Catalyst w/ Shayle Kann @CatalystPod
@shaylekann asks big questions about how to decarbonize the planet. Produced by @_LatitudeMedia. Leave a voicemail at ☎️ 919-808-5832 latitudemedia.com/podcasts/catal… Joined November 2021-
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Solar generation grew 30% YoY in 2025, its highest rate in eight years. Global fossil generation fell for the first time since 2020. @shaylekann speaks with @ember_energy's @nicolasfulghum about what the data on global electricity generation actually shows. Full episode out now.
Everyone's watching what the Strait of Hormuz shutdown does to oil prices, but the bigger economic story might be fertilizer. New ep out now w/@JLinvilleFert of @StoneX_Official on the global fertilizer crunc open.spotify.com/episode/2LgYEF…
Everyone's watching what the Strait of Hormuz shutdown does to oil prices. The bigger economic story might be fertilizer. New @CatalystPod w/ Josh Linville (VP Fertilizer, StoneX) on the global fertilizer crunch🎙️open.spotify.com/episode/2LgYEF…
The Strait of Hormuz didn't cause the fertilizer crisis. It just broke a market already on the edge. @shaylekann and Josh Linville on the stacking shocks threatening global food supply. 🎧
New episode: @shaylekann sits down with Eyal Cohen, founder of Humble Robotics to talk about why autonomous trucking has lagged behind passenger vehicles, and what a clean-sheet cabless electric truck design changes about that equation. 🎙️ bit.ly/4tSGxmx
This week, @heronpower announced a $140M Series B led by Andreessen Horowitz. Founder/CEO Drew @baglino and @shaylekann explore how solid-state transformers can transform the grid into a highly optimized machine. Listen now: latitudemedia.com/news/catalyst-…
@FormEnergyInc has long dominated the long-duration energy storage market. But recent technical milestones from startups like Ore Energy and @NoonEnergy suggest that the market is maturing. latitudemedia.com/news/the-race-…
On Catalyst today: Paul Segal of @LSPowerGroup, sheds light on PJM and ERCOT as they navigate a capacity rollercoaster. The conversation unpacks what’s driving the volatility and what it means for power markets ahead. 🎧 Listen here: latitudemedia.com/news/catalyst-…
Today on Catalyst: Shayle Kann and former DOE nuclear official Katy Huff break down what it really takes to bring new nuclear reactors to market, why mid-2026 targets are aggressive, and which milestones actually matter. 🎧 Listen here: latitudemedia.com/news/the-path-…
Really enjoyed my chat with @shaylekann on @CatalystPod about @TheDavidEnergy 's work w plug-in batteries and the permissionless category more broadly. I could not be more bullish on this emerging category and believe plug-in will radically alter the grid. In a lot of ways they represent (finally) the true promise of DERs that drew me to this space 10 years ago open.spotify.com/episode/37gYsU…
Shayle Kann talks with David Energy CEO James McGinniss about the rise of permissionless DERs — plug-in batteries and solar that skip complex installs and permits, cutting costs and expanding access. 🎧 Listen here or wherever you get your podcasts: latitudemedia.com/news/catalyst-…
Nat Bullard and Shayle Kann break down additional 2026 energy trends: from ongoing solar cost declines and global oil oversupply to what’s driving the current startup funding slump across energy tech. 🎧 Listen here or wherever you get your podcasts: latitudemedia.com/news/catalyst-…
2025 threw curveballs at energy — surging load, shifting policy, tight capital. Stephen Lacey talks with Tom Burton of Mintz covering the renewable shakeout, data centers as energy infrastructure, permitting reform, and navigating uncertainty. 🎧 Listen: latitudemedia.com/news/catalyst-…
This week on Catalyst: @NatBullard and @shaylekann break down 2026 energy trends: gas turbine backlogs, Texas’ exploding load queue, and China’s accelerating electrification. 🎧Listen: latitudemedia.com/news/catalyst-…
@IanRountree, founder and partner at @cantos, explains why he avoids selling tech to incumbents and flags some curveball startups. How does this apply to the current landscape of hardware and industrial startups? latitudemedia.com/news/catalyst-…
@IanRountree @cantos @shaylekann and @IanRountree unpack this post on the Catalyst pod. They explore how it applies to the current landscape of hardware and industrial startups. Listen here: latitudemedia.com/news/catalyst-…
@shaylekann sits down with @IanRountree to unpack his post, exploring how it applies to the current landscape of hardware and industrial startups. Listen on Catalyst: latitudemedia.com/news/catalyst-…
We invest in 2 archetypes at @cantos: 1. Full-stack deep tech selling an end product or even commodity, _not_ tech. 2. Weird n-of-1 never seen anything like it before. Selling tech to incumbents... PASS Commercializing science... PASS Nth co doing the current thing... PASS
As 2025 comes to a close, we’ve rounded up a sampler of the year’s best episodes — from record-breaking capacity auctions and advances in grid flexibility to vertically integrated residential batteries. latitudemedia.com/news/five-cata…
Enjoyed these 2 pods from @CatalystPod @shaylekann @DanielWoldorff @_LatitudeMedia AI & EPC -Traditional EPC model suffers from misaligned incentives where contractors often profit from project delays (e.g., "change orders) and cost overruns due to cost-plus structures or vague fixed-firm contracts -Engineering typically represents only 3% to 15% of total project costs, yet it dictates the remaining 85%+ spent on procurement and construction -Traditional firms often stop engineering at roughly 30% definition to save on upfront development capital, which creates massive uncertainty and necessitates change orders when physical realities diverge from incomplete plans -By using Large Language Models (LLMs) and automated tools to reach 100% definition rapidly, a firm can lock in procurement prices and hedge commodity risks (e.g., steel or tariffs) before committing to a final price to the owner -The long-term strategy involves the vertical integration of all construction trades to remove subcontractor-level incentive friction and maintain control over the entire project lifecycle youtube.com/watch?v=aq1Zqr…
In this Catalyst episode, @shaylekann talks with Dr. Ben Lee, professor at UPenn, about whether AI inference will move from hyperscale data centers to the edge — and what that shift means for the future of AI infrastructure. 🎧 Listen here: latitudemedia.com/news/catalyst-…
.@shaylekann talks with @alexmodon , CEO of Unlimited Industries (just out of stealth with a $12M raise) about how AI could finally fix the EPC model and speed up major energy + infrastructure builds. 🎧 Listen here or wherever you get your podcasts: latitudemedia.com/news/catalyst-…
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