Gigascale Capital | Activity | F4Gigascale Capital Activity
Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Published an essay arguing that founders should evaluate investors with the same technical rigor they apply to engineering decisions.
Choosing an Investor Is a Technical Decision
Closed $250M Fund I, its first institutional fund, to back early-stage companies rebuilding the physical economy for climate impact.
Investment
Participated in Fractile's $220M Series B for AI inference chip hardware, alongside Accel, Factorial Funds, and Founders Fund.
Fractile
Investment
Returned as an investor in Panthalassa's $140M Series B, led by Peter Thiel, to build ocean wave-powered AI compute nodes.
Panthalassa
Milestone
Portfolio company Radiant was selected by the US Air Force to deliver its first on-base microreactors by 2028.
Radiant
Investment
Participated in Heron Power's $140M Series B (co-led by a16z and Breakthrough Energy Ventures) for next-generation power grid electronics.
Heron Power
Investment
Invested in Commonwealth Fusion Systems' $863M Series B2 to accelerate commercialization of tokamak fusion energy.
Commonwealth Fusion Systems
7 essays· OCT 2024 – JUL 2025Show all
Essay
Published a profile essay on portfolio company Panthalassa's approach to ocean wave-powered energy at terawatt scale.
Panthalassa: Harnessing Ocean Power at Terawatt Scale
Essay
Published a profile essay on portfolio company Terradot's approach to nation-scale enhanced rock weathering for carbon removal.
Terradot: Enabling Nation-Scaled Carbon Removal
Essay
Published essay (via Bloomberg Zero) arguing that abundant low-cost energy and AI are unlocking a new era of deep tech climate impact.
Energy, AI, and the Next Era of Climate Impact
Essay
Published analysis of the multi-trillion-dollar market opportunity in climate technologies (via Masters of Scale).
The Multi-Trillion-Dollar Opportunity: Deep Tech for Climate Impact
Essay
Published deep primer on long-duration energy storage market potential and investment opportunities.
Gigascale Opportunities in Long Duration Energy Storage
Essay
Published insight on deep tech advancement and scaling (via South Park Commons).
Engineering a Faster, Cheaper, Cleaner Future
Essay
Published insight on geothermal clean energy and decacorn potential from NYC Climate Week 2024.
Scaling Clean Energy and the Geothermal Opportunity