It's Electric!

Founders and engineers are rebuilding the energy system for the next one hundred years. It's happening now.

Multiple forces are converging at once: AI deployment scaling fast, electrification reshaping transportation and industry, reshoring straining domestic supply chains, and a climate forcing physical systems to perform under new conditions. The energy system is at the center of all of it.

The difference between this moment and the hype cycles around it is that the real, serious work is already underway in manufacturing facilities, substations, and foundries.

The opportunity isn't just to meet new demand. It's to build a system that outperforms what came before it: cleaner, cheaper, more reliable, less dependent on foreign supply chains, and designed to last. That system is being built right now, company by company, across the full stack — from critical minerals and heavy manufacturing to grid hardware, advanced generation, and intelligent demand.
What will be noticed is the output. The grid that doesn't blink. The domestic rare earth supply. The 100-hour battery replacing the gas peaker. The fusion plant coming online.

Join us to hear from the engineers and founders doing that work — the technical details behind their innovations and the economic case for why it scales. Then we'll dig into how the pieces connect, and why choosing the right deep tech investor is itself a technical decision.