25 Feb 2026Citrini’s Market, META gets OpenClaw’d, Gokul Joins Us
1:23:5120 min
Joe McDonald (10): AI-Native Electricity Infrastructure and Energy's Constraint on AI
Joe McDonald, co-founder and CEO of 10, explains the company's AI-native transaction infrastructure for electricity, which moves money directly between generators and business consumers and cuts bills by 20-30% by disintermediating traders and back offices. He recounts his path from law and Limejump (sold to Shell), argues the cost of the electron now defines AI competitiveness and the "new world order," and criticizes the UK for building expensive generation without matching demand. He also shares the "don't be greedy" fundraising philosophy behind the recent $75M Series B with Lightspeed and others, and the secondary programs that make European options meaningful.