Catalyst with Shayle Kann Podcast Por Latitude Media arte de portada

Catalyst with Shayle Kann

Catalyst with Shayle Kann

De: Latitude Media
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Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.Latitude Media Economía Finanzas Personales Política y Gobierno
Episodios
  • Will inference move to the edge?

    Will inference move to the edge?
    Dec 18 2025
    Today virtually all AI compute takes place in centralized data centers, driving the demand for massive power infrastructure. But as workloads shift from training to inference, and AI applications become more latency-sensitive (autonomous vehicles, anyone?), there‘s another pathway: migrating a portion of inference from centralized computing to the edge. Instead of a gigawatt-scale data center in a remote location, we might see a fleet of smaller data centers clustered around an urban core. Some inference might even shift to our devices. So how likely is a shift like this, and what would need to happen for it to substantially reshape AI power? In this episode, Shayle talks to Dr. Ben Lee, a professor of electrical engineering and computer science at the University of Pennsylvania, as well as a visiting researcher at Google. Shayle and Ben cover topics like: The three main categories of compute: hyperscale, edge, and on-device Why training is unlikely to move from hyperscale The low latency demands of new applications like autonomous vehicles How generative AI is training us to tolerate longer latencies Why distributed inference doesn‘t face the same technical challenges as distributed training Why consumer devices may limit model capability Resources: ACM SIGMETRICS Performance Evaluation Review: A Case Study of Environmental Footprints for Generative AI Inference: Cloud versus Edge Internet of Things and Cyber-Physical Systems: Edge AI: A survey Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting⁠ ⁠⁠BloomEnergy.com⁠.
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    48 m
  • Can AI revolutionize EPC?

    Can AI revolutionize EPC?
    Dec 11 2025
    Big construction projects in the U.S. are notoriously unpredictable, often finishing over budget and behind schedule. Part of the problem is the inherent complexity of these kinds of projects, like data centers and first-of-a-kind plants. But there’s another problem: the companies that actually build these projects — called EPC firms for engineering, procurement, and construction — often lack strong incentives to control costs or deliver on time. That’s the thesis behind Unlimited Industries, a new startup focused on using AI to develop multiple project designs upfront and reduce project risks. So what would it take to actually cut costs and shorten construction timelines? In this episode, Shayle talks to Alex Modon, co-founder and CEO of Unlimited Industries. The company recently announced a $12 million fundraise as it emerged from stealth. Shayle and Alex cover topics like: How EPC incentives and contract structures drive cost overruns Why bespoke projects prevent learning and standardization The role software and AI can play in design and risk reduction EPC Managing risks – including geopolitics, contractor reliability, and supply chains Resources: Catalyst: FOAK tales The Green Blueprint: Shortening the nuclear development cycle from decades to years Catalyst: The cost of nuclear Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com.
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    35 m
  • Who benefits from the AI power bottleneck?

    Who benefits from the AI power bottleneck?
    Dec 4 2025
    The bottleneck holding back AI is a scarcity of power, or so goes the story. That may be true — and plenty of reporting backs it up — but different actors in the space face varying incentives to play up or play down that narrative. So what incentives are at play, and how do they shape each player's story? In this episode, Shayle talks to Shanu Mathew, senior vice president and portfolio manager-analyst for U.S, sustainable equity at Lazard. Last month on X, he posted a breakdown of the actors — including hyperscalers, chip makers, utilities, and others – and how the different incentives they face shape how they talk about energy and AI. They cover topics like: Hyperscalers’ mixed incentives: the benefits of building their own capacity vs encouraging others to overbuild Why equipment makers, chipmakers, and land developers benefit from talking up the bottleneck to boost demand for their services How independent power producers and gas players benefit from high prices How the power-bottleneck narrative has shifted over time Resources: Latitude Media: ERCOT’s large load queue has nearly quadrupled in a single year Latitude Media: The power bottleneck is changing data center financing Latitude Media: Early-stage data centers are driving up US power demand forecasts Credits: Hosted by Shayle Kann. Produced and edited by Daniel Woldorff. Original music and engineering by Sean Marquand. Stephen Lacey is our executive editor. Catalyst is brought to you by EnergyHub. EnergyHub helps utilities build next-generation virtual power plants that unlock reliable flexibility at every level of the grid. See how EnergyHub helps unlock the power of flexibility at scale, and deliver more value through cross-DER dispatch with their leading Edge DERMS platform, by visiting energyhub.com. Catalyst is brought to you by Bloom Energy. AI data centers can’t wait years for grid power—and with Bloom Energy’s fuel cells, they don’t have to. Bloom Energy delivers affordable, always-on, ultra-reliable onsite power, built for chipmakers, hyperscalers, and data center leaders looking to power their operations at AI speed. Learn more by visiting BloomEnergy.com. Catalyst is supported by Third Way. Third Way’s new PACE study surveyed over 200 clean energy professionals to pinpoint the non-cost barriers delaying clean energy deployment today and offers practical solutions to help get projects over the finish line. Read Third Way's full report, and learn more about their PACE initiative, at ⁠www.thirdway.org/pace⁠.
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    35 m
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