Malcolm was a software engineer (Google for 4 years and the first employee at Asana) but decided to see what he could do about climate change. He concluded that renewables, storage, efficiency, etc may not get us far enough and that nuclear fusion finally has real promise, but insufficient money is going into the promising approaches to it. This led him in 2017 to start Strong Atomics (, which focuses on fusion companies with a path to commercially competitive reactors and uses its extensive connections to fusion experts as well as its portfolio to increase odds of success. He spent a year (roughly 2021) as the tech-to-market advisor for fusion at ARPA-E before returning to private fusion investing.