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May 5, 2025 49 mins

Jacob Sandry is the CEO and co-founder of Euclid Power, a platform for renewable energy project development, financing, and operations—with AI-enabled services layered on top. MCJ is proud to be an investor in Euclid, having joined the company’s seed round in mid-2022.

Jacob has worked in renewable power his entire career, starting at Generate Capital right out of college, where he worked under Jigar Shah. He then spent several years on the investment team at Goldman Sachs' Renewable Power Group before having the a-ha moment that led to Euclid—and left to start it with a couple of his fellow Goldman teammates.

Jacob and Cody discuss how he’s seen the renewables industry evolve over the past decade, his theory of change, the insights that led to founding Euclid, and the company’s current product and traction. We also touch on his thoughts on AI, power demand curves, and more. As we see it, Jacob is riding two massive waves with Euclid: the inexorable growth of solar and storage, and the curve-bending potential of AI and workflow automation.

In this episode, we cover: 

  • [1:59] Jacob’s early career and background
  • [3:34] Working with Jigar Shah at Generate Capital
  • [8:26] Time on the Goldman Sachs Renewable Power team
  • [9:24] The origin story of Euclid Power
  • [15:23] Challenges in building renewable energy projects
  • [19:15] From internal Goldman tools to the Euclid platform
  • [20:29] Client spotlight: UBS
  • [21:57] Transitioning from project development to a software company
  • [26:07] The role of AI in Euclid’s platform
  • [31:49] Business growth and market traction
  • [33:35] Building Euclid as a multiplayer platform
  • [37:10] Balancing software automation with hands-on services
  • [40:41] Current limitations of AI and automation
  • [42:50] Jacob’s outlook on the future of renewable energy
  • [46:05] Powering data centers and emerging demand
  • [47:30] Where Euclid is looking for help
  • [48:18] The meaning behind the name “Euclid”

Episode recorded on April 25, 2025 (Published on May 5, 2025)

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*Editing and post-production work for this episode was provided by The Podcast Consultant

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