Tag: Atomics

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Politics Startups

Day 1784 and Strange Trade Offs

It’s been a pretty fantastic few weeks for my investments. Decisions made years ago are now looking pretty smart. A bet I made two years ago announced a round and then proceeded to announce splitting the atom the next week.

Not to only focus on current belle of the ball in Valar especially as everyone in the portfolio seems to be finding their way. We are lucky that we focused on compute, energy, and decentralization as that is the trifecta of the artificial intelligence wave.

I honestly didn’t expect that we’d see such progress in our nuclear pick. With the regulatory climate it seemed more likely compute marketplaces and inference products would outpace the most regulated technology in the world.

Somehow during a Trump administration you get unexpected outcomes. I’ve been fighting for compute figuring the energy bottleneck wouldn’t get addressed till we had the full supply side of new AI products. It turns out everyone wanted to rush into capital expenditures and infrastructure as the demand was already there.

I guess I’ve proved my own thesis again. You can get a read on the direction and maybe even first order effects but in a chaotic world the second and third order effects are much harder to predict.

And on balance for all the bad I think on balance the atomic age finally arriving might be a worth while trade for our future. Hard to say if I’ll keep that opinion but I am grateful America is getting back on track with nuclear power.

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Preparedness Startups

Day 1783 and Good Days In Bad Times

I have spent a lot of time in various states of concern, sadness and frustration this year. Which is too bad, as so many incredible things have happened to me. We passed a right to compute law. Valar Atomics took “accelerate” way more seriously than most.

It’s hard to balance knowing the future won’t be anything like the past, but still having to make decisions made on that being the only data you’ve got. Engaging in governance and investing in energy seem like sensible ways of approach a strange future. Organizing energy is civilization 101 stuff.

I can predict a world with increasing chaos but how it will affect demand for things like energy, compute and decentralization are directional bets. You know it’s coming but how and when? And the downsides are hard to consider. Nobody ever thinks the entropy will apply to them but it’s already begun.

Every time future shock gets me I’m surprised I’m managing an imitation of Cayce Pollard at all. I’m practically a poster child for “sensible takes about various concerning challenges” as I get asked about various eccentric revealed preferences.

The Fourth Turning is coming about and we aren’t ready. I use short hand like the Churn, elite overproduction, The Sort and other minor terminologies and schools of thought to signal to others. I understand this to be my best way available way signal. But who knows as the humans retreat from shared networks it won’t stay that way.

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Reading Startups

Day 1510 and Turning It On

Almost two years ago I sent a Twitter DM to a young founder named Isaiah. He was intellectual, curious and humble and I was impressed by his authenticity.

He was strong enough and driven enough to ask for hard feedback. So I told him the truth when he asked. I hated his first idea, gave a prediction about how it would go and said I’d invest in him on whatever he did next.

Lucky for me that feedback turned out to be accurate. We talked for months as he worked through a plan for his true passion for abundant clean nuclear energy.

I was blessed to be put in a position where I could commit as his first investor. His progress since then been extraordinary. Their goal is to make the world’s energy by building nuclear reactors at planetary scale. Today Valar Atomics announced they raised a 19m seed round.

When I say extraordinary I really mean it.

First, we have completed the construction and pressure certification of our thermal prototype, Ward Zero, at our Los Angeles facility—the fastest in history a thermal test unit has been developed and built. Ward Zero will be unveiled next week at an exclusive event in LA. Isaiah Taylor

We are in an age of acceleration. To be able to design and test a prototype this fast is a sign that we can expect better solutions to arrive and quickly if we should so will it. I wouldn’t be surprised if they are able to turn on a working reactor in the near future. If you are interested in Valar (working for them or investing in their growth) hit me up on DM.

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Want to see an android art direct as if it were in the cremaster cycle? The Protoclone is a faceless, anatomically accurate synthetic human with over 200 degrees of freedom, over 1,000 Myofibers, and 500 sensors. Clearly they are doing this just to scare us into giving them attention so here you go. I hope they don’t execute as swiftly as Valar.

Protoclone, the world’s first bipedal, musculoskeletal android