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.

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Avsnitt(278)

Will inference move to the edge?

Will inference move to the edge?

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

18 Dec 202547min

Can AI revolutionize EPC?

Can AI revolutionize EPC?

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

11 Dec 202535min

Who benefits from the AI power bottleneck?

Who benefits from the AI power bottleneck?

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

4 Dec 202534min

Looking for a turnaround in transmission

Looking for a turnaround in transmission

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

20 Nov 202529min

New Mexico proves America can still build [partner content]

New Mexico proves America can still build [partner content]

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

18 Nov 202531min

Driving down the cost of green hydrogen

Driving down the cost of green hydrogen

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

13 Nov 202541min

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

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

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

6 Nov 202536min

Unpacking DOE's proposal to transform data center interconnection

Unpacking DOE's proposal to transform data center interconnection

Last Thursday, Energy Secretary Chris Wright directed the Federal Energy Regulatory Commission to consider rulemaking to fast-track interconnection for large loads — as long as they agree to be curtai...

30 Okt 202540min

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