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MCJ Newsletter

MCJ

A deep dive into climate, energy, and industry transition topics. Featuring solutions created for and by the community, curated by MCJ.

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Substack
PricingOnly free issuesPublishesWeekly
Issues580Founded7 years agoLast Issue7 days ago
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Latest Issues

You Can’t Solve Climate Change Without a Resilient Grid

“We are here to help communities adapt to climate change and to be more resilient, and we see utilities as being right at the heart of that.”

— Fiona Spruill of Overstory

That thesis is what Overstory’s entire product is built aroun...

7 days ago
16

The Power We Need Already Exists. It's Just Going to Waste.

The average American home has enough unused electrical capacity to run a small data center. Until now, no one has found a way to use it. What if the answer to AI’s power problem was the panel installed next to the side of your house?

SPAN...

14 days ago
32

AI Is Outgrowing the Grid

In AI conversations, you often hear about compute. How much of it we have and how fast it’s growing. But compute is not the real constraint; power is. Recently, power has become increasingly unpredictable on both ends, with demand spiking a...

a month ago
27
1

Our Investment in Light

Texas has the most open retail power market in the country. For more than two decades, anyone with enough patience and capital could get licensed, buy wholesale power, and sell electricity to Texans. Plenty of companies have.

In the first...

a month ago
38

Hardware Can’t Be Vibe-Coded

There’s no shortage of LinkedIn posts discussing AI and the many doors it’s opened in the entrepreneurial community.

Vibe-coding has made software generation so fast and cheap that writing it is nearly frictionless. Software moats are erod...

3 months ago
26

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  • MCJ

    Early-stage firm investing in the transition of energy and industry, and the inevitable impacts of climate change. Creators of the Inevitable podcast.

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