Month: September 2025

56. Dr. Scott Hsu, Fusion Partner, Lowercarbon Capital

56. Dr. Scott Hsu, Fusion Partner, Lowercarbon Capital

Episode 57: $10 billion and the Universe’s Most Powerful Energy Source: Fusion 

Why have the biggest names (such as Bill Gates, Lowercarbon Capital, Breakthrough Energy Ventures, Google and Sam Altman) put billions into dozens of fusion energy companies? An engaging, accessible discussion with Dr. Scott Hsu on the fascinating world and private company ecosystem of the fusion energy. Scott was with with the DOE where he helped allocate $100MM of fusion R&D investment. He is now Partner at Lowercarbon Capital. We explore the fundamentals of fusion, compare magnetic and inertial confinement methods, and discuss innovative companies like Commonwealth Fusion Systems, Pacific Fusion, Thea Energy, Xcimer and Avalanche Energy. Scott explains why there’s new hope for making fusion commercially viable in the coming years. He highlights the challenges and opportunities in building the necessary infrastructure. 

 

00:00 Introduction 

01:42 Scott’s Background and Career 

02:39 Lowercarbon Capital and Fusion Investments 

10:42 Fusion Basics and Scientific Principles 

19:57 Magnetic and Inertial Fusion Approaches 

22:52 Understanding the Magnetic Confinement (Commonwealth, Thea) 

23:35 Challenges of Plasma Confinement 

25:31 Innovations in Modern Tokamaks 

29:17 Exploring Alternative Fusion Devices (Pacific Fusion, Avalanche) 

32:40 Laser Inertial Confinement Fusion (Xcimer) 

41:26 Future of Fusion Energy

55. Mike Zukerman, President and CEO of CSAA Insurance Group

55. Mike Zukerman, President and CEO of CSAA Insurance Group

Protecting $500 billion dollars of real estate value: Mike Zukerman, CEO of CSAA, an $8 billion carrier of insurance distributed through AAA Clubs, tells how technology helps protect that massive asset. He tells us how enterprise technology can “surprise and delight” CSAA’s 3 million policy holders, and how self-driving cars will change insurance strategy.   

00:00 Introduction to Mike Zukerman & CSAA 

01:40 Understanding CSAA and Its Business 

04:24 Remote Work and Employee Satisfaction 

08:30 Mike Zukerman’s Background and Career Journey 

11:57 The Future of Auto Insurance and Autonomous Vehicles 

18:51 Understanding Auto and Home Insurance Regulations 

20:10 Challenges of Homeowners Insurance in California 

21:55 Innovative Wildfire Mitigation Technologies 

29:16 Leveraging AI for Customer Delight in Insurance 

35:03 Why CSAA is a Great Place to Work