The Green Blueprint

A decade ago, founding a nuclear startup seemed impossible. Aside from general public concern around nuclear, meaningful progress in the space required billions of dollars. Oklo co-founder and COO Caroline DeWitte helped move the needle by securing the first venture capital-led Series A for a nuclear hardware company in 2018.

The plan? Instead of designing a reactor and selling it to risk-averse utilities, Oklo adopted a model to design, build, own, and operate the plants themselves. It’s an approach that appealed to data centers and hyperscalers looking for reliable electrons without the burden of managing a nuclear facility. To fund the capital-intensive deployment of these reactors, fuel fabrication plants, and isotope facilities, Oklo went public via a SPAC, a gamble that has since paid off in three to four billion dollars raised.

In this episode, host Lara Pierpoint talks with Caroline about her early entrepreneurial days, and the complexities of dealing with the Nuclear Regulatory Commission during the pandemic. Caroline also shares how the company successfully built a test reactor in just 220 days under the Department of Energy's regulatory framework.

Credits: Hosted by Lara Pierpoint. Produced and edited by Ross Kenyon, Anne Bailey, and Stephen Lacey. Sean Marquand is our technical director. Stephen Lacey is our executive editor.

The Green Blueprint is a co-production of Latitude Media and Trellis Climate. Subscribe on Apple, Spotify, or anywhere you get podcasts. For more reporting on the companies featured in this show, subscribe to Latitude Media’s newsletter.

This week, we’re presenting a drop-in episode of Critical Capital, a new partner podcast from Crux and Latitude Studios.

The rush to build data centers has sparked an energy debate: will gas meet the growing demand or will clean firm power like nuclear step in? Nuclear has bipartisan support, new contracts from tech companies, and the capital to build. What it needs, according to Lara Pierpoint, is to be built on time and on budget with government support that lasts.

In this episode, Alfred Johnson sits down with Lara Pierpoint, managing director of Trellis Climate at Prime Coalition and a nuclear engineer by training, to talk about what it will take to build clean power for the data center era.

Together, they dig into whether nuclear can get out of its own way on costs, why data centers now draw the local opposition that nuclear once did, and what AI means for the security of the grid. They also cover what hyperscalers will pay for and how to make government funding promises last from one administration to the next.

Subscribe to Critical Capital on Apple, Spotify, or any podcast platform.

While living in Delhi, Sorin Grama gave a window air conditioner to an employee. He found out weeks later she wasn't using it because the electricity costs were too high. It was a stark reminder that access to global cooling isn't about upfront equipment costs. It’s about the high electricity costs needed to run air conditioners.

To slash those costs, Sorin co-founded Transaera. His team deployed metal-organic frameworks (MOFs), which are highly engineered crystalline structures that act like super-desiccants. By capturing water molecules and drying the air before it is cooled, Transaera bypasses the massive energy costs of refrigerating airborne moisture.

The startup initially planned to build residential units for emerging markets, but then they got a nibble from Amazon. They pivoted away from residential efforts to integrate their MOF materials into larger commercial units. By partnering with an existing US manufacturer, they went from CAD drawings to a pilot unit on a rooftop in Houston in less than six months. That successful pilot ultimately led to a commercial agreement with Amazon.

So could this be the beginning of the end for conventional air conditioning?

Credits: Hosted by Lara Pierpoint. Produced and edited by Ross Kenyon, Anne Bailey, and Stephen Lacey. Sean Marquand is our technical director. Stephen Lacey is our executive editor.

The Green Blueprint is a co-production of Latitude Media and Trellis Climate. Subscribe on Apple, Spotify, or anywhere you get podcasts. For more reporting on the companies featured in this show, subscribe to Latitude Media’s newsletter.

When David Fauvre and his co-founder entered the battery space in 2015, they started as brokers exporting American battery waste to recycling partners in Korea and Japan. But as the industry grew, shipping companies increasingly refused to transport the hazardous materials, making it clear that the U.S. desperately needed its own domestic processing capabilities.

Rather than attempting to build a fully integrated, end-to-end "closed loop" recycling system—an incredibly complex and capital-intensive endeavor—Blue Whale Materials is focusing on doing one thing exceptionally well: pre-processing. Using a specialized thermal system to burn off impurities, the company liberates critical minerals like cobalt, nickel, and lithium from battery foils to create a highly concentrated product they’ve trademarked as “Black Sand.” This premium material is designed to seamlessly integrate into the supply chains of downstream refiners.

After proving their technology with a demonstration plant in Japan, Blue Whale secured private equity funding and recently commissioned its first full-scale commercial facility in Bartlesville, Oklahoma.

In this episode, host Lara Pierpoint talks with David about the capital-intensive reality of building industrial infrastructure outside the venture capital ecosystem, how an outdoor battery fire at their facility forced a major overhaul of their emergency response protocols, and how a $110 million expansion project backed by the Department of Energy is accelerating their roadmap.

Credits: Hosted by Lara Pierpoint. Produced and edited by Ross Kenyon, Anne Bailey, and Stephen Lacey. Sean Marquand is our technical director. Stephen Lacey is our executive editor.

The Green Blueprint is a co-production of Latitude Media and Trellis Climate. Subscribe on Apple, Spotify, or anywhere you get podcasts. For more reporting on the companies featured in this show, subscribe to Latitude Media’s newsletter.

“Good fires" naturally regenerate forests. But a rise in high-severity blazes in the American West are leaving behind barren moonscapes filled with dead trees. These scorched trees act as hazardous fuel for future fires, but clearing them to replant the landscape is astronomically expensive. Add to that a massive shortage in the conifer seed supply chain, and land managers simply don't have the resources to regenerate these forests on their own.

Grant Canary, CEO and founder of Mast Reforestation, is changing that.

Today, Mast Reforestation tackles the ultimate financial bottleneck by burying fire-killed trees deep underground in oxygen-free clay vaults. This permanently stores the timber's carbon, generating high-quality credits that pay for the expensive work of clearing the land and hand-planting new, fire-resilient forests.

In this episode, host Lara Pierpoint talks with Grant about the realities of shutting down a beloved hardware project, the financial arbitrage of buying a legacy seed bank, and how founders should make the case for dramatic startup pivots to their investors.

Credits: Hosted by Lara Pierpoint. Produced and edited by Ross Kenyon, Anne Bailey, and Stephen Lacey. Sean Marquand is our technical director. Stephen Lacey is our executive editor.

The Green Blueprint is a co-production of Latitude Media and Trellis Climate. Subscribe on Apple, Spotify, or anywhere you get podcasts. For more reporting on the companies featured in this show, subscribe to Latitude Media’s newsletter.