We set the standard in seed. Early investors in @Coinbase, @Instacart, @Rippling, @Flexport, @Flock_Safety + more — $3B+ AUM, $200B+ in company valuations.

San Francisco + NYC
Initialized Capital retweeted
Today, Valar Atomics became the first nuclear startup to make electricity, and we did it by powering an NVIDIA Spark. This is the first meeting of advanced nuclear and AI; two technologies which will transform the next century. But that’s only the start of our collaboration.
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Initialized Capital retweeted
Live from the Ward 250 nuclear site, Valar Atomics and NVIDIA present WATTS NEXT. Tune in now! nitter.app/i/broadcasts/1oKMvvERy…
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Initialized Capital retweeted
4th of July festivities
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Initialized Capital retweeted
Excited to announce that we're shipping LightTwist publicly! LightTwist lets you record and stream in a realistic virtual studio, even if your guests and co-hosts are remote.
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“You cannot build the AI economy on top of materials that were not designed for it.” Initialized Partner @zcperret shares why she led our investment in @arcturustechinc, and why the next era of infrastructure depends on better materials at the core of the power grid. Arcturus is developing a new class of metals for a world where electrification, AI data centers, and industrial demand are pushing existing power systems to their limits. Founder and CEO Amir Mashal brings a rare cross-disciplinary edge: nanomaterials, manufacturing, and electrical engineering. Read Zoe’s full post on why Arcturus is tackling a critical bottleneck in energy infrastructure: blog.initialized.com/2026/06…
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Initialized Capital retweeted
Co-founder & CEO of Sygaldry Technologies @chadrigetti, says quantum can speed up AI training by “several orders of magnitude”:
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Amir Mashal started @arcturustechinc to tackle a massive problem: our grid was built for a different century, and nearly 15% of U.S. electricity is lost before we use it. After building the first prototype in his garage, Amir and the team are developing high-performance conductors designed to run cooler, carry more power, and last longer. We’re proud to lead Arcturus’ $8 million seed round, with participation from @1517fund, @Toyota_Ventures, @Breakthrough, @WireframeVC, and @ClimateCap. A massive congratulations to Amir and his team on officially coming out of stealth today! Read more from @tdechant in @TechCrunch: techcrunch.com/2026/06/30/ar…
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Initialized Capital retweeted
As much as 20% of the electricity on the grid is lost as heat. What if we could get it back? One startup, Arcturus, has developed copper and aluminum that could cut that figure in half. The secret? Using lasers to infuse metals with carbon nanomaterials. techcrunch.com/2026/06/30/ar…
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Initialized Capital retweeted
This Wednesday at 3PM ET, please join Valar Atomics and NVIDIA for a special livestream on the future of atomic energy and artificial intelligence.
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Initialized Capital retweeted
introducing greptile's free tier. we've made a lot of improvements over the past few months to greptile, and we want to share those with more developers. you can now get 50 reviews per month as a solo developer for free
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Rippling Data Cloud recently launched to connect data across a company’s workforce and business systems, giving leaders greater visibility into AI usage, spend, and performance. “The high performers spend the most, which you would sort of expect. But the dashboard also flags engineers with high spend and high peer rejection rates on code reviews. These are people whose colleagues are frequently asking them to redo something. If your peers are telling you to go back and do this over all the time, maybe you’re just generating a lot of slop.” - @Rippling CEO @parkerconrad
Parker Conrad knows which employees are worth their AI spend and says Rippling can help you, too techcrunch.com/2026/06/25/pa…
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"In many of these situations, the visual intelligence, the time, really gives them a head start." @Pano_AI co-founder Arvind Satyam on what their wildfire detection cameras are doing across 17 U.S. states. Last year alone, the tech detected 725 wildfires in the U.S. In Arizona, it's catching fires 45 minutes faster than the first 911 call. Read the full story in @AP: apnews.com/article/ai-wildfi…
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After speaking with 300+ enterprise leaders, OutRival is launching a new podcast. Hosted by @rubenharris, @timurmeyster, and @JohnHenryStyle, The New Normal explores how leaders across higher education, insurance, travel, and more are deploying AI at scale and rebuilding their organizations around it. Tune in: piped.video/watch?v=r8ge3VbV…
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Initialized Capital retweeted
If you just let them do it, they will build.
6.18.26 // Ward 250 first criticality.
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“If you want reliability and understanding, you have to bake it into the entire process.” @guidelabsai's @juliusadml joined @CNBC’s @dee_bosa to talk about why interpretable AI matters - models designed to be more transparent, reliable, and easier to understand when mistakes happen, especially as adoption accelerates across research and deep science. Guide recently launched Clarity, the first inherently interpretable AI platform, making it possible to trace outputs back to inputs and training data instead of relying on black-box systems: guidelabs.ai/post/meet-clari…
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High Bit is live at Cafe Du Nord in SF! Part of Deep Tech Week SF, Initialized’s @brettdg, @dakshgup of @greptile and Matt Matheson of @trunkio on AI, engineering, and the impact of it all. High Bit is a podcast about the hard engineering problems and solutions behind great companies. 📍 Cafe Du Nord, SF 🗓️ Tues, June 23 · doors 5:30 PM\ 🍸 Free · 21+
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🎙️ Last call! Are you joining us in SF tonight? AI changed how code gets written. Now engineering teams are figuring out what that actually means. Tonight, @brettdg hosts High Bit [Live] with @dakshgup (@greptile), and Matt Matheson (@trunkio), as part of Deep Tech Week SF. They’ll dig into what breaks when teams suddenly move faster, if traditional eng orgs still make sense, what great teams look like now, and a lot more. This one is for engineers, engineering leaders, and anyone thinking about this too. See you there! RSVP → lu.ma/highbit 📍 Cafe Du Nord, SF  🗓️ Tues, June 23 · doors PM  🍸 Free · 21+
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Good morning. Last night at 8:51pm Mountain Time, the Valar Atomics Nuclear Operations team brought Ward 250 to 10kW thermal output. We held this power level throughout the night. This is another historic milestone from the Valar team, marking first nuclear power by a startup.
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