Echoing @abemurray’s tweet here - very grateful to @kevinryan of @alley_corp and @eliothorowitz of @viamrobotics for supporting our robotics and automation fund! Jump in and give our latest newsletter a read, follow and retweet, and thanks for being here! 🌊📷📈💸
Contradiction alert - 90% of VC dollars target software, yet 60% of VC returns will come from deep tech hardware such as robotics. 🔬 🤖
So why aren't more VCs digging deep tech? Lux Capital, among others, has been telling us it's where the cool kids are! 😎 📈
If this is interesting to you - then you'll enjoy our latest @arv_fund newsletter - https://t.co/LXktuZmkRy - give it a read! 📰 🤖
Are you the kind of person who earns bonus points? If you are - then you will also subscribe to @alley_corp's newsletter while you're at it - https://t.co/i5FE2HyYNj
Still here? Still want more? Wow! Ok - I guess you can also read our EOY’22 update linked below.¹
Finally - huge thanks - as always - to @kevinryan of @alley_corp and @eliothorowitz of @viamrobotics for supporting our work investing in robotics companies! We couldn’t be doing this without them 🙏
~Abe
¹ EOY '22 fund update - https://t.co/tpUUWrx6Qr
This was so much fun!
Hon is building the craziest science fiction brain chips
But they aren't science fiction → he made them reality
Watch the first 10 mins for a speed run of an out-of-band approach to AI compute
Watch to the end & tour his brain-in-a-box / see Hon poke literal wetware neurons
(And see a meat-sack-compute rack react!)
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You will not be disappoint. Amaze, amaze, amaze!
Daniel Limon and Peter Lowe at Cargo Robotics are on a roll 🦾
We backed them at pre-seed, and have been on a wild ride since - from (literally) a garage prototype to many (many!) thousands of packages delivered for real customers in the real world
Making the system robust, real, and ready
Now it's time to scale. Real commercial roll out and scale up. Signed contracts. Building and shipping systems 🤖 📈
This is the future of package delivery - every cargo van / truck in the world will eventually have a Cargo system in it
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If I haven't talked to you about them - and you are excited about robotics and deep tech - you should be reaching out 😉
President Trump signed EO 14301 nearly a year ago today. Since then, 11 teams of engineers have been racing to achieve the President's goal: criticality in three advanced reactors outside of the national labs by July 4th.
Grateful to be part of it as we enter the final inning!
in the next 50 days:
- operation gigawatt summit with @GovCox
- reindustrialize 3.0 with @reindsummit
- three advanced nuclear reactors expected to turn on per @POTUS and @GovNuclear
- america’s 250th birthday
we are going to win
Wrote an article this weekend in response to the AI documentary I won't watch
(tl;dr - don't platform doomers, ever)
Article driving gc discussion as I tighten it up, bumping into commentary on @benedictevans' latest deck* and @iamthezack's excellent pod with @EricJorgenson**
My fave slides from that here w/discussion:
#1 - this time is not different!
#2 - we have barely started using AI
Excited to introduce you to Seb, the coding agent for hardware.
Seb is trained for low level systems in highly-regulated environments.
Thank you to the engineers and companies that already trust Seb with their hardware. The feedback from hundreds of Firmware, Embedded, and Hardware Engineers has been invaluable.
If you are building new hardware or updating a legacy system, Seb is here to help.
Get started today at https://t.co/KTXNszaemj
And as a thank you from the @RootAccess_ai team -- the first 100 engineers to use promo code RAGE50 get 50% off their first month of Pro!
I've met a few folks who assume that Operation Windlord, our C-17 reactor airlift, was "just a mockup" or "they only transported the RPV" etc.
This is not the case! The Air Force airlifted our entire plant minus shielding and fuel; the same plant which just got its DSA.
More 👇
Valar: on track to first power 🦾
Will be scaling before you know it 🏭📈
Gigasites and gigawatts in their future
A nuclear IPO went quite well last week - just wait until the world sees a company scaling and building and actually doing the things - far ahead of everyone else's plans
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Meanwhile I'm just burning tokens like they're free, believing in a future where Valar makes them much, much cheaper 😅
Energy is civilization’s “fix everything easily” switch. Lower the cost of energy to make everything better. Raise it to make everything worse.
Working on flipping the switch, please stand by
China makes 99% of the world’s gallium because they make most of the world’s aluminum, and gallium is a byproduct of making aluminum from bauxite.
This is a process that we invented in the United States, but it requires very cheap energy.
Valar Atomics is working to fix this.
Today, the DOE accepted our Documented Safety Analysis (DSA) for the Ward250 Reactor.
The DSA is our final design approval, demonstrating that we have satisfied the DOE’s rigorous safety standards in engineering and construction.
Next, Readiness Review and power before July 4.
So proud of my team, and grateful for the leadership of the DOE and POTUS.
This is not a normal DSA. Power is a different level—the volume and complexity of systems required when you have burnup is a massive step up. The Valar team is showing that they are up to the challenge.
When you are offered a ride on a rocket ship → you take it 🚀
Relatively few VCs actually multiply capital / win the game / get DPI ... while @susannahshipton and @marshallporter get this job done and then some
So, in Suse's words: "If you're obsessed with the craft of finding and investing in founders and companies who are building the future then this job is for you."
Application link below!