Dr Carly Anderson, PhD is a Co-Founder and Managing Partner at Timescale Ventures, an early-stage venture firm that backs founders transforming critical industries on a faster timescale. Timescale Ventures partners with pre-seed and seed stage software and hardware companies leveraging emerging technologies and AI to make industries more efficient, durable, and profitable.Before starting Timescale, Carly was an investor with deep tech venture firm Prime Movers Lab and SF-based climate tech firm Prelude Ventures. She was the first engineer at advanced materials startup Mosaic Materials, which was acquired by Baker-Hughes. Dr. Anderson began her career with engineering consulting firm DEI, where she developed and deployed new technologies in commercial nuclear power plants internationally. She holds a Ph.D. in Chemical Engineering from UC Berkeley and a BS in Chemical Engineering from Cornell University. AUDIO IS AVAILABLE HERE Please SUBSCRIBE, LIKE AND SHARE THIS PODCAST NB - Recorded on Thursday 17th September 2026 PM UK Time. Unlock Exclusive Access Become a paid subscriber to gain early access to expert interview podcasts, the Friday Commodity Wrap, Sunday Market Wrap, and premium insights like the new short & long-term traffic light system, bonus audios and exclusive mid and end month macro videos. Starting at just $9.17/month, it’s your edge for protecting wealth, spotting opportunities, and staying ahead of the markets. This wide-ranging podcast covers: * Energy systems worldwide face tightening constraints in supply chains, permitting, and generation capacity, making speed the defining advantage for new companies. * In the U.S., the urgent question is how to build more electricity generation quickly amid data-centre backlash and long project timelines. * Microreactors (roughly 1–20 MW) because their smaller size allows equity-funded first units, faster learning curves, and factory-style mass manufacturing. * Multiple U.S. startups (Aalo Atomics, Radiant Nuclear and others) are pursuing this path, with some aiming for operating units by the late 2020s. * Electricity demand growth extends well beyond AI data centres. Industrial electrification, onshoring, and fleet charging are also major drivers. * Grid bottlenecks, especially multi-year transformer lead times, are creating investment opportunities in solid-state transformers and smarter, bidirectional connection points. * Key materials to watch include copper, steel, high-purity aluminium (for cables and conductors), silicon carbide, and gallium nitride. * China currently dominates silicon-carbide supply chains; secondary (recycled) aluminium production is becoming more attractive as purity and collection technologies improve. * Rare-earth and critical-material strategies favour “platform” recyclers that can process multiple metals rather than single-commodity plays. * Nuclear fission (existing uranium-based technology with advanced coolants) is an engineering-and-cost challenge; fusion remains earlier-stage, more like a space programme, but is generating valuable adjacent technologies and spin-outs even before commercial power plants arrive. Contact Information Website = timescale.vc Substack at Carly Anderson Dr. Carly Anderson on LinkedIn Christina O’Conor on LinkedIn E-mail = hello@timescale.vc (Please mention The Contrarian Capitalist Podcast) DISCLAIMER: Nothing in this post/podcast/video should be construed as financial or investment advice. All content is provided for educational and informational purposes only. The views expressed are solely those of the author and do not constitute investment advice, a recommendation, or a solicitation to buy or sell any financial instruments. Always do your own research and consult with a qualified financial advisor before making investment decisions. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit contrariancapitalist.substack.com/subscribe
