We have a controversial take: solar is sitting inside a high-leverage window for the U.S. market
Every major energy supply chain (gas turbines, nuclear SMRs, transformers) is slammed with 5-year bottlenecks or R&D timelines
Except one: silicon solar PV ⚡️
Last week, we introduced @TheAmbitionCap as the next evolution of our firm
Today, I'm excited to launch the intellectual engine driving it: The Ambition Journal
Today, Space VC becomes Ambition Capital
Five years ago, I launched a venture firm to little fanfare. Few in venture had heard of us, and even fewer believed the thesis
Today, we are proud to announce that JACKAL-0004 and Mosaic have achieved all Mission X-3 test objectives.
Jackal has been fully commissioned and is prepared for its next phase of mission.
We could not be more excited for this moment. True Anomaly is ready for what comes next.
Check out our blog for more details: https://t.co/MYE2U2O14S
This Memorial Day, we honor the brave men and women who gave their lives in service to this great nation
We are all forever indebted to them and their families 🇺🇸
Congratulations to our portfolio company @hawkeye360 on their IPO at the @NYSE this morning!
This represents the first IPO for our firm 👏
Trading under HAWK, we're excited to watch @HawkEye360CEO & team continue to execute moving forward
AI workloads generate unprecedented heat, forcing new architecture of data center thermal systems
Every GW of new compute brings massive incremental cooling demand
Karman built the HPU to solve exactly this. Proud to have backed team from day zero
https://t.co/7A1UoV0QdZ
Congrats @XonaSpace on the $170M Series C! 🛰️
Pulsar PNT has rapidly moved from concept to real-world capability over the past few years
Now: scaling manufacturing & deploying the full constellation
One of my favorite podcasts since becoming a VC has been @DWeisburd’s “How I Invest”
Jumped behind the mic & joined an episode recently! We discuss:
✅ Why frontier & deep tech are different
✅ Why emerging managers need to be non-consensus
✅ @TheSpaceVC stories & more
New Stealth Investment Announcement
We recently led the pre-seed for a new defense tech startup at @TheSpaceVC
Founders bring exceptional industry experience from @anduriltech, @SpaceX & @PalantirTech
Congrats to @VitalLyfe for emerging from stealth + announcing $24M in funding!
@TheSpaceVC invested at pre-seed alongside Cantos, Also Capital & Generation Partners
@VitalLyfe is building modular, desalination tech to solve the world's water crisis 🚿
https://t.co/CcShYq995m
Congrats to @VitalLyfe for emerging from stealth + announcing $24M in funding!
@TheSpaceVC invested at pre-seed alongside Cantos, Also Capital & Generation Partners
@VitalLyfe is building modular, desalination tech to solve the world's water crisis 🚿
https://t.co/CcShYq995m
Congrats to our portfolio company @hubble_network on announcing their $70M Series B!
Communicating & asset tracking from space: using Bluetooth 🛜
https://t.co/TEkPeAL73W
Reminder: I am actively investing $1M in founders raising their first round across:
⚡️energy generation & storage
🤖robotics & physical AI
🛰️defense & space tech
📶next-gen comms infrastructure
🏭manufacturing & industrials
DM if you're starting a company & raising soon 🙌
Our company @EdgescaleAI was given a great shoutout for enabling AI edge deployment for @PalantirTech customers
See 44:50 for their physical AI Edge Node.