Partner at Capricorn and TIF, early investor in Tesla, Joby, SpaceX, QS, Heron, Redwood, Saildrone, Innovium, Nuvia, Fervo, Twelve, Helion, Seurat ...
Bay Area and New York
Joined August 2011
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Insane that in 2026 no carrier will sell a phone plan that just works globally. T-Mobile, Google Fi, etc. any plan, any level: a few months abroad and they kill your data and tell you to get a local SIM. Can't wait for Starlink Mobile.
Key COD milestone achieved on first @fervoenergy power turbine in Utah. Congratulations to the team!
fervoenergy.com/fervo-energy…
Giant follow-on order from FedEx: 2,000 Harbinger EV trucks, over $300 million. An outstanding product proving itself in the real world, and a team executing on product and manufacturing.
bloomberg.com/news/articles/…
What an odd prediction. You can't be certain about the future but super unlikely to be broadly true. << Mark Cuban Doubles Down On Criticism Of Humanoid Robots, Says Personal Robots Will Be ‘Optimized’ >> share.google/pK16AymMdsBAj15…
Fourteen years ago at the static fire stand in McGregor. What stayed with me wasn’t the engines. It was how fast the cement trucks were pouring the flame trench. Competence is quiet. They just poured.
A tourist levy should be front-loaded and time-decaying: $$ on day one, zero by day seven. Tax congestion without taxing residency. Carve out work, family, study and medical travel. Nightly hotel taxes do the opposite of what cities actually need. giftarticle.ft.com/giftartic…
Ion Yadigaroglu retweeted
Great fun to work on, @sundarpichai!
1st TPU's going up next week, Oct 1! Fast work by the teams. 🛰️ 🚀 💫
@nytimes did this nice behind-the-scenes look at the project, lab & teams! nytimes.com/2026/09/24/techn…
Important milestone
This week, Fervo Energy generated First Power at Cape Station, our flagship geothermal development near Beaver County, Utah, representing a landmark moment for the future of enhanced geothermal systems.
Read more: fervoenergy.com/fervo-energy…
Two people walking modules off a trailer onto the earth liner. No piles, no trackers, no steel crews.
Blitz build. 93 MWdc Bravo, Matagorda.
93 MWdc @ErthosInc Bravo project being built in Matagorda county, TX. Panels on the ground, no steel and half the land. With our polymer frames and other innovations. We keep advancing this mode of installation, more to come!
This is so good
Our latest white paper is here—Heron Link: A New Paradigm in Power Conversion for Utility-Scale Solar.
Levelized cost for utility-scale solar rose 18% in the last year, and developers need new levers to improve project economics. Power conversion is a new opportunity: solar inverter- plus- transformer skids have not fundamentally changed in decades. Heron Link replaces both with one U.S.-built system, adding 6.0% of NPV to a modeled 100 MW-AC project.
Explore the model and the assumptions behind it in our white paper: heronpower.com/heron-link-re…
Google just signed 400 MW of enhanced geothermal in Utah, with an option to 1 GW — oilfield drilling+fracking tech, applied to hot rock. Firm power for always-on compute.
Excited to share the news of this groundbreaking PPA today. Our multi-year partnership with Google has been important for Fervo’s growth, and we are excited to take the next step with them with this new 400 MW deal for enhanced geothermal power. wsj.com/business/energy-oil/…
Pivotal day at @heronpower which announced a first large manufacturing facility for their industrial power electronics products (integrated medium voltage solid-state transformer +inverter and transformer+superBBU)
heronpower.com/news-stories/…
Ion Yadigaroglu retweeted
Major day for the @heronpower team as we announce the closing of our series B fundraising! I'm proud to partner with @a16z and our existing team of amazing investors to accelerate Heron Factory 1 and Heron's vision of a next-generation power grid. Calling all exceptional engineers, project developers, and utilities to join us on the journey! globenewswire.com/news-relea…
<< governments create rents; rents distort markets; and distorted markets make countries poorer and their citizens less enterprising. The allure of gunboat capitalism is that it offers both prosperity and security. ... it will bring neither.
economist.com/leaders/2026/0…
This is just so awesome. Teradar opens up a new kind of vision never used before because it was thought to be technically impossible. Instead it works fantastically well and is even small/affordable/reliable as akin to radar hardware more than optics.
linkedin.com/posts/teradar_a…
