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Overview

Dear Friends and Colleagues:


Doon Insights is pleased to announce our Power Surge Workshop: Solving for Unprecedented Energy Demand!


Our Power Surge Workshop will convene an exclusive gathering of industry leaders, investors, technologists, and innovators to explore one of the most pressing challenges of our time: meeting the surging demand for energy in a scalable and sustainable way.


As data centers, electrification, crypto mining, and other emerging energy-intensive applications create an unprecedented spike in demand, the energy sector is facing a pivotal moment. This perfect storm of demand must be addressed with both more conventional power generation, better power management and revolutionary new technologies.


We are offering a discounted Early Bird Ticket until February 24th. Register Now to secure your seat for April 30th!



Why Attend?


This Workshop is a must-attend event for energy innovators, investors, technologists, energy, manufacturing, mobility and other energy industry executives. Engage in in-depth discussions, network with industry leaders, and discover actionable insights into our energy future. And enjoy the beach and mountains of Santa Cruz!



Event Details:


Date:April 30, 2024 - 8 am

Location: The Boardwalk's Classic Cocoanut Grove Ballroom, 400 Beach Street, Santa Cruz, CA (Workshop); Bonny Doon, CA (Reception and Dinner)

Attendance:Limited to 100 participants


Join us to explore the technologies, strategies, and collaborations that will define the next generation of energy systems. Secure your spot today!


Very much looking forward to seeing everyone in Santa Cruz!



Warm Regards,


Howard Chao

Doon Insights

Program

Primary Drivers of Demand Growth


Projections for US power needs now greatly exceed what would have been predicted only a couple of year ago by ordinary economic growth because of the exceptional needs of AI Data Centers and the electrification of diverse parts of the economy. 


What are the challenges of building, financing and operating new data centers? How much more power will these new facilities require? Where will they be located and what is the attitude of utilities, state government and the federal government towards supporting them?  


And how will the rapidly changing AI competitive landscape affect these power projections? Does the advent of very cheap, highly efficient, smaller SLMs, open source models and Chinese competitors mean that investors have overestimated the need for huge data centers?  


The electrification of vehicles, buildings and industry has been accelerating and is also creating significant incremental power demand. How much additional power will each of these expanding use cases require over the coming years and what will be the challenges to implementation? Will the new administration's renewed emphasis on fossil fuels result in a slowdown in electrification?


Finally, the reversal of Biden Administration policies hostile to crypto and the pursuit of a national crypto reserve by the new administration have spurred a resurgence of the crypto markets and mining activity, adding to the need for more industrial scale power. How can these needs be integrated with the foregoing use cases?

DISCUSSION PANELS

Keynote

  • Bill Tai, Venture Capitalist


Data Center and AI Demand: Building, Financing, and Operating Data Centers

  • Andrea Wang Lucan, Sidley (moderator)
  • Rajeev Oak, Prologis Ventures
  • Kaitlin Savage, Energy Market Development, Google


Electrification of Vehicles, Buildings, and Industry

  • Andre Duurvoort, JLL
  • Drew Murphy, Trio/Edison International
  • [Newmark]

๏ปฟThe Supply-Side Response


In response to this formidable demand side picture, we will be discussing both near and longer-term challenges and solutions to the surge in power demand.  


The sexiest and biggest solutions, nuclear fission and fusion, will be coming on stream faster than most people believe. Just as developments in space tech moved slowly until a large and aggressive private company took over leadership of the sector, so both nuclear fission and fusion are being led by fast-moving private companies that should pleasantly surprise us with their speed to market. 


But in the interim, we will need strong near-term solutions. There is no silver bullet -- this will require a patchwork of revamped legacy technologies, increased wind and solar, better behind-the-meter solutions such as fuel cells, increased energy storage facilities, and enhancements to the grid. There is also the question of whether the new Administration's emphasis on fossil fuels will change this mix.  


In the realm of nuclear fission, advancements in small modular reactors (SMRs) offer enhanced safety features, reduced construction times, and the flexibility to be deployed in diverse locations. Major technology companies are investing in SMRs to power their expansive data centers. 


The fusion energy sector is experiencing a wave of breakthroughs, with multiple companies and research initiatives racing to commercialize this game-changing technology. Advances in high-temperature superconductors, improved plasma confinement techniques, and novel reactor designs are accelerating progress toward practical fusion power. As private investment surges and public-sector backing grows, fusion energy is moving closer to a viable role in the clean energy mix, with pilot plants expected within a few years.

๏ปฟDISCUSSION PANELS

Keynote

  • Ray Rothrock, Venture Capitalist


Near Term Solutions:


Generation Capacity: Comeback for Fossil Fuels? Fuel Cells for Data Centers; Better Generators

  • David Perzynski, Honda Motors
  • Paul Osenar, Upstart Power
  • [more to come]


Power Management: Large-Scale Batteries and Energy Storage; Enhancing the Grid

  • Aaron Haubert, CMS Energy (moderator)
  • David Chiesa, CTC Global
  • John King, LS Power


Long Term Solutions:


The Nuclear Option -- Generation IV and Small Modular Reactors

  • Clayton Scott, NuScale Power
  • Chad Cashin, OKLO


The Nuclear Option -- The Race for Fusion

  • Matt Trevethick,Leitmotif Ventures (moderator)
  • Joe Paluska, Commonwealth Fusion Systems
  • [Will Regan, Pacific Fusion, invited]

Fireside Chat: Financing the Future

  • Sean McGann, Cantor Fitzgerald (moderator)
  • [DOE, invited]
  • [CalSTRS, invited]
  • Tal Sheynfeld, Energy Impact Partners
  • John Skjervem, Utah Retirement System

Company Presentations

Showcasing Startups

MicroRefrigeration

Scalvy

Speakers

Howard Chao (Host and Managing Director of Doon Insights)

Howard Chao

Host and Managing Director of Doon Insights

Mohamed Badawy (Co-founder & CEO of Scalvy)

Mohamed Badawy

Co-founder & CEO of Scalvy

David Chiesa (Vice President for Global Sales and BD at CTC Global)

David Chiesa

Vice President for Global Sales and BD at CTC Global

Aaron Haubert (Director of Strategy and Corporate Development at CMS Energy)

Aaron Haubert

Director of Strategy and Corporate Development at CMS Energy

John King (Executive Vice President, Renewables at LS Power)

John King

Executive Vice President, Renewables at LS Power

Nick Littleton (Founder of MicroRefrigeration)

Nick Littleton

Founder of MicroRefrigeration

Andrea Lucan (Partner at Sidley Austin)

Andrea Lucan

Partner at Sidley Austin

Sean McGann (Managing Director of Cantor Fitzgerald)

Sean McGann

Managing Director of Cantor Fitzgerald

Drew Murphy (Chief Executive Officer at Trio)

Drew Murphy

Chief Executive Officer at Trio

Rajeev Oak (Investor at Prologis Ventures)

Rajeev Oak

Investor at Prologis Ventures

Paul Osenar (President and CEO of Upstart Power)

Paul Osenar

President and CEO of Upstart Power

Joe Paluska (Chief Marketing Officer at Commonwealth Fusion Systems)

Joe Paluska

Chief Marketing Officer at Commonwealth Fusion Systems

David Perzynski (Hydrogen Business Development Lead II at Honda Motor Co., Ltd.)

David Perzynski

Hydrogen Business Development Lead II at Honda Motor Co., Ltd.

Kaitlin Savage (Energy Market Development at Google)

Kaitlin Savage

Energy Market Development at Google

Clayton Scott (Chief Commercial Officer at NuScale Power)

Clayton Scott

Chief Commercial Officer at NuScale Power

Tal Sheynfeld (Managing Partner at Energy Impact Partners)

Tal Sheynfeld

Managing Partner at Energy Impact Partners

John Skjervem (Chief Investment Officer at Utah Retirement Systems)

John Skjervem

Chief Investment Officer at Utah Retirement Systems

Bill Tai (Chairman of the Board at Hut 8 Mining Corporation)

Bill Tai

Chairman of the Board at Hut 8 Mining Corporation

Matt Trevithick (Managing Partner at Leitmotif)

Matt Trevithick

Managing Partner at Leitmotif

Sponsors and Host

Early Bird Ticket (Deadline: Feb. 24th)

Early Bird Ticket offer cannot be combined with another discount code.

Standard Price$800

Participant Ticket

Standard Price$900

Venue

Venue

Boardwalk's Cocoanut Grove
Beach Street 400
Santa Cruz, California

Contact us

For additional event or venue information, please send an email to katie@dooninsights.com

See route

Daytime Venue

8:00 am - 4:00 pm


The daytime portion of the program will be held at Boardwalk's Cocoanut Grove overlooking the beautiful Santa Cruz beach.

Address below.


400 Beach St.

Santa Cruz, CA

Evening Venue

๏ปฟ4:30 pm - 8 pm


The evening portion of the program will take place at Howard's mountain hideout in Bonny Doon, CA. We will enjoy an intimate wine reception & dinner. Address to follow. 

Parking & Transportation 


Shuttle Services

You are responsible for your ride to Cocoanut Grove in the morning. We'll take care of your transportation to Bonny Doon in the late afternoon and back. Shuttle buses will arrive in Santa Cruz at 4 pm to begin move guests to Bonny Doon, about a 30 minute ride. After dinner, shuttle services back to Santa Cruz Beach Boardwalk Parking Lot will begin at 7:30 pm and end at 9 pm. 


Driving Yourself?

You may park in the large Santa Cruz Beach Boardwalk Parking Lot across the street from the Cocoanut Grove. Bring your ticket inside to be waived. We will provide transportation to Bonny Doon for the evening portion of the program.  If you prefer to drive your own vehicle, please let us know so we can provide detailed driving directions to Bonny Doon.


Staying Close By?

The Cocoanut Grove is within convenient walking distance of many hotels, especially for anyone staying on the beach at The Dream Inn or Sea & Sand Inn; no car necessary! 

Logistics

Time

We will begin promptly at 8:00 am. Please plan on arriving in Santa Cruz by 7:30 or 7:45 am for coffee/tea, pastries, and socializing. The day will end with a fine wine and beer reception in Bonny Doon. Shuttle services back to the Santa Cruz Beach Boardwalk Parking Lot will begin at 7:30 pm and end at 9 pm. 


Attire

Casual mountain wear (jeans, flannel shirts, outdoor shoes or boots and other comfortable attire are all welcome, especially if you plan on doing the walk around the pond. No suits, ties, or dresses necessary!)


Funny Flip Flops

At the workshop, we will be hosting a "Best Beach Sandals" contest! Bring your silliest flip flops for a chance to win a special Doon Insights prize!


Socks

Our evening venue is a "shoes off" household, meaning you should wear your best socks to display at dinner.


Travel/Flights

SFO or SJC. The San Jose airport is 20/30 minutes closer to Santa Cruz, but either works.


Places to Stay

There are many hotels to consider. A few of our favorites are below. 

 

  1. Dream Inn Santa Cruz, a Joie de Vivre Boutique, is our preferred hotel vendor. (0.4 miles from daytime venue). The Dream Inn has kindly offered us a Courtesy Block/discounted room rate on a first come/first served basis for April 29th - May 1st. (20 rooms available, king or double queen options, includes a waived self-parking fee for the duration of your stay). Please call 844-291-9681 and tell them you're attending the Doon Insights April Event to receive our discounted rate. If you've already booked a room there, you may call the same number and they will transfer your reservation to our courtesy block rate.
  2. Sea and Sand Inn (0.4 miles from daytime venue)
  3. West Cliff Inn, A Four Sisters Inn (0.4 miles from daytime venue) 
  4. La Quinta Inn & Suites by Wyndham Santa Cruz (0.3 miles from daytime venue)
  5. Hotel Paradox (0.9 miles from daytime venue) 
  6. Bella Notte - The Inn at East Cliff (8 min. drive from daytime venue)   
  7. Fairfield Inn & Suites by Marriott (12 min. drive from daytime venue)


If you have any questions or need help with travel plans/transportation, please reach Katie at katie@dooninsights.com.

About Us

Doon Insights began 11 years ago as a simple concept by Howard Chao: bring together handpicked startups with leading investors and strategics for substantive discussions, and good things will happen.


Please visit dooninsights.comโ€‹ for more.

Doon Capital is Howard Chao's investment and consulting vehicle.


Please visit dooncapital.comโ€‹ for more. 

Photos

Cancellation Policies

We understand that plans change! The following policy is designed to ensure your satisfaction and understanding of the purchase process on our site.

  • Refunds requested more than 60 days prior to the start of the event are eligible for a 100% refund.
  • Refunds requested more than 15 days prior to the start of the event are eligible for a 50% refund, or you may transfer credit to a future event.
  • Refunds requested fewer than 15 days prior to the start of the event are not eligible for a refund.
  • If you contract COVID prior to the event and cannot attend, we will provide a full refund.


How to request a refund:

For inquiries about refunds, please reach out to Katie at: katie@dooninsights.com