Investing in the physical world for an AI era.
Great discussion w/ Joe Fath of @EclipseVentures, which just raised $1.3B.
Before Eclipse, Fath nearly tripled T.Rowe’s US Growth Stock Fund to over $150B in assets, and was an early investor in $META $AMZN $GOOG $RIVN
very proud of this story and it being awarded an @RTDNA regional Murrow award! This was a tough story to do — difficult reporting with folks going through really hard times. Grateful for them sharing their experiences with me
Batteries that use sodium instead of lithium could allow the U.S. and its allies to create a completely new supply chain for the energy storage taking off across the world, Christopher Mims writes https://t.co/cGRJmzfCPE
@amandalanchu Great article. Couldn't agree more, playing catch up to China in the lithium market is unfeasible. But likely we're seeing more minerals for batteries get off the ground!