Inevitable

Today's guest is Eric Reinhardt, CEO and co-founder of Helio, which makes it simple for customers to transition off fossil fuels and fully electrify their homes. The home electrification process in most of the U.S. is not a seamless experience. Homeowners approach electrification with different needs. Some have to upgrade broken equipment, whereas others opt for a total rehab. But having to piece together a variety of seemingly related projects requires working with multiple contractors, contracts, and challenges that could limit widespread adoption. Helio is making a bet that there is a growing segment of homeowners who are motivated to electrify the whole stack of their homes, from rooftop solar and HVAC to water heaters, EV chargers, and more. The company aims to provide customers with a roadmap for achieving that while also doing the actual installation work. Given all of the tax credits and rebates coming online for home electrification as part of the Inflation Reduction Act and other local programs, more homeowners will likely be looking at this problem. And with a third of emissions coming from residential buildings, Helio’s solution could make a significant dent in their goal of electrifying millions of homes. Their roadmap solution educates homeowners and helps them plan for the amount of power they’ll need as they pursue home improvement projects. In this episode, Eric and Cody have a great chat about his background as well as his co-founders, what he's learned from customer interest thus far, how they can provide home estimates at scale, and how he sees Helio growing in the future. We're honored that our venture fund at MCJ Collective is an investor in Helio, and I hope you enjoy the conversation.In this episode, we cover: [3:39] Eric's background at Sunrun and personal electrification journey [7:08] How he met Helio's co-founders and started the company [9:56] The home electrification process today and Helio's net zero roadmap solution [13:56] Need for customer education [16:41] The risk for contractors to take on new technology like heat pumps [19:41] Helio's estimating process and accurate design[23:22] An overview of ducted vs ductless or mini split systems [28:21] Helio's customer experience and how they manage handoffs with contractors [31:57] Financing projects and Helio's vision of moving to a subscription model [35:02] Role of insulation and sealing [40:54] Job opportunities at Helio and how to applyGet connected: Cody's TwitterHelio TwitterMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on October 7, 2022.  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

Today's guest is Jill Tauber, Vice President of Litigation for Climate and Energy at Earthjustice. Earthjustice is the premier nonprofit public interest environmental law organization. They wield the power of law and the strength of partnership to protect people's health, preserve magnificent places and wildlife, advance clean energy, and to combat climate change. The work they do is not only extremely important, but also in the thick of relevant topics we’re seeing at the moment. One that comes to mind is permitting. We need to move quickly on building clean infrastructure, but at the same time we need to be mindful of communities where this infrastructure is being built. Community members should have a voice in these projects and we have to build them in a way that’s not harmful to people living around them. This is just one example. In this episode, we cover Jill's journey to doing the work that she does, and we also dig into Earthjustice and their criteria for projects they take on. We cover Jill's views on the role of fossil fuels in the clean energy transition, and of course the Inflation Reduction Act bill permitting, barriers holding us back, changes that could unlock faster progress, and where Earthjustice fits into all of this now and in the future. The earth certainly needs a good lawyer and we’re stoked to have Jill share her journey with us. In this episode, we cover: [3:14] An overview of Earthjustice[4:18] Jill's background and climate journey[7:43] How Earthjustice determines which projects to take on[9:34] Jill’s thoughts on the role of fossil fuels[12:48] Balancing energy stability and reliability as we usher in the clean transition[20:01] Unintended consequences of regulation[25:10] Need for better government and developer planning[30:26] How Earthjustice works with experts to evaluate various projects[34:23] Example case on a new gas plant in Indiana[38:39] Jill's thoughts on the IRA[43:03] Systems level changes that would be impactful to Earthjustice's work[47:03] The role of innovation and technology that will help clean energy win[49:32] Jill's thoughts on activismGet connected: Jason's TwitterJill’s TwitterEarthjustice Twitter / TikTokMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on October 27, 2022. 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

Today’s guest is Emily McAteer, co-founder and CEO of Odyssey Energy Solutions, helping emerging market project developers to finance, build and operate distributed renewable energy at scale. How the Global South modernizes is the original climate justice debate that has been a key topic of global policy discussions for decades, going back to the Kyoto Protocol of the 1990s and even earlier. The crux of the conversation is that climate change has primarily been caused by the 20th century economic development of the United States, Western Europe, Japan, et cetera. And if the rest of the world were to follow the same fossil fuel enabled development path, we'd rapidly blow past emissions targets and into the worst possible climate change outcomes. So what's the rest of the world to do?The answer seems to be to leapfrog, to modernize via a network of distributed renewable energy technology as opposed to a monolithic fossil fuel-powered grid. And yet that also introduces a whole new host of questions. Emily's been working at the nexus of climate and emerging markets for just about her whole career and brings a wealth of experience into Odyssey while working on answering these questions. In this episode, Cody and Emily have a great conversation about energy access in emerging markets today, what new distributed grids will look like, how development finance institutions (DFIs) work and the role of nation states in securing financing for energy projects. We also cover how Odyssey is bringing financing, procurement, and operational solutions to market to solve the local problems inherent in this space. Emily and Odyssey just announced a seed round led by Equal Ventures that we at MCJ Collective were honored to participate in. So we’re welcoming Emily today as an MCJ Collective portfolio CEO, as well as an MCJ podcast guest. Enjoy the show! In this episode, we cover: [3:16] Emily's dedicated career in climate [10:18] Grid challenges in emerging markets [14:51] Financing gaps for small projects [17:33] The Nigeria Electrification Project case study [21:38] Profile of project developers in emerging markets [23:56] An overview of Odyssey's solution [28:38] The company's FERN platform [31:44] How Odyssey is scaling and handling projects in multiple countries [35:09] The capital they've raised thus far and what they're using it forGet connected: Cody's TwitterOdyssey TwitterMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on  September 21, 2022. 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

Today's guest is Felicia Marcus,  the Williams C. Landreth visiting fellow at Stanford University's Water in the West program. Felicia is also an attorney, consultant, and member of the Water Policy Group. She most recently served as Chair of the California State Water Resources Control Board, where she implemented laws regarding drinking water, water quality and state's water rights, as well as heard regional board water quality appeals, settled disputes, and provided financial assistance to communities to upgrade water infrastructure. Before her appointment to the Water Board, she also served in positions in government, the non-profit and private sector. In government, Felicia served as the regional administrator of the Environmental Protection Agency’s Pacific Southwest region during the Clinton Administration, where she was known for her work in bringing unlikely allies together for environmental progress and for making the agency more responsive to the communities it serves, particularly Indian Tribes, communities of color, local government and agricultural and business interests. Water is often considered an untold climate story. From water scarcity and drought, to extreme flooding and rising sea level, the impacts of our changing climate on this critical resource demand our attention. In this episode, Jason and Felicia dig deep into her background and have a great discussion about the intersection of water and climate.  what the biggest risks are, how much those risks are factored in today, what some of the barriers are to properly factor in those risks, and from a solution standpoint, what we can do about it. In this episode, we cover: [2:55] Felicia's background [6:26] Why water matters generally and in the context of climate change [15:44] The human right to water movement [21:41] How the playbook for managing water needs to change in response to the changing climate [29:05] The business case for improving and increasing water recycling[36:57] The role of conservation and efficiency in urban landscapes [40:55] How location may impact the approach to water management [44:58] Water and corporate risks[50:41] The regulatory environment for water [59:19] The need for a mindset change to accelerate our progress around waterGet connected: Jason's TwitterFelicia’s TwitterMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on October 3, 2022 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

Today’s guest is Lauren Salz, co-founder and CEO of Sealed, which modernizes houses with the latest HVAC, weatherproofing and smart home technology, while covering the upfront cost to homeowners.Home efficiency and electrification is a critical front for combating climate change. Incentives for residential heat pump installation are one of the big winners of the Inflation Reduction Act.The often overlooked but critical steps of weatherizing homes via better insulation and sealing is also key to reducing energy consumption. Sealed has been understanding consumer motivations for home efficiency upgrades for nearly a decade. They've learned what consumers care about, what they are concerned about, and what triggers them to invest significant capital into updating their home's heating and cooling infrastructure. And no surprise, climate change and emissions reduction still does not rate as a top motivator. So what does? And are we at the point where these lower emission technologies are just generally better for home heating and cooling? Spoiler alert: the answer is yes. Cody and Lauren have a great chat about how she came to work on the problem of home efficiency updates, how they assess a home's needs at Sealed and how this compares to the normal way of doing things. We also talk about the innovative model Sealed is using to help consumers finance projects via energy cost savings, how they work with contractors, and how the IRA promises to accelerate this space even more. And most importantly, we hear from Lauren on how to reach consumers and what their motivations are.In this episode, we cover: [3:24] Lauren's journey[6:05] Her early days of figuring out home energy efficiency and her company’s origin story[11:57] An overview of Sealed[19:12] Value propositions that are most popular for consumers[21:33] Process for how Sealed designs custom solutions for each home[25:54] The company’s performance-based financing model [31:16] How customers and contractors learn about Sealed's solution [35:46] The company's role in assessing contractor work [37:50] Benefits from the Inflation Reduction Act [45:41] Common changes people need to make with insulationGet connected: Cody's TwitterLauren’s Twitter / Sealed TwitterMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on September 14, 2022. 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

Today's guests are Geert van de Wouw and Vikas Gupta from Shell Ventures. Shell Ventures was established in 1996 as one of the first corporate venture funds in the oil and gas industry. Although we’ve published over 300 episodes to date, Geert and Vikas are actually the first guests we’ve had from the oil majors come on the show. Although tons of anger has been directed at the oil and gas industry, we also acknowledge that they are critical to the clean energy transition. Collaboration is ultimately key to unlocking our future potential. In this discussion, we check Geert and Vikas’ Shell business cards aside and talk about their personal views on climate. We also discuss how they think about negative sentiments towards oil majors, as well as their role in the future. Then we cover Shell as a company, what percentage of its energy portfolio comes from fossil fuels versus renewables and other clean energy, and how those percentages will shift over time. Finally, we talk about Shell Ventures, how they invest, and how those investments fit into the bigger picture of what the company's trying to do. This conversation only scratches the surface of the role oil and gas will play in the clean energy transition, but it also begins building necessary bridges between the traditional climate world and our realistic future. We know climate touches every facet of our lives and appreciate Geert and Vikas’ time in helping to tease out the nuances of this complex crisis we’re facing.In this episode, we cover: [4:11] An overview of Shell Ventures[5:58] How Geert found his way into Shell and his motivations[8:20] Vikas' background and climate journey[10:11] Geert and Vikas' level of concern regarding climate change[13:18] Anger geared towards big oil and realistic expectations for the energy transition[16:11] Shell's net zero commitments and investments on clean technologies[18:43] Strategic priorities for Shell vs. Shell Ventures[23:16] How Shell Ventures thinks about general impact, strategic value, and financial returns[26:45] Shell's level of collaboration with entrepreneurs and founders[29:01] The role of behavior change and consumer mentality to the transition[32:44] Thoughts on if we've reached a tipping point and how they see the transition playing out[35:17] Carbon removal and capture as one solution in the mix[38:49] The role of policy in Shell's investments[40:26] Reskilling oil and gas workers for the clean energy transition[43:47] How collaboration with oil and gas can accelerate the transitionGet connected: Jason's TwitterGeert van de Wouw LinkedInVikas Gupta LinkedInShell LinkedIn / TwitterMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on September 27, 2022 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

Today's guest is Tom Green, CEO and Co-founder of Vesta.The ocean is one of nature's largest carbon sinks, as it absorbs upwards of 30% of cumulative human emissions. Vesta is tackling the dual problem of shoreline erosion due to sea level rise and carbon emissions reduction with olivine sand that speeds up the ocean's natural carbon cycle. They call it coastal carbon capture, and it's one form of the broader category of carbon dioxide removal (CDR) solutions known as enhanced rock weathering. The olivine sand that Vesta deploys into the ocean accelerates the natural carbon cycle dramatically, creating a form of permanent and durable carbon sequestration.Vesta also has a very unique corporate setup. They started their journey as a non-profit research group that has continued on as a 501(c)(3) called Coastal Carbon Capture Impact Fund. Vesta – the for-profit public benefit corporation that Tom is CEO of – emerged later as a way to pursue scaled commercial projects leveraging the non-profit research. And the two orgs continue to work together, though they have separate governance structures and economics.Tom and Cody have a great chat about the many stakeholders at play in the projects they consider, from local communities and scientists to the impact on various types of sea life itself, and the ecotoxicology studies that Vesta produces. They also talk about the nature of olivine and how Vesta sources it, plus how the company determines what shorelines are a good target for coastal carbon capture. If you’re interested in carbon removal generally or nature-based solutions, this one's for you. In this episode, we cover: [3:22] Tom's background and how Vesta has evolved[6:36] The ocean's role as a carbon sink[11:26] Distinction between geoengineering and nature-based carbon dioxide removal[13:08] Vesta's origins[15:54] An overview of olivine and it's role in Vesta's CDR approach[25:10] How Vesta partners with the dredging industry to work more efficiently[29:41] Coastal engineering and optimizing for carbon removal[32:43] Vesta's history as a non-profit and transition to a public benefit corporation (PBC)[36:00] Philanthropy and project finance[44:26] Engaging various stakeholders throughout Vesta's research and solution, including local communities[49:20] How Tom decided on coastal carbon removal[53:41] Pricing on Vesta's carbon credits and how they plan to decrease with scale[55:02] Vesta's seed financing and future plans for building their businessGet connected: Cody's TwitterVesta TwitterMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on September 27, 2022. 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

Today's guest is Dr. Leah Stokes, a renowned climate and energy policy expert, strategist and researcher, helping leaders build clean energy practices into their long-term plans to secure our future. But her resume doesn’t end there. Leah is an award-winning author of Short Circuiting Policy, an associate professor at the University of California, Santa Barbara and co-host of a top climate podcast called A Matter of Degrees, where she and Dr. Katharine Wilkinson tell stories about the powerful forces behind climate change and the tools we have to fix it. Leah is also senior policy advisor at Rewiring America and Evergreen Action, plus she was named a Grist 50 Fixer in 2020. While she has a pretty impressive bio, Leah is also a unique combination of pragmatic, progressive, commercial-minded, activism-minded, academic-minded, and scientific-minded, all blended into one powerhouse of a woman.In this episode, Jason and Leah have a great discussion about her  journey, theory of change, and how it's evolved from when she first started doing this work to today. We also cover some of the barriers holding back the transition and the most impactful levers to facilitate it. Finally, we put controversial topics that people squabble over all the time, front and center, and talk through them pragmatically and respectfully with the nuance that they deserve. This is an insightful conversation you don’t want to miss. *Leah will be participating in an MCJ Ask-Me-Anything event on Wednesday 11/02 in our Slack community. Get your burning climate questions ready. RSVP here.In this episode, we cover: [3:12] An overview of Leah's work[5:56] Her motivations and how she started working in climate[9:40] How her theory of change has evolved[11:27] Importance of structural change[15:27] Tensions between conservation, decarbonization and environmental justice[21:46] Leah's feelings toward fossil fuel company executives and the impacts of their denial campaign[28:47] The role of fossil fuel companies moving forward in the clean energy transition[32:31] The political polarization of climate change[35:48] A future of abundance with clean energy[38:23] Leah's views on the state of the climate emergency[41:55] The role of the West vs. the rest of the world[46:19] GDP growth and falling emissions[49:46] Speed round including nuclear, offsets, carbon pricing, and moreResources mentioned in this episode: The Dirty Truth About Electric UtilitiesThe Faraway Nearby by Rebecca SolnitFollow the Leader by Gabe LenzHow Solar Energy Became Cheap: A Model for Low-Carbon Innovation by Greg NemetGet connected: Jason's TwitterLeah’s Website / TwitterMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on September 22, 2022. 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

Today's guest is David Wallace, co-founder and CEO of CODA Farm Technologies, which provides remote monitoring and control for agricultural irrigation pumps and irrigation reels. The looming water crisis is often described as one of the major symptoms of climate change. You hear about it in the news, coupled with drought-stricken images of dried up riverbeds and diminishing reservoirs. The Western U.S. is currently facing the largest mega drought in a millennium. The Colorado River, which provides water to approximately 40 million Americans, plus much of the irrigation for some of the most productive agricultural land in the U.S., is in an existential crisis. Lake Mead is at 25% capacity and groundwater across the West is being depleted rapidly. So what’s to be done to ensure the future of our water supply and food systems? To understand how farmers across the country are thinking about all of this, CODA Farm Technologies is on the forefront of selling irrigation efficiency tech to farmers. You’ll be surprised to hear that cost savings due to water efficiency isn't even a key selling point for David’s company, and that's because of how agricultural water is (or is not) priced in much of the U.S. today. Cody and David have a really interesting conversation about the state of agricultural irrigation and how he’s helping farmers with time savings and automation that are ultimately driving CODA Farm’s current sales.In this episode, we cover: [3:13] David's background and the origin of CODA Farm Technologies[9:28] An overview of farm irrigation [13:21] What's top of mind for farmers today around the U.S. [26:16] Value propositions for different farmers[27:11] Economics of water usage and impacts on a farmer’s bottom line[29:18] CODA Farm's technology and pricing[31:27] CODA Farm's go-to-market consumers [34:44] Generational changes on farms and a look at the modern farmer[36:44] How David made the decision to go the venture route for scale and the company's seed round with Lowercarbon[37:32] Data on water savings [40:28] An overview of the irrigation control industry Get connected:Cody's TwitterCODA Farm LinkedIn / TwitterMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on September 12, 2022. 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

Today's guest is Scott Arnold, a HVAC technician and small business owner based out of New York. With heating and cooling accounting for nearly 50% of energy costs, upgrading outdated appliances can not only save homeowners money but also provide a cleaner environment to live in and a healthier planet overall. Scott’s company is working to help customers purchase and install heat pumps as an alternative to gas furnaces. In his 22+ years of experience working in the space, Scott has built a business facilitating the transition not only with his customers, but also through his employee training and apprenticeship programs. In this episode, Scott and Yin talk about the history of heating, what it takes to make his business run, the importance of getting more young people working in the trades, and how in his vocabulary the word cold doesn't exist. You'll have to keep listening to find out why.In this episode, we cover: [2:30] Scott's background and HVAC expertise[5:47] Path to becoming a HVAC technician [9:54] Economic mobility working in the trades[12:40] History of HVAC space and key milestones that have changed the trajectory [19:30] An overview of heat pumps[20:36] Technology innovations in the past 20 years [23:27] An overview of Scott's company, Rycor [27:33] Scott's vision for expanding [31:36] Mitsubishi's heat pump product [35:23] The customer's mentality and where climate change fits in [37:37] Different refrigerants and how they're managed[39:41] What keeps Scott optimistic Get connected:Yin’s Twitter / LinkedInMCJ Podcast / Collective*You can also reach us via email at info@mcjcollective.com, where we encourage you to share your feedback on episodes and suggestions for future topics or guests.Episode recorded on September 15, 2022. 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