Shayle Kann

14 statements across 12 episodes · 5 bullish · 6 bearish · 1 people on the record · first statement Jul 1, 2022 by Shayle Kann · said 32 times in 13 episodes since 2022 · across every show →

On the record as a speaker too: Shayle Kann's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Lara Pierpoint (26), Stephen Lacey (4), Daniel Waldorf (2)

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2023 4 mentions in 4 episodes 1 per episode
2022 28 mentions in 9 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Shayle Kann, oldest first

Jul 1, 2022 neutral
Insight
Kann: Compressed air storage innovation centers on managing compression heat
“Historically, the challenge with compressed air energy storage has to do with this Trade off between efficiency and cost. So the basic challenge is when you compress air, you create heat, right? And if you let that heat dissipate into the atmosphere, you're ju…”
Shayle Kann Jul 1, 2022 ▶ 28:42 How to Save a Planet: Spark Tank! How Do We Solve the Energy Storage Problem?
Jul 1, 2022 positive
Opinion
Kann: Compressed air energy storage has much better siteability than pumped hydro
“It has the promise of much better siteability than pumped hydro. There's actually lots and lots and lots of places we could do this and to Leah's point, it doesn't use as much above ground land”
Shayle Kann Jul 1, 2022 ▶ 28:21 How to Save a Planet: Spark Tank! How Do We Solve the Energy Storage Problem?
Dec 1, 2022 bearish
Prediction Not checkable as stated
Kann: Interconnection may be the biggest bottleneck to the energy transition
“Like, I think interconnection may end up being The single largest bottleneck to the energy transition, or even climate tech across all things”
Shayle Kann Dec 1, 2022 ▶ 13:07 Unpopular solar opinions, 2022 edition
Feb 2, 2023 neutral
Insight
Kann: FOAK project finance funds struggle to scale due to high diligence costs
“You have a hard time getting to scale, because the whole point is that this technology is going to graduate from the type of thing you would do to the type of thing that, that JP Morgan would do. And so you, if you're the one focused on just the sort of first …”
Shayle Kann Feb 2, 2023 ▶ 17:07 Mailbag episode! Biotech, layoffs, battery recycling and more
Feb 2, 2023 negative
Assertion Not checkable as stated
Kann: 90% of FOAK climate tech projects are funded with VC equity
“If you're an innovative company with a new technology, you need to bring a market, and you need to build the first One of them ever. You still, I, 90% of the time at the moment, I think, end up paying for it with your, the money you've raised from venture capi…”
Shayle Kann Feb 2, 2023 ▶ 16:28 Mailbag episode! Biotech, layoffs, battery recycling and more
Jan 4, 2024 bearish
Assertion Supported
Kann: Direct air capture remains too expensive to offset all corporate emissions
“Nobody, nobody is offsetting a hundred percent of their emissions or even a product's emissions via direct air capture credits. Like, that's a ludicrously expensive value proposition today.”
Shayle Kann Jan 4, 2024 ▶ 10:25 Fixing the messy voluntary carbon market
Mar 28, 2024 bullish
Assertion Supported
Kann: Constellation and Vistra share prices have surged on power capacity demand
“The share prices of companies like Constellation Energy and anybody who's long capacity has a lot of Especially clean firm capacity. So the owners of nuclear, but others as well, like their share prices are just through the roof. Vistra, a bunch of others this…”
Shayle Kann Mar 28, 2024 ▶ 11:10 The electricity gauntlet has arrived
Aug 23, 2024 positive
Disclosure
Kann discloses EIP's investment in Koloma and his board seat
“So full disclosure we at EIP are investors in Coloma. I'm on Pete's board.”
Shayle Kann Aug 23, 2024 ▶ 3:07 Hunting for geologic hydrogen
Oct 24, 2024 neutral
Assertion Contradicted
Kann: Startups are proposing spray-on catalytic coatings for wind turbines
“I've seen a couple of startups proposing this exact thing. Surface treatment with some kind of spray-on catalyst that you put either on wind turbine blades or something else that, in principle, would oxidize methane in the atmosphere.”
Shayle Kann Oct 24, 2024 ▶ 27:34 The unexplored frontier of methane removal
Jul 31, 2025 bearish
Prediction Not checkable as stated
Kann: Consumer and Enterprise Electricity Rate Spikes Are Just Beginning
“The alarm bells on price and resource adequacy are ringing louder and louder, and the downstream effects on consumers and enterprises in terms of rates are starting to show, and I think we're just at the beginning.”
Shayle Kann Jul 31, 2025 ▶ 2:35 PJM and the capacity crunch
Sep 4, 2025 negative
Opinion
Kann: Electric stoves are a small household load not worth prioritizing
“It is a small load in the house. If you, what you care about is, you know, electrifying stuff, you should, you really push people toward electric vehicles and electric HVAC and stoves don't really matter at the end of the day. So I just don't get it. I don't g…”
Shayle Kann Sep 4, 2025 ▶ 17:35 AMA: Geoengineering, nuclear, power prices, and more
Feb 19, 2026 bullish
Disclosure
Kann: Heron Power Raised $140M Series B Led by a16z
“For disclosure, I'm an investor in Heron, and I have been since their first external round. And actually, just this week, Heron announced a hundred forty million dollar Series B, led by Andreessen Horowitz, where we at EIP also doubled down.”
Shayle Kann Feb 19, 2026 ▶ 3:29 The rise of grid power electronics with Drew Baglino
Mar 12, 2026 positive
Prediction Held up
Kann: On-grid, off-grid, edge, and space data centers will probably be built
“Massive data centers on the grid, massive data centers off-grid, small data centers on the edge, huge data center clusters in space. Each of these might get built. Actually, each of them probably will get built”
Shayle Kann Mar 12, 2026 ▶ 2:29 AI scaling pathways: on grid, on edge, off grid, off planet
Sep 3, 2026 bearish
Prediction Not checkable as stated
Kann: Political backlash against data centers will worsen over the next two years
“I would bet on this being the case for the next couple of years that it gets worse before it gets better. Partially because of the political timing that you described, it's just there currently where we stand today, there is no political advantage to being the…”
Shayle Kann Sep 3, 2026 ▶ 31:07 What comes after the data center backlash?
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