Nat Disston

Partner @JoinAtomic

[Nat Disston @NatDisston]

@m_franceschetti explaining to my wife why we need to upgrade a bed that already works perfectly. wish me luck. congrats on the launch @m_franceschetti

[Nat Disston @NatDisston]

Great hiring takes both speed and judgment. https://t.co/TvnmTztvuU built a platform where AI and expert recruiters work the same search together. Congrats on launch day @kristenhabacht

[Kristen Habacht @kristenhabacht]

AI broke hiring.

Candidates use AI to mass apply, recruiters use AI to mass deny.

Introducing Elly: the first AI Recruiter as a Service.

[Nat Disston @NatDisston]

@kristenhabacht Big launch today! AI doing what AI's good at, recruiters doing what only people can do, working as one team. Love to see it.

[Nat Disston @NatDisston]

Big launch day🐶

@joingoldenchild is live. A new food system for dogs. chef-crafted, vet nutritionist-developed recipes, proprietary supply chain held to human-grade standards.

Over a year of vets, chefs, and dogs to get this right.

https://t.co/v1OvtjEecf

[Golden Child @joingoldenchild]

Introducing Golden Child. 🐾

We've built a new food system for dogs that features chef-crafted and vet nutritionist-developed recipes. Because your dog deserves a bowl made with the same care and intention you'd want for yourself.

Meet our meals at https://t.co/TVmbydF7U8. 🐶

[Molly O’Shea @MollySOShea]

NEW: The AI Data Center "Boom" is Kinda Fake..

But the power bottleneck is still very real.

Inside the energy company using rocks & sunlight to fix AI’s power problem right now.. not in 10 years: @ExowattEnergy

Most "announced" data centers will never get built (ahem, Stargate). The ones that do? Running on gas generators. And the U.S. grid has no answer for what’s coming.

Hannan Happi, CEO & Co-Founder of @ExowattEnergy, joins Sourcery for a rare facility tour of their 40,000 sqft Miami HQ — walking us through the tech, the team, & why the AI power crisis is far worse than the headlines suggest.

Exowatt has raised $140M from a16z, Atomic, Felicis, Sam Altman, Leonardo DiCaprio, Starwood Capital, Thrive Capital, & more, all betting on a deceptively simple idea: concentrate sunlight with Fresnel lenses, store the heat in rocks at 1,000°C, and dispatch electricity on demand. 24 hours a day, no grid required.

Their P3 system is built from sand, dirt, and steel. Like a large magnified glass and a rock. No lithium. No cobalt. No China. Target cost: 1 cent per kilowatt hour.

In this episode:
→ Why most announced data centers are phantom projects
→ The real bottleneck that replaced GPUs: skilled labor
→ How a 200-year-old engine is at the heart of their stack
→ What hyperscalers actually say about sustainability (it's not pretty)
→ Lessons from Tesla on iteration, modularity & vertical integration
→ Why Miami — and why now

With a 90+ GWh demand backlog and commercial deployments live in 2025, this might be one of the most important energy companies emerging in the AI era.

Founded in 2023 by Hannan Happi & Atomic CEO @jackabraham, Exowatt's mission is to make sustainable renewable energy always available and almost free.

𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) What is Exowatt? The solar backbone for AI data centers
(01:30) Why the US grid simply cannot handle what's coming
(02:00) Tour begins: Welcome to Lighthouse Miami — 40,000 sq ft facility
(02:45) The P3 explained: three elements, one shipping container
(04:00) The founding story: Atomic venture studio and the modular hypothesis
(05:30) Why solar thermal hasn't followed solar PV's 99.6% cost decline — until now
(07:00) North star: 1 cent per kilowatt hour and where they are today
(11:00) Inside the world's largest solar simulator — the sun, indoors
(13:00) The Fresnel lens up close: a giant magnifying glass for the sun
(15:00) "It's rock science" — the 5-year-old explanation of how it works
(17:30) Domestic raw materials (sand, dirt, steel) as the real competitive moat
(24:30) The phantom data center problem: most announcements won't get built
(26:00) From 100 MW to 10 GW: how data center scale exploded in 3 years
(30:00) Funding breakdown: $140M, a16z, Felicis, Sam Altman, Leonardo DiCaprio
(37:00) Lessons from Tesla: remove parts, iterate fast, build better

[Nat Disston @NatDisston]

@MollySOShea @ExowattEnergy "it's rock science" 😆

Must watch interview. Go Hannan and team!

[Nat Disston @NatDisston]

@m_franceschetti @eightsleep @tether Continue to be a massive fan. Can’t imagine sleeping without my eight sleep

[Nat Disston @NatDisston]

@ankurnagpal Would love to check this out!

[Nat Disston @NatDisston]

@Bdyroff14 @TheStreetSheet Let's go!

[Nat Disston @NatDisston]

My 8 Sleep has easily been the best health investment I've made.

Per my whoop data:
Hours slept vs hours needed: 72% to >91%
Sleep efficiency: 85% to >93%
Overal Sleep performance: 72% to >90%

Excited for an even more powerful version @m_franceschetti !

[Matteo Franceschetti @m_franceschetti]

BREAKING NEWS: We just launched our newest products @eightsleep

✅Pod 5
✅Hydro-powered Blanket for 2x thermal coverage
✅Base with zero-gravity elevation & surround-sound w/ @hubermanlab content
✅AI that monitors your health while you sleep

Get yours👉https://t.co/i6Y8vrAU5H

[Sauron @SauronSystems]

We're hosting an exclusive event on Physical Intelligence for those working on at the cutting edge of robotics & embodied AI.

Wednesday 5/21, 5:30PM @ Sauron HQ

[Nat Disston @NatDisston]

@zebulgar The steps do not count if you weren’t there

[Nat Disston @NatDisston]

@MarcAtiyeh @Walmart @mypawp Congrats @MarcAtiyeh !! Huge news. Excited for you and the team 🚀

[Nat Disston @NatDisston]

Did we mentioned it's built in Miami?

[Jack Abraham @jackabraham]

Exowatt launches today! ☀️

The power requirements to scale AI are astronomical. Within a decade AI will require 650TWh of new power generation – more than the electricity demand of South Korea. In the U.S. alone, data centers will require the equivalent amount of electricity to power 40 million households by 2030.

Exowatt P3s can generate electricity at scale at just a $0.04 LCOE and with entirely renewable tech. That’s lower than the cost of most fossil fuels and doesn’t account for subsidies. We have already amassed a 1.2 GW backlog, worth $Bs from the mega tech hyperscalers, energy and data center companies.

The system works by capturing the sun’s energy in the form of heat, storing it in a heat battery and converting it to electricity via a heat engine even when the sun is no longer out. This changes the economics of solar by solving a problem called the “Duck Curve” where all conventional solar producers are forced to sell their power at the same time while at maximum output, driving the electricity cost sometimes to zero or negative intraday and leaving no supply at night. Data centers need to operate 24/7 and typically have 60% of their OPEX from energy costs, so an inexpensive and ever available alternative is very important to them. Data centers are straining to bring capacity online and without solutions like Exowatt, are being forced to turn to fossil fuels like coal, oil and natural gas.

We hope you’ll join us in pushing forward an abundant and non fossil fuel powered future!⚡️

https://t.co/p626bMg149

[Nat Disston @NatDisston]

@zebulgar 💯 let's champion moms and make it easier for families to have kids. Cost is the #1 driver. More affordable childcare, flexible work options, subsidized healthcare, access to fertility education / treatment so women can remove the pressure of arbitrary timelines

[Nat Disston @NatDisston]

@m_franceschetti @eightsleep @packyM Let's go! Great read

[Chester Ng 🆖 @chest]

At the time of this, I joked that Satish @Redpoint had been on the Midas List 6 more times than me (6 vs 0). Now 7. A rare interview with the rare VC who never VC brags, tweets, blogs, pods. Hear how he invested in Snowflake @ $50m, what makes a great leader vs. manager, and more

[Nat Disston @NatDisston]

@MarcAtiyeh Big congrats Marc and Pawp Team!! 🔥🚀

[Atomic @JoinAtomic]

Most subscription companies don’t realize that half of their customer churn is accidental and can be recovered. @ButterPayments 🧈 boosts top-line for consumer and SaaS businesses by ~10%, addressing this ~$440B problem. @ShenLucinda @axios with more here https://t.co/2C2n00QLCB

[Nat Disston @NatDisston]

Check out Atomic's winning entry with "Best Time to Build" at the 2024 Communicator Awards https://t.co/TcRnVclso3