Stephen Marcus retweeted
Our $445M Series D -- and a wild milestone
oxide.computer/blog/our-445m…
Stephen Marcus retweeted
If you’ve never sat on the back of the ramp, feet dangling, and watch the Hogs coming to trough, you haven’t lived.
🤣😎🇺🇸🔥
Stephen Marcus retweeted
Two MASSIVE gets for the Valar exec team in the last week. Get in, we’re making energy 10x cheaper
Couldn’t be prouder of @isaiah_p_taylor and the entire @valaratomics team. Glad to be on the ride and continue to lean in with capital from Riot! 🚀🫡
Replying to @isaiah_p_taylor
I'm super grateful that we continue to have overwhelming support from our existing investors. Thank you in particular to Riot, Snowpoint, and Dream for thinking long term with us, and to new friends as well like Apandion and HOF Capital for beginning our journey with conviction.
Stephen Marcus retweeted
Announcing Valar Atomics' $1B series B led by Sequoia, with Valor Equity Partners, Atreides, Point72, Conviction, and others.
Alongside the $1B equity, we have closed a $200m credit facility led by Erebor and JPM.
I'm excited to welcome Shaun Maguire from Sequoia to our board.
Stephen Marcus retweeted
Valar Atomics CEO Isaiah Taylor: "Over the last 30 years, we became more interested in Powerpoint than in power plants, and it's your leadership that is changing that." 🔥
.@POTUS: "Last year, I signed 4 historic executive orders to reignite a wave of progress in America’s nuclear power production and promote this abundant, affordable, unlimited supply of energy for the American people. As part of this effort, I directed @SecretaryWright to establish a pilot program for advanced reactors and to see at least 3 cutting-edge reactors started up safely by the 4th of July... most believed the goal is impossible, but I’m delighted to say that FOUR companies succeeded in meeting that deadline."
Stephen Marcus retweeted
On episode 74 of S3, we visit @valaratomics, the first startup in history to generate nuclear power, all while beating the July 4th deadline.
In just 3 years, @isaiah_p_taylor went from pitching the idea on an Apple note to the reactor generating electricity, and now @nvidia is betting on that same reactor to power its next AI data center.
Stephen Marcus retweeted
Atlas Shrugged made simple:
1. Society runs on a small number of highly capable producers – industrialists, inventors, engineers – whose work everyone depends on but takes for granted.
2. The system starts rewarding need over achievement: the more capable you are, the more you’re expected to sacrifice for those who aren’t.
3. Success gets treated like a debt – taxed, regulated, resented – until the most capable start asking why they bother trying at all.
4. One by one, led by a man named John Galt, they simply withdraw – walking away rather than keep propping up a system that punishes them for producing.
5. Without them, the whole structure collapses, revealing that the “automatic” prosperity everyone assumed was actually being generated by specific, irreplaceable people.
6. Atlas is the Titan from Greek myth, condemned to carry the sky on his shoulders forever – Rand’s stand-in for the producer class, holding up civilization while getting blamed for it.
7. “Shrugged” is the whole argument in one word: Atlas doesn’t fight, doesn’t protest – he just quietly sets the weight down. Nobody realized the sky was being held up by anyone in particular, until the day it isn’t.
You don’t want us? We just go…🤷🏻♂️
The Road to Serfdom made simple:
1. Plan the whole economy: someone must decide what gets made and who gets what, since people don’t naturally agree on one set of priorities.
2. These decisions are too big and detailed for normal democratic debate, so power shifts to a smaller group who can just act – technocrats.
3. Fixed laws everyone can rely on get replaced by case-by-case rulings, because a plan needs flexibility, not predictability.
4. Dissent becomes a problem to manage, not an opinion to vote on – the plan can’t work if people are free to ignore it.
5. Enforcing all that selects for people most willing to be ruthless – Hayek’s “worst get on top” – i.e. negative moral selection.
6. Since economics touches everything (your job, home, speech), controlling the economy ends up controlling your whole life.
That’s the "serfdom."
Stephen Marcus 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.
John was a mentor of mine. Giant loss for the industry, world.
venturecapitaljournal.com/in…
Been a believer since day zero. Obviously, we would lap the field and win. Congrats @isaiah_p_taylor and the @valaratomics team. Absolutely momentous occasion!! 🚀
Stoked to work with Mo! Working on yet another rocket ship 🚀
Stephen Marcus retweeted
Today we're announcing Valar Atomics' $130m Series A, led by Doug Philippone at Snowpoint Ventures and co-lead by Day One and Dream.
Also joining Team Valar are Balerion, Contrary, DTX, Alumni, Crosscut, Triplepoint, Palmer Luckey, Shyam Sankar, and more great funds and angels.
Absolutely fired up 🚀 to lead this round with @GVteam @Lux_Capital! World’s best kept secret that Endurosat is one of the largest producers of satellites. Elite team, world class engineering and tech.
New Scale. More Capacity.
We've secured $104M to scale satellite production to 2 ESPA-class satellites/day. Proud to welcome @RiotVentures, @GVteam, @Lux_Capital, the @EU_EIC Fund & @shrugVC on our mission to streamline access to space data.
More: endurosat.com/news/endurosat…
Stephen Marcus retweeted
I never thought I’d have a UFO sitting on my lawn. 😂
Shield AI has just unveiled their new AI-piloted fighter jet, the X-BAT. This Thursday, I’m joined by Shield AI’s Co-Founder and former Navy SEAL, Brandon Tseng, who breaks down the X-BAT in full detail. This autonomous fighter jet has a 2,000-mile range, is the world’s first AI-piloted fighter that doesn’t require a runway, and can take off and land vertically. This is one of those moments that makes me proud to be an American. Brandon also shares insight into other autonomous systems Shield AI has developed—systems already in operational use, including supporting the Coast Guard on counter-narcotics missions.
@shieldaitech
@brandontseng2
Stephen Marcus retweeted
Earth is our runway.
Introducing X-BAT, the world’s first AI-piloted VTOL fighter jet. With vertical takeoff and landing, long range, and full autonomy, X-BAT delivers combat power anywhere, anytime. This is the future of airpower.
Watch the video: youtu.be/OnpuNlE3UxU
Autonomy for the world. The greatest victory requires no war.
#XBAT #Autonomy #NextGenTech #Airpower #Aircraft #Aviation #Defense
Stephen Marcus retweeted
Valar Atomics has broken ground with Kiewit!
So grateful to the Valar Team, the State of Utah, and the people and leadership of Emery County for their close partnership to make this happen.
Onward!






























