Energy · Compute · Kinetic

Compute per capita is the new GDP per capita.

We back founders at the intersection of bits and atoms.

Thesis

The new productivity function.

output = f(capital, labor)

output = f(capital, labor, compute)

autonomous_systems: requires: compute_at_scale compute_at_scale: requires: cheap_energy

> strategy: back founders at each layer

Focus

Energy is the input to everything. Abundant, cheap power is the foundation of industrial capacity, compute scale, and strategic autonomy.

Nuclear
Fusion
Grid storage

Moore's Law is over. Performance gains now come from architecture—new ways to move, process, and store information at physical limits.

AI
Quantum
Photonics

Software is eating the physical world. Autonomous systems extend human capability across manufacturing, logistics, and defense.

Robotics
Drones
Defense