Gigascale Capital focuses on the physical economy—energy systems, factories, supply chains, and infrastructure—and backs founders based on whether their products are cheaper, faster, and more reliable than existing options, with reduced emissions as a natural result rather than the main selling point. As a for-profit fund built to prove that industrial and climate investing can generate strong returns, it works across the full path from prototype to deployed infrastructure, using AI to speed up design and manufacturing, and it holds a deliberately wide mix of investments—from rare-earth refining to nuclear microreactors and fusion—under the shared goal of rebuilding industrial foundations rather than backing one specific climate category.