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SunCastYour resource for developing a clean energy or climate tech career Author: Nico Johnson
Nico Johnson takes you into conversations with those at the forefront of Renewable Energy. SunCast gives an inside look into what is happening in renewable energy. From conversations with the biggest Solar Panel manufacturers in the world to the small startups creating the future of renewable energy, such as carbon capture and battery technology breakthroughs. SunCast is dedicated to providing the knowledge, research, tools and expert guidance you need to understand, grow and be ahead of the curve in the fastest-growing markets in the world. Featuring over 800 conversations, Nico has interviewed people from Tesla, SolarCity, Trina Solar, Meyer Burger, Conergy, SunEdison, Energy Vault and even the US Government... to name a few. Covering topics such as Solar Power, Wind Energy, Batteries, Electric Vehicles, Carbon Capture, Finance, Hydrogen, and more. You can watch SunCast on YouTube: https://www.youtube.com/@SunCastMedia ...or view the full archive of SunCast episodes here: https://www.suncast.media/media/podcast Language: en Genres: Education, How To, Natural Sciences, Science Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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901: Google Didn’t Buy Intersect for Solar. Here’s Why. | Sheldon Kimber
Episode 901
Tuesday, 17 February, 2026
“This is not an offensive play. It’s a defensive play. It’s a must win.”That’s how Sheldon Kimber describes AI for companies like Google.If your business depends on organizing and serving information, AI isn’t optional. It’s existential.And if AI is existential, power becomes strategic.In this conversation — recorded before Google’s acquisition of Intersect Power — Sheldon lays out the durable thesis that led here:The U.S. grid isn’t collapsing.It just can’t scale.Transmission is stalled.Business models are misaligned.Permitting reform won’t arrive in time.So instead of waiting for the grid to be fixed, Intersect built around it.Gigawatt-scale co-location.Wind, solar, batteries.Flexible gas.Control systems designed to act as one asset.The result? A hybrid solution that can deliver four-nines reliability - potentially more reliable than the grid itself.This isn’t about chasing incentives.It’s about building a better product.In this episode:🔹 Why AI is a defensive must-win moment for hyperscalers🔹 Why the grid’s structural limits created opportunity🔹 How hybrid plants can outperform traditional baseload🔹 Where the real moat lives: optimization and control🔹 What “win the win” means for clean energyGoogle didn’t acquire Intersect as a climate statement.It acquired it because reliable, controllable power is now strategic infrastructure.Press play and decide for yourself.Are there other technologies you’ve scouted on the frontlines of the Clean Energy Revolution that you think we should be covering here on SunCast?Hit us up - team@suncast.me with your feedback & recommendations.Check out OpenSolar OS 3.0 at: https://suncast.media/opensolarIf you want to connect with today's guest, you’ll find links to their contact info in the show notes on the blog at https://suncast.media/episodes/.Our Platinum Presenting Sponsor for SunCast is CPS America!SunCast is also sponsored by Nextpower!You can learn more about all the sponsors who help make this show free for you at www.suncast.media/sponsors.Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 875 other founder stories and startup advice at www.suncast.media.Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/You can connect with me, Nico Johnson, on:Twitter - https://www.twitter.com/nicomeoLinkedIn - https://www.linkedin.com/in/nickalus
