Open Circuit cover art

All Episodes

Open Circuit — 62 episodes

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Title
1

Utilities are in the crosshairs of the data center backlash

2

As oil rationing spreads, what comes next? Plus, Fermi America's collapse

3

The hidden bottleneck in clean energy [partner content]

4

A reckoning for the ‘electro-bros’

5

The natural gas ‘bridge’ becomes a highway

6

Have we run out of big ideas to fix the grid?

7

The demand stack: Turning customers into grid capacity [partner content]

8

Grid utilization vs expansion: The 100 GW debate

9

State of the transition: The biggest fights in energy

10

Iran, energy shocks, and the case for distributed power

11

The problem with Trump's AI power pledge

12

Clean energy didn’t collapse in 2025. It adapted.

13

The Green Blueprint: Sage Geosystems' bet on underground energy storage

14

Are investors losing faith in Big Tech's infrastructure frenzy?

15

Is this geothermal’s breakout moment?

16

The politics of making electricity cheaper, from PJM reform to VPPs

17

A five-alarm fire for the grid? (Live)

18

Meta's nuclear deal explained: What's real vs hype?

19

Who controls power in the AI era?

20

Katherine’s final episode

21

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

22

3 years after ChatGPT, vibes meet grid realities

23

A feast of hot takes

24

The grid resilience dilemma

25

Bill Gates caused a climate meltdown

26

The real reason electricity prices are rising

27

The AI race is really an electro-industrial race

28

How to spot an AI bubble

29

Is this moment for distributed energy different?

30

The case for a climate reset

31

Electricity is the new price of eggs

32

Trump’s offshore wind war shakes investors

33

JPMorgan’s climate scientist thinks differently about risk

34

Grab bag: the affordability crisis, a VPP tipping point, and solar’s moment

35

The Latitude stage: How AI changes our digital energy footprint

36

The Latitude stage: Solving the AI load growth puzzle

37

Is America giving up on clean energy manufacturing?

38

The great divergence: Can the grid catch up to transportation innovation? [partner content]

39

A post-OBBB market recalibration

40

What can ag tech learn from clean energy?

41

America’s building bottleneck

42

No, solar didn’t collapse Spain's grid

43

Pain and resilience for climate tech investors

44

The grid is smarter. Why aren't we smarter about the grid?

45

AI rewrites the corporate energy playbook

46

How Tesla bootstrapped the Powerwall 2

47

The abundance agenda meets scarcity politics

48

A high-stakes energy showdown in Texas

49

Tesla’s fork in the road

50

Fear and Loathing at the Department of Energy

51

State of the transition: tariffs, shortages, data centers, and Europe vs China

52

Who’s really paying AI’s power bill?

53

A tsunami of uncertainty for clean energy

54

Energy dominance meets economic chaos

55

Tariffs, localization, and a new global energy order

56

Five years later: the pandemic's energy legacy

57

Does residential solar have a bad product?

58

Is Wall Street in climate retreat?

59

Musk takes a chainsaw to 'energy dominance'

60

The data center boom: ‘All the cheap power is gone’

61

Trump's energy paradox

62

The energy transition, decoded