Terry Moore

NanoClear Technologies has secured exclusive global rights to Atomic Layer Polishing from Caltech and JPL. They're unlocking a breakthrough platform that could redefine what's possible in precision manufacturing—across semiconductors, optics, aerospace, and beyond. Excited to watch this deep tech innovation scale.

4

Hexcel Adds Independent Director in Deal With Activist Investor "Hexcel added a new independent director to its board in a move that avoids a potential proxy fight for the aerospace materials company with activist investor Vision One Fund. "As part of an agreement between the two sides, Vision One will withdraw their nominees to the board that were to be voted on at the company's annual shareholder meeting. Vision One will also support Hexcel's board nominees, and agree to certain standstill restrictions and mutual non-disparagement provisions, according to a filing with the Securities and Exchange Commission on Wednesday. "The new director, former Kaman Chief Executive Officer Neal Keating, was appointed effective Tuesday." Keating's experience in aerospace may make him an ideal director choice. Yet from a bigger picture perspective, I wonder if this settlement is the right move for investors. More and more activist campaigns are settling rather than running the full process of a proxy fight with typically a greater number of directors nominated by the activist. Hopefully, activists are becoming like the public company boards they battle, i.e. more focused on reaching consensus than big results. #governancearbitrage #proxyfights #corporategovernance #activistinvesting #valuecreation https://lnkd.in/gazBUGFp

4

Excited to finally share what we’ve been building over the past year. Today we’re announcing the first investment from ARKITEKT EQUITY. Over the past year, we have been closely observing the structural shifts occurring within semiconductor ecosystems. As manufacturing systems become more complex, the infrastructure enabling those systems becomes increasingly strategic. These environments demand operational clarity, coordination, and long-term alignment. ARKITEKT was built around a simple idea: durable value is created where frontier technology meets pragmatic execution. Our investment in BBTech reflects this conviction. This is just the beginning of what we aim to build at ARKITEKT EQUITY. Stay tuned! https://lnkd.in/g_pQiBZY

7

✋ It wasn't us - honest truth! It was not by AMS's design or request that an article (p16) that promotes a legacy technology for removing carcinogenic hexavalent chromium but that includes both an image of the trucks that would be required to transport weekly thousands of gallons toxic waste from dozens of local communities to specialized treatment sites and also a 'health warning' from Ecolab that the technology may also generate radioactive waste was placed alongside a fact-based article (page 19) that compares competing treatment technologies. That article systematically addresses why these legacy technologies are not fit for pupose. This also calls into serious question why some leading consulting engineers continue to promote these legacy technologies rather than offering Californian communities the option of an approved and proven solution that has a 40% lower lifetime cost. Thank you CA-NV AWWA for giving us a voice to address this situation which risks imposing unacceptable and avoidable costs on 5 million Californian consumers, many of whom live in underserved communities and who depend on water contaminated by hexavalent chromium. #gatekeepers #barrierstoinnovation #safedrinkingwater https://lnkd.in/gdr_Xjub

15

Years in the making and another one granted. At Marvel Biosciences, we’ve received confirmation that the Japan Patent Office has granted a composition-of-matter patent covering our lead therapeutic candidate, MB-204. Japan follows China, as the second major jurisdiction to grant core composition-of-matter protection for MB-204, with additional major jurisdictions currently under review and to follow- stay tuned. This milestone reflects years of focused scientific work and disciplined execution at Marvel Biosciences. In particular, we want to acknowledge the leadership of our CSO, Mark Williams, whose deep experience in drug and clinical development has been instrumental in advancing MB-204 into a clinic-ready asset. This work would not be possible without our collaborators. We are grateful to the team at the iBraiN Institute, Dr. Julie Le Merrer and Dr. Jerome Becker, for their excellent preclinical work in autism and Rett syndrome models, and to the FRAXA Research Foundation for plans to evaluate MB-204 in the Fmr1 model of Fragile X syndrome. Of course, a patent is not the finish line. The goal for Marvel Biosciences is a safe, effective therapy that can make a meaningful difference for patients and families affected by autism spectrum disorder and related neurodevelopmental conditions. But today, this milestone matters and we’re proud of the team and partners who made it possible. Onward.

44

8 Comments

At SciY we are working hard to enhance the capability of our customers to handle data in #HighThroughput, to accelerate their R&D. We are delighted that Raymond Lieu, of Genentech, has agreed to discuss how they use these modules of the Mestrelab Research S.L.#mgears platform Raymond Lieu, Analytical Chemist at Genentech, discusses how automated peak‑tracking, centralized data, and standardized outputs unlock faster, more reliable AI/ML for high‑throughput LC‑MS in “Enhancing High‑Throughput LC‑MS Workflows: From Mass Peak Tracking to AI/ML Integration with Chrom RO”. Watch on‑demand now ➡️ https://lnkd.in/eXysbuw4 SciY #SciY #DrugDiscovery #Chromatography #MassSpec

9

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

36

4 Comments

Materials science is the unsung hero of modern innovation. It enables lighter aircraft, stronger infrastructure, faster electronics, stealthier platforms, higher endurance ships and satellites, and more resilient energy systems. New designs, new software, robotics/cobots, etc. get a lot of the attention--but by engineering materials at the atomic and nano scale, we can unlock performance gains that those other technologies can’t achieve alone. Cambium is a perfect example of a top-notch team taking deep materials technology to a place that matters. Using AI and a proprietary library of molecular structures that confers certain characteristics to material properties, this team is literally creating new, bespoke matter. That creates enduring economic and battlefield advantages that are simply unmatched. Using this raise to acquire SHD Composite Materials, a materials company with large manufacturing facilities in the UK, Europe and the US, Cambium is now serving private sector clients and the defense needs of the US and her NATO allies. Deep tech -> product -> manufacturing at scale = innovation that matters.

30

🚨California Takes Action with Passage of 3 Bills to Scale CDR Innovation This weekend, California made unprecedented progress in creating compliance mechanisms to help grow Carbon Dioxide Removal (CDR) by providing pathways for all CDR approaches to gain market traction and grow responsibly in the state: ✅ CDR is included for the first time in the Cap & Invest program via AB1207, which creates a pathway for CDR to be permanently integrated as a compliance offset category ✅ The Greenhouse Gas Reduction Fund was reauthorized via SB804, and now includes a framework for CDR to be included in future allocations from the fund for climate tech innovation, including as part of an $85M climate tech innovation program ✅ The passage of SB643 creates a Carbon Dioxide Removal Purchase Program to purchase CDR credits from eligible suppliers With these actions, California has created the framework to responsibly scale CDR, creating both economic and environmental benefits for Californians. These benefits include addressing affordability by generating good paying jobs and lowering CDR technology costs, as well as deploying technologies that tackle critical challenges such as wildfire fuel load reduction (such as the pictured Charm pilot in the Inyo National Forest) and orphaned wells. In addition, this program is technology-inclusive - enabling the state to deploy a wide range of technologies that support meeting CA’s climate goals by tackling legacy and residual emissions. Over the past few years, Charm Industrial has been collaborating with legislators, the California Air Resources Board (CARB), and numerous NGO, industry, and academic partners to explore these concepts - what is the right mix of technologies for California? How can CDR help plug the gaps for residual and hard to abate emissions, and what are the benefits for Californians? We are incredibly proud of this progress, and this suite of new mechanisms provides support for R&D, supply, and demand, which together will support the scaling of the CDR industry - coupled with additional resources allocated to CARB for scaling SB905, the Carbon Capture Removal and Storage bill passed in 2022, which provides the framework to support this work. This is also yet another example of California leading the nation by fully integrating responsible CDR into its programs, creating a huge opportunity for the state to lead on scaling a wide range of technologies that will not only create environmental and economic benefits, but are also critical to helping the state stay on track for net zero and reaching California’s climate goals. Thank you to our partners in the legislature and agencies for your vision and commitment to scaling these solutions, and to all of our NGO, industry, and academic partners for all of the painstaking work to come up with the right set of solutions for California. We’re looking forward to working together to implement these important programs! 

104

4 Comments

We at SAV (Scale Asia Ventures) honored to share that Advanced Research Projects Agency for Health (ARPA-H) has awarded our portfolio company Kernal Biologics up to $48 million to accelerate its in vivo CAR-T therapies toward the clinic. This milestone fuels Kernal’s mission to make treatments for hematological cancers and autoimmune diseases more tolerable, affordable, and accessible—powered by their proprietary platform in genetic medicine. We’re proud to support Kernal Biologics as they continue to push the boundaries of precision medicine and transform the future of patient care. #ARPAH #invivoCART #biotech #geneticmedicine #KernalBio

8

1 Comment

#AmTech Weekly Roundup:    Varda Space Industries raised $187 million in Series C funding from Shrug Capital, Founders Fund, Khosla Ventures, Caffeinated Capital, Lux Capital, and Also Capital (Mike Annunziata). Varda designs and operates spacecraft that can manufacture pharmaceuticals and advanced crystals in microgravity before returning them to Earth safely.  Will Bruey, Delian Asparouhov, Daniel Marshall    MaintainX raised $150 million in Series D funding at a $2.5 billion valuation from Bessemer Venture Partners, Bain Capital Ventures, The D. E. Shaw Group Ventures, and others. MaintainX is an AI-powered maintenance platform for manufacturers, schools, hospitality, and other industries with large physical footprints.   Chris Turlica, Hugo Dozois-Caouette Polimorphic raised $18.6 million in Series A funding from General Catalyst, M13, and Shine Capital. Polimorphic is building an AI-powered CRM for local governments to automate workflows and improve citizen experiences.  Parth Shah #VC #Startups #GovTech #Space #Unicorn

26

4 Comments

Spatial omics is one of the hottest applications in life sciences right now - deep tech that captures biology in time and space. It is measurement in action, not a static blueprint of possibility. If you analyze the market only by application players - those companies branding themselves as "spatial biology" or "omics" - you miss the big picture. The success of spatial omics doesn't depend on creating new business models. These are familiar models - instruments, services, software, IT - NOW powering new applications. Spatial omics sits at the intersection of: - Lab services - Software platforms - Microscopy & optics - Computational infrastructure - Data analysis Those are established industries with scaled players, distribution, and capital. Many of these established players are structurally better positioned to expand into spatial omics than companies built purely around the application label. It's so important to note that success here won't come from forcing new business models onto the science. We've seen big public missteps demonstrating how misalignment between technology, business model, and integration logic destroy value - even when the science is compelling. The real question for builders, investors, & Corp Dev isn't who calls themselves "spatial" or "multi-omic." It's who already has the technical depth & business model leverage to extend into it and make it durable. This work was developed together with Joseph Galasso - grateful for the collaboration.

12

I am so pleased to announce this partnership that is so complimentary to both organizations members, partners, and sponsors. Also, thanking the Biocom senior team led by Tim Scott for aligning our visions on how impactful this can be across the entire state of California. For anyone who wants to learn more and the impact this partnership will create reach out to either the Octane or Biocom teams. AbbVie Allergan Aesthetics, an AbbVie Company Medtronic Alcon Johnson & Johnson MedTech Edwards Lifesciences Bausch + Lomb STAAR Surgical Tarsus Pharmaceuticals, Inc. Irvine Company Experian Hoag Health System UCI Health UCI Health Gavin Herbert Eye Institute UCI Beall Applied Innovation @ the Cove Susan Samueli Integrative Health Institute TrueSpace City of Irvine City of Newport Beach City of Hope

19

Biosphere raised millions from Founders Fund and Lowercarbon Capital to Unleash Industrial Biomanufacturing at scale. Biosphere's cofounder Arye Lipman joined our latest podcast to discuss: - what is biomanufacturing - how Biosphere's UV bioreactors are 10x better than traditional bioreactors - what America with 10x cheaper biomanufacturing looks like - can we grow a steak without a cow? - is biomanufacturing "woke climate" or American Dynamism? - how Biosphere is working with the DOD - MAGA's view on biomanufacturing - Consciousness, dolphins and the CIA Check it out!

6

1 Comment

Some of the most enduring technology companies in the US were built on the back of deep academia-led innovation, paired with long-term private capital - especially in areas like semiconductors. That combination created not just companies, but entire industries. We’re beginning to see a similar model take shape in India, and AGNIT is a strong example of that in action. Built on 15+ years of research at IISc, the company brings together a world-class patent portfolio, deep process know-how, and an exceptional founding team that understands the full stack from materials to devices. It’s rare to see this combination of science, IP, and execution come together so tightly. Excited to be part of this journey alongside the team.

21

🇺🇸 The U.S. is the WORLD’S LARGEST consumer of stable isotopes, yet has minimal domestic production capacity — constraining nuclear, pharmaceutical, defense, and other CRITICAL industries. Actinide raised millions out of the last Discipulus Ventures Cohort to build a scalable American isotope platform and ignite the next ATOMIC AGE in America👇 Who Actinide was founded by Eric Olszewski and Robert Mendelsohn Eric is a repeat founder and early Ethereum developer who personally funded $1M+ into Actinide. Robert has spent nearly a decade building isotope separation machines and has prototyped nearly every separator described in the literature. Problem Isotopes unlock advanced materials by changing how substances behave, improving heat transfer, mechanical response, and transport properties through controlled atomic-scale interactions. Yet supply is highly concentrated: Russia dominates many high-value isotopes, while U.S. production capacity remains extremely limited. Solution Actinide rebuilt Manhattan Project–era calutron technology from first principles. Using modern physics simulation, advanced magnetic assemblies, semiconductor-grade components, and in-house manufacturing, Actinide produces isotopes faster and at far lower cost than legacy systems. Vision and Progress Actinide’s first full-scale machine has successfully produced material verified by an independent third-party lab. The company has signed supply agreements across nuclear and pharmaceutical markets, including isotopes priced near $36,000 per gram. Early demand already exceeds current throughput. Hiring Actinide is scaling American manufacturing at the atomic level. They are hiring machinists, metallurgists, control systems engineers, and operators to help build the domestic supply chain for the most valuable materials. Contact: eric@actinideinc.com Discipulus Ventures backs founders tackling America’s hardest problems. If you’re building something ambitious like Actinide, apply to our Cohort: 👉 https://cometogundo.com

70

1 Comment

What an exciting next chapter for our portfolio company, NxLite! NxLite’s nano-scale coatings dramatically improve the energy efficiency of windows and other transparent surfaces. With their new 45,000-square-foot Advanced Innovation & Manufacturing Center now operational in Canton, Michigan, they’re scaling up for commercial production, transforming buildings, vehicles, and more. We at Creative Ventures are proud to support David Mather and the entire NxLite team!

25

1 Comment