Protagonist

We are now @SpaceXAI.

AI requires massive energy, but global competitors are building 10x faster than the US. Energy is national security. Exowatt is solving this by scaling domestic manufacturing for pure, American energy abundance. Watch how we power the next 250 years. 🇺🇸⚡

June 2026 @roam Investor Update +107% ARR YoY +6.9% ARR MoM +Record +51 logos, 1111 total logos +113% NDR

Yesterday, Epirus high-power microwave was demonstrated to @SecWar & @USWREMichael. Its one-to-many capability pairs low-cost, low-collateral effects with an unlimited magazine to defeat swarms, fast-moving and fiber-optic-guided drones. HPM is effective, proven and ready to deploy at scale as part of a layered defense architecture.

While some crypto platforms like @binance @MEXC @bitget @BitMEX may have to suspend their activities in the EU from July 1, Deblock is already fully prepared. Deblock was the first Crypto Asset Service Provider (CASP) to obtain a MiCA agreement in France over a year ago. Deblock is here to stay. 🫡🇪🇺

Tenstorrent Galaxy™ Blackhole is designed to deliver flexible and scalable AI infrastructure with industry-leading performance across real-world AI workloads. Performance starts with data movement: - Unified compute, memory, and networking - Seamlessly data flow across chips and servers alike - No proprietary interconnects or rigid workload constraints The result is near-linear scaling. Adding Galaxies not only increases throughput, but lowers latency, enabling faster time-to-first-token at scale. Run AI inference at scale: tenstorrent.com/hardware/galaxy

Very lucky to be a small part of the success story with Prometheus 🙏🤝

Prometheus, the industrial AI startup led by Jeff Bezos and former Google executive Vik Bajaj, is set to announce a $12 billion Series B at a $41 billion valuation, marking a major bet on using AI to speed up how physical products are designed and built. The company says it’s building tools aimed at compressing long engineering and manufacturing cycles—from jet engines to medical devices—by optimizing pre-production processes and prototyping, with the goal of making the “dream-to-build” loop dramatically faster. Investors in the round include major firms such as JPMorgan, BlackRock, Goldman Sachs, DST Global, and Arch Venture Partners, alongside Bezos, who was also a key backer in its prior funding round. FOUNDERS: Jeff Bezos & Vik Bajaj INVESTORS: JPMorgan, BlackRock, Goldman Sachs, DST Global & Arch Venture Partners ROUND: Series B AMOUNT: $12,000,000,000 VALUATION: $41,000,000,000 #VentureCapital #Prometheus #JeffBezos #VikBajaj #TradedVC

May @roam !nvestor Update +113% YoY ARR Growth +4.2% MoM ARR Growth +54 logos +1 million meetings, 4.7 million chats +114% NDR

We created an agentic AI model pipeline utilizing a fleet of our new TT-QuietBoxes and Tenstorrent Galaxies to download random models from @huggingface to port to our hardware, compile, and test for accuracy. After thousands and thousands of models, the model pass rate has been holding steady at 90%. Run anything.

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → x.ai/news/anthropic…

April @roam !nvestor Update +ARR +123% YoY, $3.25m +ARR +6.8% vs last month +1,006 logos +1,000,000 meetings, ~5,000,000 chats -115% NDR *The Office That Thinks* ... Where People & AI Agents Collaborate.

A new membership program lets users rent bags from a collection of hundreds of Hermès bags for a not-so-small fee on.wsj.com/4t4RY9G

Hermès Birkin Bags Now Renting for $850/Month fashionista.com/2026/04/vivrel…

The team at @Tenstorrent announced its new Galaxy AI platform today, built on the company’s @risc_v–based Blackhole accelerator architecture, underscoring an important shift in AI infrastructure. Success at scale may not be defined by the fastest chip alone, but by how well compute, memory and networking work together, and how efficiently those systems scale from a single node to clustered deployments. Galaxy is clearly aimed at that model. The strategy aligns with current market dynamics, but sustained performance at scale, software maturity and customer adoption will ultimately determine the success of this next phase for Tenstorrent. My full analysis is here, on @ForbesTech... 👇 forbes.com/sites/davealta…

Thank you for the recognition, @SalesforceVC. Great to be featured among this group. ⚡️🌎

.@tenstorrent will launch its new gen cluster-scale systems next week, but in the mean time, Jim Keller @jimkxa and Jasmina Vasiljevic @JasminaVas gave me a sneak preview of their video generation demo running on 256 BlackHole chips (spoiler - it's fast): eetimes.com/tenstorrent-pr…

Most announced data centers will never get built. The ones that do are running on gas generators — and the US grid has no answer for what's coming. Our CEO and Co-Founder, Hannan Happi, sat down with @MollySOShea of @sourceryy to talk about it. Give it a listen. 👇 youtube.com/watch?v=2WpR8D…

NEW: The AI Data Center "Boom" is Kinda Fake.. But the power bottleneck is still very real. Inside the energy company using rocks & sunlight to fix AI’s power problem right now.. not in 10 years: @ExowattEnergy Most "announced" data centers will never get built (ahem, Stargate). The ones that do? Running on gas generators. And the U.S. grid has no answer for what’s coming. Hannan Happi, CEO & Co-Founder of @ExowattEnergy, joins Sourcery for a rare facility tour of their 40,000 sqft Miami HQ — walking us through the tech, the team, & why the AI power crisis is far worse than the headlines suggest. Exowatt has raised $140M from a16z, Atomic, Felicis, Sam Altman, Leonardo DiCaprio, Starwood Capital, Thrive Capital, & more, all betting on a deceptively simple idea: concentrate sunlight with Fresnel lenses, store the heat in rocks at 1,000°C, and dispatch electricity on demand. 24 hours a day, no grid required. Their P3 system is built from sand, dirt, and steel. Like a large magnified glass and a rock. No lithium. No cobalt. No China. Target cost: 1 cent per kilowatt hour. In this episode: → Why most announced data centers are phantom projects → The real bottleneck that replaced GPUs: skilled labor → How a 200-year-old engine is at the heart of their stack → What hyperscalers actually say about sustainability (it's not pretty) → Lessons from Tesla on iteration, modularity & vertical integration → Why Miami — and why now With a 90+ GWh demand backlog and commercial deployments live in 2025, this might be one of the most important energy companies emerging in the AI era. Founded in 2023 by Hannan Happi & Atomic CEO @jackabraham, Exowatt's mission is to make sustainable renewable energy always available and almost free. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) What is Exowatt? The solar backbone for AI data centers (01:30) Why the US grid simply cannot handle what's coming (02:00) Tour begins: Welcome to Lighthouse Miami — 40,000 sq ft facility (02:45) The P3 explained: three elements, one shipping container (04:00) The founding story: Atomic venture studio and the modular hypothesis (05:30) Why solar thermal hasn't followed solar PV's 99.6% cost decline — until now (07:00) North star: 1 cent per kilowatt hour and where they are today (11:00) Inside the world's largest solar simulator — the sun, indoors (13:00) The Fresnel lens up close: a giant magnifying glass for the sun (15:00) "It's rock science" — the 5-year-old explanation of how it works (17:30) Domestic raw materials (sand, dirt, steel) as the real competitive moat (24:30) The phantom data center problem: most announcements won't get built (26:00) From 100 MW to 10 GW: how data center scale exploded in 3 years (30:00) Funding breakdown: $140M, a16z, Felicis, Sam Altman, Leonardo DiCaprio (37:00) Lessons from Tesla: remove parts, iterate fast, build better