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▶ 7:56 · $VALOR · Valor Equity Partners' SpaceX returns catalyze generalist VC appetite for hard tech nuclear bets

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Oklo's SPAC path highlights nuclear venture timeline mismatch vs AI apps

Oklo went public via SPAC with Sam Altman backing but generates no revenue, illustrating the multi-year timeline for nuclear ventures compared to AI apps that can scale to hundred…

$VALORbullish· mediumlaura mandaro

Valor Equity Partners' SpaceX returns catalyze generalist VC appetite for hard tech nuclear bets

Valor Equity Partners' tens of billions in returns from SpaceX and Anduril have proven that capital-intensive, long-timeline hard tech ventures can generate venture-scale outcomes…

$BE···neutral· mediumlaura mandaro

Bloom Energy case study: venture-backed energy startup reinvented for AI data centers after decade of volatility

Bloom Energy, a venture-backed fuel cell company that went through significant ups and downs, has unexpectedly become relevant for AI data center power needs, demonstrating how en…

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