Physical Frontiers

Physical Frontiers

Pathlight 2025 RFS

Thumbnail of Pathlight 2025 RFS

Request for startups building in various verticals

Our Thesis on Sensors

Zach Johnston 2048.vc

Hardware

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

Charles Chiau quiet.com

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

Notes on investing in the ocean economy

A software girl in a hardware world

Gaby Lorenzi daytodata.substack.com

Thumbnail of A software girl in a hardware world

AI Data Center cooling

Weekly Dose of Optimism #139

Packy McCormick notboring.co

Thumbnail of Weekly Dose of Optimism #139

The Next Standard Oil Will Be Built in Mining

Nkechi Iregbulem nkechiiregbulem.substack.com

Thumbnail of The Next Standard Oil Will Be Built in Mining

Vertically integrated mining companies

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

The Future of Domestic Manufacturing - Eclipse

Eclipse eclipse.capital

Thumbnail of The Future of Domestic Manufacturing - Eclipse

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

Grace Penders newsletter.equal.vc

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