Inevitable

Michael Spencer is the Founder and CEO of Zeno, an electric mobility company building electric motorcycles, battery-swapping infrastructure, and distributed energy systems across East Africa. Drawing on experience from nearly a decade building businesses in East Africa and four years at Tesla during its hypergrowth era, Spencer is applying lessons from EV charging infrastructure to one of the world's largest transportation markets: two- and three-wheel vehicles. In this episode of Inevitable, Spencer explains why electrifying motorcycles in emerging markets may be one of the most efficient ways to reduce transportation costs and emissions. He discusses how Zeno combines hardware, software, and energy infrastructure to create a business that looks like an electric vehicle company on the surface but increasingly operates like a distributed utility. The conversation explores lessons from Tesla’s Supercharger network, why Kenya became Zeno’s launch market, how battery swapping and AI-powered infrastructure management drive capital efficiency, and why building hard-tech businesses may become even more valuable in an AI-driven world. Spencer also shares his vision for turning Zeno’s charging network into a distributed renewable energy platform capable of serving both mobility and grid customers. Note: Zeno is an MCJ portfolio company Episode recorded on June 8, 2026 (Published on June 23, 2026)

Kurt Terrani is CEO of Standard Nuclear, a company focused on a part of nuclear energy that gets far less attention than reactor designs but can become the true bottleneck: fuel. In this episode, Kurt provides a nuclear fuels 101, walking through the front end of the fuel cycle from uranium processing and enrichment to fabrication. He explains in plain terms what makes TRISO fuel different, why it appears so frequently in next-generation reactor designs, and how fuel performance shapes reactor economics, safety, and scalability. The conversation also unpacks Standard Nuclear’s origin story, which emerged from a Chapter 11 restructuring of UltraSafe Nuclear, and explores a future where reactor-agnostic fuel suppliers replace vertically integrated fuel strategies to unlock faster deployment across advanced nuclear technologies.

Carrie von Muench is the COO and Co-Founder of Pacific Fusion, a company building the first pulser-driven inertial fusion system designed for net facility gain. Fusion has long promised limitless, carbon-free, dispatchable power, but only recently have breakthroughs—from ignition at the National Ignition Facility to major advances at Sandia and new high-efficiency pulse-power technology—shifted fusion from scientific aspiration to solvable engineering challenge. The Pacific Fusion founding team came together after these 2022 milestones revealed a credible, engineering-driven path to fusion energy. Backed by a landmark $900M Series A led by General Catalyst, the company is developing a highly modular system that can be mass-manufactured using accessible materials and domestically sourced supply chains. In this episode, Carrie explains why these breakthroughs matter, how the modular pulser architecture works, why New Mexico became home for the world’s largest pulse-power facility, and how fusion could reshape global energy, industry, and security. MCJ is proud to participate in Pacific Fusion’s Series A through our venture funds. Episode recorded on Nov 19, 2025 (Published on Dec 9, 2025)

Trey Lauderdale is the CEO and Founder of Atomic Canyon, a company bringing artificial intelligence into the nuclear energy sector. Atomic Canyon recently deployed the first commercial on-site generative AI system at a U.S. nuclear facility. While AI’s growth is creating massive demand for reliable, clean baseload power, Atomic Canyon explores the reverse question: does nuclear need AI just as much to solve workforce shortages and accelerate new reactor deployment? Trey’s path to nuclear is unconventional. After building and selling a healthcare communications platform, he moved to San Luis Obispo and discovered he lived 10 miles from California’s last nuclear plant. That proximity led to applying lessons from one highly regulated industry to another. In just two years, Trey has built partnerships with PG&E and Diablo Canyon, Oak Ridge National Laboratory, and Idaho National Laboratory, the kind of institutional relationships that typically take years to establish in the nuclear industry. Perhaps that speed says something about both the urgency of the problem and the credibility of the solution.

Chase Lochmiller is the CEO and co-founder of Crusoe. If you’re a regular listener, Crusoe isn’t new to the pod. This summer, Cody sat down with Chase’s Co-founder and COO, Cully Cavness, during our live event in Austin. This latest episode was recorded live at the inaugural MCJ Summit in San Francisco at the beautiful Autodesk Gallery. Cody and Chase dive into how Crusoe is building data centers at the intersection of AI and energy. Chase traces his path from MIT soccer captain and mountaineer to climate-focused entrepreneur, and how those experiences shaped Crusoe’s core values of preparation, curiosity, and speed. He shares the story behind the company’s 1.2-gigawatt Abilene, TX project, its energy-first approach to powering AI infrastructure, and his vision for an era of abundant energy and intelligence. The discussion also explores the future of AI labor, grid integration, and what digital abundance could mean for society at large. Special thanks to our MCJ Summit attendees and our kind sponsors: Autodesk Foundation, Borusan, Cedar Grove, CSC Leasing, Mitsui O.S.K. Lines, Obayashi, Palantir, and Safire Partners.