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PODCAST

Open Circuit

The energy transition, decoded. Every week, three industry veterans explore the business models, tech breakthroughs, and market shakeups that are driving the biggest industrial transformation in history. The show offers a rare insider"s view of the clean energy market.

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All Episodes

65:30

Who controls power in the AI era?

Open Circuit ·

2026/01/09

This is an episode with a lot of firsts: the first show of the year, the first full show on video, and the first with our new co-host, Caroline Golin.In 2026, we’re launching a new chapter for Open Circuit as we sharpen our focus on the physical constraints shaping the energy transition — exploding power demand, grids that can’t keep up, tech companies reshaping electricity markets in real time, and investors trying to figure it all out. This is no longer a conversation about whether clean energy

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54:21

Katherine’s final episode

Open Circuit ·

2025/12/19

After more than 40 years in the energy industry, Katherine Hamilton is retiring. And that means she’s also retiring from the podcast after a decade behind the microphone.In this farewell episode, Katherine shares insights into a career that spanned one of the most transformative periods in energy history. We’ll reflect on her accidental entry into grid engineering at Dominion Virginia Power in the 1980s, where she learned to design distribution circuits, calculate load, and build early efficiency

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73:29

The year's twists, villains, and breakout stars in...

Open Circuit ·

2025/12/12

This year, the energy industry changed faster than we could talk about it. We collectively said more than 225,000 words on this show — some of them were informed takes, some speculation. So how did they age? This week, Stephen reaches into a stocking stuffed with quotes from past episodes, and Jigar and Katherine must decide to defend, update, or disown their own words. Then, we honor the storylines and surprises that defined the year. The categories include: The biggest plot twist

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51:37

3 years after ChatGPT, vibes meet grid realities

Open Circuit ·

2025/12/05

Three years after ChatGPT ignited the AI race, the assumptions driving the trillion-dollar data-center boom are starting to shift.The belief that endlessly scaling large language models will unlock AGI — and justify unprecedented growth in electricity demand — is now being questioned by some of the field’s most influential voices. At the same time, utilities are planning roughly a trillion dollars in grid upgrades, much of it based on speculative data-center proposals and a still-evolving

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63:00

A feast of hot takes

Open Circuit ·

2025/11/26

This year in energy has had the vibes of a dysfunctional family gathering: everyone showed up with big feelings, and no one agreed on the menu.To celebrate Thanksgiving, we’re processing the chaos right at the dinner table. In this holiday special, the team matches classic Thanksgiving guest archetypes with the biggest energy storylines of 2025. Who is the drunk uncle sucking up all the oxygen in the room? Who is the pragmatic parent holding the family together? And who is the rebellious teenager

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60:40

The grid resilience dilemma

Open Circuit ·

2025/11/14

Utilities are facing a collision of pressures: extreme weather, rising load, affordability concerns, and growing regulatory friction. Everyone agrees the grid needs to be hardened. But the real question is: how much resilience should we pay for?On one side, utilities are confronting unprecedented stress from storms, wildfires, flooding, and heat. On the other, they’re under pressure from regulators and customers to keep rates down — even as costs spike from inflation, supply chain delays, and

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48:41

Bill Gates caused a climate meltdown

Open Circuit ·

2025/11/07

After Bill Gates dropped a new climate manifesto, the internet did what it always does: lost its mind. Conservatives claimed victory, progressives accused him of selling out, and somewhere in the middle was a real debate about how the energy transition actually happens.This week, in our episode recorded live at Greentown Labs, we’re jumping into the fray. What does the debate say about the state of climate tech in 2025? We’ll start with a look at the debate over Bill Gates’ latest letter on

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61:33

The real reason electricity prices are rising

Open Circuit ·

2025/10/31

Here’s something surprising: in states like North Dakota and Texas, the surge of new industrial and data center load has actually moderated electricity prices.The very thing many people blame for higher power bills has, in some cases, had the opposite effect. According to a new report from Lawrence Berkeley National Lab, load growth has slightly lowered retail electricity prices on average over the past five years. So what’s really driving them up? The answer isn’t renewables or AI. The study

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55:06

The AI race is really an electro-industrial race

Open Circuit ·

2025/10/24

After years of U.S. restrictions on advanced semiconductors, Beijing is fighting back by cutting off exports of the raw materials that make those chips possible: rare earths, graphite, gallium, germanium — the invisible ingredients inside motors, power electronics, defense systems, and data centers.The move caught Washington off guard. The Treasury Secretary compared it to “pointing a bazooka at the industrial base of the entire free world.” These minerals only make up hundreds of millions of

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63:56

How to spot an AI bubble

Open Circuit ·

2025/10/10

The AI economy isn’t coming. It’s already here.In the first half of 2025, investment in AI infrastructure outpaced all U.S. consumer spending. Tech companies are now building the equivalent of an Apollo program every ten months, while data centers are drawing capital away from nearly every other sector. As money floods into chips, servers, and substations, the “B word” is suddenly on everyone’s lips: bubble. This week, Azeem Azhar, founder of Exponential View and one of the sharpest analysts of

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74:44

Is this moment for distributed energy different?

Open Circuit ·

2025/10/03

Distributed energy resources have never looked stronger. Fleets of batteries are now performing like gas plants, virtual power plants are dispatched daily, and hyperscalers are supporting new models to finance capacity around their data centers.But investor-owned utilities? The Edison Electric Institute says they’re planning more than a trillion dollars in new infrastructure over the next decade to support historic load growth — with no mention of DERs or flexibility as solutions. So which world

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66:33

The case for a climate reset

Open Circuit ·

2025/09/26

For the last decade and a half, the loudest voices in the climate movement have treated decarbonization like a moral crusade: ban gas stoves, declare climate emergencies, punish fossil fuel companies.But those tactics don’t lower utility bills or build durable political coalitions. And now, amidst a radical shift in U.S. politics where the economy dominates, there’s a growing call for a pragmatic reset. This week, we dissect two critiques of climate politics. In a Bloomberg essay, Michael

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69:41

Electricity is the new price of eggs

Open Circuit ·

2025/09/19

Eggs were the symbol of inflation in the last election. Now, as electricity bills spike, they are becoming a symbol for consumer frustration in 2026.Americans are feeling the squeeze. Bills are up nearly 30% since 2021, outpacing inflation and straining household budgets. Eighty million Americans are struggling to pay, four in five feel powerless, and politicians are scrambling for someone to blame. On Truth Social, Trump points at renewables. On TikTok and Bluesky, users rage about data centers

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52:35

Trump’s offshore wind war shakes investors

Open Circuit ·

2025/09/12

On his first day in office, Trump laid out his wind policy in one simple sentence: “We aren’t going to do the wind thing.” With stop-work orders, red tape, and wild claims about whale-killing electromagnetic fields, the White House has stepped up its war on wind. The flashpoint is Ørsted’s $5 billion Revolution Wind project off Rhode Island, which was weeks from delivering 700 megawatts of clean power to New England, and now frozen by federal order. The threat against the project is more than a

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52:30

JPMorgan’s climate scientist thinks differently about...

Open Circuit ·

2025/09/05

In 2004, Dr. Sarah Kapnick was a young banking analyst at Goldman Sachs when she spotted a blind spot: no one was helping clients understand climate risk. Two decades later, she’s the Global Head of Climate Advisory at JPMorgan, turning climate science into boardroom strategy.Kapnick’s career path — from Wall Street, to NOAA’s chief scientist, and back to finance — mirrors the way markets are evolving: from ignoring climate risk, to struggling with it, to finally beginning to price it. Without

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60:03

Grab bag: the affordability crisis, a VPP tipping...

Open Circuit ·

2025/08/29

This week, we’re doing something a little different: we’re turning to Jigar’s social media feeds and listener questions to guide our conversation on the latest news in clean energy.First, we tackle the affordability crisis. President Trump recently posted on Truth Social calling renewables "the scam of the century" and blaming them for rising prices. We look at how his policies are making the crisis worse, and why Trump now owns the problem. Then, we look at how VPPs are hitting a tipping point,

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34:52

The Latitude stage: How AI changes our digital energy...

Open Circuit ·

2025/08/20

We're witnessing a profound shift from discrete AI tools to always-on AI companions — systems that provide constant feedback, conversation, and support. Sound familiar? It's the 2013 movie "Her" becoming reality. In this episode of Open Circuit, we have a conversation with MIT’s Vijay Gadepally from our Transition-AI conference about how the spread of artificial intelligence is reshaping our digital energy footprint. As a senior scientist at MIT’s Lincoln Laboratory and CTO of cloud computing

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39:18

Solving the AI load growth puzzle

Open Circuit ·

2025/08/13

In the last two quarters, capital spending on AI has blown past all U.S. consumer spending. Investments in AI infrastructure have already eclipsed the telecom and dot-com booms. The top tech companies are pouring so much money into computing power that they may be single-handedly propping up an economy wobbling under chaotic tariff policy.Gigawatts of new data center requests are flooding utility interconnection queues. And while the numbers are big, the uncertainty is even bigger. Which projects

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60:54

Is America giving up on clean energy manufacturing?

Open Circuit ·

2025/08/01

Over the last four years, the U.S. clean energy manufacturing sector saw a historic boom. Factory construction doubled, foreign firms opened production in dozens of states, and federal policy spurred over $150 billion in manufacturing plans. But a swirl of conflicting policies — from chaotic tariff threats to complex foreign sourcing rules — is freezing planned investments, spooking some manufacturers, and prompting some firms to halt growth plans. Core incentives like the 45X manufacturing tax

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27:50

The great divergence: Can the grid catch up to...

Open Circuit ·

2025/07/29

Why can your phone instantly reroute you around traffic, but your utility can't tell you when to charge your car for maximum savings? Why can Uber optimize thousands of drivers in real-time, while the electrical grid struggles to optimize distributed resources?Both transportation and electricity systems emerged during the Victorian era with remarkably similar infrastructure: central hubs connected by sprawling networks. Train stations and power plants. Main lines and transmission lines. Local

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