Memos

The Hydrogen Investment Blindspot

The Hydrogen Investment Blindspot

Today, green hydrogen production accounts for only 1% of the entire $100bn hydrogen production market. The reason for this is actually quite simple - green hydrogen is far too expensive even with government subsidies and the lower cost of solar.

Why Valorize Waste Now?

Why Valorize Waste Now?

In our interactions with public and private industrial entities, waste valorization,  the process of transforming waste materials into valuable products, has become an increasingly common topic of conversation. This is driven by two factors, climate awareness and national security. These two factors are putting a "premium" on technologies

Venture Opportunities in Critical Mineral Volatility

Venture Opportunities in Critical Mineral Volatility

Special shout out to  Kara Rodby PhD (Technical Principal @ Volta) whose research at MIT provided the backbone of this thesis. Please let us know if you would like to be connected with her. She is brilliant. — Fund Developments — NY #TechWeek Event: Investing in Resilience with Steel Atlas + AlleyCorp + EIF Thank

The Triad: Our General Framework for Investing

The Triad: Our General Framework for Investing

Introduction This memo was supposed to be a simple summary of the reasons behind our biggest investment in 2023 — a $23.2M round into Transmutex, a nuclear infrastructure company. We co-led this round with Albert Wenger from Union Square Ventures with significant participation from At One Ventures (led by Helen

Investing in the Tailwinds of Public-Private Partnerships

Investing in the Tailwinds of Public-Private Partnerships

Acting as an “Atlas” for Our Western Companies in the Middle East From meeting Ray Dalio to H.R.H. Princess Reema Bint Bandar Al Saud (Saudi Ambassador to the US), we witnessed first hand the effectiveness of aligning our investments with public industrial capital deployments as we supported our

Investing in a Supply Chain Resilience Platform

Investing in a Supply Chain Resilience Platform

Announcement: Backing the Foundational Freight Intelligence Platform

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