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Working for founders transforming global systems. Cross posting with https://medium.com/third-sphere See our newsletter here: https://thirdsphere.com/updates/

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Latest Issues

Why We Invested in Focal - Electrifying Heating One Person at a Time

“Part of Focal’s mission is to limit energy use. We spend too much money heating entire spaces, especially outside. This system heats people directly. It’s just a cleaner, smarter way to think about comfort.”

- Keith Cox | co-founde...

6 months ago
6

Speedstrap Playbook - Chapter 2

Living version of this Speedstrap Playbook here - comments welcome.

“Venture Capital doesn’t scale with more money.”

- Roelof Botha, October 2025 on Uncapped.

Playbook Table of Contents

Living version of this Speedstra...
6 months ago
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Why We Invested in AccessGrid

When was the last time you thought about the plastic card or fob jangling on your keyring? Probably never. Yet those seemingly innocuous credentials represent a surprisingly stubborn problem: billions of PVC cards manufactured annually, mil...

7 months ago

SpeedStrap Playbook - Chapter 1

Working version of our extended Speedstrap Playbook here - this is a living document and comments are welcome.

“...my gut is we have a problem. The system as it exists today promotes less liquidity, less traditional, high quality c...

9 months ago
5

Paths to seedstrapping hardware startups

Using venture capital to outrun your competition sometimes works in the software world (and even then, rarely). But it’s an unproven strategy when working with hardware. The way that hardware companies grow is different - the first product...

a year ago
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  • Miela Mayer

    Just a gal perusing and sense making | Climate Tech @Third Sphere | Into making things cooler

  • Stonly Blue
  • Shaun Abrahamson

    2 decades of very early stage tech investing (i.e. great demos with poor logos and no customers). Last decade focused on all things climate like Revivn, Near Space Labs, Kelvin, Onewheel, Applied Carbon, Cove Tool, Mill.

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