Backing early stage founders making a dent in climate change with earthshot.vc. Working to make my DPI exceed my W/kg. Lesser half of @em_keller_logan.

Joined December 2011
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𝐂𝐎𝐏𝐏𝐄𝐑 𝐎𝐍𝐄 𝟎𝟒.𝟐𝟕.𝟐𝟔
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Currently vibing automation of our post close process on CoWork. Not sure if it's going to fully work yet, but I'm pretty sure it's at least going to get a significant portion of the way there and save boat loads of time, LFG
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Big news from @hubble_network today. Watch out for Hubble equipped TI chips on a device near (or far from) you soon!
Big news 🚀 TI Bluetooth Low Energy chips will now ship with global connectivity via Hubble and Texas Instruments. • 90M terrestrial gateways worldwide • No GPS • No cellular • No gateways to deploy See it live at #CES2026 — TI Booth N115 Details: prnewswire.com/news-releases…
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20 Dec 2025
Early career folks looking to break into VC - check it out. This would have been a dream job for me a decade ago! This is an amazing opportunity to learn the nuts and bolts of venture from genuinely good people. (if I do say so myself 😁 ) lnkd.in/g64ERYZM
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I’m thrilled to share our most recent investment, @unltdindustries! Unlimited is a perfect example of what we look for at @EarthshotVC: @alexmodon and @TaraViswanathan are founders on a mission, riding a massive tech wave, and going after a massive, sleepy market. LFBuild!
3 Dec 2025
For most of my life, I assumed technology only moved in one direction: Faster, better, cheaper. Progress felt inevitable. But if you look at the industry that once embodied American ambition, that's not happening. Over the past 50 years, our ability to build large construction projects has not just stagnated, it has eroded. We built faster, better, and cheaper in the 1960s than we do today. What a shame. This is happening at the exact moment we need to build more than ever. More energy to win the AI race, more critical minerals to secure our supply chain, and more advanced manufacturing to reindustrialize. In the last decade, China built an order of magnitude more energy infrastructure than the US. This is not how we win. That is why we’re building Unlimited. We are an AI-native, vertically integrated construction company. We’ve raised a $12M seed round co-led by @a16z (@KTmBoyle) and CIV (Abhijoy Mitra) to redefine how humanity builds. We’re going to automate construction end to end and ensure a future of radical physical abundance. A world where cities rise at the push of a button. Today we are designing and building $100M data centers, power plants, and mining facilities. Our AI platform compresses engineering timelines from months to days and delivers optimized designs that simply are not achievable through manual effort. The thing I am most proud of is the team we are building. A small, hyper talented group of multidisciplinary builders who work with intensity, care about craft, and genuinely give a shit. If you want to tackle problems that reshape the physical world and define the new playbook for how civilization builds in the decades ahead, reach out. We are hiring across mechanical, electrical, civil/structural, simulation, and software. We started the company earlier this year, raised money, built out the core technology and team, and kicked off our first real projects. And we’ve done it all under the radar until today. Excited to continue building the team that will build the future of our physical world. It's time to build. @unltdindustries
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18 Sep 2025
Congrats to @hubble_network on their Series B! We @EarthshotVC are thrilled to be playing a small role in supporting this epic journey.
Big news: Hubble Network has raised $70M in Series B funding, $100M total to date! With 7 satellites now in orbit, we’re making it possible for billions of Bluetooth devices to connect directly to space, no cell towers, no gateways. 🚀🚀 Details: payloadspace.com/exclusive-h…
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25 Jan 2025
It's very clear how many people don't really work on Fridays based on variance of email volume, right? Tuesday afternoon, email a minute. Friday afternoon, crickets.
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15 Jan 2025
I just talked with @Boardy_ai, holy crap voice AI interaction is about to get really interesting
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26 Dec 2024
Replying to @tylercowen
@tylercowen just read Stubborn Attachments and very much agree with the logic. But in the spirit of being the kind of reader you want and pushing on the hard questions, is SUSTAINABLE economic growth possible in today’s political paradigm?
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26 Dec 2024
My basic premise is that we should internalize externalities (read price carbon) and then basically let markets rip, but we haven’t done the former, and without that the latter loads the dice with risk for the future (and present!)
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26 Dec 2024
I think there’s another book (and then some) to be written on how exactly to make growth truly sustainable. I love what I do but if I had to pursue another path answering that question from a more macro level would be it…
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15 Nov 2024
1/ Congrats @VaultedDeep, and welcome aboard to Series A lead Prelude Ventures and other new investors @FallLineCapital and @rethinkimpact. Vaulted is executing on an extremely highly level. Since we invested in their Seed round last August, they have:
We’re thrilled to announce Vaulted Deep’s $32.3M Series A, led by @PreludeVC, with new support from @FallLineCapital & @RethinkImpact, plus returning investors @lowercarbon Capital, @EarthshotVC, and Woven Earth Ventures! @Reuters reuters.com/technology/clima…
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15 Nov 2024
2/ - Signed a ~$57M offtake contract with Frontier, the largest ever - Delivered the initial tons to begin fulfilling this contract in record time - And now raised a Series A from one of the OG and most well respected climate tech funds Congrats to the @VaultedDeep team!
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Long @PeteButtigieg 2028, who’s with me?
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I'm almost surprised when I see a pure SaaS pitch these days with no AI. I'm like, wait where's the agent? Otoh, definitely possible this is all going to take longer than we think and there are still some pure SaaS monsters in the early days of being built...🤷‍♂️
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31 Oct 2024
Check it out! The first playable, realtime, open-world AI model - a video game, generated entirely by AI. We haven't even thought of half of the use cases unlocked by lightning fast transformer inference yet... The future is going to be creative and awesome.
31 Oct 2024
Introducing Oasis: the first playable AI-generated game. We partnered with @DecartAI to build a real-time, interactive world model that runs >10x faster on Sohu. We're open-sourcing the model architecture, weights, and research. Here's how it works (and a demo you can play!):
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31 Oct 2024
(And thanks to @Etched, way more energy efficient🤓⚡️)
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31 Oct 2024
Really wonder how this $50B is going to be split across nat gas, renewables, storage, transmission, and data centers themselves... media.kkr.com/news-details/?…

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15 Oct 2024
SMRs are coming! But we're going to need to build A LOT of new energy infrastructure before 2030 for the data center buildout, and I'm afraid most of it is going to be natural gas. HMU if you're a founder with better ideas...
1/ Today, @Google signed the world’s first corporate agreement to purchase clean nuclear energy from a series of small modular reactors (SMRs), to be developed by @KairosPower - our first-ever advanced nuclear deal. ⚛ Our blog: blog.google/outreach-initiat…
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Matt Logan retweeted
Just 4 months after signing contracts with Frontier buyers, @VaultedDeep is kicking off deliveries on a 152k ton offtake with 915 tons delivered!
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24 Sep 2024
Obviously @sama is talking his book but I love this, it wonderfully captures the optimism that I feel about AI. And he nails how important energy is to this vision - let's make it clean and solve our biggest problem while manifesting our greatest opportunity.
23 Sep 2024
The Intelligence Age: ia.samaltman.com/
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