Kanyi Maqubela

Deployment *from* space is now a real thing, with radiation-hardened systems, parachutes that can deploy in extreme conditions, and autonomous navigation capabilities that bring a new level of precision to any operation. Grateful to witness the determination and talent of the world's greatest engineers working on generational, civilization-scale, problems. 🚀🛰️✈️🇺🇸.

Special to see the startup avengers assemble with @InversionSpace, @voyagertech_ , @K2SpaceCo, and @GoToImpulse alongside the great New Mexican @SandiaLabs. Really humbling to reflect on how important space defense efforts will prove to be... x.com/anduriltech/st…

Phenomenal achievement from @InversionSpace, one of a very small group of new technology startups building on this hyper critical space-based interceptor program. One of the most important missions for the future –– and the present –– of U.S. and allied capabilities in space.

Aalo has received DSA approval from DOE for our 10 MW reactor, zero-power criticality! This is the equivalent of an NRC license in DOE space. We've been working towards this milestone at Aalo for 2.5 years. This was a very ambitious project under the DOE reactor pilot program for a bunch of reasons: ➡️ 10 MW, commercial-scale system. This is a system with the full-scale amount of fuel, moderator, controls, etc, necessary for powering AI data centers. Proving out this supply chain is a big deal. In the coming weeks we'll be taking it to zero power criticality, and then going to full-power operation in the months that follow. We'll be getting the factory set up in parallel to mass-produce it. ➡️ Built everything ourselves, from scratch. We started with a green field, and within 4 months finished the building, facilities, policies & procedures, reactor, shielding, instrumentation, control, etc. People thought this would be impossible to do on this timeline for a reactor of this size, but we've done it. Hyperscalers care about speed, and we're showing that moving fast is possible at commercial scale. ➡️ Achieving criticality before July 4th. We set out to ensure we met the president's order, and we are on pace to do so. We only started hiring at Aalo 2.5 yrs ago. It was questionable how realistic it was to take on all of the above while being one of the younger nuclear companies, but we are on track to pull it off. Insanely proud of the team for all the hard work, nights and weekends that went into this. Full blog post will be linked in comments.

@nico_laqua @emily_yuan_ correct

People hate, but uncertain liability requires companies to either hoard cash, go without technical advancement, or share risk. Sharing risk (insurance) is the only path to technical adoption, and abundance.

@ataussig hindsight is 2021!

@km What’s actually nuts is how low it was beforehand during Covid.

…but there will be signs.

@TobennaA that’s the only relevant question about many markets :)

@km Are you a buyer or a seller in this market? Seems like the only relevant question 👀

Every new capability in the history of markets is underpinned by insurance. By socializing the risk, we create the conditions for adoption at scale, and innovation at the frontier. If AI is a new capability, then it needs a new risk model. Super cool, @UseCorgi.

The new Banksy sculpture in London is brilliant

@FAfied32 i’ll honestly take it!

@km Four hours is pretty good! Heh

🍼🍼 > 💤💤 worth it.

@NWischoff @atlascardhq they’re the best.

Never thought I would give up my AmEx. Hey @atlascardhq - you have a new loyal customer. Great product!

@semil @haystackvc @aashaysanghvi_ @DivyaDhulipala grateful to be in your orbit, and to invest with you my friend. onwards!

[brief update] we have a new set of funds for @haystackvc announcing haystack 8 plus more, but it's really about my teammates @aashaysanghvi_ & @DivyaDhulipala thank you to all of our frequent ecosystem co-conspirators, our LPs, our co-investors, our founders. i'm very grateful 🙏 and this is the most fun role in the world! semilshah.com/2026/04/26/new…

@nchirls you are a gift. thank you for sharing.

Full essay can be read here —> nickchirls.com/2026/04/28/rou…

In 2023, I was pretty sure I was done with the venture and technology business. I went through a rough patch in both my personal and professional life. I told myself pushing through was the only option, but in hindsight I’m not so sure…

a healthy man wants a thousand things, a sick man wants only one

OH: agents are the dawn of the “undead internet theory”.

!! Congratulations, @pryceandstuff and @openledger team for this partnership. @collectivefin is such a great fit, and we are pumped to welcome @hoomanradfar and crew to the @KindredVentures portfolio. AI-native financial OS loading. 🔥

father reminded me that this month marks the 40th anniversary since we were granted asylum to this country. Still grateful.🗽