Cyan Ventures | Activity

Talk

Cyan Ventures' Michael Robinson spoke at the Smart Energy Conference 2026 about the critical gap in Australia's energy transition — most end-of-life materials value leaving the country — and the $3B annual onshore processing opportunity by 2040.

Michael Robinson — Smart Energy Conference 2026

Cyan Ventures

linkedin.com

Added recently

Essay

Cyan Ventures' Q2 2026 LP letter discusses AI data center energy demand, the energy supply/demand imbalance, and announces two new investments: Expand Power (solid-state transformers) and Outlast Power (AI-optimized commercial batteries).

10,000 Workers in the Desert — Cyan Ventures Q2 LP Letter

Cyan Ventures

cyanventures.substack.comAUG 1, 2026

AUG 1, 2026

Investment

Cyan Ventures invested in Outlast Power, which uses AI to reduce installed cost of commercial batteries and improve revenue from each battery.

Outlast Power

Outlast Power Cyan Ventures

cyanventures.substack.comAUG 2026

AUG 2026

Investment

Cyan Ventures invested in Expand Power (solid-state transformer alternatives using PCB-based manufacturing) and Outlast Power (AI-driven commercial battery cost reduction and revenue optimization), disclosed in Q2 2026 LP letter.

Expand Power

Expand Power Cyan Ventures

cyanventures.substack.comAUG 2026

AUG 2026

Essay

Cyan Ventures GP Steve Richmond explores the shift from grid power to private power for AI data centers, analyzing the forces driving this trend and what it means for intelligent energy technology investing.

The Era of Private Power — Cyan Ventures thesis essay

Cyan Ventures

cyanventures.substack.comMAY 20, 2026

MAY 20, 2026

Essay

Steve Richmond published 'The Era of Private Power', a thesis essay on the shift toward private power for AI data centers and what it means for Cyan's investment focus.

The Era of Private Power

Cyan Ventures

cyanventures.substack.comMAY 20, 2026

MAY 20, 2026

New Fund

Co-founder David Mallard said Cyan oversubscribed and closed Fund I and had committed to its 22nd investment.

Fund I

Cyan Ventures

linkedin.comMAY 2026 cyanventures.com

MAY 2026

Press

Co-founder Fraser Thompson appeared on ABC's The Business to discuss biofuels and Australia's fuel security.

Fraser Thompson discusses biofuels and energy security on ABC's The Business

Cyan Ventures

hamrenergy.comAPR 15, 2026

APR 15, 2026

Investment

Led investment in Optimo Energy, a productivity software platform for energy optimization.

Optimo Energy

Optimo Energy Cyan Ventures

pitchbook.comMAR 4, 2026

MAR 4, 2026

Essay

Cyan Ventures GP Steve Richmond explores how AI data center buildout is putting pressure on the US grid, discussing peak demand challenges, socialization of energy costs, and how Cyan is investing in solutions like Voltaback, Stormentum, Raya Power, and Magnefy.

Who will pay for AI's energy use? — Cyan Ventures essay

Cyan Ventures

cyanventures.substack.comAUG 26, 2025

AUG 26, 2025

Essay

Steve Richmond published 'Who will pay for AI's energy use?', a thesis essay on how AI's massive energy demand will strain the grid and socialize costs, with Cyan investing in startups solving the peak demand problem.

Who will pay for AI's energy use?

Cyan Ventures

cyanventures.substack.comAUG 26, 2025

AUG 26, 2025

Investment

Participated in Magnefy's $1.5M Seed round for AI-powered transformer monitoring technology.

Magnefy

Magnefy Cyan Ventures

wilmerhale.comAUG 6, 2025 climatecap.substack.com

AUG 6, 2025

Team Change

Israel Lutalo joined Cyan Ventures as a Senior Associate, bringing energy transition expertise from management consulting, private equity, and PhD research on green commodity exports.

Israel Lutalo joins Cyan Ventures as Senior Associate

Cyan Ventures

linkedin.comAUG 2025

AUG 2025

Team Change

Israel Lutalo joined Cyan Ventures as Senior Associate with six years of experience in sustainability and climate tech.

Israel Lutalo joined as Senior Associate

Cyan Ventures

linkedin.comJAN 13, 2025

JAN 13, 2025

Cyan Ventures Activity

Cyan Ventures' Michael Robinson spoke at the Smart Energy Conference 2026 about the critical gap in Australia's energy transition — most end-of-life materials value leaving the country — and the $3B annual onshore processing opportunity by 2040.

Cyan Ventures' Q2 2026 LP letter discusses AI data center energy demand, the energy supply/demand imbalance, and announces two new investments: Expand Power (solid-state transformers) and Outlast Power (AI-optimized commercial batteries).

Cyan Ventures invested in Outlast Power, which uses AI to reduce installed cost of commercial batteries and improve revenue from each battery.

Cyan Ventures invested in Expand Power (solid-state transformer alternatives using PCB-based manufacturing) and Outlast Power (AI-driven commercial battery cost reduction and revenue optimization), disclosed in Q2 2026 LP letter.

Cyan Ventures GP Steve Richmond explores the shift from grid power to private power for AI data centers, analyzing the forces driving this trend and what it means for intelligent energy technology investing.

Steve Richmond published 'The Era of Private Power', a thesis essay on the shift toward private power for AI data centers and what it means for Cyan's investment focus.

Co-founder David Mallard said Cyan oversubscribed and closed Fund I and had committed to its 22nd investment.

Co-founder Fraser Thompson appeared on ABC's The Business to discuss biofuels and Australia's fuel security.

Led investment in Optimo Energy, a productivity software platform for energy optimization.

Cyan Ventures GP Steve Richmond explores how AI data center buildout is putting pressure on the US grid, discussing peak demand challenges, socialization of energy costs, and how Cyan is investing in solutions like Voltaback, Stormentum, Raya Power, and Magnefy.

Steve Richmond published 'Who will pay for AI's energy use?', a thesis essay on how AI's massive energy demand will strain the grid and socialize costs, with Cyan investing in startups solving the peak demand problem.

Participated in Magnefy's $1.5M Seed round for AI-powered transformer monitoring technology.

Israel Lutalo joined Cyan Ventures as a Senior Associate, bringing energy transition expertise from management consulting, private equity, and PhD research on green commodity exports.

Israel Lutalo joined Cyan Ventures as Senior Associate with six years of experience in sustainability and climate tech.