Atomic

Grateful to launch our new fund, Atomic IV. Thank you to our team, co-founders, and LPs for putting us in this position during the best time to build in modern history. Iconic companies are built during downturns. Come build the next one with us. #atomic-iv" target="_blank" rel="nofollow noopener">atomic.vc/blog/#atomic-iv

When @bling0 says rain or shine, he means it. Great time last night at @blingcapital @JoinAtomic @GVteam @Boldstartvc @stripe Miami Open Cocktail Mixer with so many of my favorite people. @chest @edsim

Sauron, the high-end home security startup for “super premium” customers, plucks a new CEO out of Sonos techcrunch.com/2025/12/28/fro…

Exowatt raises an additional $50M following our $70M Series A — accelerating U.S. manufacturing and deployments of the Exowatt P3, our dispatchable, American-made solar power system built for AI data centers. AI power demand is growing faster than the grid can keep up. Exowatt’s modular, long-duration energy system delivers clean, controllable, round-the-clock energy, solving the time-to-power bottleneck for the AI era. We’re grateful for the continued support of an incredible group of investors in this round: @MVP_Ventures, 8090 Industries, @felicis, @FLAOppFund, @DeepWorkCapital, Dragon Global, @Massive_VC, New Atlas Capital, BAM Ventures, @overmatchvc, @ProtagonistXYZ, @StepStoneVC, @JoinAtomic, @BayBridge_VC, @PrimeQuadrant, and @a16z. 🇺🇸 Together, we’re building the future of clean, dispatchable, American-made energy — designed for scale and purpose-built for the world’s most demanding workloads.

👀 This Thrive-backed startup says it aspires to be the “Amazon of homes” 👷‍♂️ @agarfinks @FortuneMagazine @thetermsheet fortune.com/2025/12/15/thi…

Super interesting company that just raised $41M in debt and equity. BoomPop is powered by AI, but it operates on the premise that “nothing replaces authentic human connection,” CEO and co-founder Healey Cypher told @crunchbasenews. It works as a companion to employees planning off-sites or events for a company, with both self-serve and full-service options. Customers include Netflix, Google, and Amazon, among others. Article link in comments.

Acne is the most common skin condition in the US, affecting 50m Americans. Rather than ineffective surface treatments or waiting weeks for a dermatologist appointment, ClearPen can enable at-home treatment of inflammatory acne the moment it appears webwire.com/ViewPressRel.a…

Introducing Indomo, the company we’ve been quietly building to bring dermatologist-grade care to the home. Our 1st product, ClearPen, is an investigational at-home injectable to treat inflammatory acne based on the same science dermatologists use today. bloomberg.com/news/newslette…

🚨 @TBPN TALKING ABOUT $HIMS CEO ANDREW DUDUM @johncoogan: "Who's the most underrated (or greatest) entrepreneur of all-time?" @natebosshard: "In the last decade, Andrew Dudum of Hims & Hers. Fastest consumer company to go public. The only successful consumer SPAC trading at $11B. HE IS AN ABSOLUTE KILLER. He is incredibly underrated."

Excited to share we’ve raised $70M in our Series A to deliver scalable, 24/7 power for AI data centers. Shoutout to our team and investors, @a16z, @MVP_Ventures, Starwood Capital, MCJCollective, @Felicis, Thrive Capital, @goat_capital, @Atomic, @StepStoneVC, 8090 Industries

Super excited to share that @Felicis is leading the Series A of @ExowattEnergy amidst unprecedented demand for clean energy especially from #AI data centers. Proud to partner with @HaPi31415 and @jackabraham to make clean energy abundant with an American supply chain to boot ! Plus a great syndicate w @JoinAtomic, @a16z, @sama, and @LeoDiCaprio !  felicis.com/insight/invest…

.@FastCompany named us to its Best Workplaces for Innovators, for “demonstrating a commitment to capturing great ideas wherever they originate.” A great idea isn’t even enough. We strive for the exceptional idea, to separate that from the rest. Join us fastcompany.com/best-workplace…

Exowatt launches today! ☀️ The power requirements to scale AI are astronomical. Within a decade AI will require 650TWh of new power generation – more than the electricity demand of South Korea. In the U.S. alone, data centers will require the equivalent amount of electricity to power 40 million households by 2030. Exowatt P3s can generate electricity at scale at just a $0.04 LCOE and with entirely renewable tech. That’s lower than the cost of most fossil fuels and doesn’t account for subsidies. We have already amassed a 1.2 GW backlog, worth $Bs from the mega tech hyperscalers, energy and data center companies. The system works by capturing the sun’s energy in the form of heat, storing it in a heat battery and converting it to electricity via a heat engine even when the sun is no longer out. This changes the economics of solar by solving a problem called the “Duck Curve” where all conventional solar producers are forced to sell their power at the same time while at maximum output, driving the electricity cost sometimes to zero or negative intraday and leaving no supply at night. Data centers need to operate 24/7 and typically have 60% of their OPEX from energy costs, so an inexpensive and ever available alternative is very important to them. Data centers are straining to bring capacity online and without solutions like Exowatt, are being forced to turn to fossil fuels like coal, oil and natural gas. We hope you’ll join us in pushing forward an abundant and non fossil fuel powered future!⚡️ bloomberg.com/news/articles/…

At the time of this, I joked that Satish @Redpoint had been on the Midas List 6 more times than me (6 vs 0). Now 7. A rare interview with the rare VC who never VC brags, tweets, blogs, pods. Hear how he invested in Snowflake @ $50m, what makes a great leader vs. manager, and more

Last month, we gathered ~100 entrepreneurs in NYC for our annual Builders Summit. The day was filled with insights, ideas, discussions with inspiring leaders like Satish @Redpoint, @emilmichael, Liza @Stash @NEA, @hilaryacoles, @chrissyfarr, @alexbard. Watch this space for highlights!

Most subscription companies don’t realize that half of their customer churn is accidental and can be recovered. @ButterPayments 🧈 boosts top-line for consumer and SaaS businesses by ~10%, addressing this ~$440B problem. @ShenLucinda @axios with more here axios.com/pro/fintech-de…

Renewable energy company Exowatt scored $20 million from the OpenAI CEO and other investors. @chlobo_ilo trib.al/qCNhxBw

“Instead of solar panels arrayed across a field, Exowatt has developed modules roughly the size of shipping containers that contain solar lenses. The lenses convert energy from the sun into heat…allowing the modules to store energy for up to 24 hours a day.” a16z’s @rmcentush wrote about the struggles of the electric grid here: a16z.com/decentralizing…

.@sama's first investment announcement in quite some time $20m seed led by him + @a16z into Exowatt, working on delivering low cost energy to data centers And of course, where is this frontier energy tech startup based? Well in Wynwood, Miami of course!

Thrilled to announce our investment in Exowatt and to partner with @HaPi31415 @jackabraham on this important mission of making sustainable power more abundant. @exowatt305 is hiring!

Excited to announce Exowatt, backed with $20M from Sam Altman, A16Z & Atomic! We invented a new solar technology that can power the future of AI & data centers at lower electricity costs than fossil fuels with significant deployments coming this year. wsj.com/tech/ai/sam-al…