Catalyst w/ Shayle Kann

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Everyone's watching what the Strait of Hormuz shutdown does to oil prices, but the bigger economic story might be fertilizer. New ep out now w/@JLinvilleFert of @StoneX_Official on the global fertilizer crunc open.spotify.com/episode/2LgYEF…

The Strait of Hormuz didn't cause the fertilizer crisis. It just broke a market already on the edge. @shaylekann and Josh Linville on the stacking shocks threatening global food supply. 🎧

New episode: @shaylekann sits down with Eyal Cohen, founder of Humble Robotics to talk about why autonomous trucking has lagged behind passenger vehicles, and what a clean-sheet cabless electric truck design changes about that equation. 🎙️ bit.ly/4tSGxmx

This week, @heronpower announced a $140M Series B led by Andreessen Horowitz. Founder/CEO Drew @baglino and @shaylekann explore how solid-state transformers can transform the grid into a highly optimized machine. Listen now: latitudemedia.com/news/catalyst-…

@FormEnergyInc has long dominated the long-duration energy storage market. But recent technical milestones from startups like Ore Energy and @NoonEnergy suggest that the market is maturing. latitudemedia.com/news/the-race-…

On Catalyst today: Paul Segal of @LSPowerGroup, sheds light on PJM and ERCOT as they navigate a capacity rollercoaster. The conversation unpacks what’s driving the volatility and what it means for power markets ahead. 🎧 Listen here: latitudemedia.com/news/catalyst-…

Today on Catalyst: Shayle Kann and former DOE nuclear official Katy Huff break down what it really takes to bring new nuclear reactors to market, why mid-2026 targets are aggressive, and which milestones actually matter. 🎧 Listen here: latitudemedia.com/news/the-path-…

Really enjoyed my chat with @shaylekann on @CatalystPod about @TheDavidEnergy 's work w plug-in batteries and the permissionless category more broadly. I could not be more bullish on this emerging category and believe plug-in will radically alter the grid. In a lot of ways they represent (finally) the true promise of DERs that drew me to this space 10 years ago open.spotify.com/episode/37gYsU…

Shayle Kann talks with David Energy CEO James McGinniss about the rise of permissionless DERs — plug-in batteries and solar that skip complex installs and permits, cutting costs and expanding access. 🎧 Listen here or wherever you get your podcasts: latitudemedia.com/news/catalyst-…

Nat Bullard and Shayle Kann break down additional 2026 energy trends: from ongoing solar cost declines and global oil oversupply to what’s driving the current startup funding slump across energy tech. 🎧 Listen here or wherever you get your podcasts: latitudemedia.com/news/catalyst-…

2025 threw curveballs at energy — surging load, shifting policy, tight capital. Stephen Lacey talks with Tom Burton of Mintz covering the renewable shakeout, data centers as energy infrastructure, permitting reform, and navigating uncertainty. 🎧 Listen: latitudemedia.com/news/catalyst-…

This week on Catalyst: @NatBullard and @shaylekann break down 2026 energy trends: gas turbine backlogs, Texas’ exploding load queue, and China’s accelerating electrification. 🎧Listen: latitudemedia.com/news/catalyst-…

@IanRountree, founder and partner at @cantos, explains why he avoids selling tech to incumbents and flags some curveball startups. How does this apply to the current landscape of hardware and industrial startups? latitudemedia.com/news/catalyst-…

@IanRountree @cantos @shaylekann and @IanRountree unpack this post on the Catalyst pod. They explore how it applies to the current landscape of hardware and industrial startups. Listen here: latitudemedia.com/news/catalyst-…

We invest in 2 archetypes at @cantos: 1. Full-stack deep tech selling an end product or even commodity, _not_ tech. 2. Weird n-of-1 never seen anything like it before. Selling tech to incumbents... PASS Commercializing science... PASS Nth co doing the current thing... PASS

@shaylekann sits down with @IanRountree to unpack his post, exploring how it applies to the current landscape of hardware and industrial startups. Listen on Catalyst: latitudemedia.com/news/catalyst-…

As 2025 comes to a close, we’ve rounded up a sampler of the year’s best episodes — from record-breaking capacity auctions and advances in grid flexibility to vertically integrated residential batteries. latitudemedia.com/news/five-cata…

Enjoyed these 2 pods from @CatalystPod @shaylekann @DanielWoldorff @_LatitudeMedia AI & EPC -Traditional EPC model suffers from misaligned incentives where contractors often profit from project delays (e.g., "change orders) and cost overruns due to cost-plus structures or vague fixed-firm contracts -Engineering typically represents only 3% to 15% of total project costs, yet it dictates the remaining 85%+ spent on procurement and construction -Traditional firms often stop engineering at roughly 30% definition to save on upfront development capital, which creates massive uncertainty and necessitates change orders when physical realities diverge from incomplete plans -By using Large Language Models (LLMs) and automated tools to reach 100% definition rapidly, a firm can lock in procurement prices and hedge commodity risks (e.g., steel or tariffs) before committing to a final price to the owner -The long-term strategy involves the vertical integration of all construction trades to remove subcontractor-level incentive friction and maintain control over the entire project lifecycle youtube.com/watch?v=aq1Zqr…

In this Catalyst episode, @shaylekann talks with Dr. Ben Lee, professor at UPenn, about whether AI inference will move from hyperscale data centers to the edge — and what that shift means for the future of AI infrastructure. 🎧 Listen here: latitudemedia.com/news/catalyst-…

.@shaylekann talks with @alexmodon , CEO of Unlimited Industries (just out of stealth with a $12M raise) about how AI could finally fix the EPC model and speed up major energy + infrastructure builds. 🎧 Listen here or wherever you get your podcasts: latitudemedia.com/news/catalyst-…

This Catalyst episode digs into the power bottleneck shaping the AI boom, and why data-center developers, chipmakers, hyperscalers, and utilities all tell different stories about “energy scarcity.” 🎧 Listen now: latitudemedia.com/news/catalyst-…