Ryan Orbuch

A weird property of the frontier: finding the edge forces a realization that there’s very few people there, the others who’ve found it are tightly clustered and therefore quite happy to see you, and you all can’t help but ask “where is everybody?” in escalating confusion

great success had with no fatalities on this the second annual Nebular Deep Dive freediving excursion

Today we're announcing @_panthalassa’s $140M Series B, led by Peter Thiel, with participation from John Doerr and many other incredible investors. The mission: unlock the ocean as another planetary-scale energy resource for humanity. First stop: compute.

We should fund and build more organizations that are meant to solve problems - instead of working on them. New essay.

1/ @OctopusEnergy is backing Living Carbon with $500M to reforest degraded land and remove CO₂ across North America. This major project financing comes with an additional ~$13M investment in our carbon business. Living Carbon is putting low quality land back to work. Our innovative reforestation turns low quality land into thriving forests faster to remove carbon or produce sustainable forest products. Read more about it in today’s @WSJ (link in the comments) →

Mankind has always been at the mercy of the weather. No longer. Rainmaker is the first company in history to routinely, unambiguously, modify the weather. Last quarter, we produced >143MM gallons of unambiguously man-made precipitation. Here’s how we do it 🧵

In spite of how I present myself on the internet (unhinged, slightly feral) I do Real Work on Cool Things in Various Places and have published a new post to revive my substack / push myself to talk about this more. Link in next post to game the algorithm 👇

excellent as usual from @hollyjeanbuck, Actual Understander Of The Thing People Are Being Crazy About

So, @_panthalassa operated mostly in secret for a decade. And what it built is nuts. Massive, massive floating data centers that drive themselves out to sea and then capture water inside of them to spin a turbine and power GPUs. Look at these things. Full episode on the tech here youtube.com/watch?v=Q4PCJR…

A couple years ago the Ulysses team wheeled a tub of water and their first robot into our SF office. They said they would give humanity the tools to unlock the ocean frontier. They’re making good on that promise. Grateful to have backed them since the beginning 🦈

Ulysses has raised $46M led by a16z American Dynamism. We are building The Ocean Company. The ocean is 71% of the planet. But it is less explored than Mars, and full of secrets, waiting to be told. It is the backbone of global defense. Home to the critical infrastructure that powers our world. And the key to the health of our planet. This frontier needs technology to protect and steward it. We are building it. And we need more builders Join us and explore the Great Blue Frontier: theoceancompany.com/careers

@jjohnpotter @Willob @ianbrooke

Does anybody in SF want this CNC? 13.5 ft long 3.5 ft wide Free other than you’ll need to move it Will be scrapped on Monday

Nature’s Heartbeat : Gross Primary Production (GPP) of the biosphere on land throughout the year

We waste too much time worrying about short term hype. Hyper-fixating on the news cycle isn’t going to fix the biggest problems facing society in the coming decades. The world needs more long term thinking. So we are launching Forecast 2050: a series of conversations with the thinkers, founders, and investors shaping the next 25 years. Thank you to @tylercowen, Scott Aaronson, @noor_siddiqui_, @soundboy, @matthewclifford, @devonzuegel, @CJHandmer, @MalcolmRifkind, Yanai Yedvab, @viswacolluru, @pablolubroth, and @PhilipJohnston for joining us. First episode with Tyler drops tomorrow. Stay tuned.

It's actually 1.1 million now 🤭 But in all seriousness, I am so proud of the @stripepress team and our incredible stable of authors. It’s easy to be fatalistic about the state of publishing, but there *is* an audience for books—even ones that are challenging and technical.

New blog post: There should be ‘general managers’ for more of the world’s important problems There’s a surprisingly big category of problems that are ‘orphaned.’ By ‘orphaned’ I mean: you can’t point to a specific person or organization who thinks it’s their responsibility to deliver the outcome in its entirety. Lots of people talk about the problem, and often many work on slices of it. But if you asked: ‘is there a hyper-competent person waking up every day feeling accountable for making sure this gets solved?’—the answer is very often, ‘no.’ These problems exist across domains and at a variety of ‘altitudes.’ Indeed, some are perhaps better described as ‘things we want to be true’ rather than ‘problems.’ In any event, a few examples that have been on my mind recently: (1) Can we prevent infection from all respiratory pathogens (including the common cold)? (2) Can we make every new building in SF both serve its function and be beautiful? (3) Can we permanently fix the American west’s water problem? (4) Can we halve X risk? (5) Can we eliminate single-use plastic globally without making convenience trade-offs? (6) Can we make childcare costs so low that they’re a non-factor in deciding whether to have kids? In my opinion, there should be ‘general managers’—GMs—for problems like these. These are founder-types who feel personally responsible for delivering a specific outcome (vs field-building generally); hyper-competent leaders who will pull whatever levers necessary to achieve the defined outcome. Most companies wouldn’t let an important initiative go unmanned or without a ‘directly responsible individual’ — why are we OK not having GMs for even more wide-reaching problems? (Link to full post in reply)

This ended up being my favorite interview by a wide margin. Thanks for the great conversation @ti_morse One step closer to finally explaining we're an airplane company that just so happens to have invented a new kind of engine (and how we’re doing it)

THE OCEAN IS CALLING Since coming out of stealth one year ago, we haven’t shared many updates about @ulyssesinc. Our Communications & Public Relations Division profoundly apologizes for this. But today, we break our silence and make five major announcements: - MAKO: We are sharing details on Mako, our first autonomous underwater vehicle, the “Model T for the ocean”. - LEVIATHAN: We are announcing Leviathan, our first autonomous surface vehicle, a mothership for other drones and maritime domain awareness platform. - MAJOR WINS: We are announcing our major accomplishments in 2025 - new customers, lots of missions, and manufacturing and plans for 2026 and beyond. - NEW WEBSITE & BRAND: We are launching a new website and an updated brand. - RODEO: A gift for our friends in San Francisco. (Read to the end.) Please watch this video below & read on for more details.

I’m hiring for two major roles on my team at Ulysses. There has not been a better time to join Ulysses. In the last few months, revenue & pipeline have gone vertical, and we've made significant technological breakthroughs that will forever change how subsea work is done. It's been the most successful period in our company's history, and we are just getting started. We will be announcing some of these breakthroughs soon. Stay tuned. The jobs: 1. GM, Commercial: Your job is to stand up and lead our commercial business unit. Take our early contracts and scale them to build a machine that reshapes how critical telecoms and energy infrastructure is inspected and repaired. 2. Director of Marketing and Brand. Your job is to make Ulysses impossible to ignore. World-build. Make Ulysses "the Ocean Company". Take the air out of the room. High taste. No slop. Tell the world what Ulysses does. Quit your boring desk job. The ocean is calling. Full job descriptions are @ ulysses.inc/jobs

@ThomasHochman jack?! nice get

9 months ago the FAI energy & infra team was just me. Now look at this crew! What a whirlwind.