John Mills, Co-founder and CEO of Watch Duty, a nonprofit that provides real-time wildfire alerts, shares his journey from Silicon Valley to building a vital public safety tool. He discusses the platform's success during the LA wildfires, highlighting how it enables first responders to communicate effectively. John emphasizes the importance of empathy in entrepreneurship and the challenges of scaling a nonprofit in disaster response. He also explores the necessity of innovative solutions outpacing government tech to enhance community safety during wildfire emergencies.

Roman Arutyunov, Co-founder and SVP of Products at Xage Security, dives into the pressing cybersecurity threats facing our energy systems. He discusses the vulnerabilities in aging infrastructure and the rise of ransomware and nation-state attacks. The conversation highlights the challenges of merging operational technology with information technology, emphasizing a Zero Trust security approach. Arutyunov shares insights on how AI is reshaping threats and defenses, including the sophistication of phishing attacks and the essential need for robust protective measures.

Mike Schroepfer, Partner at Gigascale and former CTO of Meta, shares his journey from tech titan to climate advocate. He debunks the myth that America can’t build hard things while discussing key lessons from the dot-com crash. Mike emphasizes the intersection of AI and energy innovation, addressing the urgent need for efficient solutions as AI demands grow. He also dives into how modular technologies can reduce costs and the collaborative spirit required to tackle climate challenges, showcasing the promising future of startups in this space.

James McWalter, CEO of Paces and host of Build Repeat, dives into the complexities of renewable energy project siting. He discusses how their AI-powered platform streamlines site evaluations by integrating crucial data like zoning and environmental factors. The conversation reveals the urgent need for innovative solutions to meet the rising energy demands from the AI boom. McWalter also highlights the strategic importance of off-grid solar microgrids and shares insights into financing strategies for future renewable projects in collaboration with local communities.

Cathy Zoi is a clean energy veteran with a career spanning leadership roles across government, industry, and investment. Most recently, she served as CEO of EVgo from 2017 to 2023, taking the company public in 2020. EVgo is now one of the largest EV charging networks in the United States.Today, Cathy is deeply engaged in the energy and climate space. She serves on the board of directors for Con Edison, the major investor-owned utility serving the New York City metro area. She’s also on the board of Apax, a British investment firm, and sits on the investment advisory committee for EQT, a Swedish global investment organization that recently acquired Scale Microgrids. Additionally, she’s a board member at SPAN, an MCJ portfolio company, and at Soil Organic.Cathy’s career started at the Environmental Protection Agency, followed by roles in the White House during the Clinton-Gore administration and the Department of Energy under Obama. She’s worked at Silver Lake, founded a division of SunEdison focused on emerging markets, and helped lay the groundwork for Odyssey Energy Solutions, another MCJ portfolio company. Throughout our conversation, we explore her fascinating career journey, the lessons she’s learned along the way, and her perspective on the future of clean energy.In this episode, we cover: [3:01] Cathy’s early career at the EPA and the launch of Energy Star[9:15] Commercializing GHG reducers in Australia[11:59] Working with Al Gore’s Alliance for Climate Protection[14:42] Serving as acting undersecretary in the Obama administration[18:06] Advisory roles on investment platforms[23:22] Experience at SunEdison and founding Odyssey Energy[27:29] Financial discipline and capital deployment at EVgo[32:06] The future of the EV charging business[36:14] Evolution of pricing models[39:18] Board work at Con Ed and risk management[43:19] What excites her most, including beneficial electrificationEpisode recorded on Feb 25, 2025  (Published on March 13, 2025) Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@mcj.vc.Connect with MCJ:Cody Simms on LinkedInVisit mcj.vcSubscribe to the MCJ Newsletter*Editing and post-production work for this episode was provided by The Podcast Consultant

Dan Preston, co-founder and CEO of Stand, a startup insurer focused on climate-exposed properties, shares insights on transforming wildfire insurance. He discusses how traditional insurance models fail to address wildfire risks effectively. Stand's innovative approach uses technology to assess individual property risks and empower homeowners to enhance resilience. Dan also emphasizes the role of private firefighters and community efforts in managing fire-prone areas. This fresh perspective aims to make insurance more accessible and affordable for high-value homes in California.

Marc Mezvinsky, a partner at TPG Rise Climate, dives into the exciting world of climate tech investment. He shares insights on managing a groundbreaking $7 billion fund, focusing on how to balance financial returns with social impact. Marc discusses his unique career path, from investment banking to climate finance, and his family's political background. He also highlights the critical need for strategic capital allocation in sustainable technologies and the importance of policy collaboration for real climate impact.

Hudson Gilmer, co-founder and CEO of LineVision, sheds light on innovative strategies to enhance U.S. transmission grid capacity without building new lines. He discusses how non-contact sensors and software can revolutionize grid management. The conversation dives into the urgent need for advanced monitoring technologies amid increasing electricity demands. Additionally, Hudson shares insights on dynamic line ratings and the role of real-time data in optimizing power flow. Finally, he touches on cybersecurity needs within power transmission infrastructure.

John Rappaport, Chief Investment Officer at Keyframe Capital and a Yale lecturer, dives into the world of structured capital and its pivotal role in financing the energy transition. He shares insights on how tailored capital structures can aid renewable energy companies in managing upfront costs. The conversation touches on investment opportunities in the evolving landscape of electric vehicles and climate finance, emphasizing innovative strategies that address unique financial challenges while promoting sustainable growth.

Halen Mattison and Luke Neise, co-founders of General Galactic, share their groundbreaking work converting captured CO₂ into carbon-neutral synthetic fuels. With backgrounds in aerospace from SpaceX and Varda Space Industries, they explore the synergy between space technology and energy solutions. Learn how their innovation integrates with current gas infrastructure, the nuances of natural gas types, and the urgent need for a sustainable energy transition. They also discuss their ambitious future plans, including potential lunar energy resources.