Mike Schroepfer @schrep
founder @Gigascale, Sr Fellow/fmr CTO @Meta, founder @AdditionalVent. Let’s go build! Joined May 2007-
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I really wish I could directly convey the daily optimism I get from working with deeptech founders. I'm literally overwhelmed with trying to find time to spend with all the amazing people chasing 5-10x hardware wins. I get to see new factories, new tech every day. amaze amaze
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@gregisenberg @ylecun Turns out datacenter software rollouts and management was BORING but profitable in 2000
@gregisenberg @ylecun Didnt exist back then!
Always fun to be asked about P(doom) on live tv. Much more fun to talk about electrons, atoms, datacenters in the ocean, building our world through electrochemisty!
Solar panels got cheap. Really cheap. The bottleneck now is deployment: installation, storage, transmission, grid flexibility, permitting, and rising power demand from AI and industry. That's where I'm paying attention.
Gigascale Founder and former Meta CTO @schrep says new solar startups will go after installation costs rather than compete with China on solar panels. "If you look at a solar farm, you lay down all this steel and put up all this framing for the panels. When that panel was the
Mike Schroepfer retweeted
The Week in Short is here, including news on: • @Google tapping equity markets for $85 billion • @SpaceX seeking $75 billion at a $1.75 trillion valuation • @gigascale founding partner @schrep and his new $250 million hardware-focused fund • Median TVPI for venture funds finally being on the rise • @tryramp's jam-packed fundraising week and a lot more. Read about them all: newcomer.co/p/ai-pushes-ma…
Going on TV shortly to talk about venture dollars for atoms not bits, scaling deeptech, AI, and more - anything you want to hear about?
11/ We backed Xcimer because they flipped the hard problem. Others in the field are trying to wring a power plant out of a marginal science machine. Xcimer's building the big, cheap, manufacturable laser that makes a real plant possible. Huge congrats to the team on Phoenix.
10/ Phoenix by the numbers: a >1 kJ excimer source and a 38-meter SBS optic — the biggest and highest-energy SBS ever built. Pulling it off meant rebuilding an industrial muscle the US nearly lost after the Cold War. Reindustrialization, not a science project.
1/ Yesterday @xcimerenergy fired up Phoenix — now the largest privately-owned laser on the planet. We're investors, and I'm fired up about this one. Quick thread on a counterintuitive idea: a bigger laser is the path to a cheaper fusion plant.
@pmarca But it wasn’t you - you weren’t a VC yet just a competitor :)
@pmarca This happened to me when I was pitching my company!!!
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