Chester Ng 🆖

🆖 tweets on founding/funding companies as GP @JoinAtomic. We make Exowatt, $HIMS, Homebound, Replicant, Sauron, etc. Also ❤️🏀 cards & #ClipperNation

[Chester Ng 🆖 @chest]

@ChrisBHaynes How about NO @trailblazers 🖕

[Chester Ng 🆖 @chest]

Narrative violation

[NBA Communications @NBAPR]

The NBA Playoffs are delivering their highest viewership through the Conference Semifinals in 29 years, with an average of 4.5 million viewers per game across ABC, ESPN, NBC/Peacock and Amazon Prime Video.

Following last night’s double-overtime thriller to open the Western Conference Finals, Game 1 of the Eastern Conference Finals tips off tonight with the New York Knicks hosting the Cleveland Cavaliers at 8 p.m. ET on ESPN.

[Chester Ng 🆖 @chest]

@bryce We’re picking 5th baby!!!

[Chester Ng 🆖 @chest]

@joshk @gamestop Incredible 👏

[Redpoint @Redpoint]

We're ecstatic to be leading @joingoldenchild's $25M Series A.

Golden Child is building something different: a fresh food system designed from the ground up.

[alex bard @alexbard]

Dog food hasn't really changed in decades. Golden Child is something different. Real food, formulated by vet nutritionists and a head chef from Goldbelly, that actually looks, smells, and tastes like food (I know because I tried it ;). An incredible brand and a genuinely differentiated product. That combination is rare. Proud to be a part of the journey 🐶

[Bennett Siegel @BennettSiegel]

People already treat their pets like children. Now, with Golden Child, they can eat just as well too.

We’re excited to co-lead the seed here, and partner with our friends at Atomic and Redpoint in the Series A 🐶

[TechCrunch @TechCrunch]

Drizzle on top: a new high-end dog food brand is coming for the 1% https://t.co/FMc0VPB2Yk

[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. 🐶

[Chester Ng 🆖 @chest]

After a year of building (+ tasting) @joingoldenchild 🐶🍽️, the leap this dream team of dog lovers made in food quality + nutrition convinced me to invest — in a new fam member: Boba 🐾 (5 months, DM for pics 😉).

Can’t wait for you (and your golden child) to try it!

[Redpoint @Redpoint]

We're ecstatic to be leading @joingoldenchild's $25M Series A.

Golden Child is building something different: a fresh food system designed from the ground up.

[Mark Gurman @markgurman]

NEW: Apple’s marketing chief for the Apple Watch, AirPods, Home and Health — Stan Ng — is retiring, the latest changing of the guard at the company. He’s been at Apple for 31 years and was a mainstay under both Jobs and Cook. https://t.co/WmWYAdKTv5

[Chester Ng 🆖 @chest]

@MariaDerchi Paribus (s/o @eglyman) reborn, but for travel!

[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

[Chester Ng 🆖 @chest]

@rsarver open source! open source! open source!

[Maria Derchi Russo @MariaDerchi]

When @bling0 says rain or shine, he means it.

Great time last night at @blingcapital @JoinAtomic @GVteam @Boldstartvc @stripe Miami Open Cocktail Mixer with so many of my favorite people.

@chest @edsim

[Palantir @PalantirTech]

Dropped across Miami.
Build something real this summer.
Applications due March 30th.
Good luck.

[Chester Ng 🆖 @chest]

@MollySOShea @upfrontvc You absolutely crushed it 🙌

[Chester Ng 🆖 @chest]

@barstoolsports There is no debate. Sloan forever

[Saif Ishoof 3️⃣☕️5️⃣ @saif305]

While people debate whether Miami is a “real” tech hub, companies on the National Security 100 list are building here.

@ExowattEnergy made that list, solving one of the hardest problems in the world: energy for the AI era.

And they chose to build it right here in Florida.

Not Silicon Valley.
Not Austin.
Florida.

That’s not a coincidence. That’s a signal.
Shout out to @jackabraham and @chest
for betting big on Florida with @HaPi31415 as a result of @FrancisSuarez’s movement.

One of the world’s best venture studios building companies here.

The talent is here.
The aerospace-defense corridor is here. The capital is here.
The will is here.

Florida is where the future gets built.
Full stop.

Tag a company and founder you know who’s building the future here in Florida. 👇

[Saif Ishoof 3️⃣☕️5️⃣ @saif305]

Palantir just chose Miami.

Cue the predictable take:
“Florida doesn’t have the engineering talent.”

Cool. Let’s run the numbers.

Florida produces 89% as many engineers per capita as California.

Eighty. Nine. Percent.

That’s with:
• Zero Stanford
• Zero Caltech
• No 10-campus UC empire

What Florida does have:
• 7 R1 research universities
• $3.3B in annual research spend
• The largest aerospace engineering program in the country
• SpaceX. Blue Origin. Lockheed. L3Harris. Northrop. All building here.

Now the part nobody on Tech X wants to discuss:

Florida tuition: ~$6,500/year
California tuition: $14,000+
Florida income tax: 0%
California income tax: up to 13.3%

So let’s compare:

Cost to produce an engineer → Florida wins.
Cost to retain an engineer → Florida wins.
Engineer purchasing power → Florida wins.

That’s arithmetic.

The ROI per engineering degree in Florida might be the highest in America.

The people mocking Florida are arguing with a 2015 version of the state.

The 2026 version is building rockets, defense systems, AI companies and so much more.

You can keep the narrative.

We’ll keep the compounding.