Joe McDonald
25 Feb 2026Citrini’s Market, META gets OpenClaw’d, Gokul Joins Us
Joe McDonald (Tem): AI-Native Electricity Infrastructure
Tem co-founder and CEO Joe McDonald details the company's $75M Series B and its AI-native transaction infrastructure for electricity, which moves money between generators and business consumers and cuts power bills 20-30% by stripping out intermediaries. He recounts the founding story after selling Limejump to Shell, argues cheap electrons are the binding constraint on AI and manufacturing competitiveness, and likens energy tech's moment to fintech a decade ago. He also explains his "don't be greedy" fundraising philosophy, regular secondary sales, and Tem's plan to dominate the UK while expanding to Texas and Australia.
25 Feb 2026Citrini’s Market, META gets OpenClaw’d, Gokul Joins Us
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.