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Supercool
Supercool
Author: Supercool
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© 2026 Supercool
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Climate companies are winning. Trillions in capital are shifting to solutions that cut carbon, grow profits, and redefine modern life. At the center are CEOs, founders, and operators turning climate innovation into market momentum.
Hosted by climate-tech founder and author Josh Dorfman, Supercool goes inside their strategies, execution, and business models to reveal how value is created in the race to decarbonize—and how the future is being built.
Hosted by climate-tech founder and author Josh Dorfman, Supercool goes inside their strategies, execution, and business models to reveal how value is created in the race to decarbonize—and how the future is being built.
79 Episodes
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Data centers have always pursued energy efficiency through better hardware—smarter chillers, advanced cooling systems. But there's a ceiling. You can only make hardware so efficient.Seven years ago, Jasper de Vries discovered the butterfly effect in data centers—something on a roof rippling through 300 billion sensor readings down to valves in server rooms. His company, Lucend, ingests that sensor data to generate operator recommendations. One facility cut power usage by 40% in a year, saving $4.3 million.Yet here's what most of us miss about AI's big energy problem: we focus on operational energy use while Scope 3 emissions—the embodied carbon from manufacturing hardware—creates massive impact, so much so that Microsoft won't hit its 2030 climate targets because of its data center growth plans. With JP Morgan projecting $5 trillion in AI infrastructure buildouts by 2030, the need to bring embodied carbon under control is urgent.Lucend's software addresses both challenges: it slashes operational energy while extending hardware life through predictive maintenance, reducing the physical wear that forces early replacement. Its technology is now deployed across over 50 facilities globally.Show NotesGuest: Jasper de Vries Company: LucendFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
What if we stopped trying to recycle and just used all our trash instead?UBQ Materials makes bio-plastics from entire trash bags—dirty diapers, greasy pizza boxes, chicken bones, mixed plastics. Everything. 100% utilization. Nothing returns to landfills.The material works in existing manufacturing equipment, costs the same as virgin plastic, and can be recycled 10+ times. It's already in Mercedes interiors and McDonald's products.CEO Albert Douer spent eight years in stealth mode perfecting the technology before selling a pound. The original plan: three years. Reality: ten. Most VCs would've killed it. He kept going.Now UBQ operates an 80,000-ton facility in the Netherlands proving the technology works at scale. The implications for waste, plastics, and the circular economy are staggering—and Albert's journey reveals what it actually takes to bring impossible-sounding innovation into the real world.Show NotesGuest: Albert Douer, CEOCompany: UBQ MaterialsFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
When any part of the economy modernizes, it electrifies. New HVAC systems? Electric heat pumps. Autonomous vehicles? Battery-powered electric cars. Next-generation factories? Not a smoke stack in sight. Which means the US needs to build as much grid infrastructure in the next decade as we built in the last 50 years.Schneider Electric is a 189-year-old infrastructure company that makes everything from the cooling systems in AI factories to the switchgear moving power across the grid. Jim Simonelli, their SVP of data centers, joins Supercool to explain why efficiency is now a core business necessity, not just an environmental virtue. Every watt that doesn't reach compute is lost revenue, which changes everything about how you design and operate at gigawatt scale.Vincent Petit, who runs Schneider's research institute, breaks down why 15 years of flat electricity demand means we've lost the muscle to build infrastructure. And why the answer isn't just more generation—it's rethinking the entire system.Show NotesGuests: Jim Simonelli, Senior Vice President & Chief Technology Officer, Secure Power and Vincent Petit, Senior Vice President, Climate & Energy Transition ResearchCompany: Schneider ElectricFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
Mass Timber is growing fast—expanding from a handful of commercial wood buildings in the U.S. just over a decade ago to more than 2,000 today, with 24,000 projected by 2034. Once considered niche, mass timber is moving mainstream—competing on price, speed, and domestic supply chains, not sustainability alone.Sterling Structural is leading that shift. As America's largest CLT manufacturer, the company produces one cross-laminated timber panel every 65 seconds, sourcing 100% of its wood from domestic sawmills. Sterling has recently produced its one millionth panel.This is mass timber for the masses—standardized, modular systems that contractors already understand.Michaela Harms, Vice President of Mass Timber at Sterling, joins Josh Dorfman to share how mass timber went from alternative to mainstream in a decade. She discusses how Sterling supplied 1,100 prefabricated CLT panels for Amazon’s new facility in Elkhart, Indiana, and why the industry is scaling by competing directly on price, speed, and practicality—with the carbon and forestry benefits included.Show NotesGuest: Michaela Harms, Vice President of Mass TimberCompany: Sterling StructuralFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
Clean power has never been cheaper. So why are electricity bills rising—and what's blocking faster deployment? Jigar Shah joins Supercool to explain why 2025 marked a turning point: for the first time in history, essentially 100% of new electricity demand worldwide was met by solar, wind, and nuclear. It happened because the same solutions that solve climate change are winning on affordability.But deployment could be moving much faster. The technology is proven. The finance exists. The barrier is political: governors and mayors don’t realize the leverage they have over utilities, and utility CEOs won’t act unless forced by law.In climate circles, Jigar needs no introduction. He pioneered solar financing at SunEdison, launched the Carbon War Room with Richard Branson, and ran the DOE Loan Programs Office that deployed over $100 billion in clean energy financing during the Biden Administration.We dig into what gives elected officials more power than they know, why some utility CEOs want to be mandated to deploy cheaper solutions, and why Jigar’s headline for 2026 isn’t more technology—it’s more workforce.Show NotesGuest: Jigar Shah, Co-Managing PartnerCompany: MultiplierFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
In 2025, the U.S. president called climate change a hoax. Meanwhile, global clean energy investment hit a record $2.2 trillion. Akshat Rathi is a senior reporter covering climate and energy for Bloomberg. His read on the past year: China is becoming the modern Standard Oil. The same way Rockefeller's empire exported petroleum infrastructure globally, China is now exporting electrification—solar panels, wind turbines, batteries, grid tech, project finance—to countries racing to modernize their economies. Pakistan imported solar equal to half its grid capacity in twelve months. And Ethiopia went from zero to 7% EV market share. Developing countries treat electricity like a growth engine. Rich countries struggle to meet 4% annual demand increases. Rathi joins Supercool to walk through Trump's rollback, the ripple effects at home and abroad, and why none of it is stopping the global transition to the low-carbon future.Show NotesGuest: Akshat RathiRecent Articles: BloombergBook: Climate Capitalism Podcast: Zero: The Climate RaceFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
In this end-of-year conversation, David Roberts, a renowned climate and clean energy journalist, lays out his headline for 2025: the rapid growth of AI data centers has forced long-delayed decisions about the power system. After two decades of mostly flat U.S. electricity demand, utilities are now facing sharp new load growth, tighter timelines, and major uncertainty—making grid capacity and interconnection central challenges. Roberts, who hosts and writes the Volts podcast and newsletter, argues that long-lead solutions like new nuclear power plants are poorly matched to this moment. The fastest, lowest-cost capacity available today comes from distributed resources: solar, batteries, flexible building loads, coordinated EV charging, and virtual power plants. Because hyperscalers face real financial pressure to get data centers online, he sees a potential opportunity to redirect some of that capital toward building distributed capacity that benefits the wider grid. The conversation also touches on political volatility and why clean energy and electrification continue to advance globally on their favorable economics, even amid U.S. policy uncertainty.Show NotesGuest: David RobertsCompany: VoltsFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
Real estate companies say they want sustainability. They'll pay for it too, provided it comes with zero risk.Brad Pilgrim is co-founder & CEO of Parity, a remote HVAC optimization service for high-rises and hotels. Its customer team can walk into a building, spend 90 minutes going from the basement to roof, and tell the owner how much energy they can save—then guarantee it. After eight years, clients like AvalonBay—one of the largest multifamily REITs in the country—are seeing 20-30% cuts in HVAC costs with payback in one to two years.Brad joins Supercool to discuss how Parity overcomes real estate's risk aversion, why proof matters more than technology, and what happens when you can precondition a thousand-unit building before a heatwave hits. Plus: the one slide Brad had to add to his Series B funding round deck that changed everything.Show NotesGuest: Brad Pilgrim, co-founder & CEO Company: Parity Inc.For more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
EVs for commercial fleets are increasingly attractive. Battery costs are down, range is up, and in many cases the total cost of ownership already beats gas. The problem isn’t the vehicles. It’s where they’ll charge.Voltera takes on the part of the EV transition most people never see: procuring the right real estate, securing stadium-scale power capacity, navigating zoning codes that rarely recognize EV charging as a primary use, and getting sign-off—sometimes from more than a dozen city departments—just to get started.Voltera CEO Brett Hauser joins Josh to show how the company has built a playbook for that messy middle, making EV charging viable for the country’s fleets. Now operating in markets from Los Angeles to Miami, Voltera does this work not so fleets don’t have to, but because fleets never will.Show NotesGuest: Brett Hauser, Chairman and Chief Executive OfficerCompany: VolteraFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Climate Adoption Playbook* Supercool on Instagram * Supercool on LinkedIn
Something big is happening inside buildings. They’re getting brains.Schneider Electric is a global giant in energy and building performance—nearly two centuries old, operating across 100+ countries, and already embedded in a million buildings. Manish Kumar, EVP of Digital Energy, joins me to unpack what it means when AI starts running the places we live and work. We dig into EcoStruxure Foresight, Schneider’s new AI assistant for buildings: a layer that links critical equipment, learns the rhythms of a space, flags waste in real time, and helps facility teams interact with their buildings as performance partners. From hospitals and data centers to hotels, airports, and offices, we explore what changes when these environments can diagnose themselves, tune performance daily, and keep improving over time—then push into the bigger horizon: what happens when that capability scales across millions of sites worldwide, how it reshapes the future of work, and the role intelligent buildings play in a modernizing grid.Show NotesGuest: Manish Kumar, Executive Vice President, Digital EnergyCompany: Schneider Electric Key Link: Innovation SummitFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Supercool on Instagram * Supercool on LinkedIn
There are trillions of dollars of clean energy projects ready to be built—and trillions more in capital waiting to fund them. But the system connecting the two is too slow, fragmented, and expensive.That gap is what Alfred Johnson set out to close. A former Treasury official who helped steer markets through the 2008 financial crisis and later served under Janet Yellen, Johnson co-founded Crux to build the financial software layer the energy transition was missing.Crux connects developers, manufacturers, and investors across a marketplace for clean energy finance. In just two years, it’s closed over 120 transactions worth billions—turning a bureaucratic tangle of documents into a liquid market built for speed, trust, and scale.This conversation explores how liquidity, intelligence, and automation are accelerating capital into hard infrastructure—and how Crux is becoming the financial engine powering today’s clean energy industrial revolution.Show NotesGuest: Alfred Johnson, Co-Founder & CEO Company: CruxFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Supercool on Instagram * Supercool on LinkedIn
A few months ago, Quilt became the first company in residential HVAC history to deliver an over-the-air upgrade—making its systems 20% more powerful overnight.Quilt is rethinking how homes heat and cool themselves. Its software-driven, ductless HVAC system combines intelligent controls, high-efficiency heat pumps, and a design language that fits seamlessly into modern architecture. By bringing the pace and polish of consumer technology to an overlooked industry, Quilt transforms comfort into a catalyst for electrification.Founder and CEO Paul Lambert joins Josh Dorfman to share how Quilt’s approach—what he calls “technical arbitrage”—adapts proven innovations from EVs and connected devices to reimagine the American home for the electric age.This episode explores how software, design, and emotion converge to make clean energy aspirational and why desire may be the most powerful tool in decarbonization.Show NotesGuest: Paul Lambert, Founder & CEOCompany: QuiltBTS Video SeriesFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Supercool on Instagram * Supercool on LinkedIn
In an industry that moved fast and defied cities, Veo chose a different path: partnership over disruption. Co-founder and CEO Candice Xie is building one of the only profitable micromobility companies in America by leading with discipline, transparency, and respect for the people shaping urban life. While competitors flooded streets and flamed out, Veo continues to earn trust — winning 90% of city RFPs and operating in over 50 markets nationwide. Candice joins Josh Dorfman to unpack how Veo’s strategy of asking for permission, designing durable hardware, and prioritizing community needs became its true growth engine. This is a masterclass in scaling deliberately, proving that in 2025, the climate-tech companies that endure aren’t the ones that move the fastest — they’re the ones that build trust the deepest.Show NotesGuest: Candice Xie, CEO and co-founderCompany: VeoFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Supercool on Instagram * Supercool on LinkedIn
Husk Power Systems operates the largest fleet of community-level clean-energy minigrids in the world—over 400 sites across India and Nigeria. Each system combines solar, battery storage, and biomass generation into a modular platform called PRISM, engineered to deploy and power an entire village within 24 hours. Behind the technology is an AI-driven operating system that forecasts demand, manages generation in real time, and keeps every site running autonomously. Co-founder and CEO Manoj Sinha shares how Husk plans to scale to 5,000 minigrids by 2030—delivering reliable, renewable power to millions and redefining what energy access means at civilization’s edge.Show NotesGuest: Manoh Sinha, Co-founder and CEOCompany: Husk Power SystemsFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our:* Weekly Newsletter* Supercool on Instagram * Supercool on LinkedIn
SolarCycle is building the next supply chain that makes the clean energy transition possible. Co-founder Jesse Simons spent two decades at the Sierra Club leading national campaigns to accelerate renewable energy before seeing the constraint built into solar’s own success. There aren’t enough raw materials to keep scaling, and communities are starting to resist projects without end-of-life plans.With a deep bench of industry founders, operators, and visionaries, SolarCycle is closing that loop. They’ve developed technology to extract glass, aluminum, copper, silicon, and silver from old panels—and the reverse logistics to move them efficiently from field to factory.This episode explores how SolarCycle is making recycling cost-competitive with landfilling—and why that threshold could define the future of solar. As circularity becomes essential to project approvals, investor confidence, and long-term supply, renewable energy is entering its next phase—where even the panels must become renewable too.Show NotesGuest: Jesse Simons, Co-Founder & Chief Strategy Officer (corrected)Company: SOLARCYCLEFor more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our: * Weekly Newsletter * Supercool on Instagram * Supercool on LinkedIn
Ken LaRoe has done what no one else in U.S. history has: founded three banks. His first two were financial successes. His third—Climate First Bank—is his answer to unfinished business. Built to align money with mission, it’s now America’s fastest-growing new bank, surpassing $1.4 billion in assets while financing the clean energy economy.In this episode, Ken shares what he learned across 25 years of banking—why financial performance and climate action can’t be opposites, and how being, in his words, a “rabid environmentalist and rabid capitalist” became his edge. He explains how Climate First’s fintech arm, OneEthos, built proprietary software that powers $30 million in solar loans each month across 700+ installers—without relying on tax credits or Wall Street intermediaries.Now, as the bank prepares for an IPO, Ken is proving that mission-driven finance can outperform the market—and that the clean energy transition runs on something deeper than capital: conviction.Show NotesGuest: Ken LaRoe, CEO of Climate First Bancorp and Executive Chairman of Climate First BankComnpany: Climate First BankFor more low-carbon innovations now scaling—and the playbooks that drive their adoption—subscribe or follow the podcast, plus our:* Weekly Newsletter* YouTube Channel* Supercool on LinkedIn and Instagram
Cambium is building the operating system for reuse—a digital supply chain connecting the fragmented network of companies needed to turn fallen trees into finished goods.Every year, tens of millions of urban trees come down. The scale is staggering, and most end up chipped, burned, or buried. Cambium links tree-removal crews, haulers, mills, and end customers through a unified digital platform—transforming what was once waste into market-ready material.Today, more than 500 companies across the U.S. and Canada coordinate each tree’s journey, forming a just-in-time network for reclaimed wood.Co-founder and CEO Ben Christensen calls it building a “tech-native forestry company”—one where reuse runs on code, data, and tight coordination. In this episode, Ben and host Josh Dorfman explore how mastering complexity becomes a competitive advantage, how data builds defensibility, and how scaling reuse could redefine how the material economy works.Show NotesGuest: Ben Christensen Company: CambiumFor more low-carbon innovations now scaling—and the playbooks that drive their adoption—subscribe or follow the podcast, plus our:* Weekly Newsletter* YouTube Channel* Supercool on LinkedIn and Instagram
AI, electrification, decarbonization—they all hinge on how effectively the grid is orchestrated. Yet thousands of clean energy projects are stuck in U.S. interconnection queues. The backlog is twice the size of all the energy we use today. It’s not a cost problem. It’s the grid—the largest machine on earth—built last century for stability and missing the cloud-scale infrastructure to handle what’s ahead.Astrid Atkinson has run a machine like this before. At Google, she spent fifteen years in site reliability engineering, keeping Search, Maps, YouTube, and Gmail online with 99.999% uptime. If google.com went down, her team got paged. Running one of the world’s largest critical infrastructure systems taught her a lesson: you don’t scale by adding infinite hardware. You scale with visibility, software, and flexibility.Now, as co-founder and CEO of Camus Energy, she’s applying that lesson to the grid. Camus builds a real-time data layer—linking past, present, and future—and turns it into signals utilities use to coordinate assets: charge later, ramp down, discharge when needed.With visibility and signals, utilities gain the control knobs they need—so projects connect in months instead of years and demand flexibility becomes part of the grid’s DNA.Show NotesGuest: Astrid Atkinson, co-founder and CEOCompany: Camus EnergyFor more low-carbon innovations now scaling—and the playbooks that drive their adoption—subscribe or follow the podcast, plus our:* Weekly Newsletter* YouTube Channel* Supercool on LinkedIn and Instagram
Curbside charging sounds obvious—plug in outside your apartment, wake up to a full battery. Yet more than 40 million potential urban EV owners are still waiting for someone to figure it out.it’s electric, co-founded by Tiya Gordon, is designing EV charging for cities—making curbside charging possible by inventing what didn’t exist: hardware powered directly by buildings, a revenue model that pays property owners, and a way to work with cities that clears the path to install. Its chargers are already operational in Boston, Detroit, and San Francisco, with more cities on the way.Tiya brings a unique background in public-facing technology and design to the challenge—she led the technology for the 9/11 Memorial and Museum. Now she’s assembled a team from transportation, design, and public projects—people who know how to connect landlords, planners, and engineers into the same conversation. That’s how It’s Electric moves swiftly through city permitting in days instead of years—and why the future of EV charging will feel less like bulky infrastructure, and more like disco and sunshine.Show NotesGuest: Tiya GordonCompany: it's electricFor more low-carbon innovations now scaling—and the playbooks that drive their adoption—subscribe or follow the podcast, plus our:* Weekly Newsletter* YouTube Channel* Supercool on LinkedIn and Instagram
By fusing architect and developer, Alloy Development is proving that the riskiest choice in real estate isn’t electrification or Passive House — it’s clinging to the past.CEO Jared Della Valle joins Supercool to share the company’s journey to developing The Alloy Block in downtown Brooklyn—aiming to create the most sustainable block in the city. It’s anchored by 505 State Street, New York’s first all-electric skyscraper; two Passive House–certified public schools; and soon, One Third Avenue—the tallest Passive House tower in the world.Della Valle describes how Alloy built investor confidence project by project—staying nimble, controlling risk, and executing at a standard that pulled institutional capital toward climate performance. He explains why going all-electric lowered long-term risk, how policy and pricing dynamics shifted investor expectations, and why the most competitive real estate today is also the cleanest.Alloy is shifting how Wall Street perceives risk and return—redefining climate performance not as the exception, but the expectation.Show NotesGuest: Jared Della Valle, CEO Company: Alloy DevelopmentProject: The Alloy BlockBuilding: 505 State Street - All-Electric SkyscraperFor more Supercool climate solutions that cut carbon, improve modern life, and shape the new low carbon economy, subscribe to the podcast plus our:* Youtube Channel* Weekly Newsletter* Supercool on Instagram and Linkedin



