Condensed mathematics is a framework developed by mathematicians Dustin Clausen and Peter Scholze that unifies algebra, topology, and analysis. It resolves fundamental technical issues with doing calculus and algebra on topological spaces by replacing them with "condensed sets"
Today, Heron is sharing our answer to the AI power delivery problem.
Our streamlined architecture is 1/3rd the MV-to-rack electrical cost, 1/10th the install labor, and shrinks construction timelines by months, while unlocking native 800V DC racks.
https://t.co/Y27IdUEfCf
The @deepchecksvc Summit starts today!
@Julian tells me they are over 1,000 (virtual) attendees.
What a moment for a category that was basically a backwater five years ago.
Don't miss this! Apply for a last minute seat 👇
https://t.co/R16d9Z2HMP
Many are talking about LNG. If one thinks about it, nitrogen fertilizers are effectively solidified natural gas. The safest and most concentrated way to transport it as well.
A thermal battery company just turned on one of the largest energy storage projects on Earth.
This is what reindustrialization looks like.
Not a rendering. Not a demo.
A real industrial energy asset delivering energy to a real customer. 🧵
Introducing the Monastery for AI-native founders.
A single builder can now outperform a publicly traded company.
$2 million. 12 weeks. Do the impossible.
Curry-Howard-Lambek correspondence between Reversible Logic, Reversible Programming Languages, and Symmetric Rig Groupoids, by showing that the syntax of Pi is presented by the free symmetric rig groupoid, given by finite sets and bijections.
It is a cornerstone of Dynamic Covalent Chemistry (DCC), as it allows molecular systems to "error-check" and reach their most stable thermodynamic state.
Reversible imine exchange refers to the dynamic processes by which an imine bond (Schiff base) can be broken and reformed or traded between different molecules.
Physisorption is a solid-state storage method where gas molecules are weakly bonded to the surface of a high-surface-area material via van der Waals forces.
U.S.-MANUFACTURED SOLID-STATE TRANSFORMER
China produces some 60 percent of the world's power transformers. The US imports $4 billion annually. Last week, @POTUS invoked the Defense Production Act and directed @ENERGY to expand domestic transformer manufacturing. President Trump called America's capacity to produce that equipment "dangerously limited." He's right.
Conventional iron and copper transformers are built for a one-way grid. They enable cascading failures. And they cannot properly contend with the dynamism of AI datacenters, which are quite likely to dominate new load additions for some time.
The reason the grid – and the economy – is at an impasse is not that we cannot generate enough energy. It's that we cannot move it cost-effectively.
This week @Enphase revealed a breakthrough for the world — the IQ Solid-State Transformer.
Starting with AI data centers, the IQ Solid-State Transformer takes 34.5kV from the grid and delivers 800V DC directly to AI compute racks — collapsing a legacy five-stage power chain into one conversion. The sidecar battery rack bolted alongside every compute rack today — the PSU, BBU, CBU — can be reduced or eliminated entirely. Less power infrastructure. More space for GPUs. More tokens. More revenue. For data center operators and AI companies, IQ SST's benefits drop straight to EPS.
The numbers on the Enphase IQ SST:
⚡ 98.5% efficiency
⏱️ Intrinsic sub-millisecond response — no battery buffer required
🔁 >250 kHz switching — custom Kestrel 22nm ASIC + bidirectional GaN
🔩 342 modules per unit, built-in redundancy, no single point of failure
✅ Five-nines availability — hot-swap without shutdown
🇺🇸 US manufacturing — Arlington TX + Columbia SC, high-volume manufacturing
🔬 ~90M inverter units deployed across 165 countries — nine generations of this architecture already in the field and shipping electrons
But what is most important is this: the U.S. needs to be able to rapidly increase its power density. Not just at data centers, but everywhere on the grid.
Passives on the grid generate heat, threaten cascading failures, and are not variable. Production capacity is mostly in adversarial nations. And legacy SST designs, borrowed from academic papers, cannot respond at sub-millisecond speeds. IQ SST can.
The reason why is Kestrel — a 5th-generation custom 22nm ASIC developed across nine generations of silicon, paired with bidirectional GaN switches already proven in Enphase's IQ9 (already produced in the many-millions). Single-stage power conversion. Sub-millisecond response. Semiconductor-based and software-defined.
The core of what we do @HNVRcap, from my first job in Silicon Valley working on low-power analog/digital microcontrollers, to our investments across infra, sim, apps, and power is about the convergence of power and computing.
IQ SST is the foundation for achieving a grid that scales the way silicon scales, not the way steel does. And is driven by custom processors that have done billions upon billions of hours in the field.
This is a semiconductor company's answer to a problem we've treated as mechanical for a hundred years.
The grid's missing link – the Enphase IQ SST.
Spent a solid 5 hours writing this 2k word piece.
Will become the default article I send people when they come to me for fundraising advice.
If you haven't yet given it a read, I highly recommend you check it out!
📢 Applications for the Kempner AI Fellows Program are now open!
This program is designed for early-career researchers with strong technical preparation in modern machine learning. Applications close June 1st.
Learn more and apply 🔗 https://t.co/GtzKq9Yhpo
#KempnerInstitute
Python made AI accessible.
Rust can make parts of AI understandable.
That’s the bet behind Category Theory for Tiny ML in Rust.
We’re building tiny ML systems from first principles using:
Rust types
typed transformations
composition
training loops
category theory as an engineering tool
Not abstraction cosplay.
Executable structure.
Working draft. Public feedback welcome.
The Future of Mathematics Symposium is being held on May 1st-2nd!
We have a truly exceptional group of speakers, with multiple Fields Medalists including Terence Tao.
Tune in for livestream 9am-5pm PST (link below)