Avila VC

Backing entrepreneurs building at the intersection of bits+atoms to reinvent our foundational industries

[Avila VC @AvilaVC_]

We don’t have to all get on the same page about AI today. It’s impossible.

But we can strike a shorter term grand bargain and use the once in a lifetime trillions being spent in the next few years to grow and modernize our grid to benefit ALL

https://t.co/okyz5z1N41

[Patty Wexler @patriciawexler]

A quarter century after 9/11, at a time when polarization, geopolitics, and AI are shaking the foundations of our society, it’s comforting to celebrate millenary traditions with our loved ones

Wishing everyone a sweet 5787 🍎🍯

[Patty Wexler @patriciawexler]

Or….. switching to geothermal heat pumps could solve this problem!

Here’s to @DigEnergy making it feasible for New Englanders in the not too distant future!

[Avila VC @AvilaVC_]

Unlike gas, diesel, and coal, its not backlogged by equipment, subject to geopolitics, nor dirty

Unlike fission, fusion, and enhanced geothermal, its ready to deploy today

Unlike solar and wind, its 24x7x365

Unlike fuel cells and other onsite solutions, its fully derisked and cheap today

And now @DigEnergy has solved the one barrier: the cost and hassle of the upfront installation

This first commercial deployment is just the beginning of unlocking ENERGY ABUNDANCE for all

LFG! 🚀🚀🚀

[Patty Wexler @patriciawexler]

Kick-ass execution! Do not have enough words to express the awe, satisfaction and pride in seeing @DigEnergy perfectly deploy its first commercial install.

We all know abundant energy underpins our future growth. With Dig's drilling tech, we finally eliminate the bottleneck holding back geothermal, widely acknowledged to be the most efficient way to solve for a FULL THIRD of our electricity needs.

NOTHING ELSE is: (a) deployable TODAY, (b) 24x7x365, (c) unaffected by wars, geopolitics, weather events (d) clean, and now, finally (e) cheaper than the rest.

https://t.co/uI2DPlsh8e

[Katherine Boyle @KTmBoyle]

It’s no secret that I’m bullish on Florida as a federalist project that’s attracting capital and businesses from across the country. It’s an extraordinary place to live and build.

West Palm Beach is the epitome of this kind of growth—and Stephen Ross and team are building a truly dynamic city and ecosystem. It’s been an incredible story of growth in America and we’re excited to become a larger part of it.

The American Dynamism team at @a16z is excited to open our West Palm Beach office.

It's time to Build 🌴🇺🇸🚀

[Avila VC @AvilaVC_]

Made our day!

[Josh Elman @joshelman]

Have known Josh (solid name!) for a long time. So cool to see what he is doing in Kailua. And to make HVAC look so hot!

[Avila VC @AvilaVC_]

https://t.co/5lDiY8z9Lq

[Avila VC @AvilaVC_]

Who would have thought the more beautiful and functional home HVAC of the future would be built in Hawaii? Well check out https://t.co/kVivz7HTQV

Go @joshleong

Read the @WSJ article in next post

[Avila VC @AvilaVC_]

@matvogels @patriciawexler Thank you for having me on - so fun!

[Avila VC @AvilaVC_]

In the first few minutes of a first founder meeting, investors are eager and hoping *this is the one*

Your job is to make us think you and your vision could be it - we can peel the onion carefully after

If that’s you please reach out - DMs are open

[Mat 🏴‍☠️ @matvogels]

“Recognize that the attention span of humans is low. The attention span of VCs is probably getting closer to like fruit fly level. So get to the point quickly, and then you can elaborate on the other stuff.”

Was excited to chat with @patriciawexler, founder and GP @AvilaVC_ on the latest episode of Fun Raising.

I loved this quote from Patty 👆

Founders still spend the first five minutes proving the market is big. If the category is already obviously huge, you’re burning the only minutes you have on a slide they believed before you sat down.

Open with the hook only you can say. Then you can do TAM.

We also got into:

🔎 When to skip the market-size slide, and when you actually need it

🤝 Why investors are an inch deep and a mile wide, and what that means for what you should expect

📣 How to sequence a raise so your dream firm isn’t the last one in

📉 What a cold email has to do in the first line if you want a meeting

📈 Why the first meeting is not a bank loan, and how that should change how you walk in

And so much more.

Thanks again for being on, Patty!

Full episode live here on X 🎧

[Avila VC @AvilaVC_]

Win-win is the way https://t.co/IVQKxbVnDo

[sarah guo @saranormous]

energy is local. stopping datacenter builds, as NY just did (rather than designing win-win requirements and incentives for local communities and builders) is going to lead to some geos having decrepit infrastructure, and some geos benefiting from grid upgrade, investment and economic revitalization.

the state needs to “plan” faster. the last time the bureaucracy said they’d study energy it led to a 30-year abject failure to build any (clean) nuclear capacity. a standard nuclear EIS takes 4 years to even get a decision

[Avila VC @AvilaVC_]

@saranormous 💯

[Patty Wexler @patriciawexler]

https://t.co/KlE3eA1ayH

[Avila VC @AvilaVC_]

@RealtaFusion announces its new facility in Madison, building its next magnetic mirrors device to reach fusion energy soon

Onwards! 🚀

[Patty Wexler @patriciawexler]

From hot dogs to hot plasma! @realtafusion picked a site for its first plasma, with bipartisan support
https://t.co/39bzBu5j9j

[Avila VC @AvilaVC_]

Thrilled to share our thinking behind our investment in https://t.co/i4EmjMV2z1 - a modern, grounds-up redesign to electric trucks, built in the West, cheaper and better and ready for the electrified, autonomous future when it comes

Read here:
https://t.co/kORloaDGv2

cc: @2150VC @engineventures

[Avila VC @AvilaVC_]

Finally unveiling this new investment!

The $100B+ middle-mile logistics industry is booming, and innovation has lagged long-haul and last mile.

https://t.co/i4EmjMV2z1 is using a clean-sheet approach that combines electric propulsion, aerospace-inspired design principles and software-centric architecture

Their OV-1 truck delivers 50% more cargo capacity while consuming 50% less energy than competing 7.5-tonne trucks. As a result, costs per pallet per km go down by 73%!

With 500K miles accumulated across the pond, they will be crossing over to the US soon

Excited to support Noamaan and his team alongside @engineventures and @2150VC

[2150 @2150VC]

We're thrilled to announce our co-lead in Superlight's £15m Series A, alongside @engineventures , with participation from @AvilaVC_ 1/

[Patty Wexler @patriciawexler]

Software for grid optimization like @plexigrid

Cheap and easy to install GHPs with @DigEnergy

SSTs to improve grid asset utilization with bidirectional out — Expand Power

[Avila VC @AvilaVC_]

We can spend our time and $$$ fighting unwinnable short term battles, or we can agree on a doable grand bargain while the datacenter trillions flow: let’s fix American energy to benefit all, and figure the rest out later

[Patty Wexler @patriciawexler]

https://t.co/KlE3eA1ayH