Memos

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

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

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

Announcement: Backing the Foundational Freight Intelligence Platform

We are often asked, “what is resilience?” when talking about the Steel Atlas thesis. We love this question. In this update we will share a framework for how we think about the different types of resilience and how they each drive value creation. We have found this framework is both

In this piece, we are going to look at the geopolitical tailwinds that are driving our investment into Transmutex. Namely, how nations can get electrons when they need them and where they need them at reliable prices now and credibly decades into the future.