Rephonic
Artwork for Catalyst

Catalyst with Shayle Kann

Latitude Media
Data Centers
Decarbonization
Clean Energy
Electric Vehicles
Artificial Intelligence
Climate Technology
China
Sustainable Aviation Fuel
Renewable Energy
Climate Change
Energy Storage
Natural Gas
Biomass
Distributed Energy Resources
Geothermal Energy
Carbon Removal
Energy Transition
Nuclear Energy
Maritime Shipping
Electrification

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.

PublishesWeeklyEpisodes257Founded5 years ago
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Artwork for Catalyst

Latest Episodes

Amidst the increasing urgency of powering data centers, a new solution has entered the mix: send them out to sea.

In this episode, Shayle speaks to Garth Sheldon-Coulson, co-founder and CEO of Panthalassa. The company is building 85-meter steel "nod... more

For years, the prospect of commercial nuclear fusion felt a long way off. But recent breakthroughs—like Lawrence Livermore National Laboratory’s historic 2022 net energy gain—have marked a new chapter in the quest for fusion. Proving the physics in a... more

While much of the world has been focused on the war in Iran’s impact on the energy sector, another arguably more impactful market has been largely overlooked: fertilizer.

The global fertilizer market is in a precarious spot. Roughly a third of the w... more

Even though autonomous passenger vehicles have entered the mainstream in cities across the country, autonomous trucks still lag behind. But Humble Robotics thinks it has cracked the code with a new design that completely does away with the tractor-tr... more

Key Facts

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Recent Guests

Carrie von Muench
COO at Pacific Fusion
Pacific Fusion
Episode: A blueprint for scalable fusion power
Josh Linville
Vice President of Fertilizer at StoneX
StoneX
Episode: Inside the global fertilizer crunch
Eyal Cohen
Founder and CEO of Humble Robotics
Humble Robotics
Episode: Cracking the code on autonomous trucking
George Hershman
CEO of SOLV Energy
SOLV Energy
Episode: How AI is modernizing EPCs
Amin Vahdat
Chief Technologist for AI Infrastructure at Google
Google
Episode: Inside Google’s massive AI capex (live)
Alfred Johnson
CEO of Crux
Crux
Episode: Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
Katie Bays
Director of Research at Crux
Crux
Episode: Frontier Forum: Why clean energy capital boomed in a volatile year [partner content]
Scott Nolan
Founder and CEO of General Matter
General Matter
Episode: Building a domestic nuclear fuel supply chain
Sean (Shawn) McEvoy
President and Chief Product Officer of Grid Beyond
Grid Beyond
Episode: Battery booms and the rise of flexibility [partner content]

Host

Shayle Kann
Host and primary on-air presenter; principal spokesperson for the show; frequently affiliated with energy-focused investment and media groups.

Reviews

4.9 out of 5 stars from 768 ratings
  • Right? Right? Right?

    Why is Dr.Shafer saying “Right?” so much. Hard episode, right?

    Apple Podcasts
    5
    WilderLander
    United States2 months ago
  • Great podcast

    Great info about new energy and AI tech, policy and economics. Easy to listen ti and understand. Even though hosted by a VC guy it is actually less wonky than the journalist hosted competition (Volts)

    Apple Podcasts
    5
    ChowderSoundersFan
    United States4 months ago
  • Excellent show

    In depth, easy to understand and thoughtful!

    Apple Podcasts
    5
    tryitout1992
    United States5 months ago
  • Great energy podcast

    In my top energy podcasts - always learn lots

    Apple Podcasts
    5
    Fearaschiarrai
    United Kingdom2 years ago
  • Never not interesting

    Every episode - great guests, great insights. Highly recommended. Thank you for sharing Shayle.

    Apple Podcasts
    5
    A&J£G
    United Kingdom2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Length and structure are appreciated, with a balance of theory and real-world examples.
Listeners praise the host for asking sharp, non-flashy questions that cut to the core issues.
Content is deep but accessible, with practical takeaways for listeners involved in climate tech and investing.
Guests are consistently high-caliber and well-prepared, delivering actionable insights.
The show is regarded as a trustworthy, data-driven source in climate-tech discourse.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#119
United States/Technology
Apple Podcasts
#161
United Kingdom/Technology
Apple Podcasts
#244
Canada/Technology
Apple Podcasts
#247
Australia/Technology
Apple Podcasts
#45
Colombia/Technology
Apple Podcasts
#103
Saudi Arabia/Technology

Talking Points

Recent interactions between the hosts and their guests.

A blueprint for scalable fusion power
Q: What does post-net-facility gain look like in terms of capital cost and why is modularity so important for cost curves?
Post-net gain, the path depends on the technology, but for Pulsar-Driven Inertial Fusion, modular blocks and high-volume manufacturing enable rapid iteration, reduce capex through mass production, and allow upgrades to drive down the levelized cost of energy as the fleet scales.
A blueprint for scalable fusion power
Q: Can you walk me through how you think about the milestones that we really should be looking out for to track progress toward commercial viability?
The milestones begin with ignition and high gain benchmarks demonstrated in research labs, then moving toward net facility gain for the entire system, and finally achieving a practical, scalable, cost-effective fusion power plant through modular, mass-manufacturable components and higher repetition rate capabilities.
How AI is modernizing EPCs
Q: What is the rate limiter on SOLV Energy's growth and how would you scale to 50 gigawatts per year?
The main bottleneck is logistics and the ability to move equipment and resources efficiently; people can be recruited and trained, but the real constraint is moving the trucks, laydown yards, and coordinating material flow at scale.
Inside Google’s massive AI capex (live)
Q: What are the long-term CAPEX optimization opportunities, and could the same amount of capacity be built more cheaply in five years?
There are significant opportunities in software and hardware co-design, optimizing power-to-space ratios, and building flexible, multi-use data center designs that can adapt to evolving workloads, potentially reducing total expenditure per unit of useful work.
Inside Google’s massive AI capex (live)
Q: How does scale matter for inference versus training, and could we move to a model with smaller data centers or different configurations?
Scale may still be important, but there is a viable path to using smaller deployments or distributed, co-located setups that optimize for latency and reliability; the balance between size and locality depends on workload characteristics and efficiency improvements over time.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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Frequently Asked Questions About Catalyst

What is Catalyst about and what kind of topics does it cover?

Covers a wide range of climate-tech topics at the intersection of energy, policy, and innovation, with in-depth conversations featuring investors, operators, researchers, and founders. Episodes frequently explore decarbonization strategies, grid modernization, capital markets for clean tech, and the economics of scaling breakthrough technologies, often framed by real-world project finance, regulatory dynamics, and technology deployment. Notable strengths include high-caliber guests, rigorous fact-based discussions, and a clear focus on actionable insights for practitioners, investors, and engineers. The show tends to blend technical detail with market context, offering valuable perspective for those evaluating climate-tech opportunities or ... more

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Which podcasts are similar to Catalyst?

These podcasts share a similar audience with Catalyst:

1. Open Circuit
2. Energy Gang
3. The Green Blueprint
4. Interchange Recharged
5. Volts

How many episodes of Catalyst are there?

Catalyst launched 5 years ago and published 257 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Catalyst?

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What guests have appeared on Catalyst?

Recent guests on Catalyst include:

1. Carrie von Muench
2. Josh Linville
3. Eyal Cohen
4. George Hershman
5. Amin Vahdat
6. Alfred Johnson
7. Katie Bays
8. Scott Nolan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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