Can one of the world’s biggest tech companies actually go carbon-free, not just today, but retroactively, all the way back to 1975?

In this powerhouse keynote from Intersolar 2025, Hanna Grene, leader of Microsoft’s Global Energy and Resources team, lays out a bold vision for this tech giant’s energy future. She makes one thing clear: Microsoft isn’t here to play catch-up. They’re partnering with the clean energy industry to lead. From ditching diesel in data centers to using AI to optimize dispatch and permitting, Microsoft’s commitments are already reshaping how energy is created, distributed, and consumed.

Whether you’re building the grid or optimizing your solar bids, this episode will show you how this tech stalwart is helping turn clean energy headwinds into tailwinds.

Expect to learn:

🔹 Why Microsoft is one of the largest buyers of carbon-free energy on Earth

🔹 How AI is slashing permitting timelines and supercharging forecasting accuracy

🔹 A mind-blowing story of how 17GW of fossil fuels got cut with just software

🔹 How quantum + AI helped shrink 32 million storage compounds down to 18 viable candidates

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

What if the biggest threat to your solar business wasn’t competition—but compliance?

Rebekah Hren has spent over 20 years helping the solar industry avoid costly mistakes and dangerous shortcuts - by writing the very codes and standards that govern it. From fieldwork and training at SEI to consulting for AirBnB and now co-founding Solar Tech Collective, Rebekah has seen it all—and helped shape how we do solar safely and at scale.

In this episode, Nico dives deep with Rebekah to uncover the untold story of the National Electrical Code (NEC), the real reason rapid shutdown rules nearly derailed the industry, and how better training - not just better tech - is key to solar's future.

You’ll learn:

🔹 Why UL certifications aren't optional - and what too many installers still get wrong

🔹 The behind-the-scenes battles of Code Making Panel 4 (CMP-4)

🔹 How O&M pros are rewriting the rules of safety and reliability

🔹 Why rapid shutdown rules almost broke the solar industry

This is more than a conversation about compliance - you need this if you want to build a solar business that lasts.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

Inflation, interest rates, tariffs—most markets flinch. But according to Josh Goldberg, commercial solar doesn’t blink. In this Tactical Tuesday, Josh pulls back the curtain on how Sunstone Credit is adapting—and thriving—by making it easier than ever to finance clean energy upgrades for America’s businesses.

You’ll hear why commercial solar might be more resilient than resi, how to decode confusing lease structures, and why every building owner should be thinking like a telecom landlord. Plus: what makes a killer commercial proposal and the surprising financing products Sunstone now offers (hint: they finance roofs!).

Expect to learn:

🔹 How to translate NOI boosts into powerful solar sales

🔹 Why EV chargers and storage make sense in C&I (but also complicate the deal)

🔹 The tools commercial solar desperately needs—but don’t exist yet

🔹 How Josh is making Sunstone the easiest lender in the clean energy game

“AI is the greatest threat to your business ever.”

That’s how Sheldon Kimber opens this episode—and it only gets bolder from there.

Live from the Kiterocket Lounge during ACP CleanPower 2025, Sheldon returns to SunCast to unpack the real story behind energy-hungry data centers, the rise of hybrid power solutions, and why clean energy is no longer about purity—it’s about pragmatism.

As CEO of Intersect Power, Sheldon’s built one of the most forward-thinking development firms in the sector. He shares how Intersect is co-locating massive renewables with gas, batteries, and even grid backup—forming what might just be the future of baseload power. This is a must-listen for anyone monitoring how clean energy collides with digitalization, electrification, and AI.

Expect to learn:

🔹 Why the U.S. grid is fundamentally broken—and who’s really to blame

🔹 The hybrid power recipe Intersect is using to power Google-scale data centers

🔹 How political oscillation—not gas—is the real threat to climate progress

🔹 Why Intersect is building its own control software instead of relying on VC-backed startups

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

Forget what you thought you knew about data centers.

Ryan Abbott of Clayco (a major datacenter design/build firm) joins Nico to explain how today’s hyperscale data centers are flipping traditional construction and energy planning on their heads. With AI workloads multiplying and compute demand skyrocketing, the real constraint isn't land—it’s power. And not just any power. Reliable, sustainable, redundant power systems that can handle 24/7 cooling, compute, and connectivity.

In this conversation, you’ll learn how data centers are being redesigned for the AI age—everything from chilled water loops to rooftop geometry to satellite data transmission all have an impact on the efficiency of what could be the most important structures to be built in a generation.

Expect to learn:

🔹 Why data center siting now revolves around power, not land

🔹 What “heat rejection” really means and why roofs matter more than you think

🔹 Why water use and air-cooled chillers are becoming make-or-break issues

🔹 What next-gen data center design teaches us about renewable integration

🔹 The reason Arizona—not Alberta—may be the new hub for AI compute

This one is for the builders, the planners, and the visionaries driving clean energy forward. Listen in and learn why the future of compute is all about collaboration—with the grid.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

What makes someone actually care about solar? It’s not the data. It’s the story.

On this special “SundayCast”, Nico sits down with the Reverend himself—Aaron Nichols (okay, not officially a Reverend, but the story behind that title is worth tuning in for). Aaron has made waves as a marketing & advocacy specialist at Exact Solar, helping the company thrive in a time when many others in solar are shrinking. His secret? Telling stories that spark action.

From a school greenhouse in Philly to a donated community solar project, Aaron shares how real narratives—not kilowatt stats—are driving leads, national press, and community engagement. If you’re tired of wonky white papers and want to learn how to make clean energy compelling, what you’ll learn in this episode needs to be part of your playbook.

Expect to learn:

🔹 Why “facts are for the in-group, stories are for the out-group”

🔹 How a single solar story got NPR, local press, and a Congressman’s attention

🔹 The storytelling tactics Aaron uses to turn readers into leads

🔹 How to make your next LinkedIn post actually get seen (and shared)

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

What if a renewable energy power plant could achieve capacity factors above 70%? Wouldn’t that make it, finally, FIRM baseload power, dispatchable and “reliable” for the grid?

Can ai help? What else is required?

The simple answer is hybridization, but a long-time industry pioneer is here to tell us more.

Martin Hermann has spent the last 2 decades pioneering the future of utility-scale solar. From founding 8minutenergy, one of the first to bring Utility-scale solar parks to the US, to launching BrightNight, focused now on making solar dispatchable, Martin’s mission has stayed consistent: make renewables not just clean—but reliable.

In the latest episode of SunCast, you’ll hear how BrightNight is rethinking the way we build power plants, why Martin deliberately didn’t hire solar industry veterans, and how AI is changing the way utilities plan for grid stability.

This isn’t about adding more megawatts—it’s about turning renewables into baseload power, with capacity factors north of 70%.

Martin shares how he’s using hybridization (wind + solar + batteries + market integration) to unlock grid value, and what it takes to design dispatchable renewables from the ground up.

Expect to learn:

🔹 Why utility-scale solar must escape the “real estate developer” mindset

🔹 How BrightNight’s software optimizes entire systems—not just individual tech stacks

🔹 The future of long-duration storage and why multi-day batteries are on the verge

🔹 Why AI could become the most important tool in designing next-gen power plants

Ready to rethink solar's role in the power stack? Hit play.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus

“Even the most unsinkable ship can sink.”

That’s Trevor Noah reflecting on the fragility of democracy, and he’s not just here to make you laugh—he’s here to challenge how you think. At CLEANPOWER 2025, Trevor delivers a brilliant, unscripted dialogue with Jason Grumet, the Chief Executive Officer of American Clean Power, unpacking how stories shape our national psyche—and what that means for the clean energy movement.

This episode is full of surprises. From philosophical riffs on the social power of red lights to how a “thank you” at the front door can restore social cohesion, Trevor delivers a masterful discussion on systems thinking, imagination, and empathy.

Most importantly? He lays out a quietly radical idea: stop selling people what you want—sell them what they need.

Clean energy has a messaging problem, and it’s time we stop preaching morals and start aligning incentives.

You won’t hear a more thought-provoking or entertaining take on American politics, trust, and the future of our energy system all year.

(We recorded this Live Keynote with permission at the American Clean Power “CleanPower 2025” conference - it was delivered the very morning of the Houses passing vote on the Big Beautiful Bill)

👉 In this episode:

🔹 The difference between truth, facts, and perception

🔹 Why clean energy needs better storytelling, not better tech

🔹 How conflict (done right) leads to discovery and love

🔹 The power of human connection in a disconnected world

If you're serious about leading the energy transition, start here—with the questions only a comedian dares to ask.

If you want to connect with today's guest, you’ll find links to his contact info in the show notes on the blog at https://mysuncast.com/suncast-episodes/.

Our Platinum Presenting Sponsor for SunCast is CPS America!

SunCast is proudly supported by Trina Solar.

You can learn more about all the sponsors who help make this show free for you at www.mysuncast.com/sponsors.

Remember, you can always find resources, learn more about today’s guest and explore recommendations, book links, and more than 730 other founder stories and startup advice at www.mysuncast.com.

Subscribe to Valence, our weekly LinkedIn Newsletter, and learn the elements of compelling storytelling: https://www.linkedin.com/newsletters/valence-content-that-connects-7145928995363049472/

You can connect with me, Nico Johnson, on:

Twitter - https://www.twitter.com/nicomeo

LinkedIn - https://www.linkedin.com/in/nickalus