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Energy

The source of abundance

Energy is the precondition for all life. Before matter, before form, before life, there was only energy. Energy so dense and complete it embodied the potential of everything that would ever exist.

From abundant energy, cosmic scale abundance is generated.

Implications

Humanity is, at its root, an energy story. Our capability and potential as a species is limited by the amount of energy we can harness: from fire, to wind, to coal, to oil, to the sun.

We are now at the threshold of another such leap, and our bet is on the teams who understand that energy is not an industry but the ultimate source of leverage.

Every hard problem we face is downstream of energy scarcity. The teams we back are not building better power plants. They are removing energy constraints entirely, and in doing so, unlocking a way of living that has never been available to any generation before us.

Type I Kardashev scale

Humanity only harnesses a fraction of the energy available on our home planet.

0.72

Earth’s Energy Budget

We currently only utilise 0.72 Earth’s energy budget on 10¹⁶ watts.

10¹⁶W

The Sun’s Energy Budget

With matter, intelligence and autonomy we can unlock more of the sun’s total energy budget of 10²⁶ watts.

10²⁶W

Energy access drives growth

Energy access and GDP per capita are inextricably linked.

R² = 0.85

Companies

The teams we back remove the constraint of energy scarcity, unlocking unprecedented possibility.

  • Lavoit

  • Actinide

  • Anthrogen

  • Banyu Carbon

  • Merino Energy

  • Spinor Energy

  • Recheck

  • Arch

I fell in love with hydrogen when I was 12. I'm 19 now. For seven years I scaled my own hardware - designed my own electrolyzer, built a lab at 16 in a chicken coop at my grandparents' farm because no university would take me. We’re building something disconnected from the sinking ships around us. We’re ruthlessly focused on the only thing that matters: making cheap molecules from cheap electrons

Nils Samrud

CEO & Founder, Lavoit

Applications

An abundant future will be powered by technologies that convert raw energy into realized potential.

  • The same process that powers the sun. If we can recreate it on Earth, we could provide abundant clean energy using only tiny amounts of fuel.

  • Historically, power stations have relied on spinning machines (turbines). Solid-state generation produces electricity directly, making systems much simpler and therefore more reliable and easier to maintain.

  • Superconductors move electricity with almost no energy loss and respond in milliseconds. They make future power grids faster, more stable, and more reliable, allowing us to build AI data centres and EV charging stations without breaking the grid.

  • Most energy is wasted as heat before it reaches where we need it. Lossless energy systems aim to deliver more of that energy exactly where it should go.

  • Power grids that can monitor themselves, make decisions, and adapt automatically in real time. This could make energy cheaper, more reliable, and more resilient.

  • Tiny, efficient power sources built directly into devices and machines (like robots). These reduce the need for cables, batteries, or connection to the grid.

  • Using electricity to help living cells (biology) make the fuels, chemicals, and materials we rely on every day.

  • Transmutation allows us to change one type of atom into another. It could be used to create scarce materials, improve cancer treatments, and reduce nuclear waste.

Signals