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Do you want a light tailwind or a full-on hurricane?

“The only thing better for the climate than buying an EV over a gasoline-powered car is buying no car at all,” the climate scientist
Rob Jackson has written. But for many Americans, not having a car at all is the stuff of logistical and cultural nightmares. The average person living in the U.S. covers more than 1,000 miles per month in their vehicle, and nearly 45% of people don’t even have the option of opting for public transportation. Ditching your car? You might as well ask people to give up their cell phones.
But across the country, transportation advocates and e-bike warriors are looking for solutions to go, if not entirely car-less, then at least car-light. Heatmap has put together a comprehensive guide to help you make a decision that best fits your lifestyle, whether that’s becoming a superpedestrian, a committed e-bike user, or just trying to replace a couple of short-haul drives a week.
Doug Gordon is the cohost of “The War on Cars,” a podcast about the fight against car culture. He is also a writer, TV producer, and safe streets advocate, and he advises nonprofits and mobility companies on communications strategies to promote better streets and public infrastructure through his Brooklyn Spoke Media consulting business.
Alexa Sledge is the director of communications at Transportation Alternatives, a nonprofit organization that has worked to promote non-polluting, safe, and quiet travel in New York City since 1973.
Bryan Dean is the sales manager at The eBike Store in Portland, Oregon, which opened in 2008 as the city’s first e-bike-only retailer. He’s spent over six years helping customers pick out their perfect bikes and is also the creator of the #eBikeAnywhere hashtag.
Kevin Lau is a product specialist at REI with more than 20 years of experience. He is based out of Marlton, New Jersey.
Only 8% of U.S. households currently get by without owning a car, and less than 1% of Americans commute to work by bike. The U.S. is so driving-centric that we’re home to one-fifth of all the cars on the planet despite having less than 5% of the global population. Eleven states have more registered vehicles than people.
But just because driving has always been your default doesn’t mean it makes the most sense for the kind of travel you do — even if you live somewhere without great public transportation. Over half of all trips Americans make in a car are for a distance of less than three miles — perfect to convert into a bike ride.
“I think of mobility like a Swiss army knife: You have to use the right tool for the job,” Gordon told me. “If I just need to pick up a carton of milk, does it make sense to do that in a 6,000-pound metal box on wheels that is powered by dinosaur juice? Not so much.”
On average, commuting by bike in the U.S. saves an estimated $2,500 per year, and it has been found to have massive benefits for one’s mental health, cardiovascular health, and even productivity at work. Yes, even e-bikes!
“If you go to places like Copenhagen or Amsterdam — places where there are huge numbers of cyclists — and you poll those people, concern for the environment barely cracks the top five reasons why they cycle,” Gordon said. “The reasons why people cycle in Denmark and the Netherlands are because it’s safe and convenient, and it’s often the fastest and cheapest way to get where they’re going.”
Transportation is the most significant contributor to climate change in the United States, with nearly 60% of the sector’s greenhouse gas emissions coming from cars alone (another 23% comes from trucks). Replacing a quarter of your total driving with walking, biking, or e-biking could save 1.3 tons of greenhouse gas emissions per year, according to our friends at WattTime — about the same as forgoing burning 1,433 pounds of coal or three barrels of oil. If every American drove even a mere 10% less per year, it’d be like taking 28 coal-fired power plants offline.
You can still make a significant impact without ditching your car, in other words: You simply have to drive less. And the upsides are enormous. More Americans die of car pollution than in car accidents every year. Additionally, commuting by bike or by foot makes us healthier and happier.
It also helps us realize what our community priorities should be. “Individual action is not always what we need to focus on,” Gordon said. “We need to focus on institutional change. But my philosophy is that lots of individual action actually adds up to the political will to get the institutional change you need.”
A survey of studies from five countries (including the U.S.) found that the main barriers to cycling were low perceived safety, bad weather, lack of cycling infrastructure (including “shower facilities” at one’s destination), and distance and perceived effort.
Safety is a valid concern. Riding a bike is about 500 times more likely to be fatal than riding a bus, according to a 2007 study; even with the success of programs like New York’s Vision Zero, collisions with cars remain a real danger for people on bikes. The car-related pollution inhaled while cycling can also shorten a cyclist’s life by an estimated one to 40 days. But the benefits of cycling on average far outweigh the risks: Riding a bike adds an estimated three to 14 months to your life, even when the possibilities of collisions and air pollution are considered. The health benefits are so significant that a separate study by Swedish researchers found that cyclists had a 47% lower risk of early death and a 10% lower risk of hospitalization compared to car and train commuters.
What about concerns about shower availability and the “distance and perceived effort” of riding a bike? That’s where the advantages of an e-bike’s pedal assist come into play. “E-bikes are great at blasting through any concerns you have about sweat,” Gordon told me. Even in hot weather or on difficult terrain, pedal assist can keep you looking fresh when you arrive at the office.
The first step to driving less is thinking about when and where you can replace specific trips with walking, cycling, or public transportation instead. Lau told me his general rule of thumb is that if a trip is less than a mile and he can safely walk (i.e. if there are sidewalks or safe paths), then he’ll walk. “If it’s more than that, I’ll take the bike if I have a place to lock it or can bring it into my workplace or store,” he said. For trips where he might need some extra assistance — that are farther, longer, hillier, or will require carrying “more cargo without working as hard,” he’ll opt for an e-bike instead.
You can do a lot of this reconnaissance from your couch. Apple Maps and Google Maps can take a lot of the guesswork out of finding the best bike paths to and from your house and the other places you frequent, including informing you ahead of time if the route will require riding on major or minor roads or ones with protected bike lanes. Google and Apple Maps can also give you real-time information about public transportation options in your area (as well as allow you to plan for trips when service might be reduced, like late nights or weekends), and many transit systems now have their own apps to make tracking delays or alternative service simpler.
It’s funny how you don’t realize where the long, slow inclines are in your neighborhood until you’re huffing up them on a bike. Google Maps and Apple Maps can show you what elevation to expect on a walking or cycling route. If you live in a hillier area, an e-bike might be better than a traditional bike since it can take some of the ouch out of the ups.
“Something really, really important that people don’t always think about is gear,” Sledge told me. “It doesn’t necessarily have to be expensive, but if you can only ride your bike when it’s 80 degrees and sunny, that’s not the best scenario.”
If you live somewhere where it gets hot, rainy, snowy, windy, or the weather can change unexpectedly, think ahead of time about the sort of gear you’d need to make cycling or walking more comfortable. (We have a checklist of ideas below.)
California, Colorado, Connecticut, Hawaii, Massachusetts, New York, Oklahoma, and Vermont all have statewide tax credits or rebates to encourage e-bike adoption.
Live somewhere that isn’t on that list? Here is a super handy tracker from the Transportation Research and Education Center at Portland State University of more than 100 counties, cities, and municipalities that offer e-bike incentive programs. Also, look for e-bike lending libraries that might be in your area.
If you’re having trouble learning about the programs available to you, head into a brick-and-mortar e-bike shop in your area or connect with your local transportation advocacy group — they’ll know what programs you can take advantage of and be happy to point you in the right direction.
Do you know what bike enthusiasts love more than anything? Creating new bike enthusiasts. If you’re still feeling intimidated by the idea of getting on a bike — or even if you’re not — “find a friend who’s already doing it,” Gordon suggested. Bike people are “an evangelical bunch, and if you tell a friend who you know is into biking or bike commutes regularly that ‘Hey, I’m thinking of doing it,’ I can guarantee that person will be more than happy to hold your hand and help you through your first ride.”
There are dozens of emissions-free or emissions-light transportation options, from using your own two feet to digging the old beater bicycle out of your garage to going full Steve Wozniak with a Segway. The most important thing is to something you’ll actually use.
That said — “What’s really going to be the best option for most Americans is an e-bike,” Sledge told me. “That’s a true car replacement when so often a [traditional] bike can’t be a true, true, true car replacement.” E-bikes are simply more practical and comfortable for longer rides or daily commutes, and if you need to haul things like groceries or children, they can’t be beaten.
I’ve looked at all my options and don’t think I can drive any less than I already do. What can I do instead?
There’s no way around it: E-bikes are pricy. “An e-bike is going to be a big purchase — nowhere near as much as a car, but still, it’s a major purchase,” Sledge said. Even with incentive programs (more on that below), you’re likely to spend more than $1,000 out of pocket.
It is tempting to look for a bargain. But Dean stressed that manufacturers and bulk retailers are “sacrificing a lot” in terms of quality and service to make a profit at lower price points. As a rule, “If you’re spending less than $1,000 on any bike, it’s landfill,” he said. “And that waste is toxic — odds are, it isn’t going to be recycled properly.”
Gordon suggested that if you’re concerned about how often you’ll use an e-bike, it makes sense to get “a cheap regular bike” initially. “Then you can figure out if this is something you want to do in the long term, and after a few weeks, or a month, or a year, you can go, ‘Okay, I’m ready for the $1,000, $2,000, $5,000 bicycle.’”
Perspective is important, too. Yes, e-bikes are expensive — if you compare them to regular bikes. “If you compare them to cars, they’re a bargain,” Gordon said. “E-bikes are a replacement tool; they’re not an upgrade from other bikes. So if you’re a family with two cars and are going down to one, getting a $2,500 or even $5,000 e-bike is a relative bargain.” Additionally, many retailers — including The eBike Store in Portland, Oregon, where Dean works — offer installment plans to help make the purchase more manageable.
Conversion kits are a popular way to convert an analog bike you already own into an e-bike by attaching a motor to the front hub, rear hub, or mid-drive. Many of these kits can be found cheaply on websites like Amazon, though The Washington Post warns that it is still a “very Wild West market” and to only buy batteries from reputable e-bike battery brands (low-quality batteries are more likely to start fires). While converting to an e-bike might be a good option for you if you want to dip a toe in the e-bike water, you’ll still need to spend several hundred dollars to get a kit that gives you the same oomph as an actual e-bike. That said, whatever option gets you on a bike is the best one, and if you’re converter-kit curious, here’s a good guide for learning where to start.
“Buying a bike at a brick-and-mortar store from competent, kind people who love their job — customers are going to have a fantastic experience,” Dean told me. “They’re going to get a great taste for the bike, which means they’ll be riding it a lot. We’re not in the business of selling bikes that sit and rot in someone’s garage.”
It is especially important to go to a store with e-bike specialists on staff (rather than a bulk retailer like Costco — or worse, anything online) because the mechanics will have checked the bike over and adjusted the safety points so it’s ready to go. “You’re going to get educated and get a strong appreciation of the beautiful tool that you are buying, and learn how to operate it and make it last,” Dean added.
Most importantly, though, ensure you take the bike for a test ride before handing over your credit card. Any retailer worth its salt will offer this as an option; the best retailers will take you on a guided test ride, where they’ll teach you how to use the e-bike you’re trying out. But the bottom line is, “Don’t buy a bike that you haven’t ridden,” Dean said. “Ride the bike before you buy it; that’s in all-caps with smiley faces and exclamation points. Don't buy the bike if you can’t ride it first.”
“Buy the bike that’s going to put the biggest, dumbest smile on your face.”
Dean said he points riders looking to log miles to the Specialized Como. “When you’re commuting long miles, you want something comfortable, something that’s reliable, something that has a strong enough motor that will get you where you’re going and a big-enough battery that you’re not going to sweat it,” he said. The Specialized Como is also an excellent choice for people who want to “show up to work not sweaty” but maybe get a little bit more of a workout on the way home.
If you prefer commuting on a traditional bike, Lau suggested REI’s ADV 1.1, a road touring bike, or the CTY 1.1 bike, a less-expensive hybrid built for logging longer distances and enduring the daily wear-and-tear of a commute. His e-bike pick for commuters is the CTY e2.2, a popular, well-reviewed, and accessible commuter bike specifically marketed to “replace car trips.”
Dean loves to recommend Tern bikes to people who want to make trips with their kids. “They’ve been doing this for a long time, they have tons of great accessories, and they use Bosch power systems,” he said — all points in the bike’s favor. That customizability and reliability make it a good fit for families who want to be able to tailor the bike to their needs and price point while also not having to worry about it breaking down in the middle of a toddler’s meltdown.
But there is one other primary reason why Dean points parents to Tern. “All of their bikes are rider first, cargo behind” — versus bucket bikes that put the cargo in front of the rider. While the latter design is also popular, it also means that if you’re trying to squeak out into traffic, you’re nosing your most precious cargo ahead of you, into potential harm’s way.
Lau offered three options for e-bikes that won’t make you miss the trunk of your car, starting with the Cannondale Cargowagen, which can lug up to 440 pounds — that is a lot of Chili & Lime Flavored Rolled Corn Tortilla Chips. Its range isn’t quite as good as some other bikes on the market — the battery is 545 watt-hours — so it’s probably a better fit for people who live in higher-density areas or near their preferred market. (You can always buy a second battery if you want a little more range.) The Cargowagen is also a class 3 bike, meaning you won’t have to worry about the ice cream melting before you can get home.
Like Dean, Lau loves to recommend Tern bikes for handling heavy loads, especially the Tern GSD S00, which conveniently folds up so it can even be stored in an apartment or transported in an elevator while still being compatible with Tern’s line of cargo-carrying products — but at almost $6,000 before add-ons, it’ll likely be out of many first-time e-bikers’ budgets. Tern’s Vektron S10 is a less expensive option and still has the power to handle hilly roads with six Trader Joe’s bags in tow. (Note that both Terns are class 1 bikes, meaning the pedal assist tops out at 20 miles per hour.)
“Lightweight e-bikes are out there,” Dean said, and can be had — for the right amount of money. “They’re usually going to start around $3,500 to $4,000 and then go up from there,” he told me, pointing to Specialized as one of his favorite lightweight brands.
Keep in mind that you may not need a lightweight e-bike. “No one has ever come in and said, ‘I want a heavy bike,’” Dean pointed out. Electric motors are, by necessity, heavy, so getting a lighter bike can mean sacrificing half the motor and battery. There are workarounds: “If you have stairs to go up, almost all of these bikes have a walk assist mode,” which gently turns the tires so you’re not fighting gravity on your own, Dean told me. Likewise, if you’re trying to load your bike onto a car rack, “you don’t have to Hulk it up there; you can be a little smarter about your efforts by picking up the front wheel and putting it in the rack behind your car. Then pick up the back wheel.” If you’re really struggling with your bike, you can always pop off the battery — one of the heavier components — and carry it separately.
The best new commuter bike you can get away with is the CTY 1.1, the analog bike Lau recommended above, but for an e-bike option, he points customers to the Co-op CTY e2.1, an easy, accessible, no-frills class 1 bike that won’t run you more than $2,000. It might be a little light on features for a serious urban commuter, though.
Dean told me that the Gazelle Medeo and some of the bikes from Electra Country will have price points that could be more acceptable to customers on a budget. Gazelle uses the reliable Bosch power system, and the Medeo is “really good” and comes in “multiple versions.” (I found one for less than $2,000). Electra Country is a subsidiary of Trek and is a “one-size-fits-all, beach cruiser-looking bike” that comes in super fun colors.
Congratulations! You’re the proud owner of a bike or an e-bike (or skateboard or e-scooter or a really good pair of walking shoes). What happens now?
While the benefits of riding a bike (or any other form of active transportation) still outweigh the risks, cars are getting bigger, their blindspots are getting larger, and pedestrian and cyclist deaths nationwide are at a 40-year high. Even electric vehicles might be a small part of the problem since they’re so much heavier than regular cars — and that much more dangerous if you get hit.
I asked Sledge how newly carless commuters could become better pedestrians, and she quickly corrected me. “There is no such thing as being a good pedestrian,” she said. “So often, in the United States, when we have groups of people that are consistently harmed by other groups of people, we’re like, ‘How can the victims be better?’ And the real answer is, ‘How can we create systems and designs that protect those people?’”
We’ll get into that. But the bottom line is: be safe when you’re out on the road. Learn how to navigate intersections safely, and don’t take unnecessary risks. Especially if you’re on an e-bike, “You’re traveling faster than most cars are expecting you to,” Dean said. “To remember that, imagine you are not only invisible, but they’re all trying to kill you.”
“Riding a bike is a really good entry for a lot of people into larger political conversations about climate, the design of their cities or towns, and a host of other issues,” Gordon told me. It might only be a short amount of time before you start to wonder why there aren’t more protected bike lanes in your town or city, or why mass transit isn’t reaching your neighborhood or destination, or why lousy road design is making your commute more dangerous than it should be.
There’s some good news, though: There has never been a better time to become a transit advocate. “It could be as small as your block, or your neighborhood, or your city, but there are tons of groups all over the country that focus on working to make them safer and better for the people in them,” Sledge said.
One of the best places to start is by making your voice and your values heard. As Sledge reminded me, car companies already have — and continue to spend money and time lobbying policies that are better for drivers (and their bottom lines) than others on the road. But where to begin? “First, I would look for any kind of organization in your community, your neighborhood, or your city that focuses on safe streets or fighting climate change, and see if you can get involved with them,” Sledge said. “And if you don’t have that kind of organization, start to go to your city council meetings, making your voice heard with your local representatives — those kinds of things really make a difference.”
Another great resource is Transportation for America’s Transit Advocate Guide, which takes you step-by-step through building a movement in your community. Transportation Alternatives also hosts occasional activist trainings to help you learn how to organize successful campaigns in your neighborhood.
Maybe you bought an e-bike or a monthly metro pass … but you’ve been unable to quit your car the way you thought you would. That’s okay! This is not an all-or-nothing activity. “Don’t feel guilty if you’re still driving,” Gordon stressed. Remember that “you’re operating within a system that is built for you to drive, so starting small is really good.” Every fit and start of progress helps.
Remember also that better, low- and zero-emissions-friendly infrastructure and a pedestrian-first culture aren’t going to be built overnight. Even the most hard-core among us still need to use cars occasionally. Just “reimagining how we’re going to truly allocate our public resources — our public dollars, our public services — to serve everyone, and radically rethinking how to do that, is so important,” Sledge said.
I will leave you with one last instruction for ditching your car. When you discover the bike that lets you “follow your joy, follow your bliss,” and puts a “smile on your face” — as Dean likes to say — don’t keep it to yourself.
Someone else in your community is beginning to think about ditching their car, too. It’s your turn now. Go forth. Become someone else’s enthusiastic bike geek.
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SpaceX and Tesla have produced executives and founders across the clean energy world. Here’s what they had to say about working for their former boss.
While SpaceX founder and Tesla CEO Elon Musk is often lauded for turning technology like reusable rockets and American-made electric vehicles into thriving businesses in a way long thought impossible, or at least improbable, he has also more quietly done something about as unlikely: get investors excited about capital-intensive hard tech startups.
For most of the time Musk was sleeping on the floor of Tesla’s factory to oversee Model 3 assembly and his rockets were riding across the country on the back of flatbed trucks, the venture capitalists that fund the next generation of technology companies were largely enamored with software businesses, which required little capital to start up and could scale quickly with accelerating profitability.
Today, thanks in no small part to Musk, hard tech companies are able to raise hundreds of millions of dollars within a few years of being starting up, with top-flight venture capital firms such as Andreessen Horowitz building whole funds devoted to the broad sector.
That investor interest has helped nurture a series of startups founded and led by former SpaceX and Tesla employees. These types of businesses don’t have the forgiving characteristics of software companies; instead, they’re often incredibly capital intensive, and require years of design and manufacturing before profits show up. Climate tech and energy companies almost inevitably fall in this category, often working on trying to turn technology that may mostly exist in a lab with nascent markets and high barriers to scale into something that can generate real returns for investors.
To mark the occasion of SpaceX’s initial public offering, Heatmap decided to survey the landscape of SpaceX and Tesla alumni now cutting their own swath through the climate tech marketplace. We identified 40 founders and executives, who all together spent a total of 252 years working for Musk. They’ve since moved on to companies in 9 different industries, from Musk-adjacent categories such as batteries and electric vehicles to carbon removal and grid tech. Cumulatively they’ve raised at least $27 billion, according to the data available in Crunchbase. (Since we finalized this list, one more Musk alum-founded company has emerged from stealth. Welcome to the world, Ambrosia Energy.)
Heatmap asked these founders and executives by email what they learned from their experiences working at Musk-led companies, and we heard back from more than a dozen of them. The vast majority of those told us it was no accident that they’d ended up where they have after working for Musk.
“While working at Tesla, I was surrounded by people who were there for the hard stuff and thrived on it,” Mateo Jaramillo, co-founder and CEO of the long-duration battery company Form Energy and a former Tesla Energy vice president, told us. “It's not just that they tolerated it — that was the stuff they lived for. There are moments in a company's arc when that kind of mentality is required, and at Tesla in those days it was like walking through a crucible every single day, with truly no idea how things were going to resolve. And yet you keep going and figure it out along the way.”
Musk himself has been a formidable digester of investor capital, including from Founders Fund, the venture capital firm founded by his former PayPal colleague Peter Thiel, which invested in SpaceX before its first successful launch.
Founders Fund has since become an investor in several Musk-alumni-founded companies, including the fuel enrichment startup General Matter, the geothermal company Endurance Energy, and the hydrogen company Hgen.
Another frequent investor, Andreessen Horowitz, had previously been the great promoter of software businesses. Its cofounders Marc Andreessen and Ben Horowitz wrote the seminal essay “Why Software Is Eating The World,” which became a manifesto for its investments in businesses like Facebook (now Meta) and Twitter (now X). Since then, a16z, as it’s known, has expanded its remit and invested in several Musk-alumni founded companies, including the power electronics company Heron Power, the mining services company Mariana Minerals, electric boat company Arc, and home battery company Base Power.
These investments are not just simply giving money to Tesla and SpaceX employees to do the same things they did in their previous jobs. Many of the companies we looked at were founded by SpaceX alumni and have nothing to do with space, rockets, or satellites.
Mike Schroepfer, former Meta chief technical officer and founder of hard tech VC firm Gigascale Capital, which has invested in Heron and Form, as well as battery systems company Arbor and nuclear microreactor company Radiant, told us that when founders have a Musk company on their resume, it tells him “they’ve been trained to build in the physical world, which is rarer than people think.”
And what’s rare can be profitable.
“Hardware is capital-intensive for the best possible reason” Schroepfer said. “You’re building the foundations the world runs on, and those things have to work reliably and get cheaper as they scale. The dollar figure tells you investors are starting to take the physical world seriously again.”
Philip Schröder, who left the European battery startup Sonnen to run Tesla’s Germany and Austria business, told us that after he rejoined his former company, the European battery startup, they were able to raise “one of the largest cleantech financing rounds in Europe.”
It’s not just raising money where a SpaceX or Tesla pedigree helps. Many former employees of the two companies left with enough of a financial cushion to take a risk on something new. When asked how being part of SpaceX helped him found his own company, John Bucknell, who worked on the Raptor rocket engine at SpaceX, said that having worked for Musk gave him the “financial freedom” necessary to start a company — in his case Virtus Solis, which is developing solar power in space.
But it also doesn’t hurt when raising money to put a SpaceX or Tesla logo on a slide deck, considering the size of returns they’ve generated for their backers.
Former Tesla employees have started and run some of the buzziest and best funded battery, transportation, and electrical infrastructure companies in the world. These include Lucid Motors, led until recently by former Tesla VP of vehicle engineering Peter Rawlinson, battery recycling company Redwood Materials, founded by former Tesla chief technical officer J.B. Straubel, and Heron Power, founded by Drew Baglino, who worked at Tesla from 2006 to 2024, ending his career there leading its powertrain and energy divisions.
When asked how their current work was connected to their past work for Musk or what they had learned, the founders and executives we surveyed — especially the SpaceX alumni — focused more on management and engineering principles than anything specific to energy or transportation.
“You can get way more done in a day and can move way faster than you think,” Justin Lopas, the co-founder of the home battery company Base Power, and a former manufacturing engineer at SpaceX, told us of what he’d learned from Musk.
Musk’s legendary short deadlines (which he says he only expects to hit about half the time) came up frequently among the group. Describing his time at Tesla, Arch Rao, the founder and chief executive of the smart electric panel company Span and a former head of products at Tesla Energy, told us, “The milestones to hit were incredibly audacious, but with the right group of people, possible. This has been a key model for how Span has scaled from the very early days to today.”
Jonathan Criss, the co-founder and chief executive of the desalination company Vital Lyfe, who worked at SpaceX for over a decade on both the Dragon spacecraft and the satellite communications service Starlink, told us that the rocket company had a unique “building for rate” philosophy, where engineers work backwards from a specific production goal, as opposed to first designing a product and then figuring out how to manufacture it as cheaply as possible. “That capability lets us design and manufacture highly reliable products at a fraction of the cost of most of the industry,” Criss said.
Investors, too, recognize SpaceX and Tesla alumni’s ability to work fast. Schroepfer, of Gigascale Capital, told us that speed sets these founders apart. “They know physical products can take years to get from first unit to cost-competitive scale. Even with a long timeline, they move with urgency,” he said. “They get how iteration and cost-down curves only work if you move fast, learn fast, and scale deliberately.”
Several founders also talked about learning to challenge assumptions. “At Tesla, there was a strong culture of questioning established ways of doing things,” Enric Asuncion, the co-founder and CEO of the EV charging company Wallbox who worked as a program manager for vehicle charging at Tesla, told us. Austin Spiegel, the co-founder and CEO of the infrastructure management software company Sift and a former software engineer at SpaceX, said that his former employer never accepted that something was good enough just because it existed. “Instead of buying off-the-shelf software, they asked, what would this look like if we designed it for a company that's going to launch and land rockets for the first time? That stuck with me.”
A former product engineer for Tesla’s Powerwall battery business, Cole Ashman, gave another example. He described how, for years, enabling a home to island from the power grid during a blackout required a labor-intensive, expensive electrical job. Tesla engineered a backup switch that was quicker and easier to install, but it required utility cooperation. “Conventional wisdom said it would never get broad approval,” Ashman, who founded the battery startup Pila, told us. “Tesla did the unglamorous work of bringing utilities along and moving the codes and standards — and pulled the whole industry forward.”
The other management concept that came up frequently was “ownership,” the idea of devolving responsibility down to engineers who were directly responsible for the projects they were working on. Working at SpaceX “taught me how to run a challenging hardware development program: how to choose and organize engineers around a tough unsolved problem, and give each of them real ownership from concept to mission success,” Colin Ho, founder and chief technology officer at the electrolyzer company Hgen, told us.
Frank Tybor, the chief technical officer at Infravision, the drone grid maintenance company and a former launch engineer at SpaceX, told us that “one of the things that made SpaceX special was the concentration of exceptionally talented people who were willing to take ownership of difficult problems and work across traditional organizational boundaries to solve them.”
Andreessen has endorsed the description of Musk-run companies and SpaceX specifically as a “zone of shocking competence” that attracts the best engineers, which its alumni founders have tried to recreate. Justin Cohen, the founder and CEO of Maritime Fusion who did stints at both Tesla and SpaceX, told us the talent network was “analogous to SEAL Team 6 of engineering; there is no better on earth.”
Several mentioned the Musk alumni network as a recruitment resource for their own businesses. “Tesla has cultivated a highly passionate ecosystem of engineers and tech developers,” Rao, the Span founder, told us. “My experience at Tesla helped me quickly identify what a skillful talent pool looks like and expect rapid and ambitious development from them.”
Brad Hartwing, a former SpaceX manufacturing engineer and founder and chief executive of Arbor Energy told us that “several early Arbor employees came from SpaceX, and that shared experience helped us build a world-class engineering team quickly. Many of us have worked on complex, high-stakes technology; we’ve already proven that we can execute in demanding environments, which helps when building a hard-tech company from scratch.”
When asked to name specific, non-Musk employees that influenced them, one name came up more than another: J.B. Straubel, the former Tesla chief technology officer and founder of Redwood Materials.
“Straubel is easily one of the smartest yet incredibly humble engineers and leaders I’ve had the opportunity to work with,” Rao told us.
Straubel, along with Heron Power’s Drew Baglino, “were both influential in how they helped solve complex problems within the company while dealing with constant pressure on cash & company survival,” Kunal Girotra, former Tesla Energy chief and founder of the battery company Lunar Energy, told us.
Jaramillo, the Form Energy founder, also singled out Straubel and Baglino, saying, “They’re very different people from each other, but both technically world class, with incredibly high standards. They drove that mindset into their teams from an engineering perspective — to never compromise on those standards.” About Straubel specifically, Jaramillo said that he had an “amazingly calibrated impatience, to know precisely when enough study is done, to just push start and get going in the physical world, and accept that you're going to learn things along the way.”
While Musk and his legions of former employees have helped turn hard tech and climate tech into an investible sector for venture capitalists, the amount of money the companies we’ve looked at have raised — about $30 billion — pales in comparison to the hottest sector, artificial intelligence. Even SpaceX, the signature hard tech company of its era, is itself running a massive “neo-cloud” business, renting out data center capacity to companies like Anthropic and Google to the tune of around $2 billion a month.
That being said, Tesla and SpaceX, which together are worth around $3 trillion, will continue to produce engineers and managers with sizable net worths and resumes uniquely looked favorably on by investors.
More than 4,000 current and former SpaceX employees are expected to become instant millionaires after the IPO, with 400 potentially getting at least $100 million, generating a wave of wealth that can give potential founders the cushion necessary to found their own company — or the capital necessary to become investors themselves.
“I think this is the emergence of a hardware mafia,” Schroepfer told us. “The PayPal mafia helped define an era of software and internet companies. This group will probably define an era where the center of gravity moves back toward atoms: energy, industry, mobility, infrastructure, manufacturing, and the physical systems that modern life depends on.”
On Texas data centers, Holtec’s New Jersey plans, and Polish renewables
Current conditions: Las Vegas is well over 100 degrees Fahrenheit, and could hit 110 degrees by tomorrow • Tropical Storm Cristina is deluging Central America as it barrels toward the coast of El Salvador • Temperatures are already 110 degrees in Minab, Iran, where American missiles struck early this morning.
The two-month ceasefire is over. U.S. strikes on Iran began again Wednesday and continued early this morning as President Donald Trump vowed to make Tehran “pay the price” for stalled negotiations to end the conflict. The second day of strikes came hours after U.S. allies Bahrain, Kuwait, and Jordan came under Iranian missile fire. In response, oil prices surged yet again, right as U.S. inflation data showed a 4% price spike last month as higher energy prices ripple through the economy. Inflation is now at its highest level since April 2023. The price of West Texas Intermediate crude, the benchmark for American oil, shot up nearly 4% on Wednesday following the strikes, roughly twice the increase for the European and Emirati benchmarks.

Solar panels supplied a record 12.8% of the United States’ electricity last month, while coal fell to 12.2% in its fourth-lowest monthly share ever, according to a new analysis by the pro-renewables think tank Ember. It’s the first time in U.S. history that solar eclipsed coal for a whole month. Solar generated an all-time high of 45.5 terawatt-hours, exceeding its May 2025 output by 17% and surpassing last July’s previous record. This summer is on track to break yet more records. “U.S. solar power continues to set new records,” Nicolas Fulghum, a senior data analyst at Ember, said in a statement. “Overtaking coal for the first month on record shows just how far solar has come, from a niche contributor to the third-largest and fastest-growing source of power in the U.S. electricity system.”
The milestone comes as the U.S. prepares to produce more of its own solar panels. As I told you yesterday, America’s largest solar factory, South Korean giant Qcells’ plant in northern Georgia, is nearly at full capacity.
Texas has a reputation as a place where, if the land is yours, you can do what you want with it. That’s partly why the state has been such a hotbed for data center development. Well, the Republican leadership is pumping the brakes. In a letter to state regulators on Wednesday, Governor Greg Abbott recommended the legislature pass sweeping data center reforms. Among the policy changes The Texas Tribune highlighted:
The move comes in response to plummeting support among American voters for data center development. The latest poll from Heatmap Pro, which my colleague Robinson Meyer wrote up earlier this month, found that roughly three-quarters of U.S. voters now oppose data center development in their neighborhoods, including 55% who say they “strongly” oppose server farms.
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When the Department of Energy canceled the American Battery Technology Company’s nearly $58 million grant last October, it appeared to many as a sign that the Trump administration would go after virtually any firm awarded money by its predecessors, even if its business aligned with the White House’s policy priorities. But the Nevada-based battery and critical minerals startup said this week that the Energy Department had reinstated the grant, which was meant to support construction of the company’s first commercial lithium refinery. “Of the hundreds of DOE grants terminated last Fall very few have been able to successfully appeal the decisions and have their contracts reinstated,” American Battery Technology CEO Ryan Melsert said in a statement. “I am very proud of our team for relentlessly demonstrating the performance of these internally-developed critical mineral technologies and how crucial it is to implement and scale these commercial facilities to support the national security of the United States and enable its energy dominance.”
The Energy Department is also making moves on fusion. On Tuesday, the agency put out its roadmap for commercializing fusion energy, tapping more than 800 scientists to inform its analysis. “Fusion energy has entered a new era defined by extraordinary scientific progress and public-private momentum,” Darío Gil, the under Energy secretary for science, said in a statement. “With this roadmap, we now have the clarity, coordination, and sustained commitment needed to turn the promise of fusion into a reality for the American people.”
Holtec International was once the undertaker of the nuclear industry with a business split between manufacturing storage casks for spent fuel and decommissioning shuttered plants. But the company is nearly ready to turn a shuttered atomic power plant back online for the first time in U.S. history, with its Palisades nuclear station. It’s also considering rebuilding New York City’s defunct nuclear station, Indian Point. All the while, Holtec is racing to build its 300-megawatt pressurized water reactor. The first two units are set to debut at Palisades once the plant’s single older reactor is back online. Next it’s looking at building as many as four of the small modular reactors at Holtec’s half-demolished Oyster Creek nuclear station in southern New Jersey. If approved, the Asbury Park Press reported, the project would generate nearly 1.3 gigawatts of power.
I reached out to Patrick O’Brien, Holtec’s director of government affairs, who confirmed the story. “It’s a potential project post-Palisades SMRs,” he wrote in a text.
If you’re booking a flight right now, you might not yet be feeling the difference. But U.S. production of jet fuel has reached record highs as refiners scramble to respond to soaring prices following the closure of the Strait of Hormuz. By the start of May, the four-week average estimate of fuel production surpassed 2 million barrels per day for the first time on record, according to new analysis by the Energy Information Administration. But with domestic inventories still relatively high, much of that increased production is being exported.
Rob talks with Georgia Public Service Commissioner-slash-candidate Peter Hubbard.
Last year, progressives pulled off their biggest state-level win in Georgia in 20 years when voters elected two Democrats to the state’s Public Service Commission, which oversees electricity utilities. It was the first time Democrats had won a state-level office in Georgia since 2006. This year, Democrats have a chance to take an outright majority on the board.
What would that mean — and what has life been like for the state’s newest power regulators? On this episode of Shift Key, Rob is joined by Peter Hubbard, a former renewables developer who won a spot on the Georgia Public Service Commission last year and will defend it this November. They discuss what a regulator’s day-to-day is like, how Georgia is dealing with the data center boom, and whether regulators can ever bring powerful utilities to heel.
Shift Key is hosted by Robinson Meyer, the founding executive editor of Heatmap News.
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Here is an excerpt from their conversation:
Robinson Meyer: What has surprised you most about being commissioner so far?
Peter Hubbard: Well, probably what surprises me most is how dependent commissioners tend to be on staff to do the hard analysis and then present solutions. I’m the kind of person that can arrive at my own conclusions and come up with my own suggestions of where I think we should go. But really, commissioners tend to not be experts in their field. I’m a rare bird in that I’ve done this work, specifically working on integrated resource planning with other utilities. But we’re really dependent on staff.
So that’s been surprising, as well as I would say just how entrenched interests are. This is a state that’s been under one-party control for a long time. And while that’s changing, there’s just a certain way of doing business. And I hear frequently, This is the way we’ve always done things. And to me, that’s surprising, as well, and not really an acceptable answer.
Meyer: What’s an example?
Hubbard: Well, one is that the power company expects to collect full revenue requirements on really everything that they do, even on an individual basis. For example, storm cost recovery. So we had a docket a few weeks ago that concluded about the $912 million request to cover storm damage costs. And I put forward a motion to try and reduce that request and not have full revenue requirements, including profit on top of storm cost recovery. But that motion failed because the suggestion was, well, we’ve always had full revenue requirements on money that we spend, including on storm cost recovery. But those costs are increasing with more frequent and powerful storms, and that was something I questioned, and I think deserves more scrutiny going forward.
Meyer: In other words, basically, because there’s now going to be more storms, it’s kind of more opportunities to do storm cost recovery and therefore more opportunities for utility profit. Is that the link?
Hubbard: Yes, that’s right. That’s a vicious cycle going on, in my opinion.
You can find a full transcript of the episode here.
Mentioned:
Previously in Heatmap: Democrats Win 2 Key Energy Races in Georgia
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Music for Shift Key is by Adam Kromelow.