Joshua Rubnitz is an Investment Analyst at TDK Ventures, focused on investing Fund EX1. His expertise lies in advancing energy transformation through investments in next-generation materials and processes.
Joshua holds a bachelor’s degree in chemical engineering and an M.B.A. in finance. He began his career at Tesla, where he contributed to the development of early versions of the solar roof. He later transitioned to the semiconductor industry as an R&D process engineer at Applied Materials, where he co-authored four granted patents. Before joining TDK Ventures, Joshua was an M.B.A. Associate at Connectivity Ventures Fund in New York, where he supported entrepreneurs shaping the future of work.
Joshua’s passion for the energy transformation reflects his commitment to environmental preservation and mitigating climate risks. An outdoor enthusiast, he enjoys skiing and golfing.
Glimpse has developed a proprietary X-ray computed tomography (CT) scanning software suite that offers comprehensive assessments of battery manufacturing quality. This enables real-time visualization, collaboration, and analysis of battery cell quality.
Tulum Energy, a startup, produces clean turquoise hydrogen for industrial uses via methane pyrolysis and repurposed equipment. TDK Ventures’ investment boosts Tulum’s tech, leveraging electric-arc plasma to achieve cost parity with traditional hydrogen and cut carbon emissions.
The Edge AI market presents a significant opportunity, with an estimated value over $20 billion and a projected growth of 20% CAGR into the 2030s. This growth is driven by the demand for low-latency, local AI and is supported by new hardware and AI models. The fragmented landscape creates a chance for startups to gain a foothold.
The power demands of AI are creating a significant bottleneck for data centers. This exploration focuses on the multi-billion dollar market for energy infrastructure. The goal is to identify startups innovating in areas like microgrids and advanced conductors to solve the “time to power” issue and meet the urgent energy needs of AI workloads.
