workforce Development Council for the Bay Area Community Colleges. He works with community college manufacturing programs to help build upon and develop innovative approaches to train students in meeting the needs of the local manufacturing industries. A veteran of the industrial manufacturing sector, Mark also sits on the boards of the Association of Manufacturers Bay Area and the Corporation for Manufacturing Excellence. We've talked about labor force needs in solar, HVAC, electrical work on the show in the past, but today we touch upon another critical sector of the skilled trades: manufacturing jobs. This means machining, welding, technical maintenance jobs, programmable logic control jobs, and we talk about why these drops are so critical to climate tech solution scaling and how the State of California, through a role like Mark's, is helping match the talent supply to the growing demands for these skillsets. In this episode, we cover: [02:11]: Mark's background in engineering and manufacturing  [03:27)]: An overview of Mark's current role and the California Community College system[05:02] Overview of career technical education paths (CTEs) [08:01]: Why Mark's role exists[10:19]: The process of creating a new program at a community college[15:48]: The knowledge gap and building awareness of skilled trades career pathways[18:44]: The importance of exposing more young people to skilled trades  [21:22]: Mark's vision for a career exploration class for young students[23:35]: The intersection of climate and manufacturing jobs[28:45]: Anticipated needs in climate tech manufacturing, the role of automation, and generational gaps in manufacturing labor[31:27]: International case studies of "earn and learn" apprenticeships[34:38]: Current tailwinds and opportunities driving innovation in manufacturing tradesGet connected: Mark Martin LinkedInYin Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on May 3, 2023 (released on Jul 6, 2023)

This episode is part of our new Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Brandon Smith is a wildland firefighter and the co-founder and CEO of the Forestry and Fire Recruitment Program. Brandon graduated with a Bachelor's from UC Berkeley in Interdisciplinary Studies and Black Studies. After graduation, he worked in education and eventually found his way to wildland firefighting. We previously talked with a hotshot firefighter named James Sedlak to understand the day-to-day details of the job itself. In this episode, Yin and Brandon's discussion focuses on building the firefighting talent pipeline, bringing more awareness to this field of work, and getting more people into it.  In this episode, we cover: Brandon's background and experience at “fire camp” while incarceratedFounding the Forestry and Fire Recruitment Program (FFRP)The recruitment processThe challenges FFRP facesFire prevention vs. suppression and indigenous burning practicesRecertification after incarcerationHistory of incarcerated people in firefightingThe skilled labor shortageHow folks can support FFRPCross-functional partnerships and breaking down silosGet connected: Brandon SmithYin Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Feb 3, 2023

This episode is part of our new Capital Series hosted by MCJ partner, Jason Jacobs. This series will explore a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we'll take a deep dive into the world of capital and its critical role in driving innovation and progress. Rick Zullo is co-founder and general partner at Equal Ventures, a firm that is purpose-built to deploy technology across society and industry. And as they say on their website, they back the non-obvious founders before it's obvious. There are a few categories where they spend most of their time in: retail, insurance, supply chain, care, and climate. Rick and Jason have a great discussion in this episode about the origin story of the firm, what makes them different, their strategy, their approach, what it was like to raise Fund I, where they're at today, what criteria they use when they make their investments, what their process is, and how their firm fits into the broader investment landscape in climate and beyond. In this episode, we cover: [00:00]: Intro[02:46]: Overview of Equal Ventures[04:23]: What sectors and stages Equal invests in[06:09]: Origins of Equal Ventures[08:35]: Rick's thoughts on the "conviction gap"[11:02]: Three big questions he asks for every opportunity[17:40]: Overview of Equal's Fund I[18:13]: Rick's thoughts on reserves[24:16]: Equal Venture's differentiators[28:07]: Their views on disciplined pricing and founder alignment[32:33]: Domain expertise, portfolio balancing, and power law dynamics[39:52]: Bandwidth constraints and scaling[44:44]: How the climate playbook differs from other sectors[51:01]: What Rick's most excited about in climate[54:13]: Who Rick wants to hear fromGet connected: Jason JacobsRick ZulloMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on Apr 20, 2023

This episode is part of our Skilled Labor Series hosted by MCJ partner, Yin Lu. This series is focused on amplifying the voices of folks from the skilled labor workforce, including electricians, farmers, ranchers, HVAC installers, and others who are on the front lines of rewiring our infrastructure.Nathanael Johnson has spent the past 18 years as an award-winning journalist who has written features for Harper's Magazine, New York Magazine, Wall Street Journal, and produced stories for the likes of NPR and This American Life. Recently, Nathanael has switched career paths and now is training to become an electrician. In the past, we've chatted with folks on the show who've spent decades in the trades, but we wanted to hear the story of someone who's earlier in their journey in the field. More interestingly, we wanted to understand the motivations behind someone's decision to make the switch from a computer job to a skills trade job, and the joys, misconceptions, challenges and rewards that come with it.In this episode, we cover: [01:26]: How Yin and Nathanael got connected [02:37]: Nathanael's early exposure to nature and the “aesthetics of environmentalism”[05:13]: His liberal arts education and cutting through jargon in academia[07:43]: Starting his career as a newspaper reporter in rural Idaho[13:13]: Nathanael's journey to becoming a climate reporter for Grist[15:01]: Falling out of love with journalism and discovering electrical work [17:51]: The clear and immediate impact of electrical work vs. uncertain impact of writing[21:18]: Fears about switching careers and dealing with internalized class stigma [25:29]: How we can “dewire” cultural stigmas about skilled trade careers[28:26]: The need to rebuild the educational pipeline and infrastructure for trade careers[30:33]: The issue of representation and redefining what an electrician looks like[32:20]: Nathanael's advice on testing new career paths[35:41]: Pay, schedule, job security, and work-life balance as an electrician[41:47]: Nathanael's favorite moments as an electrician so farRecommended Resources: Scott Brown Carpentry (YouTube Channel)Get connected: Nathanael TwitterYin Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on March 28, 2023. 

This episode is part of our new Capital Series hosted by MCJ partner, Jason Jacobs. This series explores a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we take a deep dive into the world of capital and its critical role in driving innovation and progress.Mohammad Barkeshli is the Vice President of Full Consequence Investing at Hall Capital Partners. Hall Capital Partners has a singular focus on building and managing large investment portfolios. Their clients include families, endowments, and foundations with over $40 billion under management. Mohammad focuses on the firm's impact investing efforts which they've coined Full Consequence Investing or FCI. He's responsible for research, identification, due diligence, and ongoing monitoring of investments across asset classes. Jason and Mohammad have a great discussion in this episode about Hall Capital's strategic  approach, where it fits in the climate tech and capital stack, the criteria they use when making investment decisions, what they're hearing from their clients now, and how that's evolved.In this episode, we cover: [3:00] The benefits of increasing transparency across the capital stack and why Mohammad agreed to come on the show[4:35] An overview of Hall Capital[6:48] The firm's approach known as Full Consequence Investing (FCI)[8:25] The average asset class for its clients[11:38] Hall Capital's different investment vehicles[16:26] How the firm's investing teams are divided across asset classes[21:00] Mohammad's background[22:25] Where FCI fits into Hall Capital's story and brand[28:06] FCI as a key diligence effort for the firm's investment strategy[29:38] What falls within FCI and how Hall Capital evaluates opportunities across categories[34:00] The role of ESG across industries and investments[36:00] Hall Capital's process for working with clients who are interested in building a portfolio that's geared toward climate solutions[42:46] Balancing investments for profit, impact, and the public good[46:23] Limitations and challenges with time horizons[47:57] How Mohammad thinks about team and track record[52:55] Concessionary impact investments[1:00:57] Hall Capital's involvement with philanthropic capital[1:04:36] Areas Mohammad would like to improve for his clients and their investments[1:06:51] Who Hall Capital would like to hear from and how people can helpGet connected: Jason JacobsMohammad Barkeshli / Hall CapitalMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on April 5, 2023.

This episode is part of our new Capital Series hosted by MCJ partner, Jason Jacobs. This series will explore a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we'll take a deep dive into the world of capital and its critical role in driving innovation and progress. Will Tickle is a partner, senior investment advisor, and director of impact investing for Ballentine Partners. Ballentine Partners is a wealth management firm that prioritizes the needs of its clients while maintaining integrity and independence. The firm offers customized investment solutions and planning expertise to a wide range of clients, from individual professionals and entrepreneurs with liquid assets of $3.5 million to multi-generational families with assets worth over a billion dollars.In this episode, Jason and Will discuss his process for defining impact and which areas are important for his client's portfolios. They also cover the balance of impact between the firm's contributions and those from the clients directly. Will shares how his clients' impact investments have evolved since the firm's first involvement in 2005. Lastly, they explore where climate and climate tech fit into all of this. Enjoy the show! In this episode, we cover: [2:49] An overview of Ballentine Partners[4:25] How the firm's clients inspired its approach to climate investing[7:09] Will's background and focus on impact[9:27] The firm's ethos to serving clients[11:58] How Ballentine Partners applies an impact lens to its existing portfolio of assets[14:10] What Ballentine is hearing from clients[17:01] Challenges of assessing impact across an entire portfolio[19:23] How Ballentine balances impact with returns[23:55] Capitalism and its role in the future of the clean energy transition ahead[29:24] Changes to inspire widespread adoption of impact investing[32:40] The role of shareholder activism[34:17] Ballentine's impact reports[37:35] Who Ballentine wants to work withGet connected: Jason JacobsWill Tickle / Ballentine PartnersMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on April 4, 2023.  

This episode is part of our new Capital Series hosted by MCJ partner, Jason Jacobs. This series will explore a diverse range of capital sources and the individuals who drive them. From family offices and institutional LPs to private equity, government funding, and more, we'll take a deep dive into the world of capital and its critical role in driving innovation and progress. Today's guest is Sarah Hinkfuss, a partner at Bain Capital Ventures. Bain Capital Ventures is a multi-stage VC firm investing across four core domains, fintech, application software, infrastructure, and commerce tech.Leveraging the unique resources of Bain Capital, they deploy targeted support at every stage of company building. For over 20 years, they've helped launch and commercialize more than 400 companies, and they also recently announced $1.9 billion in new funds.This is an insightful conversation as Bain Capital Ventures has not historically been a climate-focused investor, but they're increasingly paying attention to and getting active in this area, and Sarah's leading the charge.In this episode, we cover: [3:23] An overview of Bain Capital Ventures and Sarah's focus in the firm[5:35] BCV's exploration of climate tech and the firm's motivations[12:04] How the allocation of resources is influenced by time horizons[15:22] BCV's areas of focus through a climate lens[17:04] Sarah's climate journey from environmental justice and public service to early-stage startups and investing[23:07] Her experience leading the effort and formalizing BCV's climate approach[28:07] An example of the evolution of BCV's funds[31:37] The relevant types of expertise needed to make confident investments [35:45] BCV's insights into the role software plays in solving the climate problem [38:18] The firm's 6 areas of focus [44:48] Founder market fit and the importance of deep market strategy and commercial experience[50:00] How climate-focused investors should approach a company's more profitable opportunities in other markets[53:31] BCV's climate investments to date and other related efforts across its portfolio [57:12] The role of a changing climate in a company's evolution and BCV's approach [1:05:05] The value of authentic experiences and deep expertise[1:08:44] Founders BCV wants to hear from Get connected: Jason JacobsSarah Hinkfuss / Bain Capital VenturesMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on April 19, 2023.