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Hell is shopping for eco poop bags.

As much as I’m aware that blaming the climate crisis on individual consumer choices is a favorite smokescreen of large corporations and fossil fuel companies, it still totally kills me to buy single-use plastic bags. So when my household recently ran out of the 900 black disposable litter bags we’d bought on Wirecutter’s recommendation eons ago, I decided to be a Good Person and replace them with the most environmentally friendly option I could find. I mean, how hard could it be?
Hoo boy.
What started out as a naïve quest to find the greenest pet waste receptacle has become my Joker origin story. It’s turned me into Mark Ruffalo in Dark Water, except instead of taking on Dupont, I’m hounding companies with names like The Original Poop Bag and Doggy Do Good for the chemical makeup of their “green” bags. I’ve been red-pilled on advanced recycling. And, worst of all, I still haven’t actually bought a replacement — because the entire “green,” “biodegradable,” “plant-based,” “compostable” pet waste bag industry is built on misdirections, half-truths, and outright lies.
This might seem like a ridiculous thing to have spent my time obsessing over (and I don’t entirely disagree with you). But the greenwashing and obfuscation around these bags is part of a bigger story. Plastics are the fossil fuel industry’s last stand. The renewable energy transition, albeit in fits and starts, is here. Seeing the writing on the wall, companies like ExxonMobil, Shell, and Saudi Aramco are heavily investing in petrochemicals, which are used to make plastic and are expected to make up half of oil demand growth between now and 2050, according to the International Energy Agency (IEA). As Armco president and CEO Amin Nasser has reassured his cohorts, oil demand from petrochemicals is expected to remain high “no matter which energy transition scenario plays out.”
But I’m getting ahead of myself.
This story starts with much cuter villains: my cats.
Meet the adorable antiheroes of this story, Marinka and Virginia:

These two cutie pies don’t know it, but they diligently contribute to the 5.1 million tons of feces produced by America’s dogs and cats every year. One estimate of the dog sector alone found that disposing of all that waste adds some 500 million single-use bags to U.S. landfills annually.
The evils of single-use plastic bags have already been drilled into most of our heads by now: They take years to break down and when they do, they don’t decompose but rather turn into tiny microplastics that end up in the soil, waterways, food chain, and even our bloodstreams and breast milk. There is one seemingly great and trendy way to get around this: compostable bags!
Alas, if something sounds too good to be true, it is. For one thing, the “compostable” claims made by eco-friendly pet companies are wildly misleading. Though brands like to imply that their bags decompose and disappear like any other yard waste, these products only break down within a year under the extremely specific conditions of a commercial composting facility — very, very few of which even accept pet waste in the first place. As a result, the FTC has flagged that “compostable claims for these products are generally untrue.”


Companies love to exploit consumers’ lack of knowledge around these terms and processes, though, and are mostly free to do so since the language isn’t strongly regulated. Often brands will brag that their compostable bags meet the “ASTM D6400 standard,” which just means they meet the industrial composting standard — again, pretty useless for us in this context. (Touting the ASTM D6400 standard is also often a way for brands to hide that their bags are made with virgin fossil fuels … more on that soon).
The bigger question when it comes to composting pet waste is, do we even want to? Dogs and cats are meat eaters, which means their poop contains parasites and bacteria like roundworms and hookworms, which can last for years in the soil and even be passed onto humans if used as a fertilizer for edible plants. While maybe this doesn’t sound like it could be that big of a problem, it is: “A study by the Bureau of Sanitation found that 60% of the bacteria in a Marina Del Rey, [California,] waterway was because of animals, domesticated and feral,” the Los Angeles Times reports. Gross.
This is one time you’ll ever hear me say that dog people have it better, though. Done correctly, dog owners actually can home compost dog waste if they’re so inclined. That said, a major downside of compostable bags is that they seem to lead some people to the impression that they can litter trails and parks with their “green” bags since the bags will eventually “go away.” As previously discussed: No, they won’t.
Cat waste, however, never basically should end up in your garden: Felines carry the parasite Toxoplasma gondii, which can be passed onto humans via compost but has been found to kill wildlife, including the sea otters in California. “Toxoplasma infections contribute to the deaths of 8 percent of otters that are found dead, and is the primary cause of death in 3 percent,” The New York Times explains. While feral cats used to be blamed for spreading the parasite, new evidence shows house cats almost certainly are, too — through their waste.
So compostable pet waste bags are out. As one municipality put it, dog and cat poop should be treated like what it is: not a fertilizer, but a pollutant. That means it needs to be sequestered, one way or another, in a landfill.
Just going to nip this one in the bud. For the same reason that composting pet waste isn’t advisable due to parasites and bacteria in four-legged meat-eaters’ feces, flushable pet waste bags and litter aren’t a safe or responsible choice, either.
Many waste treatment facilities don’t kill Toxoplasma, so putting cat poop in the toilet just expedites its journey into your local waterway. Indeed, in responding to an utterly unhinged email I sent them about cat waste, the California Association of Sanitation Agencies confirmed that “the only thing that should be flushed is human waste and toilet paper.”
Biodegradable pet waste bags are what radicalized me.
At first glance, these bags appear to be the best option. A number of them come on the recommendation of the sustainability website Treehugger. The product websites usually feature blogs full of reassuring information about how harmful plastic waste is, or boast 1% for the Planet certifications, or mention something about being made of cornstarch. Even the bags are green!
And almost all of them, despite their lofty claims, are made using virgin fossil fuels.
Polybutylene Adipate Terephthalate, or “PBAT,” is a biodegradable plastic made from the petrochemicals butanediol, purified terephthalic acid (PTA), and adipic acid. Translation: Fossil fuels must be extracted in order to make any bag that contains PBAT, which is virtually all of them.
Companies are exceptionally sneaky about this, though. Some of the brands boast outright about using PBAT as a traditional plastic alternative, likely assuming customers have no idea what the acronym means and won’t bother looking it up. Yet as Alice Judge, a former veterinarian and co-founder of the U.K.-based sustainable pet website Pet Impact, found in her own investigation, PBAT rarely makes up less than 60% of these supposedly “plant-based” pet waste bags. “There is some really concerning greenwashing and outright lying” going on in the industry, she told me. “We’ve found brands that are very big, reputable brands even saying explicitly ‘100% plant-based’ and in the same sentence saying ‘made from cornstarch and PBAT.’”

PBAT is typically combined with cornstarch or sugarcane, so a “plant-based” bag advertising those ingredients can often be a tip-off that a fossil fuel product is also involved. Additionally, companies will frequently flag on their packaging that they meet the ASTM D6400 or BPI standards, though these have no provisions against certifying biodegradable products that contain PBAT.
Pet waste bag companies appear to go out of their way to avoid these admissions. Doggy Do Good, a popular sustainable pet waste company, told me in an email they use a “proprietary bio-based material” for “60.9% of the composition of their bags” — that is, the expected amount of PBAT — and added that “this fully biodegradable copolymer is an excellent alternative to polyethylene.” When I pressed to clarify if their proprietary “biodegradable copolymer” in question was PBAT, as I suspected, they stopped replying to my emails. The Original Poop Bag, another green bag company, didn’t answer me at all when I asked if their bags contained the fossil fuel product.
Despite these avoidance tactics, biodegradable bag companies aren’t using PBAT because they nefariously want to ruin the planet. It’s just the dirty secret of the pet waste bag business. As Judge explained in a blog post, “All poo bags have to include PBAT for strength and structure. If they were 100% plant-based, they would turn to mush very quickly when wet, lack strength, and tear easily (some qualities you really don’t want in a poo bag!).”
Fair enough. It’s the lack of transparency that is the problem: Most of these companies are selling fossil fuel-based products to customers who think they’re buying bags made from corn.

Ultimately, there are two ways to think about the impact of the pet waste bags you buy: the impact of the materials used to make them and the impact of their disposal. If the latter is your biggest concern — what happens to bags after they’ve been used — biodegradable and “plant-based” bags are still probably the best, if imperfect, option available on the market. You can throw them in the trash (where they belong because again, pet poop is a pollutant) but also know at least that they’ll eventually biodegrade in a landfill (it should be noted, though, that everything is technically biodegradable, and the word means nothing without specification about the timeline and conditions).
From an “input” perspective — what the bags are made of, and how — biodegradable and “plant-based” bags are a little less exciting. They require less virgin fossil fuel than buying a bag entirely made out of traditional single-use plastic, though some research has suggested there is “no real difference in lifetime emissions between” products made with traditional plastic and those made from bioplastics. By another estimate, greenhouse gas emissions “are typically higher for bio-based plastics than recycled and virgin plastics” because “corn requires large amounts of energy, space, and water to grow industrially” and “turning the corn starch (once cultivated) into a polymer requires considerable energy.”
There is one major exception to all of this: Avoid “oxo-biodegradable” products. These are banned in the EU because they break down, sure — but into toxic microplastics.
Though they’re comparatively rare, you can find “recycled plastic” pet waste bags on the market. They apparently cut down on virgin fossil fuels by recycling plastic that’s already been extracted. (Judge’s company, Pet Impact, sells its own poo bag made from recycled ocean plastic, oyster shell waste, and “about 25 to 30%” virgin fossil fuels).

But while recycled plastic sounds great, it has — you guessed it — its own complications.
“Chemical” or “advanced” plastic recycling is the current sweetheart of the oil and gas industry, despite evidence that recycling plastic isn’t nearly as good as it’s chalked up to be. For one thing, the process of converting old plastics into new plastics is incredibly emissions-intensive and thus requires the burning of fossil fuels to generate the required energy. The recycling process can also spew cancer-causing chemicals into the air that disproportionately poison low-income communities of color, like those in “Cancer Alley.”
This is a problem that stretches far beyond the humble poo bags: Hundreds of companies now sell everything from clothes to shoes to shampoo bottles on the boast that they’re made from recycled plastics. Yet “by feigning ‘recycling’ (really, downcycling) of plastic pollution, companies can divert attention from their role in perpetuating this crisis while pulling in profits,” stresses the advocacy group Plastic Pollution Coalition. Recycled plastic can be just another smokescreen when what’s really needed is a reduction of single-use plastics altogether.
But it was reducing single-use plastics that got me into this whole mess in the first place.
In March 2020, a month when nothing else of note was happening, New York City banned single-use carryout plastic bags, joining San Francisco and a number of other towns around the country. But like many pet owners, grocery store plastic bags had been our go-to litter scooping bags. As we became more conscious of single-use plastics in some parts of our lives, it led us to buy … a bunch of single-use plastics to use for our pets.
As the pandemic wore on, my husband and I eventually decided to fly across the country with Marinka and Virginia in order to be with our families. There, my stepmother introduced us to a revolutionary new poop bag. It didn’t require the extraction of any new fossil fuels, and while it doesn’t break down in a landfill, it also won’t poison any otters.
The name of this holy grail of poop bags? Trash.
Empty bread bags can become the perfect chutes for scoops of litter. Plastic packaging gets a second life as a final resting place for kitty unmentionables. Bags of dry cat food, once exhausted, can be refilled.
This isn’t a perfect solution, either (for example, “produce bags aren’t engineered to be particularly durable, nor to hold in liquids or odors,” Wirecutter warns with the confidence of experience). But if I’ve learned anything in this mad, scatological journey, it’s that there is no perfect solution. What satisfies one person’s environmental concerns — about greenhouse gas emissions, fossil fuel extraction, or waste and pollution — might not satisfy someone else’s. And at a certain point, you have to make a choice, and likely a compromise, and then move on to focusing on the things that make a bigger difference, like what you drive, where you get your power from, or what you eat.
All this is to say, the trash method works for me because it makes single-use plastics destined for the landfill anyway into twice-use plastics. And at least it allows me not to think about cat poop anymore.
I think I’ve done enough of that to last me a lifetime.
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The Science Based Targets Initiative just released a major update to its signature rulebook for setting climate goals.
Companies have a new rulebook for what constitutes credible climate action. The Science Based Targets Initiative, an organization that seeks to align corporate sustainability plans with the goals of the Paris Agreement, published a major update to its signature Net Zero Standard on Thursday designed to help companies assess their progress on climate goals, not just set them.
The update marks a significant expansion of the standard, which previously defined what a good corporate emissions target looked like, but did not say much about how to achieve it. The new version sets requirements for what companies must do to prove they are advancing toward their benchmarks.
“The standard is moving from being focused on ambition only to really focused on implementation,” Alberto Carrillo Pineda, the SBTi’s co-founder and chief technical officer, told me.
This accompanies a broader rhetorical shift in the standard, which asks companies to demonstrate progress on a “best-efforts basis” rather than judging them solely on absolute emissions reductions. In the foreword to the standard, Chair Francesco Starace says that the SBTi made “an explicit choice to recognize that companies do not control everything, and that pretending otherwise does not serve anyone.”
That ethos permeates the revisions and additions to the standard. Here’s a breakdown of some of the biggest changes.
Version 2 of the standard introduces a new “implementation hierarchy.” Companies must first do everything in their power to reduce emissions directly. Once they have exhausted those options, they can then pursue indirect actions such as buying renewable energy certificates or certificates for low-carbon cement.
This isn’t just a guideline. It’s a reporting requirement. Companies are asked to “document and demonstrate” all of the actions they have assessed and implemented to reduce their emissions directly, as well as to define the constraints to pursuing additional reductions. They also have to describe their indirect actions and explain how they “complement, and do not substitute for” direct reductions.
The updated standard differentiates between larger and smaller companies, and those based in higher-income and lower-income countries, recognizing that the former in both cases will have an easier time decarbonizing than the latter.
Larger companies in higher-income countries, referred to as “category A companies” are required to set near-term, five-year targets for all emissions related to their businesses, whether they fall under scope 1, 2 or 3. All others are required to set targets only for scope 1 and 2. Category A companies are also required to verify much of their reporting to the SBTi with a third party, while this is optional for other companies.
The updated standard clarifies that in order for renewable energy certificates to count toward a company’s scope 2 target, they must be “deliverable,” or purchased from a clean energy source within the same grid region as the company. That means a company with offices or factories in Idaho can’t buy certificates from a solar farm in Florida. (The standard does seem to offer some wiggle room on that rule to companies with many locations.)
An earlier draft of the new standard released last year would have required that companies set targets for purchasing hourly-matched, deliverable clean electricity. That would mean looking at their energy consumption for every hour they operate and setting a goal to match it with an equivalent amount of locally produced clean power for a certain percentage of hours.
Much to the disappointment of proponents of this strategy, however, that’s not in the final standard. Companies can set scope 2 targets on an annual matching basis, meaning they can effectively claim they consumed solar power at night and will not have to do the hard work of trying to clean up the harder-to-decarbonize hours of the day.
The standard does, however, require those larger companies in category A to at least report the percentage of their energy use that they have matched with clean power on an hourly basis. This reporting rule aligns with a proposal by the Greenhouse Gas Protocol, a separate corporate standard-setter focused on emissions accounting. The SBTi also aims to encourage companies to make progress on hourly-matched clean power by creating a new dashboard showing which companies have exceeded certain benchmarks — 50% until 2030, 75% until 2035, and 90% from that year onward.
Previously, regular old carbon credits like the kind that pay a Brazilian landowner not to cut down trees or fund a methane capture system at a landfill had no place in the SBTi’s net-zero standard. Also, while the “net-zero” in the name implied that companies should eventually begin investing in carbon removal credits to make up for any residual emissions, the earlier version did not say when they should start doing that.
Now, the SBTi says it will require category A companies to begin covering some of their ongoing emissions with carbon removal beginning in 2035. Because companies are only required to set targets in five year increments, they won’t have to report on those efforts for several years. But the carbon removal industry will require investment now to be able to meet demand in 2035, so companies will likely need to begin buying credits today in order to meet that deadline.
Prior to 2035, companies will be able to earn kudos for purchasing carbon avoidance and removal credits by participating in something the SBTi is calling the “ongoing emissions responsibility program.” The program has three tiers that will recognize companies that are contributing to a lower, medium, and high degrees of carbon mitigation, ranked either by tallying dollars spent or tons of carbon abated. Companies will still not be allowed to count these credits when measuring progress toward their targets, however.
One question hanging over the news is whether the SBTi’s definition of a “science based target” is still appropriate. The organization requires companies to calibrate their targets to be consistent with limiting warming to 1.5 degrees Celsius above pre-industrial levels by the end of the century. But many scientists believe the world has already warmed more than 1.5 degrees. In theory, cooling the planet back down to this level by 2100 is still possible with a huge amount of carbon removal, but it appears exceedingly unlikely.
“Of course, there is healthy scientific debate about what is the most likely temperature outcome, so that's something that we are aware of,” Pineda said when I asked about this. “But we maintain the focus to catalyze transformation consistent with achieving net-zero emissions by mid-century.”
Pineda may have been downplaying how much the SBTi has considered this. After our call, I did a search for “1.5°” in the new version of the standard and the old one. The temperature target appeared 59 times in the old document, but just once in the new one, and only in the executive summary, where it was used to describe the SBTi’s larger mission as an organization. Nevertheless, the standard continues to emphasize a long-term goal of net-zero emissions by 2050, and there is no indication that the underlying modeled decarbonization pathways that the SBTi uses to validate targets are going to change.
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.