🎧 New Podcast Episode: Infrastructure at the Heart — Why the Energy Transition Is a Delivery and Business Model Challenge

We often hear that clean technologies like solar, wind, and batteries are the key to decarbonisation. But the real challenge isn’t about technological breakthroughs. It’s about delivery, getting projects permitted, financed, built, and connected to systems that weren’t designed for this kind of transformation.

In this episode of The Curious Learners, I explore why infrastructure, not innovation, is the critical bottleneck in the energy transition. Narrated by my AI co-hosts, the episode unpacks:

• Why execution risk is now the dominant risk for investors
• How policy, permitting, and market design are stalling progress
• Why business model innovation matters more than hardware breakthroughs
• What’s missing in how we evaluate and scale climate-tech infrastructure

Backed by insights from the World Economic Forum, McKinsey, Allianz Capital Partners, and CDPQ, this is a systems-level look at where the real work lies in the net-zero journey.

🎙️ Listen in and share your thoughts — is it tech that’s holding us back, or something deeper?

#EnergyTransition #ClimateTech #Infrastructure #CleanEnergy #NetZero #PrivateEquity #TheCuriousLearners

In this episode of The Curious Learners, we take a step back from the noise of disruption and zoom in on something more subtle - but just as transformative: the quiet reinvention of the real economy.

Across manufacturing floors, supply chains, family businesses, and financial institutions, a less glamorous but more enduring form of innovation is underway. It’s not about tearing industries down; it’s about modernizing them from within.

We explore how small and mid-sized - often overlooked in the venture or policy spotlight - are integrating AI, reshoring supply chains, transitioning to low-carbon operations, and navigating generational change. These aren’t the stories that usually make headlines, but they are the backbone of economic resilience and industrial transformation.

This episode builds on my latest essay, Beyond Disruption: that the next decade of meaningful progress will be driven not just by startups, but by the incumbents, successors, and operators who choose to build better systems from the inside out.

If you're interested in patient capital, modern manufacturing, climate transition, or the power of steady execution - this one's for you.

In the latest episode of The Curious Learners, my AI co-hosts and I explore a theme that’s become central to my investing journey: resilience.

Not just in the narrow sense of withstanding shocks — but in a broader, more dynamic sense: how our energy systems, industrial processes, and infrastructure can become more adaptive, more efficient, and more climate-aligned in the face of growing uncertainty.

And there’s one technology that’s quietly showing up everywhere: Artificial Intelligence.

From steel mills optimizing scrap recipes to ports cutting idle time with smarter logistics, to power grids forecasting and rerouting energy flows in real time — AI is beginning to reshape how foundational sectors operate. This isn’t just about marginal gains. It’s about building resilience by design.

This episode draws from my recent article — Resilience in the Age of AI — a piece that weaves together insights from the latest IEA Energy & AI report, real-world stories from companies like Maersk, Fortescue, Shell, and Gerdau, and reflections from the IEA Global Conference on Energy and AI, which I attended in late 2024.

Whether you’re a founder, an investor, or just curious about where industrial transformation is headed — this one’s for you.