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Replay: Using Wasted Energy to Power AI with Crusoe's Cully Cavness
by Doug Lewin on November 26, 2025 at 11:24 am
Thanksgiving Week RepostThis episode originally aired in June 2024. We’re resurfacing it because the core idea discussed here were timely then and even more timely now. We’ve also refreshed the audio, with improved mixing and mastering for a clearer, […]
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How AI Data Centers Can Go From Villain to Hero with Varun Sivaram
by Doug Lewin on November 19, 2025 at 11:22 am
“Everyone hates data centers.” That was the subject line on the email newsletter from Heatmap Daily the day before I sat down with Dr. Varun Sivaram, co-founder and CEO of Emerald AI. Communities see huge new loads coming onto the grid, hear about […]
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It's Going to Happen First in Texas with Nat Bullard (Part 2)
by Doug Lewin on November 12, 2025 at 11:22 am
This is part 2 of my conversation with Nat Bullard. Check out Part 1 here: We talk a lot about the grid of the future. The truth is, that future is already showing up in Texas. Batteries are being built at record pace, data centers are chasing cheap and […]
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Information is Infrastructure with Nat Bullard (Part 1)
by Doug Lewin on November 5, 2025 at 6:02 pm
Texas energy forecasts are shifting fast — and few people track those shifts better than Nat Bullard. From ERCOT’s data center surge to $2,500 gas plants, this conversation breaks down what’s really driving the Texas grid’s next chapter. Load growth, […]
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Made in Texas: The New Solar Supply Chain
by Doug Lewin on November 3, 2025 at 4:00 pm
Texas is quietly leading a clean-energy revolution, building one of the world’s most advanced end-to-end solar manufacturing chains, right here at home. Doug Lewin talks with Dan Barcelo, CEO of T1 Energy, about how Texas could become the center of […]
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When Wildfires Hit Nuclear Force
by Doug Lewin on November 2, 2025 at 4:00 pm
A 2001 wildfire in Alberta was so massive that U.S. satellites mistook it for a nuclear explosion. That moment marked the dawn of a new era: 21st-century firestorms powerful enough to punch into the stratosphere. In this clip from the Energy Capital […]
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Climate Disasters Are Outrunning Our Systems
by Doug Lewin on November 1, 2025 at 3:00 pm
We’ve entered a new era where floods, fires, and storms don’t just break records, they rewrite them. Doug Lewin and author John discuss why our institutions are still fighting 1990s-sized disasters while the 21st century demands a whole new playbook. […]
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Why Texas Leads the Energy Independence Race
by Doug Lewin on October 31, 2025 at 3:30 pm
Texas has always done things its own way and now, it’s doing the same with energy. From oil and gas to solar and storage, the state’s building a future rooted in sovereignty and independence. As the U.S. faces rising demand from AI and data centers, […]
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The Race to Power AI: Solar or Gas?
by Doug Lewin on October 30, 2025 at 10:30 pm
AI isn’t just changing the tech world, it’s reshaping the energy map. Data centers need power now, and Texas is at the center of the race to keep up. Doug Lewin talks with Dan Barcelo, CEO of T1 Energy, about why solar and storage may be the only energy […]
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Texas Oil Fields Now Run on Solar Power
by Doug Lewin on October 30, 2025 at 3:30 pm
Texas oil fields are quietly going solar. In the Permian Basin, over 88% of electricity now comes from wind and solar and even oil producers are switching because it’s cheaper. Doug Lewin talks with Dan Barcelo of T1 Energy about how economic reality — […]
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Texas Energy Freedom: “Build, Build, Build” Mindset
by Doug Lewin on October 29, 2025 at 10:15 pm
Texas has a spirit you can’t regulate. In this clip, Dan Barcelo, CEO of T1 Energy, explains why the “build, build, build” mindset and raw Texan independence are powering the state’s rise as an energy leader. *What you’ll learn:* - How Texas’ […]
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Building a Solar Supply Chain in Texas with T1's CEO Daniel Barcelo
by Doug Lewin on October 29, 2025 at 10:44 am
This is a free preview of a paid episode. To hear more, visit www.douglewin.com (https://www.douglewin.com?utm_medium=podcast&utm_campaign=CTA_7) Most solar panels are imported from China which now has the ability to manufacture over a terawatt (1,000 […]
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IRA Repeal: How It Could Reshape Texas Energy
by Doug Lewin on October 28, 2025 at 3:00 pm
The Inflation Reduction Act repeal is reshaping Texas energy in real time, but not in the way many expect. In this clip, Doug Lewin talks with Hayden Stanley about how repeal pressures can actually drive efficiency, innovation, and competition across […]
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Texas’ Hidden Energy Fix: Efficiency That Powers Growth
by Doug Lewin on October 27, 2025 at 3:00 pm
At the GCPA Fall Conference, the audience asked a simple question: “If you could implement one energy policy in Texas, what would it be?” No one said “build more power plants.” Every answer came back to the same theme: efficiency, flexibility, and […]
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China is Winning the Clean Energy Race
by Doug Lewin on October 26, 2025 at 3:00 pm
China is building the future of energy and America is watching from the sidelines. As China installs gigawatts of renewables every day, U.S. companies still lean on 20th-century fossil tech. In this clip, former North Carolina legislator John Szoka joins […]






