Memos

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.

Another request we have been receiving with increasing frequency from both our LPs and our founders is to learn more about Kevin Ryan, the Founder & CEO of AlleyCorp (one of, if not the top venture studio in the world). As LPs and friends of the fund, it is important

In today's interconnected global economy, the resilience of supply chains has emerged as a paramount concern. Recent disruptions, from pandemics to geopolitical tensions, have starkly highlighted the vulnerabilities of over-reliance on a single nation or region.

In our last update (“Sourcing Resilience”), we shared how we identify which sectors to invest in using a quantitative method for assessing total vulnerability to volatility and thus opportunity size. Now, we would like to share more on what we think about portfolio construction and in particular our desire to