Wireframe Ventures

"Pulsed power drives the electron beam that pumps our excimer laser amplifiers, delivering an enormous, precisely shaped pulse of energy at exactly the right moment. Not a trickle. Not a surge. A controlled explosion of electrical energy that lasts less than the blink of an eye. It’s one of the hardest engineering challenges in fusion." If you want to help bring nuclear fusion power online, Xcimer Energy is hiring.

The AI data center buildout is the biggest challenge the grid has seen in a century. But the US grid runs at 30% utilization, while data centers use 30-40% of what reaches them. End-to-end, we're extracting about 25% of theoretical capacity. The race to add more is real and urgent. But the biggest available supply isn't being permitted or constructed right now. It already exists. Unlocking this stranded capacity doesn't just require new concrete and generation. It needs next-generation power electronics, smarter distribution, and grid intelligence. At SF Climate Week 2026, we hosted an enlightening panel with industry leaders Rory McInerney, Ryan Harris, Amit Narayan, and Grayson Z. They made the case that this convergence of unprecedented capital, political will, and technical urgency arriving at the same moment may be just the chance to build the grid we've always needed. Read more → https://lnkd.in/gAYamgWy

How can the AI infra build out actually reduce energy prices for ratepayers? Are there any efficiency gains - from custom ASICs or algorithmic advancements - large enough to outrun power demand or will Jevon's paradox hold? Are we building new, off-grid power islands because we have to, or can we fill the gap with existing grid capacity? As inference overtakes training as the dominant workload, how does our infrastructure and grid strategy have to change with it? Next Tuesday, I'm sitting down with four experts who've been on the leading edge of power and compute for years, to help us answer these questions and more: Rory McInerney — ex-Intel, advisor at Ayar Labs, d-Matrix, and Great Sky, Amit Narayan — CEO, GridCARE, Grayson Z. — Director of Solutions, Heron Power, and Ryan Harris — CRO, SPAN. We only have a few spots left at Wireframe Ventures' AI & Energy Extremes panel - so grab them here! ⬇️ https://luma.com/lim1obc8

At Wireframe, we’ve always believed some of the greatest opportunities are in the physical world. Energy, materials, next-gen therapeutics, robotics, manufacturing. Our investment in Sora Fuel is directly in line with that thesis: a small, highly technical team doing genuinely hard electrochemical science to rebuild the foundation of a century-old industry. And they’ve just announced a $14.6M raise to prove it at scale. This capital will fund their pilot production facility — moving from gallons to barrels in the next 18 to 24 months, an unheard of pace for liquid fuels companies.The goal: jet fuel made from air, water, and renewable electricity, at price parity with conventional fossil fuels — without the emissions or geopolitical risk. Since backing them in their seed led by @Engine Ventures, we’ve been consistently impressed by their pace of execution and by how much ground they’ve covered with a lean team and limited capital. We’re proud to welcome @Spero Ventures and @Inspired Capital to the cap table, and congrats to @Gareth Ross, @Patrick Sarver, and the entire Sora Fuel team on this milestone. ✈️ https://lnkd.in/g2McPMQr

It’s an important moment for Great Sky. They’re exiting stealth and accelerating their mission to transform computing. Jeffrey Shainline and his team are building a fundamentally new kind of AI chip using superconducting optoelectronic networks. As just one example application, this approach can process video a million times faster than GPUs using a fraction of the energy. The founding team spent a decade pioneering this breakthrough work at National Institute of Standards and Technology (NIST) before spinning out. Since then, they’ve already passed a number of major technical milestones, including taping out four wafers. This is the kind of first-principles reinvention of computing hardware that comes along once in a century, and Wireframe Ventures is thrilled to join their $14M seed round led by our friends at Bison Ventures. https://lnkd.in/g7XC_KgY

One of the most underappreciated risks in global infrastructure is the disappearing supply of cement feedstocks. As coal plants and blast furnaces are retired, the traditional supply is shrinking — at the exact moment infrastructure construction demand is projected to double over the next four decades. Cocoon has built a brilliant solution to this problem: a rapid cooling technology that retrofits into existing electric arc furnace operations, capturing molten steel slag straight out of production and converting it into a reliable, low-cost cement replacement — without the capex of a standalone facility. Since leading their seed round in 2024, we've been blown away by the capital efficiency of their model and the speed at which Eliot Brooks and the team have moved from innovation to deployment. We are thrilled to celebrate their $15M Series A and welcome 2150, Brick & Mortar Ventures, and The Venture Collective (TVC) as partners in the next chapter. [And if you're looking for a role at one of the fastest-moving companies building the low-capex, low-carbon future of industry -- they're hiring!]

Enveda announces initiation of Phase 2 studies for their first-in-class ENV-294 therapy, for both atopic dermatitis and asthma. This continues their incredible pace of discovery and development, guided by AI and inspired by nature.

The entire reason I co-founded Wireframe Ventures was to have an opportunity to partner with extraordinary human beings like Viswa Colluru, PhD from inception. Building any startup is intensely difficult on a personal level, with a low probability of success. But people like Viswa choose the journey anyway – with clarity of purpose, high conviction, humility, and infinite energy. Along the way, he's methodically built a world-leading AI drug discovery platform and one of the strongest company cultures I've ever been around. But most importantly, all of that has been in sole service of what matters most to him – delivering life-altering medicines to patients in need. This is a wonderful and rare mile marker worth celebrating. But he would be the first to tell you this is just the beginning.

We’ve had the privilege of partnering with Samy Danesh and Cyrus Jia to bring Argon AI's vision to life. Their AI-powered platform helps biopharma teams make smarter, faster decisions in allocating their precious time & capital - with the ultimate goal of accelerating time to market for life-changing new medicines.

Excited to share a major milestone from UK-based Phytoform, one of Wireframe’s early investments at the intersection of AI and agriculture. Their new partnership with Corteva Agriscience applies Phytoform’s proprietary AI platform to boost disease resistance in corn—by fine-tuning native genes without introducing foreign DNA. It’s a potential breakthrough for scalable, non-GMO crop resilience. We’re proud supporters of William Pelton, Nicolas Kral, PhD and the entire team. https://lnkd.in/eykarfzZ