The Next Energy Supercycle: Nuclear, Microgrids, and the AI Power Boom

​AI’s power appetite is exploding—and the grid wasn’t built for it. Join us for a fast-paced discussion on how nuclear (from today’s advanced fission to tomorrow’s fusion), microgrids, long-duration storage, transmission, and smart demand technologies can unlock the next wave of reliable, low-carbon power for data centers and the broader economy. We’ll dig into the real engineering and economics—what scales, what pencils, and where the investable opportunities are emerging.

​We’re thrilled to host Tim Hade, co-founder of Scale Microgrids, a leader in distributed, resilient power systems for mission-critical customers, alongside Jon Ylvisaker, Partner at Crosscut Ventures and former Tiger Management "cub” turned energy investor, now focused on frontier energy, power, and advanced manufacturing. Expect candid takes on SMRs and the nuclear revival, grid bottlenecks, siting/permitting realities, storage breakthroughs, and practical roadmaps for powering the AI era—sustainably and at scale.