Physical Frontiers

Physical Frontiers

We recognize that real growth is driven by innovators building at the fundamental substrate of our economy — the physical world.

Humba II: Doubling Down on Deep Tech

Our Thesis on Sensors

Zach Johnston 2048.vc

Hardware

The Rise of VPPs: A Grid Solution Whose Time Has Finally Come

Grace Penders newsletter.equal.vc

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Why a Deep Dive into the Oceans Can Help Secure our Future on Earth | Quiet Capital

Charles Chiau quiet.com

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Notes on investing in the ocean economy

Pathlight 2025 RFS

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Request for startups building in various verticals

A software girl in a hardware world

Gaby Lorenzi daytodata.substack.com

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AI Data Center cooling

Weekly Dose of Optimism #139

Packy McCormick notboring.co

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The Future of Domestic Manufacturing - Eclipse

Eclipse eclipse.capital

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The Next Standard Oil Will Be Built in Mining

Nkechi Iregbulem nkechiiregbulem.substack.com

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Vertically integrated mining companies