Cameron Porter

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

Clean, Base-load Power

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

AI Enabled Supply Chain Visibility

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