Climate Cowboys

Climate Cowboys

By The founders and futurists building the hard-tech frontier.BusinessTechnologyInvesting
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Climate Cowboys episodes

  • #255 Decarbonizing Industry by Burning Aluminum? | Peter Godart (Found Energy)

    Ever wonder how we are going to decarbonize heavy industry? Well, you won't have to wonder much longer. Today's guest has an incredible solution that is 1) drop in, 2) cost parity (or better), 3) has an existing supply chain, 4) overcomes any scarcity concerns, and 5) prevents users from changing anything they do. 

    Our guest is Peter Godart, the Co-Founder of Found Energy. 

    Some quotes to hook you:

    - "We've developed what we call the world's first rechargeable fuel."

    - "There's really no other technology that can store energy for this long and then be dispatched as easily."

    - "Aluminum is just one of the best materials we have available to actually burn something."

    - "If you don't have a green grid, actually exacerbates the issue. At least in the short term, makes things worse."

    Check Out Our Sponsor!ErthTech Talent: Expert, Affordable CleanTech Search Firm

    Get the best CleanTech talent without paying absurdly high prices. 

    Affordable: Our search fee is 12-15% of first-year base salary (most charge 25-30%).Specialized: We ONLY work with CleanTech startups.Proven: 70+ placements since 2020 (Aypa Power, ChargeScape, QCells, & more).Save time and money when you work with ErthTech Talent. 

    Plus, Silas runs it, so you already know him. — Reach out and tell him you saw this ad.📝 Show Notes:Topics

    1:04 Core technology & how it works?

    4:58 Why is a new fuel source needed for industrial decarb?

    13:00 What is "rechargeable fuel"?

    19:08 Path to cost parity w/ fossil fuels

    20:56 You can use aluminum waste!? 

    26:24 Targe industries & markets

    34:36 How to handle the supply chain? 

    40:37 Energy density comparison to traditional fuels

    50:51 Next milestones for scaling the technology

    1:01:50 Timeline for commercial deployment

    Links- Connect with Somil | Connect with Silas- Follow CleanTechies on LinkedIn- This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe
    1 hr 6 min
  • #255 Burning Aluminum is Clean & Replaces Fossil Fuels | Peter Godart (Found Energy)

    Ever wonder how we are going to decarbonize heavy industry? Well, you won't have to wonder much longer. Today's guest has an incredible solution that is 1) drop in, 2) cost parity (or better), 3) has an existing supply chain, 4) overcomes any scarcity concerns, and 5) prevents users from changing anything they do. 

    Our guest is Peter Godart, the Co-Founder of Found Energy. 

    Some quotes to hook you:

    - "We've developed what we call the world's first rechargeable fuel."

    - "There's really no other technology that can store energy for this long and then be dispatched as easily."

    - "Aluminum is just one of the best materials we have available to actually burn something."

    - "If you don't have a green grid, actually exacerbates the issue. At least in the short term, makes things worse."


    Check Out Our Sponsor!
    ErthTech Talent: Expert, Affordable CleanTech Search Firm

    Get the best CleanTech talent without paying absurdly high prices. 

    Affordable: Our search fee is 12-15% of first-year base salary (most charge 25-30%).
    Specialized: We ONLY work with CleanTech startups.
    Proven: 70+ placements since 2020 (Aypa Power, ChargeScape, QCells, & more).
    Save time and money when you work with ErthTech Talent. 

    Plus, Silas runs it, so you already know him. — Reach out and tell him you saw this ad.


    📝 Show Notes:
    Topics

    1:04 Core technology & how it works?

    4:58 Why is a new fuel source needed for industrial decarb?

    13:00 What is "rechargeable fuel"?

    19:08 Path to cost parity w/ fossil fuels

    20:56 You can use aluminum waste!? 

    26:24 Targe industries & markets

    34:36 How to handle the supply chain? 

    40:37 Energy density comparison to traditional fuels

    50:51 Next milestones for scaling the technology

    1:01:50 Timeline for commercial deployment


    Links
    - Connect with Somil | Connect with Silas
    - Follow CleanTechies on LinkedIn
    - This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.

    Support the show

    If you're gonna change the world, you're gonna need a world-class team. Partner with ErthTech Talent to help you do that, for less.

    • 70+ Placements
    • 5+ Years (exclusively in CleanTech)
    • The Lowest Fees in the Market (12-15% of first-year salary)
    • 90-day placement guarantee

    It's really hard to say no to that.

    Wait?! -- The best service is also the cheapest? Seems too good to be true, but it's the entire reason we started this company.

    We believe that Climate entrepreneurs are doing important work, and there should be a firm to help them find the best talent, without it breaking the bank.

    Reach out today for a free assessment of your hiring process. [email protected]

    1 hr 6 min
  • #254 The Path to Cost Parity Between Sustainable Fuels & Fossil Fuels | Conor Madigan, Aether Fuels

    CleanTech founder Conor Madigan (Aether Fuels) reveals sustainable fuel tech breakthroughs, smart hiring, & building resilient climate startups.

    Join us as Conor Madigan, Founder and CEO of Aether Fuels, shares how their innovative tech is set to decarbonize aviation and shipping by drastically cutting costs and boosting fuel yield from waste streams. A second-time founder, Conor also unpacks his proven strategies for building high-talent, low-ego teams and fostering constructive tension for optimal results.

    Listen on: Apple Podcasts | Spotify | YouTube | Pocket Casts

    Memorable Quotes:

    "The overall result of that is to cut the capex of a plant by about 50%." — Conor Madigan

    "Until you've built a big network of your own... it's pretty invaluable to have a top-notch recruiter." — Conor Madigan

    "If you compare an electrified system versus a fired system, you can boost the output by about 20%." — Conor Madigan

    "I… try to create a constructive sort of tension inside of an organization by pairing together certain personality traits." — Conor Madigan

    In this episode, we discuss:

    00:53 - Introduction to Conor Madigan and Aether Fuels

    03:55 - Aether Fuels' core technology and market

    05:27 - The innovation: cutting CAPEX and boosting yield

    28:00 - The year-long "funnel" to choose the right climate problem

    30:59 - Conor's philosophy on team building: high talent, low ego

    32:00 - Creating constructive tension in R&D vs. Engineering

    38:35 - Why senior hires need to be "player-coaches" at startups

    40:30 - Transparent communication during challenging times

    46:00 - Policy trends and market drivers for SAF

    49:50 - Cost parity expectations for Aether Fuels' product

    Links

    Conor Madigan | Aether Fuels

    Connect with Somil on LinkedIn | Connect with Silas on LinkedIn

    Follow CleanTechies on LinkedIn

    This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe
    57 min
  • #253 The Plug-and-Play Battery Solution for Modern Home Energy | Cole Ashman (Pila Energy)

    Today, we're speaking with Cole Ashman, the CEO and founder of Pila Energy. 

    Pila is democratizing access to battery backup systems through industrial-grade, consumer-priced batteries that are simply plug-and-play. No electricians, no permitting, just reliable power.

    Pila's innovative approach is disrupting the home energy market, from enabling demand response programs to making backup power accessible and affordable for everyone. Listen today to hear how they are reshaping energy reliability and demand response access. 

    Listen on: Apple Podcasts | Spotify | YouTube | Pocket Casts

    Select Quotes From This Episode:

    "Controlling loads... shutting off your air condition, technically great, but who wants their AC shut off on the hottest day of the year?" 

    "We're able to turn entire apartment complexes into batteries by coordinating up to hundreds of these distributed batteries." 

    [Sponsor] ErthTech Talent: Affordable CleanTech Search Firm

    To build a successful CleanTech startup, you need the right people.Affordable: Our search fee is 12-15% of first-year base salary (most charge 25-30%).Specialized: We ONLY work with CleanTech startups.Proven: 70+ placements since 2020 (Aypa Power, ChargeScape, QCells, & more). 

    Save time and money when you work with ErthTech Talent. Plus, Silas runs it, so you already know him. — Reach out today and tell him you saw this ad.

    Links

    Cole Ashman | Pila Energy

    Connect with Somil on LinkedIn | Connect with Silas on LinkedIn

    Follow CleanTechies on LinkedIn

    This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe
    55 min
  • #252 The Big Battery Bill: What the OBBB Means for Batteries in America | Eric McShane (Electroflow Technologies)

    In this episode, we talk with Eric McShane, co-founder and CEO of Electroflow Technology (backed by Breakthrough Energy Ventures). Eric is on a mission to revolutionize lithium production, a vital battery material.

    We discuss the "Big Beautiful Bill's" impact on the battery industry and how Electroflow Technology's innovative approach addresses the critical need for domestic lithium production, especially given that "99% of this crucial battery material [LFP] is made in China." Eric shares how their unique process transforms brine into LFP, helping the U.S. become competitive again by "building real stuff" and using abundant low-concentration lithium brine resources.

    Key Topics:

    BBB's Impact: The "Big Beautiful Bill's" role in boosting U.S. battery capacity and achieving self-sufficiency in materials like lithium iron phosphate (LFP).

    Electroflow's Innovation: Details on Electroflow Technology's unique method for transforming brine into LFP and its benefits.

    Go-to-Market Strategy: Electroflow's plan for market entry and key differentiators.

    Climate Tech Perspective: Eric's insights on being a climate tech founder and the excitement of "building real stuff."

    Future Goals: Electroflow Technology's objectives and plans for utilizing U.S. lithium brine resources.

    Get Involved: How investors and engineers can connect with Electroflow Technology.

    Support the Show!Upgrade to paid today! It’s $10/month or $100/year. Your support helps us continue to bring you valuable CleanTech insights.Upgrade to Paid



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe
    38 min
  • #250 How This Company Installs Level 3 Chargers Without Utility Upgrades | Tyler Phillipi (OptiGrid)

    Wow - 250 Episodes! Thank you all for being part of this journey so far. Stick with us as it’s only getting better.Quotes From This Episode:

    "Operating an electric vehicle in your fleet is insanely cheap..." - Tyler Phillipi

    "Level 3 chargers without utility upgrades... Think garden hose in, fire hose out." - Silas Mähner

    "Amazon and Walmart... are doing the same exact thing from every portion of their fleet because it makes financial sense." - Tyler Phillipi

    Announcement! We’re hosting a CleanTechies meetup in San Francisco!

    If you’re around on the 10th of July in San Francisco, join us for a friends of CleanTechies meetup! Register today as space is limited!

    In this episode, we speak with Tyler Phillipi, CEO of OptiGrid. OptiGrid revolutionizes EV charging with innovative, easy-to-install units that cut installation time from 18 months to as little as 4 weeks. Partnering with Orange EV, OptiGrid tackles the fleet electrification bottleneck with a "garden hose in, fire hose out" approach, bypassing power constraints. Learn why giants like Amazon and Walmart electrify fleets for financial benefits, and how OptiGrid makes EV charging "dumb easy," driving a quiet revolution.

    Topics

    00:00 Operating electric vehicles in fleets is cheap (Cold Open)

    00:28 Intro to OptiGrid

    04:57 OptiGrid's technology 

    07:52 Why fleets are electrifying despite challenges

    12:52 OptiGrid's installation process

    19:07 Advantages of working with Orange EV

    24:03 Economic drivers for EV adoption

    30:40 Corporate sustainability commitments and EV adoption

    32:23 Grid challenges and the role of utilities

    35:12 Supply chain and battery manufacturing

    37:38 Tyler's thesis on team building

    43:36 Getting the best out of people

    44:45 Future of OptiGrid

    Links

    Tyler Phillipi | OptiGrid

    Connect with Somil on LinkedIn | Connect with Silas on LinkedIn

    This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe
    48 min
  • #249 Why There's a Trillion-Dollar Green Building Boom Happening | Matt Ellis (Measurabl)

    Matt Ellis (Measurabl): Building a Climate Tech EmpireJoin us with Matt Ellis, Founder & CEO of Measurabl, as he shares how they're transforming the green building industry. Discover how they're leveraging data and AI to drive sustainability, navigating policy, and helping building owners lower emissions. Matt dives into building a billion-dollar climate tech company, the importance of constant reinvention, and lessons in fostering a thriving company culture.In this episode:

    (01:23) Reinventing Measurabl

    (05:57) AI and Data's Impact on Measurabl

    (15:43) Advice for Climate Tech Founders

    (35:42) Lessons Learned in Talent & Team Building

    (48:41) Emerging Trends in Sustainability Data & Business Models

    Connect:

    Matt Ellis on LinkedIn | Measurabl Website

    Connect with Somil on LinkedIn | Connect with Silas on LinkedIn

    Follow CleanTechies on LinkedIn

    -----This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe
    54 min
  • #248 Without Federal Funding, How are Cities Deploying Curbside Charging? | Tiya Gordon (It's Electric)

    Listen on: Apple Podcasts | Spotify | YouTube | Pocket Casts

    In This Episode:

    How cities are still trying to hit their electrification goals without federal funding assistance

    What is really happening in the EV charging market

    How Tiya is building an A-Team

    What’s up, everyone!

    Today, we’re excited to have Tiya Gordon, founder of It’s Electric, back on the pod to discuss their progress since we last spoke in early 2024. She also gives us a big update on what’s happening in the curbside charging space across the US.

    With the federal funding support being pulled, a lot of cities are facing challenges in meeting their electrification goals. It’s Electric is thriving by helping them get curbside chargers in place with ZERO up-front costs.

    As if that wasn’t enough, they also help building owners earn extra revenue. A true win-win solution.

    Tune in for some golden nuggets on what the market is doing now and an absolute master class on how to build a high-performance team at an early-stage clean tech startup.

    📺 Watch on YouTube | 🍎 Apple Podcasts | 🎧 Spotify | 🗣️ Join the Slack Channel

    Want to access all our content? Upgrade to paid today to support our work.

    Subscribe now

    [Sponsor] ErthTech Talent: Affordable CleanTech Search Firm

    Tiya is a huge proponent of getting superstars into her team. Do you care about talent the same way? If so let’s chat!

    ErthTech helps CleanTech startups hire top US-based talent. And we do it for ~half of what other firms charge.

    Affordable: Our search fee is 12-15% of first-year base salary (most charge 25-30%).Specialized: We ONLY work with CleanTech startups. Proven: 70+ placements since 2020 (Aypa Power, ChargeScape, QCells, & more).

    Save time and money when you work with ErthTech Talent. Plus, Silas runs it, so you already know him. — Reach out today and tell him you saw this ad.

    Get Started Today

    📝 Show Notes:

    Topics

    02:03 It's Electric Introduction

    03:39 Key Innovation in Public Charging

    05:52 Recent Milestones and Company Progress

    07:32 City Responses to Electrification Efforts

    09:14 EV Adoption Continues Amid Infrastructure Challenges

    11:16 Cities Maintaining Momentum on Electrification

    13:15 Early Traction and Market Response to Zero-Cost Solution

    15:24 Community Engagement and Innovative Financing Model

    20:41 Evolving City Strategies and Scaling Public Charging

    24:36 How Tiya is Building a Team of Superstars

    39:25 Upcoming Goals and Roadmap for It's Electric

    41:05 Upcoming Bottlenecks

    Links

    Tiya Gordon | It’s Electric

    Listen to the first episode we did with Tiya - $167

    #167 Urban Charging, Electrifying Cities, Pilots & Partnerships, & More w/ Tiya Gordon (It's Electric)

    Connect with Somil on LinkedIn | Connect with Silas on LinkedIn

    Follow CleanTechies on LinkedIn to fill your feeds with educational content

    This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe
    46 min
  • #247 Could EVs + Demand Response Solve Grid Flexibility? | Joseph Vellone (ChargeScape)

    In This Episode:

    * Was this continued ClimateTech Vibe shift inevitable, or is it just Trump?

    * The intersection of ClimateTech Startups and InsuranceTech startups?

    * What role are insurance companies playing in the climate crisis?

    Have you filled out our Subscriber Survey yet? We’ve put in thousands of hours to create this project — won’t you spare 5 min to help us make the show even better?

    What’s up, everyone!

    Today, we have a great episode with Grace Penders and Adam Chadroff from Equal Ventures. If you're not familiar with Equal, I recommend checking out episode 116 where we had on Rick Zullo, the Founder of Equal.

    Today, we’re continuing the conversation about the climate tech vibe shift. However, our conversation with Equal is a little bit different. Equal has, from the very beginning, had a thesis broader than just climate. One of those other areas is insurance. This is an area that is increasingly intersecting with climate. This is becoming especially acute given the rise in natural disasters and the catastrophic financial impacts that follow.

    Our conversation today focuses on these themes as well as what the insurance industry’s role is in helping solve the climate investing challenge. There are plenty of ways. This is playing into how governments engage.

    Overall, it's an amazing episode and we're really excited to share this with you.

    Sidenote, we recorded this in person in the equal offices during my recent visit to New York. So if you'd like to watch, check it out on YouTube. (Also, be sure to give us a follow on YouTube to help us grow the channel)

    If you're enjoying the content, consider upgrading to become paid subscriber today.

    Act fast! Because our annual subscription is going from $80 up to $100 as of May 1st.

    To upgrade, click the “upgrade” button on the top right of your screen here.

    📺 Watch on YouTube | 🍎 Apple Podcasts | 🎧 Spotify | 🗣️ Join the Slack Channel

    📝 Show Notes:

    Topics

    * 00:00 Cold Open & Intro

    * 03:00 The Climate Tech Vibe Shift

    * 05:58 The Intersection of Climate and Insurance

    * 09:01 Investment Trends in Climate Risk

    * 12:05 Quantifying and Mitigating Climate Risks

    * 15:03 Innovations in Climate Risk Management

    * 17:55 Preventative Measures and Market Impacts

    * 26:05 Understanding Market Compression and Its Impacts

    * 29:50 The Role of Insurance in Value Creation

    * 32:54 Government Involvement in Climate Risk

    * 35:00 Navigating Innovation in Insurance and Utilities

    * 40:18 Exit Opportunities in the Insurance Sector

    * 44:10 The Climate Capital Summit and Future Trends

    Links

    * Grace Penders | Adam Chadroff | Equal Ventures

    * Connect with Somil on LinkedIn | Connect with Silas on LinkedIn

    * Follow CleanTechies on LinkedIn

    * This podcast is NOT investment advice. Do your homework and due diligence before investing in anything discussed on this podcast.



    This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit climatecowboys.substack.com/subscribe
    41 min

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From the publisher's feed

Climate Cowboys | The founders and futurists building the hard-tech frontier.

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