Supercool

Supercool

Climate companies are winning. Trillions in capital are shifting to solutions that cut carbon, grow profits, and redefine modern life. At the center are CEOs, founders, and operators turning climate innovation into market momentum. Hosted by climate-tech founder and author Josh Dorfman, Supercool goes inside their strategies, execution, and business models to reveal how value is created in the race to decarbonize—and how the future is being built.

  1. JAN 28

    Can AI Save AI Infrastructure? Cutting Energy, Water, and Wear in Data Centers

    Data centers have always pursued energy efficiency through better hardware—smarter chillers, advanced cooling systems. But there's a ceiling. You can only make hardware so efficient. Seven years ago, Jasper de Vries discovered the butterfly effect in data centers—something on a roof rippling through 300 billion sensor readings down to valves in server rooms. His company, Lucend, ingests that sensor data to generate operator recommendations. One facility cut power usage by 40% in a year, saving $4.3 million. Yet here's what most of us miss about AI's big energy problem: we focus on operational energy use while Scope 3 emissions—the embodied carbon from manufacturing hardware—creates massive impact, so much so that Microsoft won't hit its 2030 climate targets because of its data center growth plans. With JP Morgan projecting $5 trillion in AI infrastructure buildouts by 2030, the need to bring embodied carbon under control is urgent. Lucend's software addresses both challenges: it slashes operational energy while extending hardware life through predictive maintenance, reducing the physical wear that forces early replacement. Its technology is now deployed across over 50 facilities globally. Show Notes Guest: Jasper de Vries Company: Lucend For more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our: * Weekly Newsletter * Climate Adoption Playbook * Supercool on Instagram  * Supercool on LinkedIn

    40 min
  2. JAN 14

    Modernization Is Electrification: How Schneider Electric Builds at Gigawatt Scale

    When any part of the economy modernizes, it electrifies. New HVAC systems? Electric heat pumps. Autonomous vehicles? Battery-powered electric cars. Next-generation factories? Not a smoke stack in sight. Which means the US needs to build as much grid infrastructure in the next decade as we built in the last 50 years. Schneider Electric is a 189-year-old infrastructure company that makes everything from the cooling systems in AI factories to the switchgear moving power across the grid. Jim Simonelli, their SVP of data centers, joins Supercool to explain why efficiency is now a core business necessity, not just an environmental virtue. Every watt that doesn't reach compute is lost revenue, which changes everything about how you design and operate at gigawatt scale. Vincent Petit, who runs Schneider's research institute, breaks down why 15 years of flat electricity demand means we've lost the muscle to build infrastructure. And why the answer isn't just more generation—it's rethinking the entire system. Show Notes Guests: Jim Simonelli, Senior Vice President & Chief Technology Officer, Secure Power and Vincent Petit, Senior Vice President, Climate & Energy Transition Research Company: Schneider Electric For more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our: * Weekly Newsletter * Climate Adoption Playbook * Supercool on Instagram  * Supercool on LinkedIn

    46 min
  3. 12/31/2025

    The Clean Energy Transition Runs on Affordability

    Clean power has never been cheaper. So why are electricity bills rising—and what's blocking faster deployment? Jigar Shah joins Supercool to explain why 2025 marked a turning point: for the first time in history, essentially 100% of new electricity demand worldwide was met by solar, wind, and nuclear. It happened because the same solutions that solve climate change are winning on affordability. But deployment could be moving much faster. The technology is proven. The finance exists. The barrier is political: governors and mayors don’t realize the leverage they have over utilities, and utility CEOs won’t act unless forced by law. In climate circles, Jigar needs no introduction. He pioneered solar financing at SunEdison, launched the Carbon War Room with Richard Branson, and ran the DOE Loan Programs Office that deployed over $100 billion in clean energy financing during the Biden Administration. We dig into what gives elected officials more power than they know, why some utility CEOs want to be mandated to deploy cheaper solutions, and why Jigar’s headline for 2026 isn’t more technology—it’s more workforce. Show Notes Guest: Jigar Shah, Co-Managing Partner Company: Multiplier For more low-carbon innovations now scaling—and the playbooks driving their market adoption—subscribe to the podcast plus our: * Weekly Newsletter * Climate Adoption Playbook * Supercool on Instagram  * Supercool on LinkedIn

    47 min
5
out of 5
21 Ratings

About

Climate companies are winning. Trillions in capital are shifting to solutions that cut carbon, grow profits, and redefine modern life. At the center are CEOs, founders, and operators turning climate innovation into market momentum. Hosted by climate-tech founder and author Josh Dorfman, Supercool goes inside their strategies, execution, and business models to reveal how value is created in the race to decarbonize—and how the future is being built.

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