Scott Jacobs is the CEO and co-founder of Generate Capital, a leading sustainable infrastructure platform delivering affordable, reliable resource solutions to companies, communities, and cities.
Prior to Generate, in 2007, Scott joined McKinsey & Company and co-founded its global Clean Technologies Practice, advising companies, institutional investors, NGOs, and governments around the world on the economic imperatives of resource productivity and climate solutions. Prior to that, Scott spent over a decade in technology and venture capital, helping start and grow several companies. Scott has dedicated much of his professional life to the “resource revolution” and is a regular writer, keynote speaker, and conference panelist on the topics of thematic investing and risk management, climate- and resource-related innovation, and building values-based and people-centric businesses. Scott earned his MBA with high distinction from Harvard Business School, where he was named a George F. Baker Scholar, and his BA cum laude from Dartmouth College.
Open Letter to Climate and Energy Transition Leaders
Happy 2025! We’re excited to bring you a special edition of our newsletter this month. In our latest Expert View, Generate CEO and Cofounder Scott Jacobs shares his perspective on the energy transition and the collective action needed from its leaders. This insight comes as he prepares to take part in the World Economic Forum in Davos this week.
Just over four years after the "ChatGPT moment", February 2026 marked a new inflection point for how many of my peers and I use AI. The constraints switched from model limitations (both perceived and real) and perhaps a lack of creativity and prioritization, to token and inference constraints: "Rate Limit Exceeded", "A bit longer, thanks for your patience." Powering a data center now requires simultaneous execution across three domains that each demand deep, specialized expertise: the grid and interconnection, on-site generation, and policy and regulation. And while AI has come in strides, the limits to scaling compute quickly are intransigent. They are physical, geographic, and increasingly personal.
Read moreJust over four years after the "ChatGPT moment", February 2026 marked a new inflection point for how many of my peers and I use AI. The constraints switched from model limitations (both perceived and real) and perhaps a lack of creativity and prioritization, to token and inference constraints: "Rate Limit Exceeded", "A bit longer, thanks for your patience." Powering a data center now requires simultaneous execution across three domains that each demand deep, specialized expertise: the grid and interconnection, on-site generation, and policy and regulation. And while AI has come in strides, the limits to scaling compute quickly are intransigent. They are physical, geographic, and increasingly personal.
Read moreThe U.S. power grid is currently a study in constructive interference, a phenomenon where separate waves meet, their peaks align, and they merge into a single, amplified force. Capacity and generation shortages, the elevation of affordability to the center of politics, community opposition, and concerns about emissions and reliability are powerful dynamics individually. Together they may force long-lasting changes to the U.S. power systems, as proposed wholesale changes across PJM this month illustrate.
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