Protagonist is a venture capital firm focused on backing early-stage emerging technology businesses.

Joined May 2022
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Protagonist retweeted
Very lucky to be a small part of the success story with Prometheus 🙏🤝
Prometheus, the industrial AI startup led by Jeff Bezos and former Google executive Vik Bajaj, is set to announce a $12 billion Series B at a $41 billion valuation, marking a major bet on using AI to speed up how physical products are designed and built. The company says it’s building tools aimed at compressing long engineering and manufacturing cycles—from jet engines to medical devices—by optimizing pre-production processes and prototyping, with the goal of making the “dream-to-build” loop dramatically faster. Investors in the round include major firms such as JPMorgan, BlackRock, Goldman Sachs, DST Global, and Arch Venture Partners, alongside Bezos, who was also a key backer in its prior funding round. FOUNDERS: Jeff Bezos & Vik Bajaj INVESTORS: JPMorgan, BlackRock, Goldman Sachs, DST Global & Arch Venture Partners ROUND: Series B AMOUNT: $12,000,000,000 VALUATION: $41,000,000,000 #VentureCapital #Prometheus #JeffBezos #VikBajaj #TradedVC
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Protagonist retweeted
Prometheus, the industrial AI startup led by Jeff Bezos and former Google executive Vik Bajaj, is set to announce a $12 billion Series B at a $41 billion valuation, marking a major bet on using AI to speed up how physical products are designed and built. The company says it’s building tools aimed at compressing long engineering and manufacturing cycles—from jet engines to medical devices—by optimizing pre-production processes and prototyping, with the goal of making the “dream-to-build” loop dramatically faster. Investors in the round include major firms such as JPMorgan, BlackRock, Goldman Sachs, DST Global, and Arch Venture Partners, alongside Bezos, who was also a key backer in its prior funding round. FOUNDERS: Jeff Bezos & Vik Bajaj INVESTORS: JPMorgan, BlackRock, Goldman Sachs, DST Global & Arch Venture Partners ROUND: Series B AMOUNT: $12,000,000,000 VALUATION: $41,000,000,000 #VentureCapital #Prometheus #JeffBezos #VikBajaj #TradedVC
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May @roam !nvestor Update 113% YoY ARR Growth 4.2% MoM ARR Growth 54 logos 1 million meetings, 4.7 million chats 114% NDR
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We created an agentic AI model pipeline utilizing a fleet of our new TT-QuietBoxes and Tenstorrent Galaxies to download random models from @huggingface to port to our hardware, compile, and test for accuracy. After thousands and thousands of models, the model pass rate has been holding steady at 90%. Run anything.
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SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → x.ai/news/anthropic-compute-…
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April @roam !nvestor Update ARR 123% YoY, $3.25m ARR 6.8% vs last month 1,006 logos 1,000,000 meetings, ~5,000,000 chats -115% NDR *The Office That Thinks* ... Where People & AI Agents Collaborate.
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A new membership program lets users rent bags from a collection of hundreds of Hermès bags for a not-so-small fee on.wsj.com/4t4RY9G
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The team at @Tenstorrent announced its new Galaxy AI platform today, built on the company’s @risc_v–based Blackhole accelerator architecture, underscoring an important shift in AI infrastructure. Success at scale may not be defined by the fastest chip alone, but by how well compute, memory and networking work together, and how efficiently those systems scale from a single node to clustered deployments. Galaxy is clearly aimed at that model. The strategy aligns with current market dynamics, but sustained performance at scale, software maturity and customer adoption will ultimately determine the success of this next phase for Tenstorrent. My full analysis is here, on @ForbesTech... 👇 forbes.com/sites/davealtavil…
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Thank you for the recognition, @SalesforceVC. Great to be featured among this group. ⚡️🌎
AI is the most transformative technology of our lifetime. But its scale is defined by electrons. We just published our energy investment thesis — 5⃣ technologies we believe will power the AI era. A thread 🧵 salesforceventures.com/persp…
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.@tenstorrent will launch its new gen cluster-scale systems next week, but in the mean time, Jim Keller @jimkxa and Jasmina Vasiljevic @JasminaVas gave me a sneak preview of their video generation demo running on 256 BlackHole chips (spoiler - it's fast): eetimes.com/tenstorrent-prev…
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Most announced data centers will never get built. The ones that do are running on gas generators — and the US grid has no answer for what's coming. Our CEO and Co-Founder, Hannan Happi, sat down with @MollySOShea of @sourceryy to talk about it. Give it a listen. 👇 youtube.com/watch?v=2WpR8D7F…
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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
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The cat's out of the bag: sifted.eu/articles/arago-tap…
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March @roam Investor Update 1.2% MoM ARR 127% YoY ARR 15% MoM Chats, 10.2% MoM Meetings 116% ARR
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SpaceX, led by billionaire Elon Musk, has filed confidentially for an initial public offering with the US Securities and Exchange Commission, positioning the company for a potential June 2026 listing. The IPO could value the company at over $1.75 trillion following its acquisition of Musk’s AI startup xAI, and raise up to $75 billion, aiming to fund an accelerated Starship launch schedule, space-based AI data centers, and a lunar base. Major banks including Bank of America, Citigroup, Goldman Sachs, JPMorgan, and Morgan Stanley are lined up for senior roles in the offering. FOUNDER: Elon Musk COMPANY: SpaceX BOOKRUNNERS: Bank of America, Citigroup, Goldman Sachs, JPMorgan, and Morgan Stanley VALUATION: $1,750,000,000,000 HQ: Hawthorne, California #VentureCapital #SpaceX #ElonMusk #TradedVC
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Big news: Exowatt is officially in Texas! 🤠 We’re scaling up with a new 48,000-square-foot facility dedicated to powering the future of AI with clean energy. Read more about how we’re solving the AI power constraint in @datacenter: datacenterknowledge.com/buil…
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72 is actually a small number @tenstorrent is building big computers. 600 AI processors now, 1000-2000 soon. We program it as one computer. @satyanadella x.com/satyanadella/status/20…

We’re the first cloud to bring up an NVIDIA Vera Rubin NVL72 system for validation, another big step in building the next generation of AI infrastructure with NVIDIA.
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