@LongJourneyVC Residency
building solar & geothermal powered data centers, planting trees, restoring coral reefs
ex @sfcompute, @notionhq, @emcollective
This weekend we gathered in the Redwoods to kick off @EdgeEsmeralda 2026.
A month-long popup village for people building at the frontier of tech, science, and culture.
Some moments from the Opening Ceremony ↓
We kicked off Edge with a beautiful opening ceremony in the Redwoods.
It's very meaningful to see these folks gather; many new faces and many old friends.
For some people, this is their 6th (!) Edge event, which feels surreal.
Excited for the month ☀️
How many of the best things in your life came from being in the right place at the right time?
This summer, we're creating that right place.
500+ frontier builders and thinkers for one month in Northern California.
Join us at Edge Esmeralda 2026.
BREAKING: @altcap says he's working with the White House and all the major AI players on an initiative that "would deliver a very tangible and profound dividend" to the communities where they're building data centers.
"Lest we be overconfident in Silicon Valley, let's remember a small group of activists shut down supersonic technology, and all nuclear energy in this country. It's a disaster."
@altcap explains why a data center moratorium would be "horrific" for America:
"All of our GDP growth is coming from the fact that we are building data centers and driving productivity improvements in the economy."
"A data center moratorium would thrust us straight into a recession and high unemployment."
"Secondly, it would cede the entire global game to China. Overnight, we would lose to China in the global AI race. Which is not just about AI, it's about economic security, jobs, and national security."
The Edge Esmeralda 2026 Community Calendar is live ☀️
Every talk, workshop, workout, dinner, and side room for the next four weeks, in one place.
Agent-friendly to make it easier to navigate.
Browse, RSVP, host your own ↓
Introducing: World Building | Week 3 🌐
The third week of @EdgeEsmeralda 2026 is about the digital and physical worlds we're choosing to build.
Virtual environments, AI agents, robotics, humanoids. June 15-21 in Healdsburg, CA.
More below ↓
My favorite thing about @evanjconrad is he consistently believes in people more than they do
Every time I come to him with a crazy idea his response is “holy shit you can totally pull that off”
One of the threads we kept pulling on in our recent piece on how AI labs are solving the power crisis is that onsite gas has stopped being a fringe option, and quietly turned into the default planning assumption for the next wave of US training clusters. (1/4) 🧵
Business has finite games and infinite games. You must play both.
In finite games, there are deadlines to meet. Opportunities to win. Getting to market first. Launching a better product. The objective is to win.
In infinite games, the goal is to keep playing, shape the game to your advantage, and make progress. There are no real winners, but rather just a concept of whether you are ahead or behind, which constantly changes depending on your success metrics. The only losers are those who quit.
You should want to win every finite game you choose to play, but whether you win or lose, you learn and continue on to your next game with the intention to win. The enduring value of a business organization is not measured by those past successes, but by the business's ability to keep succeeding and play the infinite game.
My first interview with US Secretary of Energy @SecretaryWright and @ScottNolan, Founder of @GeneralMatter.
This conversation is on nuclear and how we're going to power the AI data center buildout.
0:07 Powering the AI data center boom
3:25 Biggest energy bottlenecks over the next five years
6:03 Ramping power generation before we have SMRs
16:06 Bridging the nuclear transition with natural gas
21:39 What if we’re underestimating how much power we’ll need for AI
27:10 Staying ahead of China
34:07 Why AI is hated + the fear of AI data centers driving up electricity prices
40:21 Increasing baseload capacity
42:50 Building hundreds of gigawatts by 2050
49:37 Copying the SpaceX playbook
53:14 Incentivizing founders to build ahead of demand
59:03 “If you want to build big things in America, come talk to the government”
Some tips for founders navigating the shift from software to AI.
Brian and I also talked about "jazz mode," the Catholic Church, brewing beer, and the Grateful Dead.
I was reminded recently of an article by David Brooks in The Atlantic, titled "You Might Be a Late Bloomer." Two paragraphs that have stuck with me:
"We have a notion that the happiest people are those who have aimed their life toward some goal and then attained it, like winning a championship trophy or achieving renown. But the best moments of life can be found within the lifelong learning or quest itself. It's doing something so fulfilling that the work is its own reward. 'Effort is the one thing that gives meaning to life,' the Stanford psychologist Carol Dweck once wrote. 'Effort means you care about something.'
'The secret of life is to have a task, something you devote your entire life to, something you bring everything to, every minute of the day for the rest of your life,' the sculptor Henry Moore once told the poet Donald Hall. 'And the most important thing is—it must be something you cannot possibly do.'"
AI's hunger for energy might be the best thing to happen to US infrastructure in decades.
It's forcing a grid upgrade we've delayed for 50 years.
And on the other side of that: energy abundance → resilience → independence → new industries we can't even imagine yet.