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Critical Capital

Crux and Latitude Studios

The future of energy is shaped by markets, policy, and capital flows — not just technology. Hosted by Crux CEO Alfred Johnson, Critical Capital explores the interlocking forces powering clean and critical infrastructure. The show features in-depth conversations at the intersection of energy, government, and global markets.

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12 episodes
fortnightly
Avg 32 min
English

Episodes 12

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September 15 · 36 min
What it costs to make power cheap
Zach Dell of Base Power weighs in on the battery business, tax credits, and the cost of capital
September 1 · 36 min
What it takes to build in America again
Erin Price-Wright of Andreessen Horowitz on financing factories, mines, and the grid that has to carry them.
S1 · E9
August 18 · 32 min
AI is disrupting services. What does that mean for power demand?
Emergence Capital partner Jake Saper on AI-native businesses and the infrastructure powering the AI economy
S1 · E8
August 4 · 29 min
Senator Thom Tillis on energy, China, and leaving Congress
Sen. Thom Tillis on why America's energy future depends on practical solutions instead of partisan rhetoric
S1 · E7
July 21 · 29 min
The unprecedented opportunity for infrastructure investors
Jessica Bailey of Nuveen on how to deploy capital fast enough and smart enough to keep pace with surging power demand and an aging grid.
S1 · E6
July 7 · 33 min
Navigating the new world disorder
David Miliband of the International Rescue Committee weighs in on humanitarian resilience and distributed energy
S1 · E5
June 23 · 34 min
The trillion-dollar collision between AI and the grid
Emerald AI’s Varun Sivaram says load flexibility is the key to powering America's AI future
S1 · E4
June 9 · 35 min
The US-China rivalry runs through energy and minerals
Graham Allison on the uneasy mix of competition and cooperation shaping trade, energy, supply chains, Taiwan, and global security.
S1 · E3
May 26 · 34 min
The clean energy transition has a hardware problem
Drew Baglino weighs in on the grid’s hidden bottleneck
S1 · E2
May 7 · 41 min
Can U.S. industrial trade policy stay on course?
Tariffs, minerals, and the new industrial order
S1 · E1
April 28 · 41 min
Atoms, bits, and the trillion-dollar manufacturing race
Eclipse Ventures’ Aidan Madigan-Curtis on physical AI and China’s industrial rise
April 13 · 2 min
Introducing: Critical Capital
Inside the markets, policies, and systems powering the future of energy

Showing 1–12 of 12 episodes