Alex Luce

From CTV Updates ESS Tech gets last-minute funding to avoid shutdown • Millennium doubles down on Origin Materials • LanzaTech extends key financing deadlines • Bloom Energy stock jumps 6.7% on analyst coverage • LineVision boosts UK grid capacity by 20% • Carbon Clean partners with MODEC for offshore carbon capture • Plus more climate tech moves that matter Learn More: https://lnkd.in/gbj4ew7j  

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Today I released results from an independent analysis of precision optical-clock data revealing a reproducible, statistically significant frequency differential between ion-based and neutral atomic time standards — phase-locked to Earth’s orbit around the Sun. The detection is highly significant (≈ 13.9 σ) and emerges from open metrology datasets that, until now, had not been examined for phase-coherent solar correlations of this kind. The result provides compelling new evidence that different physical systems — photons, ions, and neutral atoms — may respond with slightly different sensitivities to local gravitational or refractive potentials, as predicted by the Density Field Dynamics framework. This could represent the first measurable sector-dependent deviation from Einstein’s equivalence principle in this precision regime. All code, figures, and data are openly available for independent verification: • Paper: https://lnkd.in/gk_hZ9Sf • Dataset: https://lnkd.in/gbPMR6aR Beyond the physics, these findings have far-reaching implications for energy, communications, navigation, and computation — fields where precision, synchronization, and field control define the next generation of technology. This represents a small but decisive empirical step toward understanding — and ultimately engineering — the physical principles that govern those systems.

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I’ve been working on the theory of why small, shippable factories are the perfect inversion to the centralized prefab factory model. It all collapsed into one line of math (credit to Gilles Retsin): Factory Efficiency = Usage × (Throughput × Product Value ) / ( CapEx + Deployment OpEx) The idea is that the closer you can drive Usage to 100 % while keeping the denominator tiny, the faster the flywheel spins.  A shippable microfactory tackles this by primarily focusing on a high Usage factor. Because the microfactory can be packed up afterwards and reused, its CapEx gets amortized over multiple projects, effectively raising its overall Usage across the year. If one project alone doesn’t fully occupy the factory, it can simply roll over to another job to maintain high Usage. Its CapEx is often an order of magnitude lower than a centralized factory (< $1M vs. $10-50M min), so the breakeven throughput is more achievable on a small pipeline of work. The real breakthrough here is portability. There is near-zero stranded capital and almost no idle time. To flesh this theory out, I wrote 3000 words on the topic for Brad Hargreaves and Thesis Driven. The article breaks down: - why “fixed factories, shipped goods” is being inverted to shipped factories, fixed goods - what a sub‑$1 M robotic cell does to CapEx per home versus a £45 M off‑site plant - early production/cost data on a shippable microfactory from Mollie Claypool, Gilles Retsin, Sam Baker and the Automated Architecture (AUAR) team - the hybrid reality of robots tackling the heavy structural components and human crews assembling faster and cheaper - technical constraints to pull this model off and future considerations on the optimal business model (own vs. rent) Major shoutout to Gilles Retsin for helping me pull this together. https://lnkd.in/eRTnbZPa

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Deep architecture innovation drives durable advantages in #AI compute for Mythic Also worth noting Mythic’s chips can be made on multiple friendly fabs in secure territories like the US, with at least three more levels of process geometries worth of headroom to exploit for their already massive SWaPC lead…

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🚀 Excited to share Antares Ventures’ new investment in FeX Energy, a thermal storage company spun out from McGill University's lab of alternative fuels. Industrial heat is one of the hardest challenges in the energy transition. It accounts for nearly a quarter of global CO₂ emissions, with over 50% of heat consumed by industries like steel, cement, glass, and petrochemicals — yet credible alternatives for high-temperature processes remain scarce. FeX has developed an iron-based thermochemical storage system capable of delivering industrial-grade heat at 900 °C. By converting surplus renewable electricity into long-duration thermal energy with high density and cost efficiency, FeX offers a practical pathway to decarbonize the industries where fossil fuel reliance is hardest to displace. At Antares Ventures, we see thermal storage as a core pillar of our industrial decarbonization thesis for Asia. We bring not only capital but also deeptech expertise, hands-on value creation, and our Asia networks to help innovators like FeX scale where impact is most urgent. We look forward to working together with Hayden Smith, Marc Guilbert, Ph.D., prof. Jeff Bergthorson and the FeX team, as well as our co-investors Paul Sheng (Fathom Fund) and Trish Nixon (Amplify Capital), to advance industrial decarbonization across Asia’s growth markets. This investment also reflects why Canada continues to be a powerful source of deeptech founders: strong science paired with a global mindset from day one. 👉 Full announcement here: https://lnkd.in/gdgpvPQ8 If you’re working on decarbonizing industrial heat — or exploring collaborations on scaling thermal storage in Asia — we’d love to connect. #EnergyTransition #IndustrialDecarbonization #ThermalStorage #DeepTech #CleanTech #VentureCapital #Asia #Canada

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