

Catalyst with Shayle Kann
A weekly podcast featuring veteran investor Shayle Kann interviewing experts about the state of the energy sector and the technologies powering decarbonization. Shayle Kann is asking the big questions about the ways we power our world: How cheap can clean energy get? Where is the smart money going on new technologies? How will the AI boom both help and hinder us on our journey to decarbonization? Every Thursday on Catalyst, Shayle dives deep into the world of energy with prominent experts, investors, researchers, and executives to unpack both the solutions and the challenges at play in this ever-changing landscape.
Episodes


Surprising trends in global electricity generation

Building inference data centers on the high seas

A blueprint for scalable fusion power

Inside the global fertilizer crunch

Cracking the code on autonomous trucking

How AI is modernizing EPCs
The solar and storage construction market is experiencing sustained growth driven by significant load demand, shifting away from the cyclical boom-and-bust patterns typical of traditional construction. SOLV Energy CEO George Hershman highlights that as projects scale from 10-megawatt installations to gigawatt-level dev...

Inside Google’s massive AI capex (live)
AI infrastructure growth is currently driven by massive capital expenditure, with companies like Google allocating over $175 billion annually to support expanding compute needs. As the industry transitions from model training to inference, the requirement for gigawatt-scale data centers is evolving toward more flexible...

How Base Power plans to use its fresh $1B [re-published]

The rise of flexible data centers

Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]

Building a domestic nuclear fuel supply chain

The demand stack: Turning customers into grid capacity

The state and future of nuclear waste

Scaling America's domestic solar supply chain

AI scaling pathways: on grid, on edge, off grid, off planet
The discussion centers on how to meet the growing demand for compute capacity, particularly in the context of AI, by exploring various data center configurations. The limitations of relying solely on large, grid-connected hyperscale data centers are examined, including transmission bottlenecks, power quality concerns, ...

Frontier Forum: How VPPs earn grid-scale trust [partner content]

Digging deep for super hot geothermal

Volts crossover: Six big energy questions

The rise of grid power electronics with Drew Baglino
Power electronics serve as the critical foundation of the modern electrical grid, enabling dynamic control over voltage and current. While traditional grid infrastructure relies on slow, bulky mechanical switches and passive oil-filled transformers—many dating back to the 1970s—advancements in wide-bandgap semiconducto...
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