
Show Notes
A lot of climate tech investors are still trying to figure out how to invest in artificial intelligence. Will it become a unique investment category? Or just a natural enhancement of what many startups are already building? There’s an emerging class of startups with AI at the center of their business. Citrine Informatics is using generative AI to speed up discovery of new materials; Koloma is using AI to identify potential sources of geologic hydrogen; and Zanskar is using AI to accelerate and derisk geothermal exploration. Andrew Beebe, managing director at Obvious Ventures, thinks that AI is pushing the “edge of the possible” in climate tech. He recently led a $30 million Series B round in Zanskar, calling it “generative science at work.” “I think generative science is the next phase…it is going to shorten the distance to some of these massive solutions,” in batteries, solar, nuclear, and geothermal, said Beebe, speaking on The Carbon Copy. “Zanskar doesn't have special drilling technology. They don't have new fluids or new Rankin cycle systems on the top. They literally just have a better way to look for geothermal because in America.” This week, Beebe joins the show to riff on AI-driven climate solutions, the need for more clean, firm power to meet rising power demand, and a variety of other tech trends that are shaping what he calls “the climate decade.” Utility rates could make or break the energy transition – so how do we do it right? On June 13th, Latitude Media and GridX are hosting a Frontier Forum to examine the imperative of good rate design, and the consequences of getting it wrong. Register here. And make sure to listen to our new podcast, Political Climate – an insider’s view on the most pressing policy questions in energy and climate. Tune in every other Friday for the latest takes from hosts Julia Pyper, Emily Domenech, and Brandon Hurlbut. Available on Apple, Spotify, or wherever you get your podcasts.
More from The Green Blueprint
This week, we’re presenting a drop-in episode of Critical Capital, a new partner podcast from Crux and Latitude Studios.
While living in Delhi, Sorin Grama gave a window air conditioner to an employee. He found out weeks later she wasn't using it because the electricity costs were too high. It was a stark reminder that access to global cooling isn't about upfront equipment costs. It’s about the high electricity costs needed to run air conditioners.
When David Fauvre and his co-founder entered the battery space in 2015, they started as brokers exporting American battery waste to recycling partners in Korea and Japan. But as the industry grew, shipping companies increasingly refused to transport the hazardous materials, making it clear that the U.S. desperately needed its own domestic processing capabilities.
“Good fires" naturally regenerate forests. But a rise in high-severity blazes in the American West are leaving behind barren moonscapes filled with dead trees. These scorched trees act as hazardous fuel for future fires, but clearing them to replant the landscape is astronomically expensive. Add to that a massive shortage in the conifer seed supply chain, and land managers simply don't have the resources to regenerate these forests on their own.
To build the physical infrastructure of the clean energy transition — from wind turbines and grid stabilization to massive new AI data centers — the world needs more copper between now and 2050 than humanity has produced in its entire history. But new copper mines take anywhere from 10 to 16 years to permit and build, meaning we’re not on track to meet our rapidly growing demand.