Mike Schroepfer left Meta as CTO in 2022 and launched Gigascale Capital in 2023. The firm now manages a fresh $250 million institutional fund focused on early-stage companies rebuilding the physical economy. Schroepfer saw the shift early. Surging AI demand collides with flat power supply and slow grid upgrades. He spotted cost curves bending sharply in solar, batteries, and electrolyzers years before data centers dominated headlines. Demand for…
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