Inevitable

Inevitable

By an MCJ podcastBusinessScienceTechnology
Download on the App Store
  • Favorites

    57

    Followers

  • Typical duration

    45 min

    per episode

Based on Podcast App listening data

Inevitable episodes

  • Bringing Solar Energy and Opportunities to Tribal Nations

    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 transition

    Resources Mentioned: From Prison to a Career in Solar Sierra Club

    Get connected: 

    • Robert Blake LinkedIn
    • Yin X / LinkedIn
    • MCJ Podcast / Collective

    *You can also reach us via email at [email protected], 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)

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    43 min
  • Capital Series: John Tough, Energize Capital

    This episode is part of our new Capital Series hosted by 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. 

    John Tough is Managing Partner at Energize Capital, a leading climate software investor. Energize partners with best-in-class innovators to accelerate the sustainability transition, and they have both an early-stage traditional venture vehicle as well as a growth vehicle.

    In this episode, Jason and John delve into the firm's origins and John's motivations for co-founding it. They explore his early career at Kleiner Green Growth and his pivotal role as employee number three at Choose Energy. The discussion also covers Energize's approach, LP composition, evolution, and the alignment between LPs and the venture and growth vehicles.

    They then examine the shifting macro environment's impact on LP investments in climate tech, company criteria, check sizes, leadership roles, diligence procedures, thesis-driven aspects, and the comprehensive post-company support offered by Energize.

    In this episode, we cover: 

    • [02:34]: The origin story of Energize Capital (formally Energize Ventures)
    • [07:26]: John's insights from being both a VC and an entrepreneur
    • [09:01]: His decision to anchor in the Midwest
    • [12:35]: Launching an early-stage venture firm
    • [15:30]: The pitch to GMs
    • [17:34]: Impact and thesis-driven vs. opportunistic approaches
    • [19:53]: Traditional venture vs. growth strategies
    • [22:31]: Energize Capital's current thesis 
    • [25:15]: Value for founders working with Energize 
    • [27:28]: LP base evolution
    • [30:43]: Tailored corporate engagement strategy
    • [31:59]: John's answer to "why software only?"
    • [35:55]: Current climate tech observations the role of international deal flow
    • [40:28]: Current (late 2023) LP sentiment amidst market uncertainty
    • [44:39]: Rise of dedicated institution-based climate capital pools
    • [46:38]: Energize Capital’s evaluation criteria  
    • [50:42]: Controllable and uncontrollable factors in this space
    • [52:59]: Who John and Energize want to hear from

    Get connected: 

    • Jason Jacobs X / LinkedIn
    • John Tough X / LinkedIn
    • MCJ Podcast / Collective

    *You can also reach us via email at [email protected], where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

    Episode recorded on Aug 16, 2023 (aired on Sep 13, 2023) 

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    56 min
  • Rising Tides and Coastal Resilience with Janelle Kellman

    Janelle Kellman is the former mayor of Sausalito, an active member of the Sausalito City Council, and the founder and CEO of the Center for Sea Rise Solutions. Janelle's career spans environmental and policy roles, including leadership positions at the Environmental Protection Agency, PG&E, and advisory roles for organizations like Project Drawdown, Marin Clean Energy, and San Francisco Baykeeper. She chaired the Sausalito Planning Commission from 2016 to 2020, before joining the City Council in 2020.

    In this episode, Janelle discusses recent initiatives she's been prioritizing, what coastal resilience means, and how she collaborates with neighboring cities and coastal cities around the world to prepare for the inevitability of rising sea levels.

    On top of that, Janelle is an ultra-marathoner and a two-sport Division I athlete with degrees from Yale, Oxford, and Stanford. She also makes an exciting announcement at the end of the episode about her political future in California. You'll have to listen to the end to hear what it is!

    In this episode, we cover: 

    • [04:06]: Janelle's background in sports and leadership
    • [08:39]: Navigating the challenges of 2020 as a mayor 
    • [10:45]: Origins of Center for Sea Rise Solutions and climate risks in Northern California
    • [16:14]: Distinction between "sustainability" and "resilience"
    • [19:34]: Key priorities and needs around sea level rise resilience
    • [24:32]: Similarities between wildfire and sea level rise resilience
    • [26:18]: Janelle's international collaborations and knowledge sharing on sea level rise 
    • [28:30]: International conferences like COP vs working with subnational leaders around the world
    • [31:14]: Janelle's tips on getting involved local government, climate work, and finding your "ikigai"
    • [39:01]: Natural overlap between outdoor athletes and climate activism
    • [41:17]: An exciting announcement from Janelle on her political future
    • [44:26]: How folks can follow and connect with Janelle 
    • [45:07]: Shinrin-yoku, Friluftsliv and other concepts

    Resources mentioned:

    • Toxic Tides, UC Berkeley Sustainability And Health Equity Lab
    • Katrina: A History, 1915–2015, by Andy Horowitz
    • Gnar Country: Growing Old, Staying Rad by Steven Kolter

    Get connected: 

    • Janelle Kellman  LinkedIn
    • Cody Simms X / LinkedIn
    • MCJ Podcast / Collective / Instagram

    *You can also reach us via email at [email protected], 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 11, 2023)

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    48 min
  • A Microbial Approach to Carbon Removal

    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 space

    Get connected: 

    • Gonzalo Fuenzalida-Meriz LinkedIn
    • Cody Simms X / LinkedIn
    • MCJ Podcast / Collective

    *You can also reach us via email at [email protected], 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)

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    47 min
  • Capital Series: Ian Smith, The Nature Conservancy

    This episode is part of our Capital Series hosted by 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. 

    Ian Smith is the Director of Investments at The Nature Conservancy (TNC), where his primary responsibilities include managing due diligence, research and portfolio oversight across public equity, fixed income, and impact and diversity offerings. 

    TNC is a global environmental nonprofit working to create a world where people and nature can thrive. They were founded in the US through grassroots organizing in 1951, and they've grown to become one of the most effective and wide-reaching environmental organizations in the world. 

    As a formidable force in the NGO world, TNC also has a pretty big endowment and they're investing that endowment as good fiduciaries to generate market-beating returns, but they also have this broader mission to reckon with as an organization. This makes for a fascinating conversation that digs into how TNC handles balancing impact and profit, and how they think about climate investing, private investing, and investing in general. 

    In this episode, we cover: 

    • [2:21] An overview of TNC and its investments
    • [5:59] TNC's endowment asset allocation
    • [7:47] Ian's background
    • [11:55] Benefits of TNC's transition from outsourced investing to in-house portfolio management
    • [16:46] Diversification of TNC's endowment capital
    • [19:40] The org's decarbonization strategy
    • [24:29] Integrating sustainability without sacrificing market-grade returns
    • [26:38] TNC's criteria for evaluation
    • [28:49] Ian's assessment of the state of climate tech venture as an investible asset
    • [34:34] How he views and measures impact
    • [37:06] An overview of TNC's privates' portfolio
    • [40:51] Ian's suggestions for balancing investible assets and grant-making
    • [44:25] His thoughts on how the transition is going to pan out
    • [48:09] Why this time is different than Cleantech 1.0
    • [50:53] Ian's thoughts on the term 'impact investor'
    • [52:04] TNC's perspective on carbon capture and the role of big oil in the transition
    • [57:58] How Ian thinks about direct investing
    • [1:02:58] His concerns about climate tech innovation and what he's excited about

    Get connected: 

    • Ian Smith X / LinkedIn
    • Jason Jacobs X / LinkedIn
    • MCJ Podcast / Collective

    *You can also reach us via email at [email protected], where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

    Episode recorded on Aug 9, 2023 (Published Sept 6, 2023) 

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    1 hr 9 min
  • Driving Climate Action with Outdoor Enthusiasts

    Mario Molina is the Executive Director of Protect Our Winters (aka POW). POW was founded in the late 2000s by professional snowboarder Jeremy Jones. They've grown to 130,000 supporters that consist of passionate outdoor athletes motivated to protect the places they live and love from climate change. POW's goal is to give a voice to the outdoor sports community (or the Outdoor State, as they call it) and channel it into political will to help get energy transition and related climate change policies passed.

    Mario has been working in climate for many years. Prior to POW, he was the international director of the Climate Reality Project, which was created by former Vice President Al Gore. Before that, Mario led strategy and programs as deputy director at the Alliance for Climate Education.

    Politics generally follows culture, not the other way around. In other words, political movements grow from cultural movements. By harnessing people's love of outdoor recreation and helping them share stories of how they directly observe the world changing around them, POW is helping to channel the cultural agenda around climate change. And by giving their supporters tangible things to do, policies for which to advocate and candidates to support, they're seeking to influence actual outcomes that can make a difference. You'll want to listen to this one in its entirety as Mario has a bit of a surprising announcement at the end. Enjoy the show!

    In this episode, we cover: 

    • [2:38] An overview of Protect Our Winters (POW) and its origins 
    • [5:36] Athlete stories that highlight the impact of climate change 
    • [8:22] POW's theory of change and applications to the 'Outdoor State'
    • [14:44] Examples of athlete engagement in policy
    • [17:39] How POW determines which projects to support
    • [21:44] The org's 501(c)(4) arm that allows POW to endorse or campaign for certain candidates
    • [23:50] Challenges POW faced in getting brand partnerships
    • [26:21] What has proven effective in bridging cultural awareness with political action, and where tension still lies
    • [30:06] Mario's background and accomplishments
    • [36:42] Where POW needs help and how listeners can get involved

    Get connected: 

    • Mario Molina LinkedIn
    • Protect Our Winters X / LinkedIn / Instagram
    • Cody Simms X / LinkedIn
    • MCJ Podcast / Collective / Instagram

    *You can also reach us via email at [email protected], where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

    Episode recorded on Aug 2, 2023 (Published on Sept 5, 2023)

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    40 min
  • Shining a Light on Solar Workforce Development

    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 trades

    Get connected: 
    Alyssa Thomas LinkedIn
    Yin X / LinkedIn
    MCJ Podcast / Collective

    *You can also reach us via email at [email protected], 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)

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    53 min
  • Capital Series: Jonah Goldman, North Cascade Strategies fmr. Breakthrough Energy

    This episode is part of our new Capital Series hosted by 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. 

    Jonah Goldman was a longtime managing director at Bill Gates' firm, Breakthrough Energy. Breakthrough Energy is dedicated to helping humanity avoid a climate disaster through investment vehicles, philanthropic programs, policy advocacy, and other activities. They're committed to scaling the technologies that we need to reach net-zero emissions by 2050. Jonah helped establish the firm in 2015 and served as primary architect for all of the programs and funds. 

    Currently, Jonah serves as the founder and Principal at North Cascades Strategies where he works with clients and partners to creatively commercialize critical climate technologies.  He also serves as a Senior Advisor for Public Affairs at Generate Capital and a Senior Advisor at the Boston Consulting Group. 

    We have a great discussion in this episode about the origin of Breakthrough, how Jonah found himself doing this climate work to begin with, how Breakthrough is set up, the different areas in which they operate, how they've evolved over time, and how that fits into the broader problem of climate change and the broader solution set. We then cover the nature of the problem of climate change, the best ways to address it, and some of the biggest opportunities and challenges with accelerating the transition.

    In this episode, we cover: 

    • [03:28]: Jonah's background
    • [04:50]: The focus on traditional climate solutions at the 2015 Paris COP
    • [06:56]: Breakthrough Energy’s inception as a bridge between public research and private capital
    • [08:34]: Bill Gates' commitment to real capital and the challenge to the public sector
    • [09:49]: Factors that contributed to people saying "yes" to Breakthrough Energy
    • [11:56]: Bill Gates' leadership and the global commitment to addressing climate change
    • [13:12]: Differences between Breakthrough Energy One and traditional venture capital
    • [14:12]: Need for purpose-built investment vehicles for climate technologies
    • [16:04]: The firm's goal of creating a commercial environment for hard technologies
    • [17:56]: Distinguishing climate-focused investments from general investments
    • [19:19]: Integrating climate considerations into all sectors
    • [22:10]: Perfecting purpose-built vehicles for climate investments
    • [23:52]: Aligning financial incentives and solving challenges to drive investments
    • [30:08] The need for existing players willing to take new models
    • [36:52] Government’s role in the clean energy transition
    • [41:24] Need for a multifaceted approach to solving climate
    • [45:15] BEV's focus on investing in hard tech
    • [47:41] Jonah's thoughts on company climate commitments
    • [52:34] His feelings about carbon markets
    • [55:55] The role of behavior change
    • [1:00:17] Jonah's current projects and who he wants to hear from

    Get connected: 
    Jonah Goldman X / LinkedIn
    Jason Jacobs X / LinkedIn
    MCJ Podcast / Collective

    *You can also reach us via email at [email protected], where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

    Episode recorded on Aug 4, 2023 (aired on Aug 30, 2023) 

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    1 hr 4 min
  • A Dose of Climate Reality: Dr. Vanessa Kerry on Global Health

    Dr. Vanessa Kerry is the co-founder and CEO of Seed Global Health, a nonprofit organization focused on health system strengthening and transformation through long-term investments and training of the health workforce. Under her leadership, Seed has helped educate more than 34,000 doctors, nurses, and midwives in seven countries, helping to improve healthcare for more than 73 million people. 

    Dr. Kerry was also recently appointed as WHO Director-General Special Envoy for Climate Change and Health. She'll play a pivotal role in amplifying WHO's climate and health messaging and undertake high level advocacy. 

    The intersection of climate change and health is important, and a topic that doesn't get talked about enough. Dr. Kerry has such a unique perspective and there's no one better to learn from on this important topic. 

    In this episode, we cover: 

    • [02:43]: Dr. Kerry's background in healthcare
    • [05:08]: Origins and overview of Seed Global Health
    • [06:20]: Climate change's impact on global health  
    • [09:09]: The healthcare sector’s role in climate change response
    • [12:03]: Healthcare viewed as a cost, not an investment, despite potential ROI
    • [16:03]: Valuing health and wellbeing over GDP  
    • [18:38]: The role of leadership, private sector, and individuals in the transition
    • [22:37]: Dr. Kerry's role at the World Health Organization (WHO)
    • [28:45]: WHO's climate change policies, strategies, and funding
    • [30:24]: Overview of the Alliance for Transformative Action on Climate and Health (ATACH)
    • [32:04]: Funding sources for WHO and challenges of operating like a nonprofit
    • [33:39]: Balancing energy access in developing nations with sustainability
    • [35:34]: The private sector's role in shifting from shareholder to stakeholder value
    • [36:59]: Exploring greener alternatives and the need for a systemic shift
    • [37:41]: Balancing pragmatism and urgency in the transition
    • [41:31]: Finding common ground on climate change in a partisan society
    • [43:01]: How individuals can help change the conversation  
    • [44:30]: The need for more time, funding, and team building at WHO 
    • [45:38]: Seed Global Health's current priorities 
    • [47:12]: Embracing the butterfly theory of impact
    • [48:51]: Jason's key takeaway from the conversation

    Get connected: 
    Dr. Vanessa Kerry Twitter / LinkedIn
    Jason Jacobs Twitter / LinkedIn
    MCJ Podcast / Collective

    *You can also reach us via email at [email protected], where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

    Episode recorded on Aug 7, 2023 (Published on Aug 28, 2023)

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    51 min
  • Revolutionizing Road Trips with Lightship’s Electric RV

    Toby Kraus and Ben Parker are co-founders of Lightship, an all-electric RV. Their first model, the L1, is a tow trailer with a sizable solar array on top, electric heat pump HVAC, an induction stove in the kitchen, an 80 kilowatt hour battery and an EV range extending or gas mileage boosting feature wherein the tow trailer provides some on-road power to the vehicle that's pulling it. 

    Ben is a former mechanical design engineer at Tesla who contributed to the Model 3. Toby also worked at Tesla, first in finance then as product manager for the Model S. He later assumed an executive position at Proterra, an electric bus company. Despite Proterra's recent bankruptcy, it played a pivotal role in advancing large vehicle electrification. In 2020, Toby and Ben teamed up to establish Lightship and unveiled the L1 for pre-orders in March 2023.

    This conversation not only covers the founders' backgrounds and the L1's feature set, but also how they have sized the RV market, how the electrification of the RV will help drive the electrification of the pickup truck sector overall, and how the L1 can serve as a power source to a home when it's not in use as an RV. MCJ Collective is proud to be a multi-time investor in Lightship via our venture capital funds, and we still learned a lot during this conversation. 

    In this episode, we cover: 

    • [03:06]: Ben's background and Tesla experience
    • [05:43]: How electrifying food trucks led Ben to work on RVs
    • [09:07]: Ben's experience in Formula 1 student racing
    • [10:37]: Toby's background: finance, Tesla, Proterra, and Eclipse
    • [16:46]: RV categories and the market landscape
    • [20:30]: The role of aerodynamics in trailer design 
    • [23:08]: Potential for Lightship L1 to unlock electrification in pickup trucks
    • [25:05]: The hodgepodge of fossil fuel systems in legacy RVs
    • [27:20]: Prioritizing a game-changing product with sustainability as a bonus
    • [28:24]: An in-depth overview of the Lightship L1 trailer's sleek design
    • [30:58]: Details of the L1’s solar paneled roof, HVAC, and stove
    • [34:51]: Pricing and target customer demographics 
    • [40:23]: Addressing range anxiety with existing RV campground infrastructure
    • [42:25]: Lightship L1’s battery and potential as a home backup power source
    • [49:50]: Tackling the problem of embedded emissions with durability
    • [53:51]: How Lightship finances their business

    Get connected: 
    Toby Kraus LinkedIn / Ben Parker LinkedIn
    Lightship LinkedIn / X
    Cody Simms LinkedIn / X
    MCJ Podcast / Collective

    *You can also reach us via email at [email protected], where we encourage you to share your feedback on episodes and suggestions for future topics or guests.

    Episode recorded on Aug 10, 2023 (Published on Aug 24, 2023)

    Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at [email protected].

    Connect with MCJ:

    • Cody Simms on LinkedIn
    • Visit mcj.vc
    • Subscribe to the MCJ Newsletter

    *Editing and post-production work for this episode was provided by The Podcast Consultant

    57 min

About Inevitable

From the publisher's feed

Join Cody Simms each week as he engages with experts across disciplines to explore innovations driving the transition of energy and industry. Inevitable is an MCJ podcast. This show was formerly known…

More shows like Inevitable

Energy Gang by Wood Mackenzie

Energy Gang

1,249 Listeners

Climate One by Climate One from The Commonwealth Club

Climate One

567 Listeners

Columbia Energy Exchange by Columbia University

Columbia Energy Exchange

402 Listeners

Currents by Norton Rose Fulbright

Currents

126 Listeners

Interchange Recharged by Wood Mackenzie

Interchange Recharged

503 Listeners

Redefining Energy by Laurent Segalen and Gerard Reid

Redefining Energy

125 Listeners

Switched On by Bloomberg

Switched On

103 Listeners

Climate Rising by Harvard Business School Business & Environment Initiative

Climate Rising

76 Listeners

Cleaning Up: Leadership in an Age of Climate Change by Michael Liebreich, Bryony Worthington

Cleaning Up: Leadership in an Age of Climate Change

83 Listeners

Volts by David Roberts

Volts

637 Listeners

Catalyst with Shayle Kann by Latitude Media

Catalyst with Shayle Kann

283 Listeners

The Green Blueprint by Latitude Media

The Green Blueprint

204 Listeners

Zero: The Climate Race by Bloomberg

Zero: The Climate Race

226 Listeners

Shift Key with Robinson Meyer by Heatmap News

Shift Key with Robinson Meyer

117 Listeners

Open Circuit by Latitude Media

Open Circuit

138 Listeners