We need energy that is 𝗰𝗵𝗲𝗮𝗽, 𝗰𝗹𝗲𝗮𝗻, 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 & 𝗮𝗹𝘄𝗮𝘆𝘀 𝗼𝗻. Available 𝗧𝗢𝗗𝗔𝗬. That’s why we invested in @DigEnergy. Their breakthrough drilling tech makes geothermal HVAC finally ready for the mainstream. Mother Earth’s HVAC system → here, now. Read more in first comment ⬇️ @DigEnergy @TechCrunch @TimDechant

MUST read book. First 10/10 for my 2026 book list. The Infinity Machine: @demishassabis , @GoogleDeepMind and the Quest for Superintelligence Not only is it a very well written (as obviously @scmallaby would) fulsome story of the most important technology of our time, but it dumbs down the technical pathways being pursued to achieve digital superintelligence in a way that helps laypeople understand what parts of the magic are human-driven, what discoveries were accidental vs purposeful, and informs speculation of where we can head. The discussions on acceleration vs safety and LLMs vs others will be much more interesting for the masses having read this book

Congrats @biglithium and team!

100 million degrees Celsius. That’s the temperature our plasma will reach and even surpass after SPARC, our demonstration fusion machine, begins operations in 2027. With both halves of our vacuum vessel now inside tokamak hall, we’ve begun to ready them for hosting the most intense conditions in the solar system. In this video we take you inside the vacuum vessel, the airless heart of SPARC, where we’ll confine and sustain our fusion plasma. Watch the video to learn more about how we learned from — and improved upon — the other 150 tokamaks that have been built around the world, what our team is doing right now to prepare the vacuum vessel for assembly, and much more. This work paves the way for us to generate net fusion energy with SPARC, a threshold called Q>1 that’s an essential step on the way to commercial fusion energy. #FusionEnergy #Energy #Physics #Science

At least he picked the worst, dumbest, most illegal and unrealistic approach - almost seems purposeful to just get in the news with no actual effect. Discussing shifting taxation from labor to tokens over time (for example) would be a more plausible idea - this is irrational and impractical on almost any level

Just over the US-Canada border in Montreal last month, the International Magnesium Association annual conference hosted hundreds of Chinese salespeople marketing their metal to the West. Bragging about how magnesium is a "Chinese metal", even citing China's joining the WTO as the beginning of their dominance of this insanely important material that underpins trillions of dollars of trade. Our national security impossible without it. This is the problem we're solving at @magratheametals.

ARPA-E awards record $135 million to speed commercial fusion energy latitudemedia.com/news/arpa-…

“A big question going forward is if LPs recognize the fund marketing scheme for what it is, and seek out managers who are willing to swing for the IRR fences, or if they prefer to not get fired for buying IBM” Venture capital is not what it was axios.com/2026/04/15/venture…

The Infinity Machine - a must read - thx @scmallaby for making it so readable and translating the race to AGI into simple terms

Magnesium is truly critical - every plane, helicopter, soda can, and robot needs it. And we let it go to China bc the process was dirty and energy intensive Thankfully @magratheametals cracked the code on bringing it back!

We couldn’t be prouder to lead PLCs.ai’s seed financing. Here’s why 👇

Reindustrialization will only succeed if we leapfrog to the forefront of industrial automation asap. I’m thrilled that @AvilaVC_ is backing PLCs.ai to unlock the value of AI on the factory floor. Read more here: open.substack.com/pub/avilav…

A firm named after the Avila mountain which graces Venezuela’s capital has a pov…

I just found out some people are *not* discussing if we are in an AI bubble or not 😲 open.substack.com/pub/avilav…

If you decided to avoid the Internet bubble and left when Alan Greenspan gave his “irrational exuberance” speech, you would have missed out on 3 years of nearly 50% annual returns… Read the full thing in next post 👇

The gap between investor enthusiasm and the reality of building, changing behaviors, and monetizing is what leads to market bubbles open.substack.com/pub/avilav…

Common sense is much less common than you think Will we finally get our act together to increase electricity capacity at zero cost? 🙏 Grid flexibility (energy storage smart software updated regulations/incentives) is the key and many of us have been screaming from the rooftops for years Glad to see this explained, and @ENERGY passing regulations to fast track utility connections that agree to peak-shaving strategies nytimes.com/2025/11/04/opini…

Someone said recently you don’t agree with anyone 100% Guess what! I agree totally with Sacks on this open.substack.com/pub/avilav…