MCJ Newsletter

MCJ Newsletter

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About MCJ
Our Investment in Exowatt
Powering AI with 24-hour Solar
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MCJ
1
A Practical Guide to First-Market Fit for Climate Tech Founders
How climate tech startups can use first-market fit to scale—lessons from Circularity Fuels’ path from carbon-negative diamonds to synthetic fuels. by…
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MCJ
1
Inside Crusoe’s Rise as a Leading AI Infrastructure Builder
A story about placing the right bets before the market caught up.
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MCJ
How the Budget Bill Could Reshape America’s Energy Future
Clean energy tax credits are at risk. Experts break down what’s in the reconciliation bill—and what it means for climate, manufacturing, and innovation.
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MCJ
Our Investment in Rhizome
Software for utilities to assess climate risk and resilience plans
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MCJ
2
Canada Is Becoming a Launchpad for U.S. Climate and Energy Innovation
by Yin Lu, Partner at MCJ
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MCJ

May 2025

The Next Frontier in Climate Tech is Invisible — And It’s AQ: AI + Quantum
by Dr. Ang Xiao, PhD and Jessica Pan, MPH | SandboxAQ
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MCJ
2
The Cold Chain Opportunity: Climate Innovation Hidden in Plain Sight
by Hannah Sieber, CEO and Co-founder at Artyc
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MCJ
2
The Tariff Roller Coaster: Founders on Navigating Trade Volatility
Climate hardware founders are facing whiplash from shifting tariffs, freight costs, and trade policy. This piece shares insights from leaders navigating…
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MCJ
Energy Scarcity: How Companies Can Navigate and Manage an Uncertain Future
America is entering a new era of energy scarcity, driven by rising demand, grid constraints, tariffs, and AI-fueled power consumption. Explore how…
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MCJ
1
Solving Water Risk in the Age of AI and Climate Change
Alexei Levene, Co-founder & Chief Growth Officer, Desolenator
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MCJ
1

April 2025

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