

Chris James
CEO and Founder of Engine No. 1, an investment firm based in San Francisco. He has more than 30 years' experience investing in semiconductors and other technologies.
Best podcasts with Chris James
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322 snips
Jun 15, 2023 • 55min
546. Are E.S.G. Investors Actually Helping the Environment?
Kelly Shue, a finance professor at Yale, critiques ESG investing, arguing it primarily benefits already green firms while leaving polluters without support for transformation. Chris James, founder of Engine No. 1, shares insights on effectively engaging firms like ExxonMobil to foster sustainability. Tony Will from CF Industries discusses his company's decarbonization efforts, highlighting government support in achieving greener practices. Together, they unravel the complexities of ESG investing and the need for targeted strategies to drive real environmental change.

Mar 31, 2025 • 35min
AI, Energy and Climate: Chris James Part 1: AI Power Demand
Join Chris James, CEO and Founder of Engine No. 1, as he discusses the surging demand for electric power driven by AI's explosive growth. With over 30 years in semiconductor investment, he sheds light on the challenges of sustaining energy supply for data centers. Topics include the impact of AI on energy infrastructure, the Jebbins paradox related to efficiency and consumption, and the importance of navigating regulatory changes to stabilize power pricing. This conversation highlights the critical intersection of technology and energy for future competitiveness.