Annual General Meeting

The American Reactor Company

Valar Atomics is scaling nuclear energy for heavy industrial power and clean hydrocarbon fuel production through vertically integrated production lines for high-temperature gas reactors and nuclear fuel.

The Infrastructure Layer for Apparel

Framework is reshaping today’s $260B knitwear market using software-defined manufacturing. Using 3D-knitting technology and robotic systems, Framework eliminates inventory and supply chain risk to achieve cost parity with Asia and bring clothing manufacturing back to the US.

The New Industrial Grid

Data centers and industrial assets need power in months. The legacy grid takes 5+ years. American Terawatt is building a private electric grid - modular HVDC links carrying gigawatts up to 50% more efficiently, built 6x faster than the industry average.

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The Truck Intelligence Platform

Using their proprietary sensor network and AI systems, GenLogs is positioned to become the de facto identity + tracking layer for freight, unlocking large insurance and government contracts on top of their shipper, broker, and carrier tooling.

The Maritime Intelligence Platform

Global security and trade depend on the oceans, yet the maritime domain remains plagued by vast “dark zones” where adversaries operate with impunity. Quartermaster uses proprietary sensors deployed on ships to create the most advanced maritime intelligence network for commercial and government applications.

Data-Driven Satellite Insurance

Odin Space enables data-driven satellite insurance through Cortex, its onboard sensor system that detects debris impacts and diagnoses physical damage in real time. Working with Lloyd’s of London insurers, Odin uses this data to enable targeted collision coverage that protects satellite operators against financial losses.

The Optical Comms Network

High-speed connectivity shouldn’t stop where fiber ends. Azora is extending the world’s data infrastructure beyond the physical network using their mass-manufactured optical ground terminals.

The Nuclear Battery Builder

Zeno Power builds nuclear batteries - compact radioisotope power systems delivering years of continuous power for space, subsea, and Arctic applications. Backed by $74M in Pentagon, NASA, and industry contracts, Zeno is industrializing production at its Vallecitos facility to power the moon base, Navy seabed networks, and autonomous platforms.

Intelligent Connectivity for Industrials

Autonymy builds integrated hardware and software systems that bond cellular, satellite and RF links into one resilient pipe, moving data to and from places commercial networks don’t reach.

Autonomous Reliability Systems for Compute

Primitive builds diagnostic systems that debug signal and power integrity issues in high-performance clusters - catching GPU failures in the field, supporting RMA claims, and enabling predictive maintenance. The failure data set positions them to eventually build their own hardware components and interconnect for advanced compute.

Panthyon

Agentic Workforce for Industrial Plants

Panthyon is building an agentic operating system for the 30,000 continuous-process plants, from refineries to chemical plants, that run the global economy.

AI Equipment Underwriting

Substrate builds financing infrastructure that helps businesses purchase industrial equipment, from CNC machines and tractors to robotics. Its platform embeds financing directly into equipment sellers’ sales processes, combining a lender marketplace with AI-powered underwriting and direct lending.

Critical Mineral-Free Batteries

Group1 is commercializing potassium-ion batteries (KIBs). Unlike traditional lithium-ion batteries, which rely on critical minerals sourced from regions of geopolitical instability, KIBs utilize potassium, a more abundant and cheaper alternative. Their performance and safety make them attractive for critical systems like data centers.

The AI Engineering Firm

Hedral uses in-house automation to deliver structural engineering 5 to 10x faster, compressing analysis from weeks to hours.

Scalable Radioisotope Production

Transmutex builds accelerators that breed nuclear fuel from thorium, transmute radioactive waste and produce medical isotopes from one platform.