Mike Schroepfer
Mountain View, California, United States
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About
Climate tech investor and philanthropist. Meta Senior Fellow focused on AI. Former CTO…
Articles by Mike
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Scaling Climate Solutions in an Age of Rapid Technology Adoption
Scaling Climate Solutions in an Age of Rapid Technology Adoption
Now, we've got to scale solutions faster than we’ve done most anything before. And half of that is getting what is…
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Come work on climate tech with me at Gigascale Capital!!Dec 15, 2023
Come work on climate tech with me at Gigascale Capital!!
If you are experienced operator/executive in hard tech and but new to climate tech investing we are hiring a Visiting…
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Enabling Tech breaks throughDec 6, 2023
Enabling Tech breaks through
Remember the thrill of first using ChatGPT or the heart-thumping experience of a Tesla Model S? It feels like the…
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We can build stuff quicklyNov 28, 2023
We can build stuff quickly
I often hear, “We just don’t know how to build stuff quickly anymore.” This makes sense: there are tons of headlines…
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$50M+ Non-profit research program Carbon to Sea Launch launched!Jun 7, 2023
$50M+ Non-profit research program Carbon to Sea Launch launched!
I’m thrilled to share another big development in my climate action work -- it’s been building for a while so there’s a…
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Introducing Gigascale, a new kind of climate tech investment firmMay 2, 2023
Introducing Gigascale, a new kind of climate tech investment firm
Today, I’m excited to share that I – alongside two incredible people, Victoria Beasley and Evaline Tsai, PhD, – have…
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63 Comments
Activity
22K followers
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Mike Schroepfer shared thisThe energy system for the next 100 years is being built right now. At Deep Tech Week, we're bringing together some of the founders driving it to give technical talks on what they're building and a behind-the-scenes look of what it takes to turn breakthrough technology into infrastructure. If you're in SF, come hang out with us!Mike Schroepfer shared thisThe energy system for the next 100 years is being built today by some of the smartest innovators in and outside the Valley. AI deployment, the electrification of transportation and industry, strained domestic supply chains, and climate change are all pushing existing energy infrastructure to its limits. The next stage of economic development needs systems that are reliable and outperform what came before. Founders building for that future will be joining Gigascale at Deep Tech Week for a series of technical talks on solutions and the behind-the-scenes journey of building new systems that will become the world's foundations. Join us for: It's Electric! The Energy System Rebuild 12:30 PM - Doors Open 1:00 PM - Welcome & Technical Talks 2:00 PM - Panel Discussion 3:00 PM - Networking Reception Mike Schroepfer will be joined by Andres Garcia-Clark, CTO of Arbor Energy, Alison Christopherson, Head of Target Design at Xcimer Energy, and Artem Iurkovskyi, CTO of Solcoa Industries among others. More speakers to be announced soon! Special thanks to Kelly Belcher and the Venture Banking team at Stifel Bank for helping us make this event possible.
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Mike Schroepfer shared thisThis is what gives me hope for the future: exceptional people building.Mike Schroepfer shared thisWe're proud to announce a big milestone for Terraton today: our first biochar was produced at the EcoFix Kenya Ltd (EFK) facility. That's croton nut shells from EcoFix's processing operation, pyrolyzed into carbon that will stay locked up for centuries and enrich the soil of EcoFix’s network of farmers. Next up is tuning the equipment parameters and the credit issuance process with Isometric. Then doing it again, across thousands of facilities. The financial investment decision for this facility was in August 2025, and first biochar came out ten months later. Pretty good for our first facility, and we already have a list of ways to make our second one in progress go faster. A lot had to come together to get here: financing, equipment, construction, software, commissioning, and a team on the ground willing to work through whatever came up. Thanks to the EcoFix team for partnering with us, to Offstream and Isometric for the credit verification work, and to Dark Earth Carbon, whose experience running a biochar facility in Tanzania has helped us get things moving faster. We love working with other people trying to pull carbon out of the air. If you're a processor with a consistent waste stream, a CDR buyer, or interested in financing carbon removal at scale, get in touch. We’re just getting started.
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Mike Schroepfer shared thisDrew Baglino built the power electronics that scaled Tesla. Now he's rebuilding the grid hardware that's been holding everything else back. Solar, storage, data centers all hit the same wall: 100-year-old passive equipment that no one had rethought. Heron Power is the fix. Industrial power electronics that let developers bring large projects online faster, more reliably, and at lower cost. This is what it looks like when the right person sees the real constraint and runs hard at removing it.Mike Schroepfer shared thisAfter nearly 2 decades scaling power electronics & energy hardware at Tesla, Drew Baglino learned that progress stalls when it meets the legacy grid hardware. Permits, installer and service labor, and passive equipment no one had rethought in 100 years kept new solar, storage, and data center projects bottlenecked. He started Heron Power to replace that 19th century grid equipment with industrial power electronics, so developers can bring large projects online faster and more reliably, at lower cost. Watch for more from Drew's conversation with Gigascale Founder and Partner Mike Schroepfer ("Schrep") at SF Climate Week 2026 ▶️
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Mike Schroepfer shared thisHow do you build faster and cleaner? Build simpler systems with fewer parts. Best part is no part. Electrical transformers are delaying buildout of clean energy and data centers. Heron Power is breaking that supply chain limit by building a different kind of transformer using solid-state power electronics. They've taken the cobbled-together equipment we've used to go from grid to rack—MV transformer, switchgear, UPS, PDU—and replaced it with one elegant system: a solid-state transformer paired with a high-discharge battery for both power conditioning and backup. Heron's new whitepaper lays out the full blueprint for a 12-megawatt AI data hall—what to buy, how to wire it, where it sits, and what it costs. Compared side-by-side to traditional 480V AC builds, 800 VDC architecture gets you: → 65% lower MV-to-rack electrical cost → 90% lower installation labor → 25% faster construction schedule → 50% lower power delivery losses Faster and cheaper to build. More efficient to run. This is how we build the future!Mike Schroepfer shared thisToday at Heron Power we are publishing our vision for how future native 800 VDC data centers will be built. There's plenty of discussion circulating on 800V data centers, and our work stands apart in two key ways. First, it's an end-to-end blueprint for an AI factory data hall, fully specifying a 12 MW building block with bill of materials, redundancy topology, floor layout, and product specs benchmarked against ERCOT's large load interconnection requirements. Second, it line-items the costs and labor breakdowns per MW for our blueprint compared to traditional 480 VAC builds. Stacked against today’s tech, Heron’s architecture is 1/3 the MV-to-rack electrical cost, 1/10th the installation labor, and half the inefficiency from grid to chip, unlocking faster, more affordable, gigascale buildouts. Read the full details here: https://lnkd.in/gxAihy_G
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Mike Schroepfer reposted thisMike Schroepfer reposted thisGigascale Capital is partnering with Impulse Labs and Westmag on the 2026 Electric Stack Summer Fellows Program: a summer residency in SF for people building batteries, power electronics, motors, embedded compute, and the products on top of them. Selected fellows receive: → a dedicated desk in SF → time and mentorship from the Gigascale team, including from Founder and Partner Mike Schroepfer → the opportunity for up to $500K in investment from Gigascale Capital for any companies started as part of the program If you're a student, researcher, or early builder working on something in the electric stack, applications are open through Thursday, May 14 - apply now at https://lnkd.in/eZVpW_TR
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Mike Schroepfer reposted thisMike Schroepfer reposted thisToday, I had the pleasure of speaking at the Carbon to Sea Initiative’s Annual Convening in Halifax, a global gathering on ocean-based carbon dioxide removal. This year marked the first convening outside Washington and the launch of Carbon to Sea Canada in Halifax – reflecting Canada’s growing role in this emerging field. With strong ocean science, public institutions, and climate leadership, Canada is well positioned to help shape how this work is developed and governed, responsibly and with ambition. Read my full keynote speech here: https://lnkd.in/grx4K5Jp
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Mike Schroepfer reposted thisMike Schroepfer reposted thisBig day at Mill. We’ve joined Google's AI Futures Fund, enabling us to build, test and scale our commercial camera vision capabilities at speed, with early access to Gemini models. We are the first hardware company in the program, another "only at Mill' moment". We’re testing our vision system on pre-release models and pairing it with Emily Ma's passion project dating back to pre-pandemic times: a thorough, one-of-a-kind, labeled dataset of real food waste from Google cafes. Our team at Mill is turning a $400B blind spot in our economy (that’s how much food waste is worth in the US annually) into something you can actually see and act on. When businesses can tell what’s being thrown away, how much, and why, in realtime, they can start preventing waste before it happens in the first place. Food is still the #1 material in U.S. landfills. We have to stop treating this as an inevitability. We can change this, and I’m so grateful to be in this fight with the Google AI Futures Fund team. https://lnkd.in/dhKNhiJf
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Mike Schroepfer shared thisCome build this summer with us, Sam D'Amico and Impulse, David Hansen and Westmag. We're running the Electric Stack Summer Fellows Program. If you're building batteries, power electronics, motors, embedded compute. This is for you. Applications close May 14!Mike Schroepfer shared thisGigascale Capital is partnering with Impulse Labs and Westmag on the 2026 Electric Stack Summer Fellows Program: a summer residency in SF for people building batteries, power electronics, motors, embedded compute, and the products on top of them. Selected fellows receive: → a dedicated desk in SF → time and mentorship from the Gigascale team, including from Founder and Partner Mike Schroepfer → the opportunity for up to $500K in investment from Gigascale Capital for any companies started as part of the program If you're a student, researcher, or early builder working on something in the electric stack, applications are open through Thursday, May 14 - apply now at https://lnkd.in/eZVpW_TR
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Mike Schroepfer reposted thisMike Schroepfer reposted this2026 is shaping up to be a defining year for energy storage — and for the grids that depend on it. 🔋 In a recent piece, Bloomberg highlights the accelerating momentum of the battery industry, noting that batteries are expected to account for more than a quarter of the record generating capacity the U.S. is set to add in 2026. As global grids face rising pressure to deliver reliable, affordable power, Bloomberg points to a growing portfolio of energy storage solutions — including Form Energy’s low-cost, multi-day battery systems — helping meet that need and powering the future. ⚡️ To learn more about the growing global demand for energy storage, check out the full Bloomberg piece at: https://lnkd.in/gFjMD-xk #Batteries #EnergyStorage #MultiDayEnergyStorage #LongDurationEnergyStorage #GridReliability
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Mike Schroepfer reacted on thisMike Schroepfer reacted on thisYou can build an incredible AI product, but if there’s no power to run it, it doesn’t matter. Drew Baglino (ex-Tesla, now founder/CEO of Heron Power) is one of the few people working on that problem - rebuilding the grid for AI at a massive scale. He joined Mike Schroepfer "Schrep" (founder & partner at Gigascale Capital) for a conversation on energy infra for AI, and a few ideas really stuck with me after listening. If I were starting a company today, I’d probably steal these as operating principles: 1/ Minimize the walls inside the company Titles are one of the most common ways those walls get built. When someone has a research title, they start to feel like execution is someone else’s problem. At Heron, Drew has built a culture where product success or failure is everyone’s responsibility. They give people accountability for the company as a whole. 2/ Buy > build, with focus on honeymoon period Drew's baseline position is to buy rather than build when possible - but the key is finding partners you can trust. The best way to judge that is to notice how the relationship feels in its initial days, AKA the “honeymoon period.” If they're already falling short during that window - opaque pricing, an inability to accommodate customization - it's a strong signal to walk away. 3/ Use the gain-to-pain ratio If you're wrestling with the idea of building a startup, Drew advises thinking about the gain-to-pain ratio. To be confident in an idea you're pursuing, the gain has to clearly outweigh the pain. If you have to “squint” to see the upside, you likely need a different idea. And if economics only works at a massive scale (e.g., flow batteries) getting to that scale becomes its own enormous challenge you'll probably want to avoid. 4/ Don't let experimentation distract from your core values When Drew worked at Tesla in its early years, the average employee age was around 25. A young workforce often thinks they can reinvent everything and solve any problem in their path. Sometimes, that audacity is exactly what gets a company off the ground. But if it bleeds into technical strategy, it becomes a liability. It’s important to experiment with new things, but it’s even more important to know exactly where your value lies and protect your focus around it. It, quite literally, pays to learn from those who've gone before us. Really loved this one.
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Mike Schroepfer liked thisMike Schroepfer liked thisToday, Google joined the new Data Center Innovation Initiative (DCII) alongside Amazon, Meta, and Microsoft. As data centers scale to meet the moment, we have a unique opportunity to use this infrastructure as a launching pad for the next generation of critical technologies. The Data Center Innovation Initiative will fund advancements in a broad range of technologies, including energy storage, advanced electrical systems, novel industrial cooling systems, and low-carbon building materials. At Google, our role alongside our peers will be to help: ➡️ Identify priority technology areas ➡️ Provide strategic input during the diligence and pilot processes ➡️ Host technology projects ➡️ Share project outcomes to accelerate industry-wide adoption By proving these innovations in real-world scenarios today, we can create clear pathways for future adoption across broader energy and industrial sectors. To make this happen, Elemental Impact has brought together an incredible coalition of organizations, including Breakthrough Energy, Builders Vision, Salesforce, STOLTE FAMILY FOUNDATION, and Wilson Sonsini Goodrich & Rosati. We have a once-in-a-generation opportunity to shape how energy and industrial systems are built, and I am proud to be working in partnership with so many organizations to ensure that they deliver outsized impact. Read the full press release to learn more about our shared goals. ⤵️ goo.gle/3S5GXI8
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Mike Schroepfer liked thisMike Schroepfer liked thisAfter nearly 2 decades scaling power electronics & energy hardware at Tesla, Drew Baglino learned that progress stalls when it meets the legacy grid hardware. Permits, installer and service labor, and passive equipment no one had rethought in 100 years kept new solar, storage, and data center projects bottlenecked. He started Heron Power to replace that 19th century grid equipment with industrial power electronics, so developers can bring large projects online faster and more reliably, at lower cost. Watch for more from Drew's conversation with Gigascale Founder and Partner Mike Schroepfer ("Schrep") at SF Climate Week 2026 ▶️
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Mike Schroepfer liked thisMike Schroepfer liked thisAI's growth curve now runs straight through the grid. The Financial Times recently reported that investors are moving from AI into more asset-heavy sectors, including utilities and energy, as the physical infrastructure behind AI comes back into focus. That shift makes sense. The AI buildout is not just a chips or data center story. Hyperscalers need firm, around-the-clock power at a scale and pace the existing system was not built to deliver. The deeper constraint is structural: power generation, storage, transmission, and grid infrastructure now shape how quickly AI can scale. Across Gigascale’s portfolio, companies are working directly on that bottleneck: - Form Energy is powering Google's new Minnesota data center with multi-day iron-air storage through a 300 MW / 30 GWh system delivered with Xcel Energy. - Commonwealth Fusion Systems has signed a 200 MW power offtake agreement with Google for its first ARC fusion plant, with Google also increasing its investment in the company. - Arbor Energy has a Microsoft agreement to deliver 25,000 tons of permanent carbon removal while generating 5 MW of clean baseload electricity from its modular power system. This is the shift we’re focused on: AI demand is exposing the limits of today’s grid, while creating urgency for better energy systems to scale faster.
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Mike Schroepfer liked thisMike Schroepfer liked thisWelcome, 2026 Mayfield Fellows! 12 exceptional Stanford students. 9 months of deep learning. 1 extraordinary community. Guided by a teaching team deeply rooted in both scholarship and venture creation, the Mayfield Fellows Program offers mentorship with top VCs to immersive startup internships and leadership development and is a launchpad for those ready to shape the next decade of innovation. Over the last 30 years, Mayfield Fellows have gone on to found companies like Instagram and Gusto, serve on Fortune 500 boards, and lead with purpose across industries. This year’s cohort continues that tradition, follow the fellows to keep up with their progress! Alexandre A. Nick Allen Kilas Gallimore Mia Garvey Eyrin Kim Aaron Lee Andreas Cannon Lorgen Athena Muhammad Rachel Owens Ben Rosenfeld Lara Rudar Vincent Zhou The cohort is led by: Tom Byers, Professor and Faculty Director of STVP Ann Miura-Ko, Adjunct Lecturer Together with dedicated advisors made up of experienced founders, investors, and faculty—the teaching team challenges fellows to think expansively, act ethically, and lead with resilience. We can’t wait to see what this cohort builds and who they become along the way. stvp.stanford.edu/mfp Mayfield
Experience
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Stanford University
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Activities and Societies: TA of CS106B: Introduction to Computer Science
Emphasis in Systems.
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James Green
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CRV Security: Request for Startups I never know if this actually works for our friends over at YC but figured we'd try. Here's what we want to fund in 2026! 1. Golden Artifacts: Think Chainguard but more broad. Artifact attestation exists for open source. Almost nothing exists for internal software — especially the vibe-coded tooling now running in production. We want the company building cryptographic proof of secure software delivered from secure artifacts: who built it, how, and whether it was reviewed. If more things are being yeeted into the world via Claude Code (myself included), this feels like an issue. 2. MCP & Agentic Security: Agents are getting real credentials and taking real actions. The security posture of most orgs around this is basically zero. That changes fast. You'd never give an employee hardcoded API keys or write access to your email without supervision/trust. Why give it to agents? 3. AI Governance: Boards are asking CISOs to account for AI risk. CISOs have no good answer other than "Palo has a module" 4. Next-Gen Endpoint: CrowdStrike was built for a world of static binaries and human operators. AI workloads, cloud-native infra, and AI-assisted attackers need a new architecture. The category is ready to be reinvented. 5. Networking in the AI Era: Zero trust was designed for humans. What does network security look like when the entity requesting access is an agent? Nobody's really solved this. 6. Email Security + Next-Gen Phishing: LLMs have made spear phishing infinitely scalable. I've never truly understood why Abnormal and KnowBe4 aren't one company. Maybe this time it's different. 7. Frontier Security Lab: We'd back a credible, well-staffed lab focused entirely on red-teaming models and setting the evidentiary standard the industry needs as LLM built apps become the norm. 8. Dependency Security: That Actually Remediates Malicious and vulnerable dependencies are a top attack vector. The tooling is mostly noise — scanners that don't close the loop. The winner here ships fixes, not just alerts. 9. Critical Infrastructure Cyber: Data centers, satellites, power grids, undersea cables. The physical backbone of the internet is increasingly exposed and wildly under-defended. We have data centers in space, for God's sake. Surely we need better cyber for critical infrastructure? 10. PAM for the Modern Era Legacy: PAM was built for static roles, human users, on-prem directories. Cyberark was founded in 1999.....Agents, ephemeral workloads, and cloud-native infra have broken all of those assumptions. Is anyone rebuilding this from scratch? If you're building in any of these areas — or something we haven't thought of — reach out. james@crv.com
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Brittany Walker
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Tony Corbin
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