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Alana Palmedo
@alanapalmedo
never satisfied. investor and operator @paradigm. you are capable of 1000x more than you think.
1.1K Following    8.4K Followers
The American energy industry is on the verge of calamity. For the last 20 years, energy growth has flatlined while hundreds of power plants were retired. Power bills are up 29% since 2019. In July, the Department of Energy declared a “power emergency” for 67 million people. America almost solved this problem 50 years ago: via nuclear power. Then, in pursuit of maximum safetyism, we choked it off. The Department of Energy’s @SecretaryWright told us, “the nuclear industry started out with a bang, got smothered by the government… and now has been bottled up and pushed away.” One industry insider said: “You weren’t allowed to say the word ‘nuclear’ in the Biden administration for the first few years.” Now, thanks to the efforts of less than 40 government employees — and an historic collaboration between career civil servants and DOGE — we’re turning the tide. On July 4th, four companies took nuclear reactor designs “critical” (i.e., tested them), setting us on a path toward a nuclear renaissance. Here, the exclusive story of how this happened, featuring interviews with Energy Secretary Chris Wright (@SecretaryWright), Adam Blake (@adamblake), Seth Cohen (@OverReactor1776), Rian Bahran at the Department of Energy, and Stephen Miller’s deputy, Emily Underwood (@emundz42). It may take time to notice the effects in your power bill. But the decades of stagnation, fear, and absurd overregulation that have plagued nuclear for the last half-century are now (thankfully) over. Full story from @eventidia 👇
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Nuclear power in space is the horizontal enabler for 10x more onboard power, high-powered payloads, and a radically increased propulsion budget. This will enable a human presence and industrial activity on other celestial bodies. It will enabled orders of magnitude higher power in deep space - allowing us to melt the ice on Jupiter’s icy moons and search for extraterrestrial life. It will ultimately unlock a future $1T space economy with decades of growth, of which Antares will take a cut!
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Unstoppable team executing on real missions in support of US dominance. Space nuclear power breaks the limits of solar electric and chemical systems, and @AntaresNuclear has been building the frontier from day 1.
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Announcing: $161M Strategic Breakthrough with the U.S Space Force In response to @WhiteHouse EO Ensuring Space Superiority, and the National Initiative for Space Nuclear Power, @AntaresNuclear has been awarded a first-of-a-kind Strategic Breakthrough award to advance space nuclear power to flight.
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Auditing of codebases seems tough to differentiate on going forward But agents for live cyber defense and detection, where they monitor your entire company and product surface, seems like a more interesting product Who is the best company doing this?
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Now contracted by Army, Air Force, Space Force to deliver nuclear power @jordanbramble and his team built these reactors for years of off-grid operation
Incredible to see Zipline’s momentum in building the autonomy layer of the skies. Uber + Zipline for 1m+ deliveries / day…
I’m excited to announce that I’m joining @Paradigm as an Investment and Research Partner. The half-life of our priors is shrinking. Multiple technological frontiers are advancing at once. AI is an undercurrent across many of them, changing what is technically and economically viable. As these frontiers interact, historical analogs become less useful as the range of plausible futures widens dramatically. Investing in this regime requires first-principles technical judgment - and the willingness to believe in futures that look nothing like the present. Paradigm pioneered this approach in crypto, a frontier where technical depth was essential and investing with conviction required imagining a system unlike anything that came before. I’m incredibly excited to work with @matthuang, @alanapalmedo, and the rest of the team to extend that approach across the broader technological frontier.
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huge because heat pipe capacity is a limiter on reactor size. higher capacity = fewer pipes, denser core, more power per unit of mass. mass dictates nuclear feasibility in space and @AntaresNuclear is designing for it
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How fast can you get AI to build itself? @justinwangx and I built a web game about that, based on real research into recursive self-improvement (RSI) You play a frontier lab investing in R&D, trying to build superintelligence Play RSI Simulator:
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Announcing Centaur 2.0! Centaur is frontier, agentic infrastructure that you own. Centaur is like Claude Tag, but open source and on steroids. Centaur 2.0 can connect to everything you have access to, and can reason over it next to where you work, either in Slack, Discord, Teams or in your local Codex or Claude Code via an MCP. But context isn't useful if it can be accessed by anyone, so we rebuilt Centaur from the ground up for security. Centaur obviously doesn't have access to secrets because we're leveraging egress proxies. Centaur 2.0 takes that a step further enabling administrators to configure who can access what from where. This means that Centaur can have access to private information that you normally wouldn't feel comfortable giving it access to (e.g. DMs or sensitive channels and docs) but only expose it to authorized principals. It also means you can add Centaur to external channels and leverage it as a virtual colleague that doesn't live only in your Slack, for example, but also your Slack Connect channels! This is extremely powerful as we start moving to a world where agents cross organizational boundaries. Also in case anyone's wondering, yes we rewrote it in Rust! Centaur is now way way more stable at durably executing threads, and its workflow engine is now based on Absurd. We have been operating Centaur since January, officially launched and Open Sourced it in May, and now we're full speed towards making it the #1# open source agentic infrastructure. To succeed at that, I'm thrilled to welcome @mslipper to the @paradigm team who will be leading all our Applied AI work, while continuing to maintain and extend Iron Proxy as the leading secure secret access for agents. Welcome Matt, it's an honor after all these years of knowing you! Read the full blogpost below, and apply to join our team!
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Announcing the @Paradigm Frontiers 2026 speakers! Some of my favorite people on Crypto x AI x Robotics x Devtools. @rauchg / Vercel @LegNeato / VectorWare @fat / Pierre Computer Company @sqs / Amp @SurajNair_1 / Physical Intelligence @0xKitsune / Tempo @danrobinson / Paradigm+Tempo Oct 12-14 - Fort Mason, San Francisco Apply by Aug 20th below.
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True Anomaly has successfully completed Mission 2 of VICTUS HAZE, the @USSpaceForce's end-to-end demonstration of tactically responsive space (TacRS). Multiple mission plans built and validated in under 30 minutes, powered by tight integration between Jackal and Mosaic, and backstopped by our operators' expertise. True Anomaly is now the first company ever to execute a space-to-space pursuit of an evading target in a TacRS mission. Read more on our blog:
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we just launched a revamped version of the @mpp website monetizing your API never was easier, faster or cheaper you can accept stablecoins or any of the other supported methods in few lines of code - or integrate in your harness for your agents to unlock content as they search
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Best possible hire. The person who oversaw federal advanced reactor portfolio at DOE joining the team actually building them. Congrats @jordanbramble, Rian and the whole team @AntaresNuclear!
US nuclear capacity flatlined for 40 years but power demand is now surging. @antaresnuclear was the first to achieve criticality on a factory-built advanced reactor. Huge props to @jordanbramble for restoring energy dominance and building reliable power for our military Paradigm is thrilled to co-lead this round
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We won the race to criticality, but the most important race is the race to commercialization. We’ve always sought to build WITH customers and not simply for them. We've raised $470M of capital in our Series C led by @paradigm and @caffeinatedcap, to invest alongside the U.S. Military to bring this technology to scaled deployment.
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Nuclear is the densest, most reliable firm power source on earth Highly effective EO + incredible execution speed from @AntaresNuclear
An honor to be in the Oval Office with @POTUS today to commemorate the success of the nuclear executive orders and @ENERGY’s reactor pilot program. We look forward to powering our nations most critical assets on our military installations before the end of this administration!
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Unstoppable and world class. Lucky to work with @katiebiber who drives us towards excellence every day. Thankful for our partnership. 💪
Excited to announce that @katiebiber is now the COO of Paradigm, alongside her role as CLO. Katie is a maestro on the many legal-policy matters at the frontier of tech and a force-of-nature operator. @alanapalmedo and I are lucky to have her partnership in running Paradigm!
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Today, we launched GPU compute forward curves derived from our prediction market prices. Forward curves are now available on Nvidia B200. H200, and A100 chips. Forward curves track implied future prices. They are how mature commodity markets form expectations, allocate capital, and manage risk. Energy, interest rates/SOFR, FX, metals, and agricultural markets all rely on market-implied forward prices. Despite becoming one of the key inputs in the global economy, compute has lacked that market-derived infrastructure. Compute right now is where oil was before NYMEX — traded only via OTC deals, just like oil used to trade OTC between producers and refiners. As compute becomes as fundamental to the economy as energy, the industry will need a similar derivative market to promote efficient price discovery. Prediction markets are uniquely suited to this problem. Compute is not one uniform commodity and spans many chips, grades, tenors, locations, and contract structures. A live prediction market can aggregate those dispersed views into transparent prices that reflect market expectations for different maturities. The opportunity is big. Hyperscalers are spending over $700B on compute this year and the market is expected to grow to $7-10T by 2030. If this market behaves like traditional commodity markets, a liquid derivative market could be 10-20x bigger than the underlying spot market. Compute is still not uniform enough, but this is a step towards standardization as forward curves will help us see the rise and fall of different model prices and how they correlate. The forward curve is a first step. Up next: futures and perps.
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$1.2B to invest in steep exponentials 8 years ago we were backed by people who believed in the crypto frontier. Now we’re doubling down as frontiers are colliding across AI, crypto, space, deep tech, energy Grateful to our partners
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Paradigm’s 4th fund $1.2B to invest and build in crypto, AI, robotics, and other areas of the technical frontier
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