4 Jun · 44 min
Today, we're joined by Jeff Lawson - co-founder of Twilio and now founder of Inertia, a fusion energy company commercialising the Lawrence Livermore fusion breakthrough (the first experiment to produce more energy from fusion than it consumed.) Cameron McLain talks to Jeff about why he thinks the barriers to fusion are manufacturing problems, not physics problems, what a 10-15 year timeline to grid energy actually looks like, and why he thinks SaaS is heading for a structural reckoning. He speaks about: - Why the Lawrence Livermore breakthrough proved the physics works. - Why the two commercial barriers are cost problems, not technical problems. - For almost 100 years, fusion was '3 decades away' because nobody knew if it could work. But now it can work, the question is commercialisation. - Why fusion and solar will win together. In 50 years, Jeff expects the grid to run on two sources: solar-plus-battery and fusion. - How to make Agile work in hardware (and why the Gantt chart is a lie!) - Why SaaS has an innovator's dilemma in the AI age. - Why infrastructure companies win when the world is building. - Why storytelling runs through everything: fundraising, hiring, selling. Building a purpose driven company? Read more about Giant Ventures atwww.Giant.vc (https://www.giant.vc/). Music credits: Bubble King (https://soundcloud.com/vector_xing/bubble-king-1) written and produced by Cameron McLain and Stevan Cablayan aka Vector_XING (https://open.spotify.com/artist/0OIhUsMY7pVMZPc5kp4pBP). Please note: The content of this podcast is for informational and entertainment purposes only. It should not be considered financial, legal, or investment advice. Always consult a licensed professional before making any investment decisions.
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