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Steve Jurvetson reposted thisSteve Jurvetson reposted thisAtoms instead of photons: Norwegian startup Lace Lithography is developing a chip-making technology that could one day succeed ASML's #EUV tools. For the foreseeable future, the EUV machine is the only tool capable of printing ultra-fine chip patterns. But the huge demand for #AI computing is encouraging inventors to explore alternatives to ASML's approach, in which #EUV light is generated by firing a powerful laser at tin droplets (#LPP). Techniques such as #nanoimprint (stamping) and #ebeam (writing with electrons) are not suited for mass production. xLight Inc. wants to generate EUV light using an electron accelerator. Chinese companies like Huawei may be trying to produce EUV light by creating a spark near a bath of tin (#LDP), and startup Substrate wants to use X-rays. But in Norway, it's different. "Where light stops, atoms begin," says Bodil Holst, founder of Lace Lithography, a startup based in Bergen. She explains it in a call with NRC, along with co-founder and CTO Adrià Salvador Palau. The #wavelength of light determines how precisely you can 'print'. EUV uses a wavelength of 13.5 nanometers and further reduces that beam using mirrors. The wavelength of helium atoms is less than 0.1 nanometer and could achieve better resolution. Today's best-in-class tool is High-NA EUV, with a half pitch currently at 8 nm. Lace presented 50 nm but could, in theory, shrink to 0.5 nm. By fitting more transistors on the same surface, chips become more efficient and powerful. In practice, you will also need metrology and inspection to verify that all the lines still fit neatly together, otherwise the chip will not work. And that must also happen at high speed, since chipmakers want productivity and need to keep stamping wafers. Lace drives metastable #helium atoms, carrying higher energy in one of their electrons, through a mask with holes. The atoms that are not blocked, hit the light-sensitive layer of a silicon wafer and thus draw the pattern. That mask with holes reminded Bodil Holst of lace making (in Dutch: kantklossen). Lace just raised €40 million in a new investment round. The #EU already provided a grant for research together with imec in Belgium. Holst presented those results at #SPIE, in a room where ASML researchers were also seated. "They said they found it an interesting approach." Around 2030, a Lace prototype capable of printing multiple chip layers should be ready. For a roadmap beyond EUV, Lace has to address issues like #pattern transfer (the chemical process in the #photoresist), as well as #mask creation and inspection and accurate placement of IC features. It requires a great deal of computing work to design that perforated mask so that the chip lines still come out correctly. You need AI and fast chips, explains Adrià Salvador Palau. "Without the powerful chips from EUV machines, we would never have been able to solve that problem." #semiconductors #lithography John Petersen #compute link to article in NRC in comments
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Steve Jurvetson shared thisSome great investors preempted the next round at Centivax: the Collison brothers, Structure Fund (Oliver Mulherin & Sam Altman) and Meiji Seika Pharma. "If our data looks good by the end of this year, effectively, the pandemic era for influenza is over" 💥 "Centivax is a 'universal immunity company,' developing universal snake venom, Alzheimer's, malaria and cancer vaccines. 'You want to treat all the flus, not just one strain,' Glanville says." — From the news: https://lnkd.in/gcbAu2n6Steve Jurvetson shared thisThis latest funding represents momentum. Momentum around a shared vision that is both profound yet practical. The profound realization that there is a direct technology path from here to a world where the pandemic era is over and infection is no longer a common human experience. Practical in that the path carries us over an immense tsunami of profitability, by solving a $7B/year product problem for everyone who has ever said “I took the vaccine but then I still got sick.” We are immensely grateful to Structure Fund, Meiji Seika Pharma Co., Ltd., Sigmas Group, Kendall Capital Partners, Patrick Collison and John Collison for leaning into that vision and enabling us to accelerate our mission. Meiji Group holds the No. 1 market share for influenza vaccines in Japan. The Collison brothers lead Stripe, Inc. This financing builds on Centivax's $45 million oversubscribed Series A completed in June 2025, led by Steve Jurvetson of Future Ventures, who has long shared our common vision of a future of a post-pathogen humanity. That Series A included a syndicate who shared that vision and leaned in to the practical path to get there, including participation from Helen McBride, Ph.D. at BOLD Capital Partners, David Zhu at Kendall Capital Partners, Elliot Hershberg at Amplify Partners, Amol Jain at Base4 Capital, Vandon Duong at Ergo and follow-on from seed investor Vidya Vasu-Devan at Global Health Investment Corporation, and Omri Amirav-Drory at NFX, Centivax's largest shareholder. Special thanks also to Anastasia Budinskaya at NFX, Victor Olmos, PhD from Kendell, Nico Enriquez at Future Ventures and Christopher Ghadban. See the press release for how we are going to use the funds to accelerate the work https://lnkd.in/gFHf3tqu Stephanie Wisner Sawsan Youssef Jerry Sadoff Nicholas Bayless David Tsao Gusti Zeiner Atsuko Sakurai-Sangria Shawna CoteCentivax Closes $37 Million Financing to Accelerate Phase 2 Clinical Development of Universal Flu and Advance Follow-On Portfolio to Clinical ReadinessCentivax Closes $37 Million Financing to Accelerate Phase 2 Clinical Development of Universal Flu and Advance Follow-On Portfolio to Clinical Readiness
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Steve Jurvetson shared thisMarvell at the Mojo By using a grid of micro-LEDs instead of lasers, Mojo delivers 100x more bandwidth/channel and lower energy/bit. Mojo’s fiber has thousands of physically discrete channels for massively multiplexed bandwidth + redundancy for reliability in orbital data centers. Today, Marvell announced their long-term partnership with Mojo to develop a new class of optical interconnect solutions for next-gen AI data centers. Like the human cortex, AI is bottlenecked by memory bandwidth, and Mojo is the cure. They provide many terabits/sec of data from a footprint the size of a grain of sand. • Marvell news: https://lnkd.in/gVgA9X84 • Mojo Risin: https://www.Mojo.vision P.S. Cue the Doors: Mr. Mojo Risin is an anagram for Jim MorrisonSteve Jurvetson shared thisAI workloads are pushing traditional data center I/O infrastructure to its limits. That’s why we’re excited to announce a long-term collaboration with Marvell Technology to develop next-generation, high-density micro-LED connectivity solutions for AI infrastructure. Our approach enables thousands of optical lanes in a tiny footprint, delivering orders-of-magnitude improvements in bandwidth density while significantly reducing energy per bit. Built on Mojo's micro-LED platform and the Marvell Technology industry-leading connectivity technology portfolio, these solutions have been in development for more than a year and are designed to support a variety of AI data center applications for hyperscale and cloud data center customers. Excited to be working alongside such an outstanding partner. More to come. https://lnkd.in/gHQpzZGD #AI #MicroLED #Datacenter #Semiconductors #OpticalInterconnectMarvell and Mojo Vision Collaborate to Develop Next-generation, High-density Micro-LED Connectivity SolutionsMarvell and Mojo Vision Collaborate to Develop Next-generation, High-density Micro-LED Connectivity Solutions
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Steve Jurvetson shared this📲 Last week ZaiNar emerged from stealth. Today they show how powerful a commercial tool their technology is, especially for 5G and carrier customers. The first 5G positioning system to deliver sub-10cm accuracy using only existing connectivity signals; no device software, no dedicated hardware. As a board member, watching this team solve a problem the wireless industry has struggled with for decades has been extraordinary. Carriers can now unlock an entirely new layer of value from their 5G investments. Deets: https://lnkd.in/gMf5uCSH #ZaiNar #5G #PhysicalAI #MWC2026
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Steve Jurvetson shared thisZaiNar emerges today from 9 years of stealth. The company has developed a totally novel technology that tracks the location of anything that emits a radio signal (phones, drones, vehicles, IoT devices, anything with cellular or WiFi). No new hardware needed, and you get sub-meter accuracy for location and sub-nanosecond for timing sync. As AI moves into the real world with robotics, autonomy, and live agents, having location services like ZaiNar's becomes essential. It is radically different from any other approach, more akin to a spread spectrum interferometer as a software overlay. And they are built into the 5G cellular standards allowing carriers to offer more precise geolocation than ever before. Today���s news: https://lnkd.in/g5tQKYEfSteve Jurvetson shared thisNine years ago, we started working on a problem most people told us was impossible: synchronizing time across wireless networks at the sub-nanosecond level. Today, I'm proud to share that ZaiNar has had more than $100 million in funding and a valuation exceeding $1 billion. More importantly our technology is deployed and operating right now, across healthcare, construction, and industrial environments on multiple continents. Physical AI needs a live, continuous feed of where everything is. That dataset simply did not exist. By solving time synchronization at sub-nanosecond precision, we've turned existing 5G and WiFi infrastructure into the foundation layer for Physical AI. No new hardware. No added software on devices. No drain on device power or compute. I'm grateful to our investors, Steve Jurvetson, Jerry Yang, Tom Gruber, Jaan Tallinn, Nicholas Pritzker, among many others and to our advisors like Andreas Weigend for believing in this vision. And to the extraordinary #ZaiNar team that built something the industry said couldn't be done. This is just the beginning. More to share very soon. https://lnkd.in/gDJpwMVj #ZaiNar #PhysicalAI #Unicorn #StealthEmergence #noGPSZaiNar, the Foundation Layer of Physical AI, Valued at $1B+ and $100M InvestmentZaiNar, the Foundation Layer of Physical AI, Valued at $1B+ and $100M Investment
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Steve Jurvetson reposted thisSteve Jurvetson reposted this💥 Today is a meaningful milestone for Mythic 📣 We announced a joint development agreement with Honda to bring Mythic’s analog AI compute technology into future vehicles 🚗 Having spent a decade building #NVIDIA’s automotive business, I know firsthand how serious automakers are about the technology they put into production vehicles. Honda does not bet on speculative tech. Their decision to license Mythic’s analog compute-in-memory platform — and to co-develop new chips with us — followed deep technical validation by their engineering teams. 🧠 This matters because the “brains” inside vehicles are about to face an order-of-magnitude increase in compute demands, driven by safety, autonomy, and intelligence at the edge — all within tight power constraints. That is a fundamentally hard problem. Our architecture was built for exactly this class of constraint: delivering major performance gains with radically lower energy consumption. 🚀 For a company founded in 2012, this partnership is powerful validation that what once felt experimental is now ready for real-world scale. 🤝 Huge respect to the Honda engineering team for their rigor and partnership. We’re excited to build what’s next together. Full announcement here: https://lnkd.in/dBMqzamV #AI #Automotive #AV #SDV #semiconductors #sustainabletech #compute #futureofmobility #chipdesign #AIarchitecture #edgeAIHonda and Mythic Announce Joint Development of 100x Energy-Efficient Analog AI Chip for Next-Generation VehiclesHonda and Mythic Announce Joint Development of 100x Energy-Efficient Analog AI Chip for Next-Generation Vehicles
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Steve Jurvetson shared thisGenerative AI works best when solutions are hard to find, but easy to verify. For AI-driven drug development, the challenge has been our complex systems biology making tox and off-target effects hard to model. ShennonBio has cracked the code for the AI flywheel to radically improve drug development.Steve Jurvetson shared thisThis last year was massive for Shennon. I’m excited to share 3 major milestones and 1 big ask: 1️⃣The Tech: Deployed proprietary AI models onto our screening platform with 2 patents issued. We can now discover novel targets, design and screen therapeutic binders, and predict potential clinical toxicity. 2️⃣The Trust: Welcomed several biopharma veteran executives as advisors to guide our clinical strategy. 3️⃣The Fuel: Closed a Series A in Oct and are actively expanding our team. 🚀The Ask: We are looking for partners to advance the next generation of treatments for cancer and autoimmune diseases. If you’re looking to accelerate your pipeline, let’s talk. 🌍Check us out: www.shennonbio.com More updates to come. #Biotech #DrugDiscovery #AI #SeriesA #Innovation #cancer #AutoimmunediseaseAccelerate Drug Development with Ultrafast Functional Interaction Mapping andAccelerate Drug Development with Ultrafast Functional Interaction Mapping and
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Steve Jurvetson reposted thisSteve Jurvetson reposted thisBuilt on more than a decade of offshore science, engineering, and environmental research, TMC's first-of-its-kind consolidated application over a larger commercial recovery area under NOAA’s modernized permitting process marks a pivotal step toward a transformational deep-sea minerals project governed by U.S. law���one with the potential to supply the metals needed for a new era of American industrial strength. Read the press release: https://lnkd.in/eiJ_jXN3 #deepseamining #criticalminerals #offshore #environment #madeinusa #supplchain #nationalsecurity #nickel #cobalt #copper #manganeseTMC USA Files First Consolidated Deep-Seabed Mining Application, Increasing Expected Commercial Recovery Permit Area to 65,000 km2 | The Metals CompanyTMC USA Files First Consolidated Deep-Seabed Mining Application, Increasing Expected Commercial Recovery Permit Area to 65,000 km2 | The Metals Company
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Steve Jurvetson reposted thisSteve Jurvetson reposted thisArguably, all Silicon Valley-styled venture capital stemmed from my grandfather, General William Draper of Draper Gaither & Anderson. From there Bill Draper started Draper and Johnson investment Company which spun out to become Sutter Hill Ventures and Asset Management Company. From there, VC flourished. Venture historians may see some day that Draper Associates was the seed for some of Silicon Valley’s most iconic VCs too. In 1991, John H. N. Fisher joined Draper Associates, and in 1995, we changed the name to Draper Fisher Associates. John now runs DFJ Growth, a successful growth fund with a significant position in Space X and others. In 1994, Steve Jurvetson joined the team, and in 1997, the firm came to be known as Draper Fisher Jurvetson (DFJ). Steve now runs Future Ventures, focusing on technologies that he believes will be historic tectonic shifts. Jennifer Scott Fonstad started Aspect Ventures and Owl Ventures, Raj Atluru started Activate Capital, Emily Melton and Josh Stein became Threshold Ventures, Epic Ventures, Dragon Ventures, DNX Ventures, Draper B1, Molten Ventures, Mercury Ventures, ePlanet Ventures, and many others came through our VC network. Javelin Ventures, Index Ventures, CrossCut Ventures and many more came or were developed by people who worked at Draper funds. Many of our successful founders became VCs too. Niklas Zennström, founder of Skype started Atomico Ventures. And arguably Elon Musk, who we backed for Tesla and Skype is the greatest venture investor of all. And now, BoostVC, Halogen Ventures and Path Ventures are important funds started by Drapers. The roll continues to the next generation. So incredibly proud of the origins of Draper Associates and how many legendary investors have been a part of it.
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Steve Jurvetson liked thisSteve Jurvetson liked thisAtoms instead of photons: Norwegian startup Lace Lithography is developing a chip-making technology that could one day succeed ASML's #EUV tools. For the foreseeable future, the EUV machine is the only tool capable of printing ultra-fine chip patterns. But the huge demand for #AI computing is encouraging inventors to explore alternatives to ASML's approach, in which #EUV light is generated by firing a powerful laser at tin droplets (#LPP). Techniques such as #nanoimprint (stamping) and #ebeam (writing with electrons) are not suited for mass production. xLight Inc. wants to generate EUV light using an electron accelerator. Chinese companies like Huawei may be trying to produce EUV light by creating a spark near a bath of tin (#LDP), and startup Substrate wants to use X-rays. But in Norway, it's different. "Where light stops, atoms begin," says Bodil Holst, founder of Lace Lithography, a startup based in Bergen. She explains it in a call with NRC, along with co-founder and CTO Adrià Salvador Palau. The #wavelength of light determines how precisely you can 'print'. EUV uses a wavelength of 13.5 nanometers and further reduces that beam using mirrors. The wavelength of helium atoms is less than 0.1 nanometer and could achieve better resolution. Today's best-in-class tool is High-NA EUV, with a half pitch currently at 8 nm. Lace presented 50 nm but could, in theory, shrink to 0.5 nm. By fitting more transistors on the same surface, chips become more efficient and powerful. In practice, you will also need metrology and inspection to verify that all the lines still fit neatly together, otherwise the chip will not work. And that must also happen at high speed, since chipmakers want productivity and need to keep stamping wafers. Lace drives metastable #helium atoms, carrying higher energy in one of their electrons, through a mask with holes. The atoms that are not blocked, hit the light-sensitive layer of a silicon wafer and thus draw the pattern. That mask with holes reminded Bodil Holst of lace making (in Dutch: kantklossen). Lace just raised €40 million in a new investment round. The #EU already provided a grant for research together with imec in Belgium. Holst presented those results at #SPIE, in a room where ASML researchers were also seated. "They said they found it an interesting approach." Around 2030, a Lace prototype capable of printing multiple chip layers should be ready. For a roadmap beyond EUV, Lace has to address issues like #pattern transfer (the chemical process in the #photoresist), as well as #mask creation and inspection and accurate placement of IC features. It requires a great deal of computing work to design that perforated mask so that the chip lines still come out correctly. You need AI and fast chips, explains Adrià Salvador Palau. "Without the powerful chips from EUV machines, we would never have been able to solve that problem." #semiconductors #lithography John Petersen #compute link to article in NRC in comments
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Steve Jurvetson liked thisSteve Jurvetson liked thisThis latest funding represents momentum. Momentum around a shared vision that is both profound yet practical. The profound realization that there is a direct technology path from here to a world where the pandemic era is over and infection is no longer a common human experience. Practical in that the path carries us over an immense tsunami of profitability, by solving a $7B/year product problem for everyone who has ever said “I took the vaccine but then I still got sick.” We are immensely grateful to Structure Fund, Meiji Seika Pharma Co., Ltd., Sigmas Group, Kendall Capital Partners, Patrick Collison and John Collison for leaning into that vision and enabling us to accelerate our mission. Meiji Group holds the No. 1 market share for influenza vaccines in Japan. The Collison brothers lead Stripe, Inc. This financing builds on Centivax's $45 million oversubscribed Series A completed in June 2025, led by Steve Jurvetson of Future Ventures, who has long shared our common vision of a future of a post-pathogen humanity. That Series A included a syndicate who shared that vision and leaned in to the practical path to get there, including participation from Helen McBride, Ph.D. at BOLD Capital Partners, David Zhu at Kendall Capital Partners, Elliot Hershberg at Amplify Partners, Amol Jain at Base4 Capital, Vandon Duong at Ergo and follow-on from seed investor Vidya Vasu-Devan at Global Health Investment Corporation, and Omri Amirav-Drory at NFX, Centivax's largest shareholder. Special thanks also to Anastasia Budinskaya at NFX, Victor Olmos, PhD from Kendell, Nico Enriquez at Future Ventures and Christopher Ghadban. See the press release for how we are going to use the funds to accelerate the work https://lnkd.in/gFHf3tqu Stephanie Wisner Sawsan Youssef Jerry Sadoff Nicholas Bayless David Tsao Gusti Zeiner Atsuko Sakurai-Sangria Shawna CoteCentivax Closes $37 Million Financing to Accelerate Phase 2 Clinical Development of Universal Flu and Advance Follow-On Portfolio to Clinical ReadinessCentivax Closes $37 Million Financing to Accelerate Phase 2 Clinical Development of Universal Flu and Advance Follow-On Portfolio to Clinical Readiness
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Honors & Awards
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Venture Capitalist of the Year
Deloitte (with Cooley, SVB and Wells Fargo)
http://www.flickr.com/photos/jurvetson/8193639556/
http://betanews.com/newswire/2012/11/14/deloitte-names-steve-jurvetson-of-dfj-venture-capitalist-of-the-year/ -
Henry Ford Scholar
Stanford
for graduating #1 in my class, with an A+ average, in 2.5 years.
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Distinguished Alumnus Award
St. Mark's
Awarded in 2005:
http://www.smtexas.org/commoninc/pushpage/stmarkstex_pushpage3.asp?send_id=8ad4e8a3-183e-4fb8-80d2-fbdea015b9b8&mode=vsiew
Organizations
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Western Association of Venture Capitalists
President
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SRI, STVP and SEVF
Advisory Boards
- Presenthttp://www.sri.com/engage/ventures/nvention-advisory-board http://www.wavc.net http://engineering.stanford.edu/press/fearless-stanford-engineering-venture-fund-twenty-five
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Matt Ocko
DCVC • 13K followers
An excellent read, and explains why Carbice is the essential cooling and systems reliability solution for AI chips and datacenter, whether on ground or in space -- and why everyone from Dow to mission-critical military satellites rely on them https://lnkd.in/ggBcvsaR
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James Bruegger
Seraphim Space • 4K followers
🛰️ SpaceTech News Roundup | W/C 12.01.26 Seraphim's portfolio developments last week underline just how quickly the sector is scaling. From sovereign ISR partnerships and completed weather constellations to in-orbit manufacturing IP, satellite servicing and resilient PNT deployments, progress continues across the full space value chain. These are not isolated wins. They are signals of a maturing market where space capabilities are moving decisively into operational use. Read the full roundup here: https://lnkd.in/ej99XfBi #SpaceTech #DualUse #EarthObservation #ClimateTech #InOrbitServicing #CommercialSpace
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Irakli Kashibadze
University of California… • 8K followers
Sustained ~252–291 GiB/s of HBM memory throughput on H100s under decode load — essentially hitting the hardware roofline. This matters because HBM throughput, not FLOPs, is the real bottleneck in LLM inference. By keeping memory nearly fully saturated, I’ve unlocked far higher efficiency and throughput than standard engines. The result: 0.9–1.36M tokens/sec with ~0.1 ms first-token latency #AI #LLM #GPURouter #H100 #Inference #CostEfficiency #Innovation #DeepLearning #AIInfrastructure #HighPerformanceComputing NVIDIA AMD OpenAI Google Shilpa Kolhatkar Keith Strier a16z speedrun
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Ray E.
5K followers
Favorite Companies: Francis Yuen (Baseband), Colin Gallacher (Haply Robotics), Francis Doumet (Metaspectral), David Proulx (Skywatch) and Christopher Robson 🇨🇦 (Wyvern), Amol Karnick (KA Imaging) and Arad Gharagozli (Galaxia) 🚀 Key Takeaways from Canadian Space Day from Heather Jo Richman • Commercial speed matters, Governments want to leverage commercial space tech faster, not reinvent it • Everything in space is dual-use, Civil, commercial, and military applications are now inseparable • Openness accelerates innovation, Open architectures, shared data, and licensing models outperform closed systems • Strategic decoupling is real, Western space ecosystems are explicitly designed without reliance on China or Russia • Space is now a warfighting domain, ISR, domain awareness, and decision advantage are central to modern conflict • You don’t need a venture fund to deploy capital — Strategic customers, primes, and non-dilutive pathways are increasingly active • The global space economy is ~$600B+ annually, ~75–80% driven by commercial activity, on track toward a $1T+ market • Canada has invested ~$9B into space programs and innovation — spanning civil, defense, climate, and commercial capabilities • Moon + resources are converging, Cislunar infrastructure, lunar access, and asteroid mining are moving from theory to execution • Space debris is a top systemic risk, Collision timelines can be measured in ~1–2 days, not months • Commercial, military, and space sectors are merging — Procurement, platforms, and partnerships are converging fast Big takeaway: Space is no longer a niche industry — it’s foundational infrastructure for economic and national security. Great seeing: Greta R. SpiveyMelissa OhNAOKI ANDOAntonio White Great work on the event: Heather Jo RichmanSerdar Turac, Ph.D.Elodie Masson Suzanne Wilkinson Graham Mackintosh Frederic Pelletier Rana Sarkar thanks for the invite! FYI: Dr. Charles E. Bray, Jr.Edward GonzalesMike CareyMichele PearceBryan Chan Craig GilmerDavid KervinStan CrowBrian RogersAndrew ErmitanoNick Hackard, PMPJareth Lamb Jen Scholten #CanadaSpaceDay #CanadianSpace #SpaceTech #DualUse #DeepTech #NewSpace #SpaceEconomy #MadeInCanada #DualUseTech #DefenseTech #NationalSecurity #ISR #SpaceDomain #Aerospace #GovTech #CriticalInfrastructure#VentureCapital #SpaceInvesting #StartupEcosystem #HardTech #FrontierTech #Scaleups #Commercialization
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Robert Mehler
OpImpact • 2K followers
Strategic Consolidation in Defense Tech: A Signal, Not an Isolated Deal The recent acquisition of Spear UAV by Uvision a full-ownership consolidation after leading a strategic financing round underscores a deeper structural shift in defense tech markets. What might look like another M&A headline is really a multidimensional signal about how tomorrow’s battlefield tech economy is evolving: Capability integration over point solutions. Uvision’s move to absorb this capability expands its reach across swarms, multi-domain penetration, and heterogeneous launch environments. From units to ecosystems. Traditional unmanned systems markets are fragmenting into layered operational ecosystems: loitering munitions, autonomous launch vectors, and intelligent deployment platforms. Integration bets like this acquisition are instruments for building composable defense stacks rather than single-product portfolios. Consolidation as a response to demand acceleration. Sustained operational demand and geopolitical pressure are forcing established players to accelerate capability breadth and depth. Winning tech in one niche isn’t enough; leaders are integrating adjacent domains (naval, ground, air) to secure comprehensive solutions. Implications for investors & founders. This isn’t merely about exits: it’s about architecting durable, interoperable capability chains that can scale globally. For VC portfolios, it reframes diligence toward: • Systems that can plug into multi-domain operations • IP that materially enhances platform value when recombined • Founders building with acquisition synergies in mind At OpImpact.fund, we see this as part of a larger thematic arc: defense tech is consolidating around networked lethality and modular deployment, not standalone widgets. Deals like this are the market shouting that integration, interoperability, and scalability are the currencies of value creation in 21st century defense. Article: https://lnkd.in/dAiP9shB #DefenseTech #DefenseInnovation #DualUse #MilTech #AerospaceDefense #UnmannedSystems #AutonomousSystems #LoiteringMunitions #ISR #MultiDomainOperations #DefenseM&A #StrategicConsolidation #VCInsights #VentureCapital #NationalSecurity #Geopolitics #OpImpactFund
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Nick Durham
Shadow Ventures • 4K followers
I’ve been working on the theory of why small, shippable factories are the perfect inversion to the centralized prefab factory model. It all collapsed into one line of math (credit to Gilles Retsin): Factory Efficiency = Usage × (Throughput × Product Value ) / ( CapEx + Deployment OpEx) The idea is that the closer you can drive Usage to 100 % while keeping the denominator tiny, the faster the flywheel spins. A shippable microfactory tackles this by primarily focusing on a high Usage factor. Because the microfactory can be packed up afterwards and reused, its CapEx gets amortized over multiple projects, effectively raising its overall Usage across the year. If one project alone doesn’t fully occupy the factory, it can simply roll over to another job to maintain high Usage. Its CapEx is often an order of magnitude lower than a centralized factory (< $1M vs. $10-50M min), so the breakeven throughput is more achievable on a small pipeline of work. The real breakthrough here is portability. There is near-zero stranded capital and almost no idle time. To flesh this theory out, I wrote 3000 words on the topic for Brad Hargreaves and Thesis Driven. The article breaks down: - why “fixed factories, shipped goods” is being inverted to shipped factories, fixed goods - what a sub‑$1 M robotic cell does to CapEx per home versus a £45 M off‑site plant - early production/cost data on a shippable microfactory from Mollie Claypool, Gilles Retsin, Sam Baker and the Automated Architecture (AUAR) team - the hybrid reality of robots tackling the heavy structural components and human crews assembling faster and cheaper - technical constraints to pull this model off and future considerations on the optimal business model (own vs. rent) Major shoutout to Gilles Retsin for helping me pull this together. https://lnkd.in/eRTnbZPa
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Keith King
Confidential | Middle East… • 40K followers
PsiQuantum Seeks $750 Million to Mass-Produce Photonic Quantum Chips Startup Targets Scalable Quantum Computing Using Proven Semiconductor Techniques Quantum computing startup PsiQuantum is in the process of raising at least $750 million in new funding at a pre-money valuation of $6 billion, according to insiders. With BlackRock leading the round, the deal underscores investor confidence in PsiQuantum’s unconventional but scalable approach: leveraging established semiconductor manufacturing methods to build photonic quantum computers. Key Aspects of PsiQuantum’s Strategy and Fundraising • Mass Manufacturing with Photonics • PsiQuantum differentiates itself by using photonic qubits—quantum bits based on light particles—rather than exotic materials or superconducting circuits. • The company is working with GlobalFoundries to fabricate its quantum chips using the same photonics manufacturing processes used in high-speed fiber-optic communication. • A Path to Scale • Unlike some quantum efforts that are still lab-bound, PsiQuantum claims it can eventually produce millions of quantum chips using mature industrial techniques. • The goal is to scale toward fault-tolerant, universal quantum computers capable of outperforming classical supercomputers. • Why Massive Capital Is Needed • Building and operating quantum computing systems at scale requires significant infrastructure, engineering talent, and process innovation. • The planned $750 million fundraise is intended to accelerate development, production capacity, and market readiness. • Market Context and Scientific Promise • Quantum computing has drawn intense interest from tech giants and startups alike due to its potential to solve intractable problems in chemistry, drug design, logistics, and cryptography. • PsiQuantum’s focus on modular, error-corrected systems positions it as a serious contender in the race for quantum advantage. Why It Matters: PsiQuantum Bets Big on Industrial-Scale Quantum Technology PsiQuantum’s approach stands out in a crowded field by marrying advanced quantum physics with proven manufacturing capabilities. If successful, its platform could leapfrog experimental models still struggling to scale. The company’s ability to attract large institutional backing from players like BlackRock signals growing market belief that quantum computing may soon transition from theoretical to transformational. With billions on the line and real-world applications on the horizon, PsiQuantum’s next moves could reshape the future of high-performance computing.
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Brendan Dickinson
Canaan • 2K followers
Today, QCI joined forces with D-Wave in a $550M acquisition, extending a technical path set in motion years ago. Canaan invested in QCI in 2017 for two reasons. First, an extraordinary founding team led by Robert Schoelkopf — researchers who helped invent superconducting quantum computing itself. Second, a hard-earned insight the rest of the market hadn’t yet embraced: solving error correction was critical to scaling up useful quantum computers. At the time, focusing on error correction ran counter to where most of the field was focused. Today, it’s widely recognized as essential. Quantum computing rewards discipline over hype. Accuracy has to come before scale, and systems have to be built around the realities of physics. That discipline is what made QCI competitive with the largest players in the field. I’m grateful for nearly a decade of partnership with Rob Schoelkopf and proud of what the QCI team built by staying focused on first principles. Excited to see what QCI and D-Wave can achieve together from here. More here: https://lnkd.in/gdzE6F32
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Luca Longobardi
Park Avenue Capital • 9K followers
Terra Innovatum and GSR III Acquisition Corp. File Form S-4 After Business Combination Announcement Advancing Public Listing. Transaction To Accelerate Terra Innovatum’s Pathway to Commercialization of Groundbreaking Micro-Modular Nuclear Technology by 2028. https://lnkd.in/eNpGF9bU
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Gary A.
Venice Capital • 2K followers
Today I released results from an independent analysis of precision optical-clock data revealing a reproducible, statistically significant frequency differential between ion-based and neutral atomic time standards — phase-locked to Earth’s orbit around the Sun. The detection is highly significant (≈ 13.9 σ) and emerges from open metrology datasets that, until now, had not been examined for phase-coherent solar correlations of this kind. The result provides compelling new evidence that different physical systems — photons, ions, and neutral atoms — may respond with slightly different sensitivities to local gravitational or refractive potentials, as predicted by the Density Field Dynamics framework. This could represent the first measurable sector-dependent deviation from Einstein’s equivalence principle in this precision regime. All code, figures, and data are openly available for independent verification: • Paper: https://lnkd.in/gk_hZ9Sf • Dataset: https://lnkd.in/gbPMR6aR Beyond the physics, these findings have far-reaching implications for energy, communications, navigation, and computation — fields where precision, synchronization, and field control define the next generation of technology. This represents a small but decisive empirical step toward understanding — and ultimately engineering — the physical principles that govern those systems.
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Luca Leone
Kahootz • 36K followers
Cognichip has emerged from stealth with $33 million in seed funding led by Lux Capital and Mayfield to pioneer Artificial Chip Intelligence (ACI®), a physics-informed AI foundation model for semiconductor design. Founded by industry veterans from major tech companies, the startup aims to tackle the high costs and inaccessibility of traditional chip development by introducing an AI-first, conversational design approach that promises to reduce development costs by 75% and accelerate design cycles by 50%. The company's technology addresses critical industry challenges, including the projected shortage of one million skilled workers by 2030 and the unsustainable economics of current semiconductor design processes that can take 3-5 years and over $100 million before production. Cognichip's ACI® solution also enhances flexibility in the supply chain, enabling seamless scaling and reducing risks while optimizing power, performance, and efficiency in chip design. #SemiconductorInnovation #ArtificialChipIntelligence #TechStartup
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Elisha Tropper
JAG Capital Holdings • 11K followers
SpaceX and Elon Musk are seeking to solve the impending AI data storage bottleneck problem by launching up to a million solar-powered satellites. They will be well-served to contact Lior Bar-Shalom of Arbell Energy LTD, whose revolutionary technology doubles the efficiency of current solar energy capture. Just this past week, Arbell - a recent graduate of CREATION-SPACE's Expand accelerator - won the Audience Choice Award at Israel Space Forum's IL Space Pitch 2026 in Tel Aviv. #solarenergy #Israelitech #startupnation #accesstospace #spacetech #ai #spacex #energyefficiency https://lnkd.in/eZJkaYC5
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Anjli Jain
ElevenX Capital • 35K followers
**Anduril Acquires ExoAnalytic Solutions: Shaping the Future of Missile Defense** The acquisition of ExoAnalytic Solutions by Anduril positions the company to enhance its capabilities in space surveillance, particularly in the realm of missile defense. This strategic move illustrates the growing intersection of technology and national security, especially with advanced systems like the Golden Dome. At ElevenX Capital, we see immense potential in investments that bridge these domains. As the landscape evolves, how should investors recalibrate their strategies to capitalize on such transformative acquisitions? #investing #innovation #venturecapital #entrepreneurship
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Douglas Munsey
EGB Capital • 2K followers
We are very excited to announce our newest investment, Extellis, a satellite imaging company dedicated to reliable, all-weather access with affordable, high-volume capacity. Extellis’ patented metasurface technology enables an unprecedented blend of wide-area scanning and reliable, high-resolution sensing. It builds on a decade of development in cofounder and Prof. David Smith’s lab at Duke University. Combining unique capabilities with sensible economics, Extellis will integrate satellite monitoring into vegetation management, pipeline assessment, precision agriculture, shipping route logistics, and more. We are excited to partner with our friends at Oval Park Capital as well as Duke Capital Partners, First Star Ventures, Blue Lake VC, Front Porch Venture Partners, New Industry VC, and others.
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Stanley Chan
Techstars • 11K followers
🗓 Weekly Recap on SpaceX • Partners with JAXA: Japan Aerospace Exploration Agency on satellite launch, deepening Japan–US cooperation. • Weighs South Texas land exchange to expand Starbase and Starship operations. • Caps record 2025 launch cadence with COSMO-SkyMed mission. 🚀🚀🚀
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Joseph Addiego
1K followers
Satellite Autonomy Satellite autonomy is a crucial capability as space becomes congested, as well as contested. Here are a couple of announcements of Brave Capital's recent investment in a company that has already proven its solution through recent NASA missions. https://lnkd.in/gKNMgwRv https://lnkd.in/gSF2tZnN
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Rob Desborough
Seraphim Space • 10K followers
Xona Space Systems has secured a landmark $92M Series B funding round, led by Craft Ventures with continued support from Seraphim Space and other top investors. This brings Xona’s total funding to over $150M as they accelerate their mission to rebuild global navigation with their groundbreaking Pulsar constellation in Low Earth Orbit. Earlier this month, Xona successfully launched Pulsar-0, their first production-class satellite, a huge milestone on the path from R&D to full commercial deployment. Pulsar’s 100x stronger, encrypted signals with centimetre-level precision will transform autonomy, critical infrastructure, defense, and more. Xona’s Pulsar constellation is changing the game with a commercial-grade satellite navigation system built in low Earth orbit that offers: 🛰️ 100x stronger signals for reliable coverage in urban canyons, under dense foliage, and indoors 🛰️Centimeter-level precision critical for self-driving vehicles, robotics, precision agriculture, and augmented reality 🛰️Built-in encryption and signal authentication to protect against spoofing and interference Huge congratulations to Brian Manning and the entire Xona team on this incredible achievement. We’re proud to continue supporting their journey! #SpaceTech #Navigation #LEO #Investment #Innovation #Seraphim #XonaSpaceSystems
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Avery E. Schwartz
Greenfield Partners • 4K followers
Worth the read! Commcrete is breaking SATCOM tradeoffs at a time when governments are prioritizing resilient communications as a foundational layer for autonomy, electronic-warfare resilience, and distributed command & control, while commercial operators in aviation, shipping, energy, and transportation face similar requirements as their operations digitize and move beyond terrestrial coverage. Raz Mangel | Meir Cohen | Greenfield Partners
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Sam D'Amico
Impulse • 3K followers
Went deep with Heatmap News about the latest tariff fun times -- it's super important to realize that the US manufacturing ecosystem has atrophied enough that medium+ volume, non-defense startups are presently wise to start offshore until something changes. Have heard horror stories about cost structures simply not working unless you have sufficient volume to fully vertically integrate -- and that's before we increased tariffs on manufacturing inputs.
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