Inevitable

Latest Episodes:

From Cars to Grid: Moment Energy Reinvents Energy Storage with Repurposed Batteries May 06, 2026

Show notes

Eddy Chiang is Co-founder and CEO of Moment Energy, a company building commercial-scale energy storage systems from repurposed electric vehicle batteries. By testing, certifying, and remanufacturing second-life battery modules, Moment Energy is creating lower-cost alternatives to new lithium-ion storage while extending battery lifespans by decades.

In this episode of Inevitable, Chiang explains how a growing wave of retired EV batteries is reshaping the energy storage market—making recycling alone economically unviable. The conversation covers the technical and regulatory challenges of certifying second-life systems, how Moment Energy became the first company to achieve full UL certification, and why safety, not cost, is the real barrier to adoption.

We also explore how distributed battery systems can replace traditional grid upgrades, why hyperscaler demand is accelerating deployment, and how Moment Energy is positioning storage not just as a product, but as long-term infrastructure designed to last 100 years.

MCJ is a three-time investor in Moment Energy. The company just closed a $40M Series B co-led by Evok Innovations and the Canadian Growth Fund — with the participation of Amazon, Liberty Mutual, Voyager and our fund.

Episode recorded on April 14, 2026 (Published on May 5, 2026).

In this episode, we cover:

(0:00) An overview of Moment Energy
(2:47) Moment Energy’s market evolution
(6:37) What certification means and why it’s the hardest part
(10:22) Are second-life batteries actually safe?
(12:15) Hardware + software: how Moment Energy builds safe systems
(15:39) Moment Energy’s product: modular, distributed battery systems
(19:06) Batteries vs grid upgrades: the core economic tradeoff
(25:35) Repurposed batteries and domestic supply chains
(29:49) The second life of EV batteries and why most still have value
(35:20) Designing battery systems to last 100 years
(42:53) Demands for AI, hyperscalers, and distributed storage
(47:55) Working with Amazon and scaling deployment

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Why This Winter's Snowpack Collapsed with Joel Gratz of OpenSnow Apr 28, 2026

Show notes

Joel Gratz is Founding Meteorologist and CEO of OpenSnow, a weather platform used by hundreds of thousands of skiers, snowboarders, and outdoor enthusiasts to track snow conditions and forecast powder days. What started as a text thread among friends has grown into a profitable, bootstrapped business combining expert forecasting, data science, and increasingly AI-driven weather models.

In this episode of Inevitable, Gratz breaks down one of the worst Western snowpack seasons on record and why he believes it’s not as simple as blaming climate change.

The conversation explores the role of atmospheric variability versus long-term warming trends, why temperature matters more than precipitation for snowpack, and how mountain weather forecasting differs from traditional forecasts.

Finally, Gratz explains why emotional connection, not just accuracy, is what makes niche weather businesses work.

Episode recorded April 9, 2026 (published April 28, 2026)

In this episode, we cover:

(0:00) An overview of OpenSnow
(1:45) Weather conditions aren’t just a climate change story
(4:46) How warming temperatures impact snowpack quality
(7:20) What OpenSnow is and how it started
(12:46) OpenSnow’s business model and growth
(16:26) Why mountain weather is harder to forecast
(21:16) How OpenSnow builds better forecasts from shared data
(25:01) Powder quality vs snowfall: what actually matters
(30:01) Snowpack as a water “battery” for the West
(32:45) How ski resorts are adapting to climate variability
(37:46) The reality of cloud seeding and weather modification
(42:23) How emotional connection has helped OpenSnow succeed

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Turning Students into Founders at Stanford Climate Ventures Apr 15, 2026

Show notes

Dave McColl is Executive Director of Stanford Climate Ventures (SCV), a program designed to help students build climate companies through rigorous go-to-market strategy and hands-on company building. SCV is a project-based course at Stanford University that has helped launch dozens of startups across energy, infrastructure, and industrial decarbonization.

In this episode of Inevitable, Yin Lu, General Partner at MCJ, sits down with McColl to unpack the SCV playbook—from “earned secrets” to the importance of customer discovery.

The conversation also features three founders who came out of the SCV ecosystem:

Carla Pinzon, Founder of Expand Power, solid-state transformers for a more flexible grid
Raj Tilwa, Founder of Focal, personalized heating systems for commercial spaces
Nico Pinkowski, Founder of Nitricity, decentralized fertilizer with air, water, and renewable power

Together, they share how SCV shaped their companies, from early pivots and customer insights to product-market fit, and what it takes to build sustainable businesses.
Episode recorded on March 13, 2026 (Published on April 14, 2026).

In this episode, we cover:

(0:00) An overview of Stanford Climate Ventures (SCV)
(5:12) The origin of SCV and its community-driven model
(10:14) How SCV works: discovery, iteration, and “earned secrets”
(16:25) The biggest founder mistake: ignoring the customer
(18:56) What predicts success: discovery volume and team dynamics
(25:51) Carla Pinzon (Expand Power): solid-state transformers for a modern grid
(32:21) Finding product-market pull through customer discovery
(35:56) Raj Tilwa (Focal): personalized heating vs heating entire spaces
(44:21) 100+ interviews to find a real painkiller in hospitality
(52:10) Nico Pinkowski (Nitricity): decentralized fertilizer production
(58:31) How product-market fit can take years

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Improving Weather Forecasting with WindBorne Apr 07, 2026

Show notes

John Dean is Co-Founder and CEO of WindBorne, a company building next-generation weather balloons and an AI-powered forecasting layer to improve global weather prediction. WindBorne’s balloons can stay aloft for weeks — collecting critical atmospheric data across oceans and remote regions where traditional weather infrastructure doesn’t reach.

In this episode of Inevitable, Dean explains why weather forecasting has remained largely unchanged for decades and why better data—not just better models—is the key to improving weather predictions. Our conversation explores how WindBorne’s balloon constellation captures atmospheric data at a global scale, how AI models like WeatherMesh translate that data into more accurate forecasts, and why extreme weather and infrastructure gaps are creating urgency for better systems. Dean also shares how the company makes money across data, forecasting, and insights—and his long-term vision of building “a planetary-scale nervous system.”

Episode recorded on March 19, 2026 (Published on April 7, 2026)

In this episode, we cover:

(0:00) An overview of WindBorne
(2:57) How weather forecasting actually works
(4:36) Why traditional weather balloons haven’t changed in decades
(12:50) What WindBorne is: long-duration balloons, global data collection and a weather intelligence platform
(14:14) What makes WindBorne different: better sensors, batteries, and communications
(17:35) Atlas: WindBorne’s global balloon constellation
(18:17) How better weather data improves hurricane predictions
(20:35) Airspace safety and the realities of flying balloons at scale
(24:35) WindBorne’s business model: data, forecasts, and insights
(29:30) Why weather data matters for energy markets and grid reliability
(32:09) The long-term vision: Building a “planetary-scale nervous system”
(35:41) Why AI + physical infrastructure is a “net good” for society

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Alex Blumberg on Turning Buildings into Grid Assets with DaisyChain Energy Apr 01, 2026

Show notes

Alex Blumberg is Co-founder and CEO of DaisyChain Energy, a company building a hardware-enabled software platform that turns commercial buildings into flexible grid assets. Best known as the founder of Gimlet Media and co-creator of Planet Money, Blumberg’s second venture focuses on solving one of the most overlooked problems in climate: the misaligned incentives inside buildings.

In this episode, Blumberg explains why building decarbonization has stalled—not because of smart grid technology, but because of economics. The conversation explores how DaisyChain uses submetering and rate arbitrage to create immediate financial value for building owners, while unlocking the ability to deploy batteries, heat pumps, and other distributed energy resources over time. They also discuss their expansion into hospitals, where power quality issues create major operational risk, and how the same platform can solve both problems. At a system level, Blumberg outlines a future where aggregated building loads become flexible assets that help stabilize the energy grid and reduce peak demand.

We’re proud to have invested in DaisyChain and support their journey towards the modernization of the grid.

Episode recorded on March 12, 2026 (Published on April 1, 2026)

In this episode, we cover:

(0:00) An overview of DaisyChain Energy
(2:06) Why Alex Blumberg started a climate company after Gimlet
(6:17) Why buildings are a messy but critical climate problem
(6:52) How DaisyChain works
(10:08) The split incentive problem in multifamily buildings
(13:53) Why decarbonization upgrades don’t pencil financially today
(15:47) Submetering and turning buildings into mini-utilities
(19:08) Using financial incentives—not climate—to win customers
(22:53) Turning buildings into flexible energy grid assets
(27:15) The power quality problem in hospitals
(31:00) Increasing net operating income vs protecting revenue
(34:55) The long-term vision: a flexible, distributed energy grid

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Inside Rockefeller's Big Bet: The Global Energy Alliance with Ashvin Dayal Mar 17, 2026

Show notes

Ashvin Dayal is Senior Vice President for Power and Climate at the Rockefeller Foundation, where he oversees the Global Energy Alliance (GEA), a multi-billion-dollar initiative backed by the Rockefeller Foundation, the IKEA Foundation, and the Bezos Earth Fund to expand access to clean, reliable electricity worldwide.

In this episode of Inevitable, Dayal explains why energy access remains one of the defining development challenges of the century, with roughly three billion people still lacking enough electricity to meaningfully power economic activity. The conversation explores how philanthropic capital can unlock private investment in markets that commercial investors often avoid, the rise of distributed solar and mini-grids in places like India and across Africa, and how programs like Mission 300 aim to electrify hundreds of millions of people in the coming decade.

Dayal also shares lessons from a decade of deploying distributed energy systems, the growing role of digital tools and AI in managing complex power systems, and why the Rockefeller Foundation is now exploring nuclear and small modular reactors as part of the future global energy mix.

Episode recorded on March 4, 2026 (Published on March 17, 2026)

In this episode, we cover:

(0:00) An overview of the Rockefeller Foundation
(2:31) Ashvin’s background in disaster response and climate resilience
(8:16) What energy access really means for economic opportunity
(10:15) The “modern energy minimum” and the 3 billion people below it
(14:11) The Rockefeller Foundation and the creation of GEA
(19:06) How philanthropic first-loss capital unlocks clean energy investment
(24:19) Why distributed solar and mini-grids work for emerging markets
(27:57) Lessons from Smart Power India and scaling rural electrification
(36:39) Mission 300 and the effort to electrify Africa
(42:05) Why Rockefeller is exploring nuclear and SMRs
(47:09) Rockefeller’s legacy: from Standard Oil to global clean energy

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Turning Wasted Renewable Power into AI Compute with Rune Feb 17, 2026

Show notes

William Layden is Co-founder and CEO at Rune, a company building modular, behind-the-meter micro data centers that plug directly into solar and wind plants. These units operate on a fully electric, DC-to-DC architecture—bypassing the traditional grid and unlocking new economics for compute at renewable energy sites.

In this episode of Inevitable, Layden explains how solar clipping and curtailment leave vast amounts of clean power stranded—and how Rune’s “RELIC” units turn that waste into usable compute. The conversation dives into DC architecture, Bitcoin as a beachhead market, and why traditional data centers are ill-suited to an era of distributed energy. Layden also unpacks why modular infrastructure may be the fastest path to deploying AI-scale compute at the edge of the energy transition.

Episode recorded on Jan 27, 2026 (Published on Feb 17, 2026)

In this episode we cover:

(0:00) Intro
(3:19) An overview of Rune
(7:15) How energy flows and gets los in today’s power stack
(10:50) Clipping: the hidden inefficiency in solar
(14:17) Curtailment: why the grid rejects clean energy
(20:47) Starting with Bitcoin before scaling to AI workloads
(25:50) Which compute loads can run interruptibly
(27:26) Rune’s business model and value to power producers
(33:16) Where Rune operates and who’s backing it
(36:10) Why modular, DC-native design matters for scale

Links:

William Layden on LinkedIn: https://www.linkedin.com/in/william-layden
Rune: https://www.rune.energy/

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Turning AI Data Centers Into Grid Allies with Emerald AI Feb 10, 2026

Show notes

Varun Sivaram is Founder and CEO of Emerald AI, a company building software that makes AI data centers power flexible. As AI data centers become one of the fastest-growing sources of electricity demand, grid constraints are emerging as a critical bottleneck for compute deployment.

In this episode, the conversation focuses on why power availability — not GPUs — is increasingly the limiting factor for AI. Data centers concentrate massive electrical loads in specific locations, creating grid stress, long interconnection delays, and rising electricity costs for surrounding communities. Traditional grid expansion alone is too slow to meet near-term AI demand.

Emerald AI’s response is to treat AI data centers as flexible loads rather than fixed ones. Its software coordinates compute with grid conditions by shifting workloads across time, geography, and on-site energy resources like batteries. The episode walks through real-world demonstrations, including a published field trial showing a 25% power reduction during grid stress without breaking compute performance. The discussion frames flexible load as one of the fastest ways to unlock power for AI while improving grid stability.

Episode recorded on Feb 2, 2026 (Published on Feb 10, 2026)

In this episode, we cover:

(0:00) Intro
(1:36) What Emerald AI is and how it works
(6:41) Varun’s background and why he founded Emerald
(10:59) Emerald’s software for power-flexible data centers
(19:04) The three types of flexibility: temporal, spatial, and resource
(23:29) How much control customers give Emerald
(28:20) Coordinating compute with on-site energy like batteries
(31:27) Off-grid vs. grid-connected data centers
(35:39) Why exiting the grid creates political and systemic risk
(37:12) Emerald AI’s open roles

Links:

Varun Sivaram on LinkedIn: https://www.linkedin.com/in/varunsivaram
Emerald AI: https://www.emeraldai.co/
AI data centers as grid-interactive assets paper

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Why Climate Jobs Aren't Enough Anymore Feb 03, 2026

Show notes

Eugene Kirpichov is Co-Founder and Executive Director of Work on Climate, a global community helping professionals take action on climate across industries and disciplines. Originally created to help people transition into climate-related careers, the organization is now evolving toward a deeper goal: empowering individuals to become climate leaders—people who transform their companies, sectors, and communities from within.

In this episode of Inevitable, Kirpichov shares why the “get a climate job” model is no longer enough, and why systemic change depends on how professionals use their power. The conversation explores the concept of regenerative economics, the breakdown of siloed climate thinking, and the need for new economic architectures that support resilience, not extraction. We also dive into what it means to build bottom-up leadership, how Work on Climate is shifting its model, and why now is a critical moment to invest in alternatives that go beyond federal policy.

Episode recorded on Jan 22, 2026 (Published on Feb 3, 2026)

In this episode, we cover:

(0:00) Intro
(2:40) Climate as one piece of a larger systemic crisis
(7:19) An overview of Work on Climate
(11:28) Why the climate job market isn’t enough
(17:08) The shift from jobs to leadership and power
(24:49) What a regenerative economy actually means
(32:00) Building new economic operating systems
(37:00) The Work on Climate member experience
(46:49) Final thoughts on reclaiming power

Links:

Eugene Kirpichov on LinkedIn: https://www.linkedin.com/in/eugenekirpichov
Work on Climate: https://workonclimate.org/

Enjoyed this episode? Please leave us a review! Share feedback or suggest future topics and guests at info@ovr.vc.

Connect with Override:

*Editing and post-production work for this episode was provided by The Podcast Consultant

Autonomous Wildfire Suppression with Seneca Jan 27, 2026

Show notes

Stu Landesberg is Co-founder and CEO of Seneca, a company developing autonomous aerial systems to detect and suppress wildfires before they grow out of control. Designed for rapid initial response, Seneca’s technology deploys robotic aircraft that launch within minutes, helping protect homes, infrastructure, and communities in fire-prone regions.

In this episode of Inevitable, Landesberg shares why he left Grove—his first company focused on sustainable consumer goods—to tackle what he sees as a civilization-level challenge: early wildfire intervention. The conversation explores how climate conditions, outdated fire cycles, and insurance market failures have converged to threaten life in the American West. Landesberg walks through Seneca’s approach to changing that trajectory: distributed strike teams of large autonomous suppression copters, built in the U.S., designed to reach fires faster than any existing response method. He also unpacks the product’s potential for mop-up operations, prescribed burns, and utility asset protection.

In this episode, we cover: