In this episode, we sit down with Casey Handmer, founder of Terraform Industries, to break down one of the biggest challenges of the next decade: power.

From solar’s insane cost curve to AI data centers overpowering utilities, Casey explains why cheap, abundant energy will decide which countries — and companies — win next.

00:00 – Terraform’s mission: making fuel from sunlight & air

01:00 – Casey’s background (physics, NASA, Hyperloop → startup)

03:00 – Who Terraform’s customers actually are

04:40 – Energy explained like you’re 5 (how the grid really works)

06:50 – Why electricity changed human civilization

09:40 – Solar + batteries permanently destabilize utilities

11:40 – Why solar suddenly got insanely cheap

12:50 – Solar’s 48% learning rate (this is wild)

14:00 – Will solar dominate all primary energy?

16:30 – Electrification myths (cars, heating, transport)

18:30 – Batteries are about to explode in scale

21:00 – Why Tesla is winning energy, not just cars

23:00 – AI data centers are starving for power

25:00 – Why utilities don’t want hyperscalers

27:50 – Nuclear won’t scale fast enough (hard truth)

29:20 – Why solar beats everything on speed & scale

31:00 – Turning solar energy into fuels & materials

34:40 – Mining metals using pure energy (basalt theory)

38:10 – Will data centers replace utilities?

41:00 – The real long-term energy future

43:40 – Careers at Terraform & final thoughts

Rho 

Website - https://www.rho.co/

Public

Website - https://public.com/

Casey Handmer

https://www.linkedin.com/in/casey-handmer/

Nichole wischoff

https://www.linkedin.com/in/nicholewischoff/