"Nobody Cared About Deployment" — Who is Jigar Shah? (Part 2)

Energy Empire · Apr 30, 2026 · 37m · transcript

In 2013, Jigar wrote a book arguing climate didn't have a technology problem. It had a deployment problem. The breakthrough-tech crowd called him naive. A year later, he co-founded Generate Capital to prove it — a C-corp, not a fund, because seven-year fund lives kill infrastructure deals before they work.

First close: $55 million. People were whispering "vanity project." By 2024, Generate had raised $10 billion and built 2,000 assets.

Part 2 of the biography series. Jamie and Jigar revisit the argument with Bill Gates and Vinod Khosla over what was actually broken in clean energy, the C-corp…