Hydrogen is having its moment—not because of hype, but because the economics and demand finally line up. Heavy industry, shipping, and aviation are desperate for clean fuels, governments are throwing serious subsidies behind hydrogen production, and technologies that once seemed speculative are now commercially viable. For early-stage investors, this isn’t a science experiment—it’s a chance to back the picks and shovels of the next energy gold rush.

On today’s episode of Zag Talk, Jonah Bliss joined by Sam Baker, who not only leads the MobilityVC fund, but has spearheaded a new collaboration with the Monaco Hydrogen Alliance to create the MH2Fund. MH2 will back promising early stage hydrogen startups, and we’re kicking things off with a new round of funding for SunGreenH2, a pioneering developer of low-cost, modular green hydrogen electrolysers.

Also on the pod: Greg and Jonah talk Brightline bond troubles, LA’s newest rail lines and much more, while Sela stops by to update us on the UK’s newest twist to its long-running micromobility pilot.

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