MCJ Newsletter | Substack

Recent posts

Looking Ahead to 2026: Signals from Energy, AI, and Industry

MCJ's POV for what's to come in the new year.

Jan 7 • MCJ

21 Investments, 100+ Hires, 53 Podcast Episodes: MCJ Recap

It’s recap season!

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How Data Centers Became the Hidden Backbone of Our Modern World

History's insights to navigating AI's next bottleneck by Anay Shah & Ben Shwab Eidelson.

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Think Like a Mountaineer: Lessons in Speed, Safety and Scaling with Crusoe

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MCJ Invests in Hammerhead AI's $10M Seed

Unlocking more compute capacity from existing data-center power limits

Dec 10, 2025 • MCJ

Our Investment in Unlimited Industries

Unlimited Industries CEO Alex Modon explains why today’s EPC model is failing FOAK climate and industrial projects—and how AI-driven engineering can…

Dec 3, 2025 • MCJ

MCJ Newsletter

MCJ Newsletter

A deep dive into climate, energy, and industry transition topics. Featuring solutions created for and by the community, curated by MCJ.

Plug into the transition.

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