Energy Impact Partners, every mention
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every year anyone Shayle Kann 316Andy Lubershane 20Tim Hade 4Cassie Bowe 3Dr. Melissa Ball 2Stephen Lacey 1Sarah Golden 1Richard Wang 1Nat Bullard 1Matt Eggers 1
Verbatim, from the transcripts: the passages where Energy Impact Partners comes up
Do data centers actually increase electricity prices? No...and yes
- ▶ 0:09 Shayle Kann I invest in early stage companies at Energy Impact Partners.
- ▶ 35:36 Andy Lubershane It's, it's funny at Energy Impact Partners, where, where we both work, uh, we thought it would be fun to put together a deck full of solutions on, 2 times in the scene
- ▶ 42:36 Shayle Kann Andy Lubershain is a partner and the head of research at EIP with me.
What comes after the data center backlash?
- ▶ 0:09 Shayle Kann I lead the Early Stage Venture Strategy at Energy Impact Partners.
The rise of metal fuels
- ▶ 0:09 Shayle Kann I invest in early-stage companies at Energy Impact Partners. 2 times in the scene
- ▶ 33:47 Richard Wang Um, and so when we did this, uh, deep incubation with EIP around Voya Energy, we really dug very deep into old industrial literature, patent literature, talked to experts, the remaining experts, especially in Canada, that still know…
Can AI revolutionize grid operations?
- ▶ 0:09 Shayle Kann I invest in early stage companies at Energy Impact Partners. 2 times in the scene
The electrician shortage slowing the AI boom
- ▶ 0:09 Shayle Kann I invest in early stage companies at Energy Impact Partners.
The commercial battery comeback
- ▶ 0:09 Shayle Kann I invest in early stage companies at Energy Impact Partners. 2 times in the scene
- ▶ 43:37 Tim Hade Should we talk about the 50 days that I was an EIP portfolio company? 3 times in the scene
The multi-billion dollar promise of vehicle-to-grid integration
- ▶ 0:09 Shayle Kann I invest in early stage companies at Energy Impact Partners.
When will quantum computing have its breakout moment?
- ▶ 0:08 Shayle Kann I invest in early stage companies at Energy Impact Partners.
Inside the AI power wars
- ▶ 0:08 Shayle Kann I invest in early stage companies at Energy Impact Partners.
Inside the most sophisticated plan for solar geoengineering
- ▶ 0:10 Shayle Kann I invest in early stage companies at Energy Impact Partners.
How data centers are complicating transmission expansion
- ▶ 0:09 Shayle Kann I invest in early-stage companies at Energy Impact Partners.
Enter the electric supercycle
- ▶ 0:08 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners. 3 times in the scene
- ▶ 36:36 Shayle Kann Andy Lubershane is a partner and head of research at EIP with me.
How China is reshaping the global auto market
- ▶ 0:08 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Surprising trends in global electricity generation
- ▶ 0:09 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Building inference data centers on the high seas
- ▶ 0:08 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
A blueprint for scalable fusion power
- ▶ 0:08 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Inside the global fertilizer crunch
- ▶ 0:09 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Cracking the code on autonomous trucking
- ▶ 0:09 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners. 2 times in the scene
How AI is modernizing EPCs
- ▶ 0:09 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
The rise of flexible data centers
- ▶ 0:10 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners. 2 times in the scene
Building a domestic nuclear fuel supply chain
- ▶ 0:09 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
The state and future of nuclear waste
- ▶ 0:09 Shayle Kann I lead the Early Stage Venture Strategy and Energy Impact Partners.
Scaling America's domestic solar supply chain
- ▶ 2:36 Shayle Kann I lead the Early Stage Venture Strategy at Energy Impact Partners. 2 times in the scene
AI scaling pathways: on grid, on edge, off grid, off planet
- ▶ 2:25 Shayle Kann I lead the Early Stage Venture Strategy at Energy Impact Partners. 2 times in the scene
- ▶ 43:03 Shayle Kann Jake Elder is a Senior Vice President of Research and Innovation at Energy Impact Partners.
Digging deep for super hot geothermal
- ▶ 2:17 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Volts crossover: Six big energy questions
- ▶ 2:24 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
- ▶ 30:44 Shayle Kann We're, we're, EIP isn't an investor, so I was actually customer number seven of Quilt.
The rise of grid power electronics with Drew Baglino
- ▶ 2:23 Shayle Kann I lead the Early Stage Venture Strategy at Energy Impact Partners. 2 times in the scene
PJM and ERCOT navigate a capacity rollercoaster
- ▶ 2:21 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
The path to market for new nuclear reactors
- ▶ 2:22 Shayle Kann I lead the Early Stage Venture Strategy at Energy Impact Partners.
The rise of permissionless DERs
- ▶ 2:22 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
More 2026 trends: Solar costs, oil oversupply, and the startup slump
- ▶ 2:16 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
2026 trends: Gas turbines, Texas’ load queue and China electrifies
- ▶ 2:28 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
The VC case for 'full stack deeptech'
- ▶ 2:22 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
How AI is changing weather forecasting
- ▶ 2:29 Shayle Kann I lead the early stage investing practice at Energy Impact Partners.
Will inference move to the edge?
- ▶ 2:55 Shayle Kann I lead the Early Stage Venture Strategy and Energy Impact Partners.
Can AI revolutionize EPC?
- ▶ 2:46 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Who benefits from the AI power bottleneck?
- ▶ 2:51 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Looking for a turnaround in transmission
- ▶ 3:04 Shayle Kann I lead the early stage venture capital strategy at Energy Impact Partners.
Driving down the cost of green hydrogen
- ▶ 2:45 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners. 2 times in the scene
Inside a $300 million bet on AI for physical R&D
- ▶ 2:28 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Unpacking DOE's proposal to transform data center interconnection
- ▶ 2:25 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Five big questions about the future of energy
- ▶ 2:39 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners. 2 times in the scene
- ▶ 43:04 Andy Lubershane Yeah, until, until recently, a lot of GETS technology has been stuck in what we occasionally call it EIP utility pilot hell, um, which, which is a bad place to get stuck.
- ▶ 44:57 Shayle Kann Andy Lubershain is the head of research and a partner at Energy Impact Partners with me.
Calibrating hype with Akshat Rathi
- ▶ 2:25 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
How Base Power plans to use its fresh $1B
- ▶ 2:28 Shayle Kann I invest in early stage companies at Energy Impact Partners.
The new wave of DERs
- ▶ 2:26 Shayle Kann I lead the early stage venture strategy at Energy Impact Partners.
Ag residue and carbon removal
- ▶ 2:26 Shayle Kann I invest in early stage companies at Energy Impact Partners.
Is now the time for DERs to scale?
- ▶ 2:16 Shayle Kann I invest in early stage companies at Energy Impact Partners. 2 times in the scene
- ▶ 7:04 Andy Lubershane If it's a really efficient, low emissions, natural gas genset, uh, for example, you know, one of our portfolio companies at EIP, Enchanted Rock, has been deploying that type of resource for a long time now.
- ▶ 11:49 Andy Lubershane Um, and, you know, I, I wrote about this in, in the article, but, um, one experience, uh, for me stands out when I first started at any, at Energy Impact Partners as an employee, this was back in 2017, um, we gathered together this group…
- ▶ 23:43 Andy Lubershane Electricity gauntlet metaphor that we've been using at EIP for the past few years to describe the state of the market. 2 times in the scene
- ▶ 35:17 Andy Lubershane So, you know, in, uh, one of our portfolio companies at EIP is a company called Grid Beyond that's really, um, sort of mastered doing that kind of next level of demand response with industrial consumers, where they really, like, look at a,…
- ▶ 41:33 Shayle Kann Andy Lubershain is a partner at EIP with me and our head of research.
When to colocate data centers with generation
- ▶ 2:30 Shayle Kann I invest in early stage companies at Energy Impact Partners.
AMA: Geoengineering, nuclear, power prices, and more
- ▶ 2:31 Shayle Kann I invest in early stage companies at Energy Impact Partners.
The mechanics of data center flexibility
- ▶ 2:21 Shayle Kann I invest in early stage companies at Energy Impact Partners.
The case for sodium-ion
- ▶ 2:17 Shayle Kann I invest in early stage companies at Energy Impact Partners.
PJM and the capacity crunch
- ▶ 2:24 Shayle Kann I invest in early stage companies at Energy Impact Partners.
Repurposing EV batteries for grid storage
- ▶ 2:17 Shayle Kann I invest in early-stage companies at Energy Impact Partners.
Five big questions emerging from the OBBB
- ▶ 2:28 Shayle Kann I invest in early stage companies at Energy Impact Partners. 2 times in the scene
- ▶ 15:00 Andy Lubershane Just to give you like one quick anecdote, um, our colleague, Brian Ebright, who, uh, heads up our, our research and commercialization efforts at EIP focused on, on electric mobility.
- ▶ 44:54 Shayle Kann Andy Lubershain is my partner at Energy Impact Partners and our head of research.
Tumult in residential solar
- ▶ 2:23 Shayle Kann I invest in early stage companies at Energy Impact Partners.
Fresh intel from state utility regulatory filings
- ▶ 2:28 Shayle Kann I invest in early stage technologies at Energy Impact Partners.
- ▶ 28:20 Shayle Kann I was having a conversation recently with one of my colleagues about this and at EIP and, you know, I was saying, okay, like my, my conviction is growing stronger and stronger.
GM's big new battery tech push
- ▶ 2:12 Shayle Kann I invest in early stage technologies at Energy Impact Partners.
The story of steam
- ▶ 2:20 Shayle Kann I invest in early stage technologies at Energy Impact Partners. 2 times in the scene
The state of play of data center development
- ▶ 2:13 Shayle Kann I invest in early stage companies at Energy Impact Partners.
The gas turbine crunch
- ▶ 2:24 Shayle Kann I invest in early stage technologies at Energy Impact Partners.
How geothermal gets built
- ▶ 3:08 Shayle Kann I invest in early-stage climate technologies at Energy Impact Partners.
What to make of Trump's deep-sea minerals push
- ▶ 3:12 Shayle Kann I lead the frontier strategy at Energy Impact Partners.
The U.S. nuclear groundswell
- ▶ 3:13 Shayle Kann I lead the frontier strategy at energy impact partners. 3 times in the scene
- ▶ 23:00 Chris Colbert And, you know, interestingly, through the investment that, that EIP made in, in, in Elemental, we're exposed to a large number of those operating nuclear utilities.
Catalyst Live at SF Climate Week
- ▶ 2:26 Shayle Kann I lead the frontier strategy at energy impact partners. 2 times in the scene
The geopolitics of rare earth elements
- ▶ 2:14 Shayle Kann I lead the Frontier Strategy and Energy Impact Partners. 2 times in the scene
Serving data center load with carbon capture
- ▶ 2:16 Shayle Kann I lead the frontier strategy at Energy Impact Partners.
How climate disasters are shaping insurance markets
- ▶ 2:15 Shayle Kann I lead the Frontier Strategy at Energy Impact Partners.
Specialized AI brains for physical industry
- ▶ 2:27 Shayle Kann I lead the frontier strategy at Energy Impact Partners.
The potential for flexible data centers
- ▶ 2:53 Shayle Kann I lead the frontier strategy at Energy Impact Partners.
The coming robotics wave
- ▶ 2:44 Shayle Kann I lead the Frontier Fund at Energy Impact Partners. 3 times in the scene
- ▶ 23:30 Andy Lubershane And so generally speaking, I think where robotics come into play and where they can make a real difference is in manufacturing and construction and, and getting down to brass tacks, like what we're starting to see, and I know, you know, a… 3 times in the scene
- ▶ 44:18 Shayle Kann Andy Lubbershane is my partner and our head of research at Energy Impact Partners.
An ode to electrochemistry
- ▶ 2:44 Shayle Kann I lead the Frontier Fund at Energy Impact Partners. 2 times in the scene
A skeptic’s take on AI electricity load growth
- ▶ 3:00 Shayle Kann I lead the Frontier Fund at Energy Impact Partners.
Cultivated meat’s “trough of disillusionment”
- ▶ 2:57 Shayle Kann I invest in revolutionary climate technologies at Energy Impact Partners.
- ▶ 12:39 Shayle Kann I have a couple of, uh, technical colleagues on my team at EIP who have pointed out, I think a similar dynamic in the carbon removal, engineered carbon removal world.
The promise and perils of sodium-ion batteries
- ▶ 3:02 Shayle Kann I invest in revolutionary climate technologies at Energy Impact Partners.
The case for colocating data centers and generation
- ▶ 2:49 Shayle Kann I invest in revolutionary climate technologies at Energy Impact Partners.
More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
- ▶ 2:43 Shayle Kann I invest in revolutionary climate technologies and energy impact partners.
2025 trends: aerosols, oil demand, and carbon removal
- ▶ 2:54 Shayle Kann I invest in revolutionary climate technologies at Energy Impact Partners.
- ▶ 27:17 Nat Bullard And then two, how that actually would drive investment behavior at the sharp end for, say, energy impact partners, portfolio companies, is, I think, would never have been entirely clear, even in the best of times.
The climate-ag grab bag
- ▶ 2:23 Shayle Kann I invest in revolutionary climate technologies at Energy Impact Partners.
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