rbtfl.

cleantech / venture

관점별 · 1 시각 이번 호 전체

Covers the fund's four investment themes: clean energy, grid infrastructure, critical minerals supply chains, and AI for physical systems (design, manufacturing and deployment). Lists the anchor portfolio companies: Commonwealth Fusion Systems (fusion energy), Heron Power (grid modernisation), Mill (food waste) and Form Energy (long-duration storage). Notes Schroepfer stepped down from Meta's CTO role in 2022 and has been investing full-time since.

“Gigascale's four themes, clean energy, grid, minerals and physical AI, are the inputs the AI economy needs but that most AI investors are ignoring.”