Meet the Heart ES-36. 36 seats. 20% more passenger + payload capacity than ES-30. 125 miles all-electric / 745 hybrid, plus reserves. Targeting ≥40% lower operating costs vs legacy regional aircraft. Learn more about the ES-36: bit.ly/4yaKrth Read the full announcement: bit.ly/4AtYdbY Media kit + high-resolution assets: bit.ly/3V9OhUT

JSX is on board. A deposit-backed agreement for 50 ES-36 aircraft + purchase rights for 50 more. We’ll connect convenient community airports with quiet all-electric flight, a spacious cabin and JSX’s signature speed and ease, from curb to cabin and onward. Learn more about the ES-36: bit.ly/4yaKrth Read the full announcement: bit.ly/4AtYdbY Media kit + high-resolution assets: bit.ly/3V9OhUT

I spent 24 hours with the @RainmakerCorp crew at the end of Alaska's Kenai Peninsula this summer, chatting with moose hunters and flying drones that would later go on to produce 19 million gallons of freshwater in under 3 hours. As much as I enjoy staring at colossal dams in dumbstruck awe, it was far more inspirational to watch a handful of people confront drought without needing to block a river with concrete. I wrote about the experience, cloud-seeding, and the company's plan to double the flow of Colorado River in the link below.

Rainmaker has raised $100M to become the world’s best lab for weather modification and atmospheric science. Thank you @noavctech @upfrontvc @DCVC @lowercarbon @DreamVenturesVC and other visionary partners. We are aggressively hiring and scaling our research org to create a flywheel of atmospheric data collection, synthesis, understanding, and intervention. We will solve the weather and we will set the stage for the terraformation of Earth. More in my essay below.

I wrote an essay about why the next frontier for AI is the world outside the data center Nature is a system more complex than anything we've ever created AI can learn how the system fits together, so we can finally understand how to shape it How? naturalgeneralintelligence.a…

There’s over 50 terawatt-hours of curtailed, inverter-clipped, and otherwise wasted solar power annually, just in the US. That’s a lot of juice to spill, but Will and Varun are on the case. Rune converts watts into bits and, turns out, it’s a good time to be selling GPU-hours.

Today @CrusoeAI held a ribbon cutting at our second factory in Tulsa where I was joined by @GovStitt and @monroefortulsa to celebrate American manufacturing and Crusoe’s 300+ local craft workers manufacturing electrical infrastructure for AI data centers.

Good fusion companies have alternate revenue plans to generate cash before they can sell electricity. Xcimer has containerized pulsed ultraviolet lasers with infinite magazine depth to zap drones swarms and missiles out of the sky. Yippee ki-yay. wsj.com/business/could-laser…

We’re breaking injection records. 📈 In July, we topped our 2025 monthly record by 20%. Then in August, we more than doubled July’s new record. And we’re not done yet. More records are in sight before the year is out.

We don't need to wait that long. Atmospheric chemistry enables precise cooling which could begin within a few years, for a cost of billions not trillions. nytimes.com/2026/05/14/clima…

We are launching Quilt Tools, a permanent home for partner-facing tooling featuring the most advanced remote diagnostics platform ever made for residential HVAC. I talk internally about Quilt’s 3 Superpowers and this launch today ties all 3 together beautifully: *Superpower 1, Physical AI*. Every Quilt system has 10x as many sensors and 500x more computing power than the closest competitor. That data, that only Quilt has, and the ability to do sophisticated computation on it like system performance prediction and thermal modelling, is what makes this possible. It’s how we predict precisely when a system is going to break or tell an installer that they accidentally crossed wires or that they oversized an install. And the data is bidirectional – not only can our partners remotely understand the system, they often can remotely *fix* it as well. You’ve seen this capability in our OTAs that increase system capacity. This launch greatly expands those capabilities. The result is faster installations, fewer callbacks, and more comfortable homes – which saves money for both homeowners and partners. *Superpower 2, Product*. Quilt is at its core a product company. We care a *lot* about great user-centric design, thoughtful execution, and quality. Quilt is staffed by people who have built some of the most used and loved software platforms in the world. We have taken all that experience to create a top tier enterprise software platform in a space that had never received this level of TLC. Wait, did I just say we are launching an enterprise SaaS platform in 2026?? Yes – because what makes it powerful and unique is our fleet of connected systems and the data it produces, which no amount of token spend can ever reproduce. Coding Agents have greatly *deepened* our ability to produce a great product with unique and defensible value here, not reduced it. *Superpower 3, Partner Network*. Our channel partners and distribution network are our third superpower. Through them we have thousands of people in the field selling and installing Quilt every day. These are many of the best home services companies in North America. They are the face of Quilt and we hold just as high of a bar for partner performance and success as we do for our homeowner experience and products. And that’s 100% the focus of this launch – give our *partners* superpowers. We only succeed when they succeed and we want to give them every possible advantage to delight customers, grow their business, and accelerate heat pump adoption. Big thanks to all our design partners who provided early feedback and are already using Quilt Tools in their daily work – this is for you. Hear from one of them, ARS Blueflame in Seattle, in my first reply below.

Lowercarbon’s got the deepest bench of companies building new power, but nothing’s faster or cheaper than unlocking watts already flowing. No one gets that better than @vsiv, and now his team @EmeraldAi_ has got a fresh $150m to shake loose some electrons. nytimes.com/2026/08/25/busin…

Rainmaker just produced ~19M gallons of water in Alaska via next-gen cloud seeding over 3 hours of operations. We are the first company to provably produce precipitation in Alaska. As promised, we’ve linked our white paper and relevant data. In the future, Rainmaker will protect and restore glaciers with man-made snowfall. Immediately, this demonstration shows how Rainmaker will add new water to the Colorado River and Great Salt Lake in the coming months. We turned around this analysis and white paper just a couple days after operating. There are many data sources I want to deepen our understanding of the atmosphere and increase our provable production; we’re building the instruments to collect that data in subsequent operations. But at Rainmaker, we won’t tout LOIs, simulations, or lab tests. What matters is physically measuring that you’ve affected the atmosphere; proving that we’ve produced water. We prefer sharing only the tech that has proven to make more water for farms, industries, and ecosystems in need. Expect a regular cadence of these from us as we build the best atmospheric science lab in the world. Feedback is welcome in the interim. Rainmaker Century. rainmaker.com/blog/alaska-va…

We met Heart when it was just Anders and his sketches for an electric plane. Yesterday an outrageously ambitious team (that could probably cram into the fuselage) successfully flew the world’s largest battery-powered passenger aircraft. What a privilege to be along for this ride.

Thermal batteries will eat the grid. @antoraenergy has figured out how to mass-manufacture the cheapest and quickest tech to increase firm capacity. They already built the world's biggest battery, and now they've got a fresh $550m to do it over and over. bloomberg.com/news/articles/…

Small TAM / long tweet... I spend a lot of my weeks helping our Series B-stage portcos think about the right pitch, and the right 'type' of investor who's going to get comfortable with their specific hardtech risk if they are pre-revenue. Generally, I think this means you need to know the couple ways people underwrite your ramp (this post is energy-focused): The first type gets comfortable off your contracts. Say you're a power developer with a ~25MW hyperscaler PPA about to sign, 2GW of options sitting behind it, a second project at 100MW that can expand to 500MW, and a verbal from a third buyer. What they'll do is discount each of those lines for execution risk, delays, and the odds the counterparty walks, and back into what they're willing to pay today. The PPA is relatively easy to price; the options and the verbal get aggressively discounted. Most people will pay attention to whether there's a legible trigger for when it converts. Fervo's IPO valuation ran on a GW-scale Google option & you can back into the exact EV per MW cost to comp. The second type gets comfortable off a cost floor. Say you're building infrastructure in an emerging market at ~$5M/MW when the incumbent way of doing it is $12-16M/MW, and you've got a path to 10+GW that doesn't need a science miracle. These investors need to believe in the 'core': (1) there will be consistent demand for power even if Kimi eats us all, and (2) buyers want cheaper energy (if the investor doesn't believe either of those things, your investor will probably not get over the line, in general). Then they rebuild your cost stack from line items = labor rates, transformer quotes, power contracts, permitting, vs. any tradeoffs of the specific tech (availability, reliability) -> which limits your TAM and market pull. If you're landing 5-10x under the incumbent, they can underwrite a winner-take-most outcome. Big picture, you need to articulate why more $ = you can move faster. This was linear in software but it is not in hardware, as some development / engineering work / contract conversions aren't that predictable. The $0 to $50m in revenue is kind of a valley of death for how people perceive you, so you want the milestone itself to be the proof you're bankable & in many instances that you unlock non-equity financing. How long you're stuck in the cost-floor camp mostly depends on your technology. Fusion, advanced fission, geothermal before the first well live there for years and are selling an LCOE floor plus a set of de-risking milestones. Modular clean baseload and thermal storage get to a first unit faster, so they cross into the contract camp sooner. And data center power, behind-the-meter gas with CCS, RNG, grid hardware, those are offtake-driven from day one, where the counterparty's credit is a lot of the underwrite. Two other things to prove in your pitch: (1) Who pockets your savings. Being 5-10x cheaper doesn't help you much if your customer takes all of it. If you sell to one hyperscaler, they're big enough to keep negotiating your price down until the savings show up in their P&L instead of yours. Diversity matters! (2) Whoever you sign sets how cheaply you can finance. The credit quality of your offtaker flows straight into your cost of capital.

Cleared for flight. The FAA has issued a Special Airworthiness Certificate for Heart Aerospace’s X1, authorizing crewed flight testing. At 106 ft, X1 is expected to be the largest electric aircraft ever flown. First flight is next. ⚡✈️ bit.ly/4fqsTRG

A pretty succinct summary of the investment thesis @lowercarbon:

Sounds like right about now would be a good time to get involved with an infinitely scalable, technically derisked, modular, and transportable thermal power technology like @antoraenergy that competes with gas for heat and power.

Excited to back @jordan__black and @Senra_Systems. We need a wire harness for every thing that turns on, which is … a lot of things.