HeyJaredMCJ Newsletter
A deep dive into climate, energy, and industry transition topics. Featuring solutions created for and by the community, curated by MCJ.
- Indexed issues, last 90 days
- 3
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Sep 3, 2026
Latest issues
The Power We Need Already Exists. It's Just Going to Waste. (opens the original)
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The average American home has enough unused electrical capacity to run a small data center. Until now, no one has found a way to use it. What if the answer to AI’s power problem was the panel installed next to the side of your house?SPAN turns that idle capacity into a distributed data center, one house at a time.On a recent Inevitable episode, Cody sat down with Arch Rao, Founder of SPAN, who breaks down the company&
AI Is Outgrowing the Grid (opens the original)
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In AI conversations, you often hear about compute. How much of it we have and how fast it’s growing. But compute is not the real constraint; power is. Recently, power has become increasingly unpredictable on both ends, with demand spiking and dropping with little warning, and supply not always being available when it’s needed.The grid was originally built for centralized generation flowing in one direction, with large power plants sending electricity out to homes and businesses. That model worke
Our Investment in Light (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!IkFm!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fc265016e-f7c8-4a23-8eb6-ee0da10478c4_1500x844.web
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