BAM 237: Jim Donnelly

Hook: AI demand is exploding, but power, timelines, and permitting are the real bottlenecks—and Jason’s career is a case study in fighting those constraints with engineering and execution.

Most founders talk software; Jason’s story is about industrial-scale reality: land, substations, redundancy, cooling, uptime tiers, and the brutal math of capex/opex. Planus positions him as someone who has designed/built/operated “some of Canada’s largest data centers” and touched “hundreds of megawatts” across dozens of locations. (planus.ca) That’s a rare lens for a business audience: he can translate “infrastructure” into business strategy.

This arc gets interesting when you push beyond generic “AI needs compute” commentary into what actually breaks first: grid interconnect queues, transformer lead times, municipal/community opposition, water/air emissions concerns, and the reputational tradeoffs of pairing data centers with on-site generation. Recent Alberta/Olds materials tied to a “Synapse Data Center project” and an associated natural gas-fired power plant show the modern controversy space: communities want jobs/tax base, but worry about emissions, noise, and industrialization—while developers argue reliability and speed. (olds.ca)

Key Questions:

• When you say “AI-ready infrastructure,” what are the top 3 non-obvious blockers (not chips)—and which one is getting worse in 2026?
• Planus claims 30–50% below industry build cost and 66% faster deployment—what specific design/contracting decisions create that gap, and what do you give up (if anything) to get it? (planus.ca)
• Walk us through the “simplified Tier III electrical/mechanical distribution” idea: what did you simplify, what did it replace, and how do you defend it to risk-averse enterprise buyers? (planus.ca)
• What’s your current view on the data center + on-site generation model (gas now, maybe something else later)? What do critics misunderstand, and what are they right about? (olds.ca)
• If you were advising a mayor or regulator: what are the three conditions under which a community should welcome a hyperscale campus—and when should they say no?

Hook: Jason openly hints at the stuff founders rarely detail—boards trying to remove him, payroll scares, term re-trades—so the interview can reveal the real leadership mechanics behind infrastructure-scale companies.

The public narrative for technical founders is often clean: build superior tech, scale, exit. But his Unreasonable mentor bio explicitly signals a different, more human story: governance conflict (“board trying to remove me”), cashflow emergencies (“missing payroll”), and deal volatility (“investors and acquirers changing terms last minute”). (unreasonablegroup.com) That’s a strong invitation to build an episode around decision-making under existential pressure—especially in capex-heavy businesses where one misstep can strand millions.

This arc also lets the host explore identity transitions: engineer → operator → CEO/COO → seller → principal/mentor/investor. Planus’ bio frames multiple exits: Granite Networks (to Rogers, 2013) and ROOT (acquired 2019). (planus.ca) Even if the “$3B transaction” language is contextual (Compass’ broader platform/capital plan vs. a disclosed purchase price), it creates a useful line of questioning: what did he learn about negotiating with acquirers when the leverage shifts? (datacenters.com)

Key Questions:

• You’ve alluded to a board trying to remove you—what were the warning signs, and what would you do differently at formation (equity, control, information rights)? (unreasonablegroup.com)
• “Missing payroll” is every founder’s nightmare—how close did it get, and what concrete steps (collections, bridge financing, renegotiations) actually saved it? (unreasonablegroup.com)
• In your exits, what were the last-minute term changes you didn’t anticipate—and how should founders protect themselves (LOI structure, reverse breaks, diligence sequencing)? (unreasonablegroup.com)
• How did your leadership style change moving from “lead engineer” energy to CEO/COO energy—what did you have to unlearn? (planus.ca)
• What’s one belief about “founder-CEO” mythology you now think is wrong?