Here’s my thread on what we know so far. For notes I have been a competitive sailor and I am licensed to captain ships of any size but I have not sailed tall ships. 🧵

We hit the water with Arc , their all-electric high-performance boat is turning heads in the marine world. Designed for speed and precision, this boat isn't just about sustainability—it’s about fun, and yes, that includes generating the ideal wake for surfing.

"Hard tech as a category is probably a misnomer." Sean Liu, partner Founders Fund: "All technology that emerges is hard tech. Defense tech (e.g. Anduril) is its own category." "More so than software, hard tech is de facto power law. There's one SpaceX that's 99% of the market.

Spent the morning with Mitch Lee test driving the Arc Sport… Thanks Mitch! The Arc Sport is pretty freaking incredible. Amazing boat, so much fun. I was able to get up on the wakeboard on my first try (yay!) and subsequently ate it pretty hard 😂

Paying PG&E a surcharge to ditch nuclear makes absolutely no sense.

Looking forward to these conversations!

Happy Fourth of July to everyone, but especially to Arc for making the absolute best sports boat of all time. 🚤 Thanks Mitch Lee for making this 4th a special one!! 🎉⛰️

Still not bullish on HardTech? Try wakesurfing behind your SaaS investment and get back to me. What Mitch Lee, Ryan and the rest of the team at Arc are working on will change the future of the marine industry. Arc is building best in class all electric boats and I had

Big moment for the Arc team. Welcome aboard, Austin!

I just test drove the Arc Sport, an EV surf boat from Arc, the Tesla of electric boats. This thing is insane. It accelerates and turns like my supercharged Sea-Doo. The boats are already in market and the business is well funded.

We’ve signed a $160 million contract with Curtin Maritime to deliver eight hybrid-electric tugboats — the largest electric workboat deployment in marine industry history. Hitting the water in 2027. Learn more: arcboats.com/blog/curtin-ma…

We signed a $160M deal with Curtin Maritime for the largest commercial deployment of electric workboats in history. This is not a subsidized pilot. It's a full-scale commitment to a better technology driven purely by economics. It's a big deal. arcboats.com/blog/curtin-ma…

Join us for Tech Meets Tide during #LATechWeek Tech Week! Arc co-founders Mitch Lee & @ryan_w_cook will host guided tours of Arc’s HQ, followed by a candid Founders Q&A on electrifying the maritime industry. 📍 Los Angeles, CA | Oct 14 | 6–8pm RSVP: partiful.com/e/Cn0cMJxh1KJZ…

The Arc Sport was named one of TIME’s Best Inventions. It's great recognition for what the team has delivered in the Arc Sport: a better boating experience, both on and off the water. And it's just the start!

Fun discussion about why electrifying the marine industry matters, and what it takes to actually do that.

Ryan Cook “Getting one product to work is actually pretty easy. The real challenge is making a lot of them, making them reliable, and being able to hand them to a customer and say: use this however you want — it’s going to be safe and dependable. That’s an incredibly tough problem to

We're delivering better technology for the marine industry at both the hardware and the software level. This week we launched Video Recording, giving riders the ability to capture and relive their best moments on the water. This is a first-of-its-kind feature, made possible by

At the end of the Coinbase earnings call today, Brian Armstrong pulled up the mention market and rattled off all the words that weren't said yet What a wild time to be alive

Building in America, for America. We’ve joined New American Industrial Alliance to strengthen U.S. manufacturing and advance marine innovation — reflected in how every Arc boat is designed, engineered, and assembled here at home. Learn more about our latest project → arcboats.com/blog/curtin-ma…

Arc has joined New American Industrial Alliance alongside other companies working to rebuild America’s industrial base. We’re developing and scaling superior powertrains for the marine industry, and proud to be in good company.