• Building the Power Behind AI: Nuclear, SMRs, and the Delivery Challenge
    2026/07/10
    Electricity demand is entering a sharp new growth cycle. After years of relatively flat demand, the economy is becoming more electric at the same time AI and data centers are exploding. New manufacturing, reshoring, EV charging, building electrification, air conditioning growth, extreme weather, and 24/7 reliability expectations are all pushing more load onto the grid. AI is the loudest accelerant right now, and for good reason. Data centers need massive computing power, cooling systems, backup power, transformers, substations, and high-reliability grid connections. But the bigger story is broader: the energy transition is no longer just about generating cleaner electricity. It is about delivering enough reliable power, fast enough, in the places where demand is actually showing up.That is why nuclear power, SMRs, gas, storage, renewables, transmission, transformers, and interconnection are currently front-page issues.But there is a harder question behind the hype: can we actually build the infrastructure fast enough, safely enough, and predictably enough to meet the moment?In this episode of Green Giants: Titans of Renewable Energy, host Wes Ashworth, President of Lee Group Search sits down with Todd Zabelle, author of Built to Fail: Why Construction Projects Take So Long, Cost Too Much, and How to Fix It. Todd brings more than 35 years of experience in complex capital project delivery and is the Founder and CEO of Strategic Project Solutions, Founder of the Project Production Institute, Founder and CEO of Pacific Contracting, and a founding equity partner of the Lean Construction Institute.Todd’s perspective is clear: many major projects do not fail because the technology is impossible. They fail because the management system is wrong.That matters now because AI, data centers, nuclear power, and SMRs are all converging around the same challenge: the physical world does not move at software speed.Wes and Todd unpack why traditional project management tools often create false confidence, why schedules can become disconnected from actual production, and why measuring progress by money spent can hide problems until it is too late. Todd explains why critical infrastructure needs to be managed as a production system, not just an administrative exercise.The conversation then turns to nuclear power for AI. Todd shares what he heard at Datacloud Global Congress, where nuclear for AI was a major topic, and explains the cultural gap between fast-moving data center developers and the more conservative, safety-driven nuclear industry.They explore the real-world barriers standing between AI’s energy demand and nuclear deployment, including siting, permitting, grid connection, fuel supply, specialized labor, nuclear-grade quality standards, and the mismatch between data center load profiles and steady baseload nuclear generation.The episode also takes a sober look at SMRs. Todd sees real value in smaller batch deployment, especially as data centers grow over time, but warns that SMRs are not plug and play. Even smaller reactors require serious infrastructure, containment, supply chains, fuel strategy, skilled operators, and disciplined execution.This is not a conversation about whether nuclear matters. It clearly does. It is a conversation about what it will actually take to deliver nuclear-grade infrastructure in the AI era.In this episode, Wes and Todd cover:Why U.S. power demand is rising after years of relative stagnationHow AI, data centers, electrification, manufacturing, and reliability needs are reshaping the gridWhy major capital projects often fail long before the public sees the delay or cost overrunHow traditional scheduling, earned value, and percentage completion accounting can create false confidenceWhy project delivery should focus on production systems, not just administrationWhat data center developers may be underestimating about nuclear powerWhy SMRs solve some problems but leave many execution challenges intactThe fuel supply, workforce, and quality-control bottlenecks behind nuclear scalingWhy nuclear-grade welding, rebar, and construction tolerances demand a different level of skillWhat capable owners must do differently on complex infrastructure projectsWhere AI, digital twins, sensors, and automation can actually improve project deliveryWhy the energy transition depends on execution discipline as much as technology innovationIf you are working in renewable energy, nuclear power, data center development, infrastructure, construction, utilities, project delivery, or AI energy strategy, this episode is a grounded look at the gap between ambition and execution.The future of AI will require massive amounts of power. The future of clean energy will require massive amounts of infrastructure. And as Todd makes clear, the winners will be the companies and leaders who understand how to actually build.Links:Todd Zabelle on LinkedInProject Production Institute's WebsiteStrategic Project Solutions ...
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    47 分
  • John Berger on Otovo, AI, and the Solar Service Crisis
    2026/07/03

    In this episode of Green Giants: Titans of Renewable Energy, Wes Ashworth sits down with John Berger, CEO of Otovo, to unpack one of the most important and under-discussed problems in distributed energy: the solar service crisis.

    Otovo began as a European rooftop solar marketplace, but under John’s leadership, the company is being reshaped into an AI-enabled energy service platform for homes and businesses across Europe and the United States. The new model focuses on what happens after solar panels, batteries, generators, EV chargers, and other behind-the-meter assets are installed. Who monitors them? Who fixes them? Who answers the phone when something goes wrong?

    John Berger brings a rare operator’s perspective. Before Otovo, he founded and led Sunnova for more than 12 years, helping build one of the most recognized residential energy companies in the United States. Today, he is applying those lessons to a different problem: creating the service layer that distributed energy needs in order to scale reliably.

    The conversation explores why installation and service are fundamentally different businesses. Berger explains why installation is a construction business measured in weeks and months, while service is a logistics business measured in hours and days. That distinction matters as more homeowners and businesses are left with orphaned solar systems, unreliable support, and unclear warranty paths.

    Wes and John also dive into Otovo’s acquisition-led growth strategy, including the company’s expansion into the United States, its growing service footprint, and the importance of building density and scale in field operations. They discuss how Otovo is using its proprietary AI platform, Endurance, to reduce software costs, automate workflows, support dispatch, improve response times, and change the economics of energy service.

    This episode also looks ahead to the grid. As solar, storage, EV chargers, generators, and load management become more common behind the meter, reliability becomes essential not only for customers but also for virtual power plants and grid participation. Berger makes the case that service is not a side issue. It may be the missing precondition for distributed energy to become real infrastructure.

    Topics covered include:

    • The shift from solar installation to long-term energy service
    • Why behind-the-meter assets need a dedicated service layer
    • The difference between construction businesses and logistics businesses
    • How orphaned solar customers became a major industry problem
    • Otovo’s reinvention from European marketplace to AI-native service company
    • How Endurance is changing the cost structure of field service
    • Why AI matters only if it improves speed, cost, reliability, and customer experience
    • The role of batteries, generators, EV chargers, and load managers in home energy
    • What virtual power plants need before they can scale
    • Why the future of residential energy may look more like Amazon Prime than traditional utility service

    This is a timely, candid conversation about where the energy transition gets real. More solar and batteries matter, but the next phase depends on whether those systems actually work, whether customers trust them, and whether someone is accountable for keeping them online.

    Links:
    John Berger on LinkedIn
    Otovo's Website

    Wes Ashworth: https://www.linkedin.com/in/weslgs/

    • Email: wes@leegroupsearch.com
    • https://leegroupsearch.com/green-giants-podcast/
    • https://leegroupsearch.com/


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    49 分
  • Liam Ryan of Streetleaf: The Solar Streetlight Revolution Hidden in Plain Sight
    2026/06/26

    Streetlights are one of the most overlooked pieces of community infrastructure. Most people only notice them when they fail. But for builders, developers, utilities, municipalities, and storm-prone communities, streetlighting can quietly shape project timelines, infrastructure costs, public safety, resilience, and long-term operating models.

    In this episode of Green Giants: Titans of Renewable Energy, host Wes Ashworth sits down with Liam Ryan, CEO of Streetleaf, a Tampa-based company building off-grid, solar-powered streetlighting systems with integrated batteries, controls, remote monitoring, and a managed service model designed to remove the friction of traditional grid-tied lighting.

    Liam’s path into clean infrastructure was anything but conventional. After studying economics at Cornell and working in wildlife conservation in Mozambique, he returned to Tampa during the pandemic and began exploring a streetlighting challenge tied to land development in Florida. What started as a practical problem has grown into a national infrastructure story, with Streetleaf now working across builders, developers, utilities, public spaces, and resilience-focused applications.

    The conversation goes far beyond solar panels on poles. Liam explains why the real competition is not just the grid, but the cost and complexity of trenching, conduit, utility coordination, delays, maintenance contracts, and long-term community fees. Streetleaf’s model is built around a simple but powerful equation: if the solar panel, battery, controls, and communications stack can cost less than connecting a streetlight to the grid, the cleaner option can become the practical default.

    Wes and Liam also dig into storm resilience, one of Streetleaf’s strongest proof points. In hurricane-impacted communities, Streetleaf’s off-grid lights have continued operating when conventional grid-tied systems went dark, turning streetlights into visible anchors of safety and continuity during outages. Liam shares how events like Hurricane Ian, Helene, Milton, and wildfire recovery work in Hawaii shaped Streetleaf’s product, operations, and sense of purpose.

    This episode also explores what it takes to sell new infrastructure into conservative markets. Liam breaks down how Streetleaf reduces adoption risk for builders and utilities, why managed service matters, how national relationships with major homebuilders helped shift the company from early adoption to mainstream credibility, and why “smart infrastructure” only matters when it creates real value.

    If you care about renewable energy, distributed infrastructure, resilient communities, land development, utility innovation, or the hidden systems shaping how we build, this episode will change the way you look at the streetlight outside your window.

    In this episode, we cover:

    • Why streetlights are a hidden infrastructure bottleneck
    • How Streetleaf’s off-grid solar streetlights change project economics
    • Why trenching, utility coordination, and delays create hidden costs
    • How solar streetlighting supports hurricane and outage resilience
    • What conservative buyers need before adopting new infrastructure
    • Why managed service can accelerate clean technology adoption
    • How Streetleaf is scaling through builders, developers, utilities, and municipalities
    • What “smart streets” should really mean in practical terms
    • Why the future of infrastructure may be cleaner, simpler, and more distributed

    Links:
    Liam Ryan on LinkedIn
    Streetleaf's Website

    Wes Ashworth: https://www.linkedin.com/in/weslgs/

    • Email: wes@leegroupsearch.com
    • https://leegroupsearch.com/green-giants-podcast/
    • https://leegroupsearch.com/


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    42 分
  • Drew Maggio of Highmark on Heat Pumps and the Hidden Energy Inside Cities
    2026/06/19

    What if the next major clean energy opportunity is all around us in the systems cities already use every day?

    In this episode of Green Giants: Titans of Renewable Energy, host Wes Ashworth, President of Lee Group Search sits down with Drew Maggio, Technical Director at Highmark Building Efficiency, to explore how heat pumps, waste heat recovery, wastewater energy transfer, subway systems, data centers, thermal energy networks, and building electrification are reshaping the future of urban decarbonization.

    Drew brings a rare blend of hands-on mechanical experience, engineering depth, and real-world building systems expertise. At Highmark, he works across emerging HVAC and plumbing technologies, regulatory compliance, industry partnerships, and the practical challenge of helping advanced building efficiency solutions make it from concept to installed, operating assets.

    This conversation starts with the fundamentals: why heat pumps are not simply electric boilers, why coefficient of performance matters, and why building electrification requires more than swapping fossil fuel equipment for electric equipment. Drew explains how the best projects depend on insulation, sizing, design assumptions, controls, contractor familiarity, and a clear understanding of how buildings actually operate.

    From there, the episode expands into a bigger idea: cities are full of hidden thermal energy. Wastewater flowing through sewer systems, heat trapped in subway tunnels, data centers rejecting excess heat, and buildings cooling year-round can all become part of a smarter thermal energy ecosystem.

    Wes and Drew also discuss wastewater energy transfer, why adoption has been slower in New York than in some other cities, how thermal energy networks could allow buildings to share heat like the electric grid shares power, and why Local Law 97 is pushing building owners to rethink long-term compliance and operating costs.

    This episode is especially relevant for professionals in renewable energy, HVAC, building efficiency, real estate, engineering, sustainability, infrastructure, and energy policy. It is a practical, systems-level look at how cities can decarbonize not only by generating more clean power, but by recovering, moving, storing, and sharing the energy already inside them.

    Topics include:

    • Heat pumps and building electrification
    • Waste heat recovery from sewers, subways, and data centers
    • Wastewater energy transfer and thermal energy networks
    • NYC Local Law 97 and compliance-driven retrofits
    • Thermal storage and flexible building loads
    • Building envelope performance and project sizing
    • The future of urban decarbonization

    Links
    Drew Maggio on LinkedIn
    HIGHMARK's Website

    Wes Ashworth: https://www.linkedin.com/in/weslgs/

    • Email: wes@leegroupsearch.com
    • https://leegroupsearch.com/green-giants-podcast/
    • https://leegroupsearch.com/


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    46 分
  • Fusion Gets Real: Will Regan on Pacific Fusion’s Path to Clean Firm Power
    2026/06/12

    Fusion has spent decades sitting just beyond the horizon. But according to Will Regan, Founder and Chief Scientist at Pacific Fusion, that story is changing fast.

    In this episode of Green Giants: Titans of Renewable Energy, host Wes Ashworth, President of Lee Group Search, sits down with Will to explore why fusion is moving from a distant scientific promise into a practical race around execution, manufacturing, modularity, and real-world clean energy infrastructure.

    Will brings a rare perspective to the fusion conversation. Before co-founding Pacific Fusion, he served as an ARPA-E Fellow, spent more than seven years at X, Alphabet’s moonshot factory, and helped create the original vision and team behind Mineral. Today, he is helping lead Pacific Fusion’s effort to commercialize pulsed magnetic inertial fusion, a pathway designed around modular pulser systems, compact chambers, and simplified fusion targets.

    The conversation breaks down fusion in plain English, including why it has the potential to deliver abundant, clean, firm power with low land and material requirements. Will explains how Pacific Fusion’s approach differs from laser-driven inertial fusion and magnetic confinement systems, and why recent breakthroughs at Lawrence Livermore National Laboratory, Sandia National Laboratories, and in pulsed-power hardware helped make 2023 the right moment to build a company around this pathway.

    A major theme throughout the episode is that fusion progress cannot be judged by vague headlines alone. Will walks through a more useful scorecard, from scientific proof of concept to scientific gain, net facility gain, power gain, and ultimately affordable power. Pacific Fusion’s stated near-term objective is net facility gain by 2030, meaning more fusion energy out than the total stored energy input to the machine.

    Wes and Will also dig into the industrial reality behind commercial fusion: why modularity matters, why targets can make or break the economics, what it takes to move from one successful fusion shot to repeatable infrastructure, and how a future fusion plant could fit into the grid as clean firm power alongside solar, wind, storage, geothermal, hydro, and nuclear fission.

    This episode is a grounded look at one of the most ambitious frontiers in energy, without the hype. Fusion may still face major challenges in repetition, durability, supply chains, fuel, workforce, and cost. But the opportunity is enormous: clean, reliable, high-density energy that could reshape what is possible for the grid, industry, and global abundance.

    In this episode, we cover:

    • Why fusion is entering a new chapter focused on execution
    • How Pacific Fusion’s pulsed magnetic inertial fusion approach works
    • What the 2022 NIF and Sandia breakthroughs changed
    • Why modular pulser systems could matter for cost and scale
    • The difference between ignition, scientific gain, net facility gain, and power gain
    • Why Pacific Fusion is targeting net facility gain by 2030
    • How fusion could support clean firm power and real grid reliability
    • Why fusion will need engineers, technicians, tradespeople, and builders, not just PhDs
    • What a future of abundant clean energy could unlock

    Links:
    Will Regan on LinkedIn
    Pacific Fusion's Website

    Wes Ashworth: https://www.linkedin.com/in/weslgs/

    • Email: wes@leegroupsearch.com
    • https://leegroupsearch.com/green-giants-podcast/
    • https://leegroupsearch.com/


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    36 分
  • Erica Ocampo of The Metals Company on Deep-Sea Mining, Critical Minerals, and Clean Energy
    2026/06/05

    The energy transition is often discussed in terms of solar panels, wind turbines, electric vehicles, batteries, and grid infrastructure. But beneath all of that progress sits a harder question: where do the critical minerals come from?

    In this episode of Green Giants: Titans of Renewable Energy, host Wes Ashworth sits down with Erica Ocampo, Chief Sustainability Officer at The Metals Company, for a candid and thought-provoking conversation about deep-sea polymetallic nodules, critical mineral supply chains, recycling limits, ocean ecosystems, and the real-world trade-offs behind clean energy growth.

    Erica brings a rare perspective to this debate. Originally from Colombia, she began her academic journey in music before becoming a chemical engineer and sustainability leader. Her career has spanned Dow, Sims Limited, and now The Metals Company, giving her deep experience across chemicals, plastics, packaging, metals recycling, ESG reporting, circular economy strategy, and emerging critical mineral supply.

    At The Metals Company, Erica works at the center of one of the most complex and controversial questions in the energy transition: whether polymetallic nodules found on the deep ocean floor can provide nickel, cobalt, copper, and manganese with a lower overall impact than some land-based mining pathways. These metals are essential for batteries, manufacturing, infrastructure, electrification, and energy security.

    This episode does not offer easy answers. Instead, Erica and Wes explore the uncomfortable realities that often get left out of clean energy conversations. Recycling is essential, but it cannot meet near-term demand alone. Mineral supply chains are not just environmental systems, they are geopolitical systems. Land-based mining can carry serious social and ecological costs. Deep-sea mineral collection raises legitimate questions about ocean ecosystems, governance, monitoring, and trust.

    The conversation also dives into The Metals Company’s work in the Clarion-Clipperton Zone, the nature of polymetallic nodules, the engineering behind nodule collection, the environmental studies surrounding the NORI-D area, and why Erica believes sustainability leaders must move beyond slogans and engage with evidence, risk, and trade-offs.

    Listeners will hear Erica’s perspective on why discomfort can be productive, why pragmatic sustainability is not the same as compromise, and why building trust may be just as important as building technology. She also shares what it means to build ESG systems before a new industry scales, how to think about guardrails from day one, and why the future of clean energy depends on asking better questions about materials, ecosystems, communities, and accountability.

    Topics covered include:

    • Critical minerals and the physical reality of the energy transition
    • Deep-sea polymetallic nodules and The Metals Company’s approach
    • Nickel, cobalt, copper, and manganese supply challenges
    • Why recycling matters but cannot solve the whole problem
    • China’s role in critical mineral processing and geopolitics
    • Environmental trade-offs between land-based mining and ocean nodule collection
    • Social impacts of mineral extraction and Indigenous community concerns
    • Ocean ecosystem uncertainty, plume impacts, and monitoring
    • ESG strategy, governance, transparency, and stakeholder trust
    • Pragmatism, sustainability leadership, and the future of clean energy minerals

    This is a must-listen episode for renewable energy leaders, sustainability professionals, battery and EV stakeholders, mining and metals executives, policymakers, investors, and anyone who wants a more honest understanding of what it really takes to build the clean energy economy.

    Links:
    Erica Ocampo on LinkedIn
    The Metals Company Website
    The Metals Company Videos

    Wes Ashworth: https://www.linkedin.com/in/weslgs/

    • Email: wes@leegroupsearch.com
    • https://leegroupsearch.com/green-giants-podcast/
    • https://leegroupsearch.com/


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    45 分
  • Frank Tybor of Infravision: Rewiring the Grid with Drone Robotics
    2026/05/29

    Transmission may be the most important energy story most people are not talking about.

    In this episode of Green Giants: Titans of Renewable Energy, host Wes Ashworth sits down with Frank Tybor, Chief Technology Officer at Infravision, to unpack one of the biggest bottlenecks in the energy transition: how we actually build the grid fast enough to support renewable energy, AI data centers, electrification, industrial growth, and rising power demand.

    Frank brings a rare systems engineering perspective to the conversation. His background spans SpaceX, Energy Vault, ThinkOrbital, and now Infravision, where he is helping scale drone-enabled robotics for transmission construction. At Infravision, the mission is not simply to replace helicopters with drones. It is to rethink the full construction workflow, combining heavy-lift drones, intelligent ground equipment, specialty line hardware, software, trained crews, and repeatable field systems.

    Wes and Frank explore why traditional transmission construction is so difficult to scale, especially when projects depend on highly specialized helicopter operations, skilled labor, complex terrain, environmental constraints, and tight outage windows. They also dig into why the old timeline for grid buildout no longer works in a world where solar farms, data centers, and new loads can come online far faster than transmission infrastructure.

    Frank breaks down how Infravision’s drone-enabled system supports pilot line stringing, tension stringing, emergency response, and challenging construction environments where helicopters may be expensive, constrained, risky, or unavailable. The conversation also covers what utilities actually care about when adopting new technology: safety, reliability, cost, schedule certainty, and confidence that the system works repeatedly in real field conditions.

    Key themes include:

    • Grid expansion as a critical constraint on clean energy deployment
    • Why transmission construction has lagged behind other areas of energy innovation
    • How drone-enabled robotics can reduce risk and improve construction scalability
    • The role of intelligent ground equipment, winches, line hardware, and control systems
    • What the energy transition, AI growth, and industrial load growth mean for grid infrastructure
    • Why the next wave of grid innovation may come from better construction systems, not just better generation

    This episode is a must-listen for utility leaders, renewable energy developers, grid infrastructure professionals, investors, policymakers, and anyone interested in the physical realities behind the energy transition.

    Links:
    Frank Tybor on LinkedIn
    Infravision's Website
    Infravision Videos

    Wes Ashworth: https://www.linkedin.com/in/weslgs/

    • Email: wes@leegroupsearch.com
    • https://leegroupsearch.com/green-giants-podcast/
    • https://leegroupsearch.com/


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    44 分
  • Community Solar’s Hidden Engine: Trust, Access, and Scale with Sandhya Murali
    2026/05/22

    Episode: Sandhya Murali, Chief Strategy & Marketing Officer at Perch Energy

    Community solar is often described as a simple promise: sign up, receive credits, save money, and support clean energy. But behind that promise is a complex operating system that determines whether community solar actually works for customers, developers, utilities, and the communities it is meant to serve.

    In this episode of Green Giants: Titans of Renewable Energy, Wes Ashworth sits down with Sandhya Murali, Chief Strategy & Marketing Officer at Perch Energy, to unpack the hidden infrastructure behind one of the most important segments of the clean energy transition.

    Sandhya brings a rare combination of capital markets discipline, founder operating experience, and deep commitment to clean energy access. Before joining Perch, she co-founded Solstice, a mission-driven community solar company focused on expanding access for renters, low-to-moderate income households, and others historically left out of rooftop solar. Her earlier career in investment banking at Barclays, along with her MBA from MIT Sloan, gives her a unique lens on how mission, finance, and market design intersect in renewable energy.

    This conversation moves beyond the usual case for community solar and into the work most people never see: subscriber acquisition, billing, crediting, eligibility verification, compliance, customer trust, and retention. Sandhya explains why community solar is not only about generating clean power. It is also about making sure the customer experience is reliable, understandable, and financially meaningful.

    A major theme throughout the episode is trust. Many customers still wonder whether community solar is real, whether there is a catch, and whether the savings will actually appear on their utility bill. Sandhya breaks down how clear enrollment, accurate billing, transparent savings, and responsive customer support all shape whether the model can scale.

    The episode also explores low-to-moderate income access and why Sandhya believes inclusion cannot be treated as a side initiative. She makes the case that community solar should be designed for the households most burdened by energy costs, while also remaining financeable for developers and investors. That means better program design, simplified enrollment, utility consolidated billing, and practical solutions that reduce friction without increasing risk.

    Wes and Sandhya also discuss Perch Energy’s role as a scaled community solar subscriber management platform. After Perch’s acquisition of Solstice, the company manages more than 3 GW across over 1,000 community solar projects in 16 states, serving more than 430,000 residential customer equivalents.

    Key topics covered include:

    • Why the hardest part of community solar is often invisible
    • How subscriber management functions like critical infrastructure
    • Why trust is the foundation of customer adoption and retention
    • The importance of utility consolidated billing
    • How self-attestation could simplify low-income enrollment
    • Why community solar markets need stable policy and predictable rules
    • How scale helps, and where local market complexity remains
    • What regulators and utilities can do to improve program design
    • Why community solar matters in a future defined by load growth, affordability, and distributed energy

    For clean energy leaders, developers, policymakers, investors, and anyone working to make the energy transition more inclusive, this episode offers a practical and deeply human look at what it takes to turn clean energy access into reality.

    Links:
    Sandhya Murali on LinkedIn
    Perch Energy's Website

    Wes Ashworth: https://www.linkedin.com/in/weslgs/

    • Email: wes@leegroupsearch.com
    • https://leegroupsearch.com/green-giants-podcast/
    • https://leegroupsearch.com/


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    39 分