Cameron Porter

Partner @SteelAtlasVC

[Cameron Porter @Cam39Porter]

True

[Eli Dourado @elidourado]

MLS should take advantage of a successful World Cup by:

- Merging with USL
- Ending the common ownership aspects of the league
- Adopting pro/rel, with parachute payments to get current franchise owners on board
- Eliminating the salary cap so that clubs can buy the best players

Let American capitalism make it the best league in the world.

[Cameron Porter @Cam39Porter]

Would recommend for someone exceptional

[Denver Rayburn @DenverRayburn]

Hiring smart generalist to help build a $1tn textile company

ideally banking/PE background or someone who remembers what it feels like to work 100 hours per week & understands how the world works

[Cameron Porter @Cam39Porter]

@CWNazarian Valar's secret weapon !

[Zeno Power @zeno_power]

Step into Zeno's nuclear battery production facility.

[Cameron Porter @Cam39Porter]

@abemurray @nvidia @valaratomics My favorite combo :)

[Cameron Porter @Cam39Porter]

This is the way for American communities. Clean, cheap power. No thermal water consumption for compute or reactor. AI without compromise.

@nvidia + @valaratomics

[Cameron Porter @Cam39Porter]

@IanRountree This is the way. Well deserved :)

[Grant Gregory @grant__gregory]

https://t.co/j0kh2GTZhY

[Cameron Porter @Cam39Porter]

@grant__gregory Good people doing great work :)

[Valar Atomics @valaratomics]

This Wednesday at 3PM ET, please join Valar Atomics and NVIDIA for a special livestream on the future of atomic energy and artificial intelligence.

[Cameron Porter @Cam39Porter]

Learned many things including a touch of djing :)

[Cameron Porter @Cam39Porter]

May more people have the joy of visiting @JoinEdgeCity x @esmeralda_inst

[timour kosters @timourxyz]

Every time we do a monthlong Edge City, I give out 10 disposable cameras to people in the community and see what comes back.

The result is always a beautiful look at the variety of experiences people have in the village.

Here's a thread from Edge Esmeralda 2026 ☀️

[Cameron Porter @Cam39Porter]

Demonstrating passive safety against causes of meltdowns at both Fukushima and Three Mile Island. Real end to end testing for a system that is fast to build, cheap to manufacture, and safe to operate. What a week.

[Isaiah Taylor - making nuclear reactors @isaiah_p_taylor]

Ward 250 has successfully been scrammed and placed in total electrical failure state. All active systems are de-energized:

* Primary coolant circulator
* Building and nuclear plant HVAC
* RCCS active circulator
* Primary coolant chiller

The reactor is subcritical. Now we wait!

[Isaiah Taylor - making nuclear reactors @isaiah_p_taylor]

Ward 250 has successfully been scrammed and placed in total electrical failure state. All active systems are de-energized:

* Primary coolant circulator
* Building and nuclear plant HVAC
* RCCS active circulator
* Primary coolant chiller

The reactor is subcritical. Now we wait!

[Cameron Porter @Cam39Porter]

@suffiyanmalikk @davidu @WeThe_Builders @a16z @KTmBoyle Two exceptional people :)

[Suffiyan Malik @suffiyanmalikk]

I got to sit down with David Ulevitch (@davidu) for E31 of We The Builders (@WeThe_Builders). He is a General Partner at @a16z where he cofounded the $1.776 billion American Dynamism practice with @KTmBoyle about 4 years ago. Since then, it has taken over the timeline and become the language many use to describe frontier, deep or hard tech. Friend of the show @lochhead calls this Category Design, where you don’t necessarily have to be the first to become a category leader, you need to frame the problem and do it better than everyone else.

We talk about investing strategy, founding story of American Dynamism and what made it a sticky brand, what he has learnt about how the world works from his anthropology background, surveillance concerns with public safety technologies, his best mentor who is not @pmarca and more.

American Dynamism focuses on investing in areas such as public safety, aerospace, logistics, national security, defense, manufacturing, industrialization, logistics. Some of the companies in their portfolio include @anduriltech , Amca, @AppliedInt , Apex Space, @AstroMechanica , @Astranis , @basepowerco , @CAForever , @Castelion , @HadrianInc , @NorthwoodSpace , @RadiantNuclear and of course @SpaceX. Founders of many of these will be featured in upcoming episodes or are friends of the show.

David was previously the founder and CEO of OpenDNS, a cloud-delivered security service that was acquired by Cisco in 2015 for $635 million. While at @Cisco , David was Senior Vice President and General Manager of Cisco Security — a $2.4 billion annual revenue business with more than 5,000 team members — where he oversaw the company’s global cybersecurity strategy, product portfolio, and business (via A16Z).

Timestamps:

00:00 - Introduction
01:57 - Defining American Dynamism
05:43 - Project Maven and Rebuilding the Arsenal of Democracy
07:24 - Competing with General Catalyst for Anduril
08:49 - Category creation and defining the market
10:57 - The marketing engine of “The American Dream”
15:20 - Replicating Silicon Valley
18:22 - Robot Dogs and General Catalyst
19:47 - 1776 Million: Building the American Dynamism Practice
20:59 - Why Hardware Outperforms Software Over Time
22:38 - Coupling Defense, Energy, and Space
26:28 - Investing in Public Safety
33:01 - Investment Committees are “stupid”
35:39 - Long-term partners over short-term bets
39:23 - Policy, Regulations, and navigating relationships in DC
43:11 - How regulations are slowing us down
46:54 - The Industrial Supply Chain Divergence
51:29 - Global Maritime Dominance and Expanding TAM
53:39 - Venture-Backable Bets in Critical Industrial Infrastructure
1:00:24 - Applying Anthropology: Study of People, Culture, and Political Power
1:04:08 - What Drives Innovation Across Nations?
1:11:49 - Regional Talent and State Incentives
1:15:48 - Moving from Benevolent Dictator to Minority Investor
1:20:42 - Life is Checkers, Not Chess: Agency and Knowing When to Sell
1:26:57 - OpenDNS and the Pivot to Enterprise: Letting Markets Dictate Your Revenue
1:30:13 - The High Bar for Talent: Grittiness, Grind, and Magnetic Leadership
1:33:09 - Attracting Capital via Narrative: Storytelling vs. Lying
1:35:07 - Toastmasters and Single-Topic Debates: Sharpening Communication
1:37:20 - Modern Credentials: Domain Expertise and Sourcing True Signals
1:44:23 - Government Sales 101: Enterprise Sales on Steroids
1:46:34 - Closing

[Cameron Porter @Cam39Porter]

Good thread on why we like @zeno_power

[Andrew Côté @Andercot]

Nuclear batteries like the ones @zeno_power is making store hundreds of times more energy per kg than chemical batteries

They just announced their taking over the first commercial nuclear license the AEC ever commissioned in 1957

Right next to Silicon Valley - heres why 🧵

[Isaiah Taylor - making nuclear reactors @isaiah_p_taylor]

Moments ago, Valar Atomics took Ward 250 critical for the first time. This fulfills President Trump’s EO 14301, which called for 3 advanced reactors to go critical by July 4th.

This is our second criticality as a company, and an important step toward our goal of power by July 4.

[Zeno Power @zeno_power]

Beginning today, we are industrializing nuclear battery production at the historic Vallecitos Nuclear Center.

With this facility, we will deliver our first nuclear battery to customers in 2027 and scale production in 2028 - powering critical missions from the seabed to the lunar surface.

[Cameron Porter @Cam39Porter]

@DenverRayburn This seems good :)