David Helgason

Transition Ventures on Energy, Compute & Investing in Atoms

David and Ari Helgason describe Transition Ventures' five-year-old early-stage fund backing full-stack 'atoms' companies across energy, materials, manufacturing and compute, mostly in Europe. They cover AI compute bottlenecks (including portfolio companies Olex and Invisix), grid and critical minerals constraints, Europe's data center and interconnect shortfalls, sovereign compute, and data centers in space, arguing Europe's building blocks are strong but coordination is the problem. They close by spotlighting Seneca, an autonomous wildfire-fighting drone company founded by Stu Landesberg.

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