design && venture // @HQAutopilot // @PRTNRSxRESOLUTE // @IITDesign alum, advisor // aspiring autotelic
NYC
Joined April 2008
- Tweets3.6K
- Following1.4K
- Followers602
- Likes4K
Judd Morgenstern retweeted
Honored to be included in the 2026 American Dynamism 50. Production is deterrence, and none of it runs without reliable power. Thank you @a16z!
The 2026 American Dynamism 50 is here: our annual list of 50 companies, from within the a16z portfolio and beyond, building for America's future.
This year's theme is Production is Deterrence. "America's ability to prevent conflict depends on what it can build, how fast it can deliver, and how long it can keep going."
A new generation of defense companies is moving from prototypes to full-scale production, and the industrial base has to keep pace. This year's list is organized around three pillars:
1. Systems: the drones, ships, missiles, aircraft, and spacecraft that deter conflict.
2. Factories: the plants, tools, and software that build them.
3. Inputs: the materials and power they're made of and run on.
Get all three right, and the impact reaches well beyond defense, to skilled jobs, revitalized communities, and the supply chains behind energy, housing, and everyday goods.
Meet all 50: a16z.news/p/ad-50-2026-produ…
Judd Morgenstern retweeted
Woo! 3 for 3 baby! Today, the @USNavy selected Radiant to power critical infrastructure at Crane. There is not an organization in the world with more experience in nuclear power than the U.S. Navy. We are honored to be selected by the U.S. Navy for this important work and we thank the Navy and the Army’s Dr. Waksman for their confidence in Radiant to deliver reliable, resilient nuclear power wherever their mission demands.
Our mission of Atoms for Prosperity is today strengthened by the support of the Navy and the State of Indiana. LET’S BUILD REACTORS!
The @USNavy has selected Radiant to deploy our Kaleidos microreactor at Naval Weapons Station Crane, Indiana.
With this selection, Radiant is now the only nuclear microreactor company with partnerships across the Army, Navy and Air Force.
The Navy has more than 70 years of safe reactor operations. It wrote the playbook on reactor safety. Earning its confidence is powerful independent validation of Kaleidos.
This milestone moves us closer to our goal: reliable, resilient nuclear power wherever the mission demands. Through our work with all three branches, we’re building a clear path from military deployment to nuclear energy at scale for government and commercial customers.
Read more details here: radiantnuclear.com/news/navy…
ALT A landscape image showing a truck hauling a large container marked "Radiant" across a desert landscape at sunset. In the sky above the scene, logos for "America's Navy," "U.S. Army," and "U.S. Air Force" are prominently displayed.
Judd Morgenstern retweeted
Our President and COO @torishiv sat down with Align Venture Partner @greerlove to talk about what's driving demand for microreactors, how Radiant is bringing them to market, and why Align chose to invest in Radiant. Watch the full conversation here: youtu.be/JhR_lUWhWaw?si=ycKH…
Judd Morgenstern retweeted
Look at him, thats my Qual.
Your what?
My Qualitative! My vibe specialist. Look at him, you notice anything different about him? Look at his face.
I'll give you a hint, his name is Jayden. He won a local poetry competition in bushwick! Yeah I'm sure of the vibe.
Quant firms are hiring idea guys, not quants
I've been skeptical about the whole - software is commoditized, ideas are the moat argument
But I've seen first hand the best quant and technical firms in the world hire thinkers, liberal arts grads, and generalists
I predict the trend accelerates
Letter from @AQRCapital below
The @USArmy has awarded Radiant $750 million to deliver 15 Kaleidos microreactors through the Janus program, one of the largest contract @DIU_x has issued to date.
The Army launched the Janus Program to strengthen the energy resilience of military installations and mission-critical infrastructure. Radiant was chosen after extensive evaluation of reactor design, technical maturity, manufacturing readiness, deployment strategy, and commercial viability. Radiant’s 15 microreactors will enable the Army to deploy nuclear power across multiple locations. In tandem, the operational data acquired through the Program will accelerate commercial deployments across a global footprint of commercial customers.
Learn more: radiantnuclear.com/
There's a new version of this post
Judd Morgenstern retweeted
Kaleidos is making history. The @INL DOME hasn't hosted a new reactor design test since EBR-II shut down in the 1990s. That's roughly 30 years without this kind of hands-on, full-power testing & validation of new nuclear technology on U.S. soil. That changes today.
Radiant earned this spot through a competitive DOE down-select, evaluated on design maturity and execution readiness against the rest of the field. We were assessed as the most mature company in the space, and we now hold exclusive use of DOME for full-scale, full temperature commercial testing.
Proud doesn't quite cover it. @NRICnuclear Let's get to work!
Incredibly important (and well written) article that cuts through the hype. Nevermind data centers, American hospitals, grocery stores, warehouses, army bases and more need an energy upgrade. @RadiantNuclear recognized this long ago. Hats off to the team for the tireless, diligent work of making it a safe, practical, near-term reality.
Mission meets momentum @Mach_Industries
Defense tech darling Mach Industries hits $1.8B valuation, a 4x jump in a year techcrunch.com/2026/06/01/de…
Judd Morgenstern retweeted
Radiant is preparing for a full power test at INL and we are the only company doing that. We don’t stop at going critical, because a zero-power critical reactor is not a reactor that is able to produce electricity. We are de-risking and testing for a commercial reactor that is ready to work. That’s why we are focused on full power. That’s our difference.
Judd Morgenstern retweeted
PowerMaxxing over @RadiantNuclear.
Full power.
Radiant is preparing for a full power test at INL and we are the only company doing that. We don’t stop at going critical, because a zero-power critical reactor is not a reactor that is able to produce electricity. We are de-risking and testing for a commercial reactor that is ready to work. That’s why we are focused on full power. That’s our difference.
Judd Morgenstern retweeted
Exclusive: Drone startup Mach Industries acquired rocket-maker Exquadrum for $50 million in cash and equity, reflecting a wave of change in the defense sector as the Pentagon and venture-capital firms warm to startups. on.wsj.com/3PQCcSb
Epic. Congrats and well done @ethanrthornton @Mach_Industries
Judd Morgenstern retweeted
LIVE* @NYSE Trading Floor: AI Agents Are Taking Over Wall Street.
“Anything you can do in your brokerage account, you can essentially automate with AI agents.”
“We feel that is the biggest shift in how people invest.. because it goes away from clicking buttons to just expressing intent.”
“It takes really everyone & moves them up to sophistication in their investing.”
Leif Abraham (@leifthunder) Co-CEO of @public
*This was pre-recorded, thank you for watching.
BREAKING: @public Co-CEO Leif Abraham (@leifthunder) Says Their AI Plan is Seriously Working
Millions of users, billions in assets, billions in trading volume, + revenue doubling annually
Recorded at @NYSE this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously."
Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology.
Financial advisors are cooked.
Public's difference:
- Top 25% of wealth w/ real assets to compound
- AI Agents automating investment workflows
- "Generated Assets" creating custom indices — defense index up 350% in a month
- Multi-asset trading (stocks, crypto, options, bonds - all in one place)
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Leif Abraham, Co-Founder & Co-CEO at Public
(01:10) Competing with traditional brokers
(03:45) AI agents for investing
(05:22) Are Public’s videos AI or real?
(06:31) Why the co-CEO model works
(09:34) The evolution of Public
(15:06) Growth, scale, and market cycles
(17:59) Breaking down the product ecosystem
(20:45) Public's design philosophy
(22:59) Building portfolios with AI
(26:33) Ideal customers
(30:20) The decline of financial advisors
(33:00) What AI replaces in wealth management
(35:45) Risks and limits of AI agents
(37:32) The “financial super app” debate
(42:39) Prediction markets vs real investing
(45:04) Will everything become tradable?
(46:22) Tokenization: the hype vs. the reality
(50:37) The future of financial platforms
(55:56) VCX, closed-end funds & speculation risk
(59:09) Would Public go public?
(01:02:22) What’s next for Public
(01:04:08) The dark AI prediction
(01:06:52) Wealth taxes vs. UBI
NRIC’s DOME “open for business” ans.org/news/2026-04-10/arti…
LG @RadiantNuclear !!
Judd Morgenstern retweeted
"The Department of Energy granted approval last week for Radiant Industries’ Kaleidos nuclear microreactor, which would be the world’s first mass-produced microreactor, making it possible to build and bring nuclear facilities online much more quickly..." nationalreview.com/2026/02/h…
