Newcastle tech investor with a passion for hardtech startups. MBA from Durham University. When not chasing the next big innovation, you’ll find me exploring th
Newcastle
Joined March 2023
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SebsTechHeart retweeted
Two days, two big announcements for UK chip startups.
This one has been a long time coming.
One of the UK's largest Series Cs ever - $720m at a $7bn valuation.
The company's first product-scale chip will be manufactured next year.
It will stack DRAM directly on top of the processor, combining better bandwidth and speed with the capacity needed to run the world’s largest models at long context.
VERY INTERESTING.
The round is led by the US firms with some great european ones also getting involved (@UKSovereignAI, @balderton, @20vcFund)
congrats @goodwin_ml
We’re delighted to announce that Fractile has raised $720M in a Series C led by @thrivecapital @foundersfund @lightspeedvp and @redpoint, with further participation by brilliant new and existing investors.
SebsTechHeart retweeted
We are continuing to see deal flow pick up as the year progresses. Not sure how much this is a Hidden Harbor phenomena as we are hearing in the market that others are pretty slow this year....
Hidden Harbor Capital Partners’ sourcing activity continued to strengthen in October, with the number of platform deals reviewed increasing nearly 20% year over year. This improvement builds on a stronger third quarter and extends the upward trend in rolling twelve-month activity.
As activity improves, the conversation continues to evolve. Earlier in the year, attention centered on whether deal flow would recover. Today, the focus is increasingly on the quality of opportunities coming to market and whether buyer and seller expectations can align to support transactions.
The coming months should provide a clearer picture of how much of this improvement reflects a broader shift in market conditions rather than seasonal fluctuations. Maintaining a healthy pipeline through year-end would further support the more constructive outlook that has emerged.
SebsTechHeart retweeted
I revisit this article about Microsoft’s frenzied IPO often.
Those lucky enough to get shares at the IPO or buy shortly after were sitting on a once-in-a-generation opportunity.
But how many actually held on?
The odds of finding the next Microsoft are close to zero.
But you don’t have to, and what you already own may be enough to make you wealthier than you ever imagined.
SebsTechHeart retweeted
"Our first product is Terrain, a factory-built data center engineered for speed and simplicity of deployment. With standardized 5 MW blocks, it integrates power, cooling, controls and infrastructure needed for AI compute. Terrain 01 is in production in Houston today."
Congrats @OverReactor1776 @adamblake and the Mavria team!
The next phase of the AI race will be won or lost in the physical world. America’s frontier researchers are regularly working miracles, but they’re limited by atoms and electrons. That’s why we founded Mavria.
We're turning bespoke construction projects into repeatable infrastructure products that can be manufactured at scale, like cars, computers and even rockets are today.
Our first product is Terrain, a factory-built data center engineered for speed and simplicity of deployment. With standardized 5 MW blocks, it integrates power, cooling, controls and infrastructure needed for AI compute. Terrain 01 is in production in Houston today.
Instead of sourcing and integrating a series of disjointed modules, customers get an integrated, factory-tested product. It’s the difference between building your own PC vs. buying a MacBook.
We’ve raised $130M, including a new $100M round led by @paradigm at a $1B valuation. We’re also backed by @amppbc, Critical Frontier, @Liquid2V, @DreamVenturesVC, and others. We're putting that capital to work securing critical supply chains, scaling manufacturing, and expanding our team.
SebsTechHeart retweeted
Booster 22. A historic mission. 🚀
There’s a reason I’ve had 22 in my name all these years. It’s my lucky number.
Let’s make history. 🔥
SebsTechHeart retweeted
Everyone freaking out about currently under-monetized AI search while TPUs continue to push forward are really psyoping themselves into trying to find an at scale "AI loser" and picking a company with the diversity of Alphabet is an odd choice.
$GOOGL $NVDA - GOOGLE ESCALATES AI CHIP WAR WITH NVIDIA
Alphabet is launching two specialized AI chips, TPU 8tx and 8i Max, targeting secure computing and advanced AI workloads as it challenges Nvidia
Google's TPUs reportedly cost around 30% less than Nvidia GPUs, offering competitive performance and greater power efficiency for certain tasks.
Bloomberg Intelligence estimates Google's TPU-related sales could surge from $12 billion in 2026 to over $135 billion by 2028.
Major customers include Apple, Meta, Oracle and Anthropic, while OpenAI is reportedly planning purchases.
SebsTechHeart retweeted
AI-equipped cameras used by CAL FIRE have detected wildfires before 911 calls more than 30% of the time.
That means faster responses when minutes can make a difference.
@BryceTheNoble explores their real-world benefits of data centers
SebsTechHeart retweeted
Fable 5.2 + Opus 5.5 is finally good enough with blender that I can no-effort generate synthetic image and video scene corpora for testing various computer vision capabilities for ultra-high throughput robust real-time barcode scanning and tracking
Will be a very dumb and boring but important thing for lab automation and automated manufacturing in general! Getting closer... 🤖
Nearly 9 months of work is allllmost coming together to completion!
SebsTechHeart retweeted
The greatest challenge of our era is this:
Find several truly out-of-the-box thinkers who are high-agency and very risk-tolerant. True outsiders, eccentrics, Bohemian types, big thinkers.
Now, try to get them to all work on one project together, in one place, indefinitely. Make sure the place is cheap, like very very cheap, so cheap that working a job is not required for survival -- and those there have maximal free time and the agency to use that free time wisely.
Whoever cracks this code is going to call the shots for what comes next in the culture. We're collectively "stuck" and feeling like "something's gotta give" precisely because this thing I describe has become so incredibly difficult.
The people who would do these kinds of things are all wasting away online now. We use the internet as a surrogate for what we all know we should actually be doing.
It ends when we log off and all move to the same ultra-cheap town, period.
SebsTechHeart retweeted
TOTAL PACKAGE: Gen III+ Small Modular Reactors check all the boxes and are based on proven technologies, with advanced safety features and a smaller form factor.
✅ Safety
✅ Affordability
✅ Versatility
✅ Siting
ALT The image is an informational graphic about Gen III+ Small Modular Reactors from the U.S. Department of Energy's Office of Nuclear Energy. It features diagrams of two reactor designs, one cylindrical and one with layers, and highlights key specifications: coolant is light water, fuel is low-enriched uranium, and power level ranges from 50 to 350 MWe. Advantages listed include enhanced safety, versatile siting options, quick integration, and cost-effectiveness.
SebsTechHeart retweeted
Every founder wants growth.
Few can afford it.
Because growth eats cash before it produces it. Every new hire, client, and ad campaign hit the bank account before they hit the P&L.
You don’t scale when you want to.
You scale when your cash flow says you can.
SebsTechHeart retweeted
.@sundaycet #286 wk 45, 2026 #eutech Update: Sequoia out
#NordicMade #cphftw #helyes #icemade #siliconfjord #sthlmtech #estotech #startinLatvia #LTstartups
sundaycet.substack.com/p/seq…
SebsTechHeart retweeted
Sweden builds houses and apartments like Lego sets. Why don’t we? By Marina Bolotnikova
(@mbolotnikova) via Vox
vox.com/future-perfect/50902… #NordicMade #swedentech #constructiontech
SebsTechHeart retweeted
What do YOU 🫵 know about Idaho National Laboratory's Advanced Test Reactor? Read our article to test your knowledge ⬇️
energy.gov/ne/articles/7-fas…
SebsTechHeart retweeted
“Getting it manufactured still required several rounds of review and iteration.”
Design costs going to zero will make demand for profitable high mix, high vol production go to the moon
Valuations for manufacturers will follow.
Simple supply and demand.
SebsTechHeart retweeted
The factory is here. The factory is in the fight. We owe it to those who paved the way for us.
SebsTechHeart retweeted
A lot of people show off what they built with AI - but the judging framework is from pre-AI. It would be impressive in a pre-AI world, but it is not in an AI world if it takes two hours to build.
