Vulcan Elements, a rare‑earth magnet startup backed by Donald Trump Jr.’s 1789 Capital, secured a $620 million contract from the U.S. Department of Defense. The award is part of a broader $1.4 billion partnership with ReElement Technologies to expand domestic magnet production. It marks the largest deal ever issued by the Pentagon’s Office of Strategic Capital. The contract follows a recent $65 million Series A round and adds to a wave of government contracts awarded to 1789‑backed firms this year.
I'll take the counter. If you're a strong company, anytime is a great time to raise. I've had companies successfully raise at this time. But, if you're good but not great, deals go to die during this time. I've seen it...
The 2025 "Top 10 Posts" roundup highlights a paradox in AI: OpenAI pledged $1.15 trillion in compute contracts through 2035 while DeepSeek demonstrated a 90%+ drop in training costs with its V3 and R1 models. Nvidia’s $110 billion vendor‑financing scheme dwarfs the...
TYSONS CORNER, VA, Antithesis announced a $105 million Series A round led by Jane Street.
You can just annualize anything these days, you guys… The latest “ARR” crime I’m seeing is in the prediction markets. When talking about the break neck growth of platforms like @Kalshi and @Polymarket , which let you “bet” on anything,...
.@SpenserSkates has spent more than a decade building Amplitude from a YC startup into a public company, and in that time, he's had to reinvent himself just as much as the product. Joining the @LightconePod, he talks through the shift from...
We are in the midst of one of the most exciting moments in history and the next generation of AI founders are just getting started. Today, we're opening applications for Notable Capital ’s 2026 NextGen AI Fellowship, an 8-week summer...
While OpenAI signed $1.15 trillion in compute contracts through 2035, DeepSeek trained a frontier model for $6 million. This was 2025’s central question : are we building on bedrock or quicksand? The top 10 posts of 2025 examined some of these...
As long as all newly founded startups prefer your product, don't worry about competitors who can convince larger customers. You'll own all future cohorts of companies, and that's more than enough. Plus in practice you'll eventually convert the old cohorts...
We're grateful for founders like Patrick Fingles who rival us in the amount of energy they bring to a transaction. Special thanks, Patrick, for sharing your firsthand account of selecting a bank to represent you and the executive team at...
This week on Uncapped I had Trae Stephens , partner at Founders Fund and co-founder of Anduril. We talked about choosing good quests in the AI era, ethics in tech, Anduril and the future of warfare, how Founders Fund operates,...
So one of the weirdest calls you'll get as a founder is when a BigCo out of the blue wants to talk about acquiring you. Literally out of nowhere. Now, sometimes it's for real. Sometimes, it's the start of something. But if...
A startup told me that one of their investors didn't like it that they were selling to newly founded startups, and wanted them to sell to bigger companies, who have more money. If investors tell you this, write them off...
Don't fear competitors who've raised a lot, unless you can say precisely how all that extra money is going to make them beat you. E.g. if ads are the only way to acquire users, and they can buy all the...
Nova from @peopleboxai is a human-like AI that makes sourcing calls, screens resumes, conducts two-way video interviews, and runs live coding rounds in a single automated workflow. https://t.co/0z8WkpN7qX https://t.co/onTGhWMmAZ
A few months ago, I wrote about being voicepilled after experiencing the magic of AI-powered voice-to-text. Today, I sit down with @WisprFlow Founder @tankots to ask the question: “What if we could get rid of keyboards?" Tanay is ushering in...
Aether Biomachines, a San Francisco‑based synthetic‑biology startup, announced a $15 million financing round led by Tribe Capital. The round also attracted new and existing backers such as Natural Capital, Henkel, Resilience Reserve, Shrug Capital, 4DX Ventures, Unless Partners and Radicle Impact,...
We just helped a founder exit for $1,250,000 on @acquiredotcom. Business was a bootstrapped SaaS. Multiple 4.7x profit. Took about 65 days from listing to close. Another life changing outcome. https://t.co/z3cU78jzi5
@bhorowitz: ...bldg a co is xtremely hard & culturally, we want to have the ultimate respect...we don't want to waste any entrepreneur's time & so that's your most important thing... every time I have to like go to the meeting,...
Is using company credit card points for personal travel a perk of the job? Or is it FRAUD?! A lot of founders see spending the points accrued from a company card on a personal vacay as essentially innocent, a way...
Another awesome @acquiredotcom webinar tomorrow. We'll be showing buyers and sellers how preparation, documentation, and clear communication make deals move faster. Register here (you'll get the recording): https://t.co/9GxFHTo3dz https://t.co/tAD5US18j5
Jason @ Sequoia in SF, Polymarket comes to US https://t.co/G3OCHJBvEI
When I was a founder, I got conflicting advice about startup work hours. "You must work 80-hour weeks to succeed!" vs "Work-life balance is possible! But, it's nuanced. After years as a founder and now as an investor, here's what I've...
another reminder folks - plz don’t start a non-profit if you want to build ai products, it literally makes no sense, you will have to do the awks conversion or spin out a newco don’t invent complicated legal structures that add...
Stoked to announce our investment in Unlimited. Alex and Tara and team are a force. Watch this space.
Carbonova, a Calgary cleantech firm that transforms greenhouse emissions into carbon nanofibers, announced a C$5.1 million equity financing round. The capital follows a C$4.38 million grant from Emissions Reduction Alberta. The funds will be used to build the company’s first commercial demonstration...
When describing a startup it's usually better to use verbs rather than nouns. Say what you do rather than what you are. Not because it sounds more dynamic, but simply because it's clearer.
As the CEO, it can be easy to stress about the next mountain to climb. Take a look back every now and then to remind yourself (and your team) about all the mountains you've already climbed.
A year of smoothly exponential growth, and then suddenly it stops working. That has to be demoralizing. But the startup toughs it out, and five months later growth is back. https://t.co/tQM44KNJXY
Absolutely stoked to announce that David Meline has joined us on the Board of Lux family co @EikonTX David was: CFO Moderna CFO Amgen (2014-2020) CFO 3M (2011-2014) CFO GM (on 5 continents) and serves on the Board of HP, ABB, Lonza Group + the...
How quick a team experiments is a good indicator of team quality.
Day One Ventures, led by former PR executive Masha Bucher, offers portfolio companies free public‑relations services alongside capital. The firm’s zero‑fee PR model leverages Bucher’s agency network to secure high‑impact media coverage that startups typically pay six figures for. This...
While we at Version One Ventures have been around for 13+ years, 2025 was definitely one of the most fun: 9 new companies (8 of which have hardware!), liquidity for LPs, and 2 new funds 👀 to back even more...
The biggest prediction market in America just raised a billion dollars. The real story didn’t start in a boardroom. It started with a kid in New York arbitraging a 28-second delay in a South Park episode. That moment exposed something...
I was talking with a CFO last week who had what most GTM leaders would kill for: a perfectly defined market. Their company sells software to independent financial advisors. Not the ones at Merrill or Goldman... the 76,000 registered with...
I’m excited to share that Vista Point Advisors is opening a new office right in the heart of New York City! This is a big step for us as we keep growing and getting closer to the amazing founders, investors,...
BOOM let's go Wealthfront https://lnkd.in/gF5iacam
SelectFI, an automotive AI firm that streamlines dealership financing, announced a new funding round led by StartFast Ventures. The capital infusion brings together a mix of venture firms, university partners, and seasoned automotive investors. SelectFI’s platform uses predictive intelligence to...
There's 2 types of time in startups: 1) time to do something (you control that) and 2) Calendar time - the time required for a customer to buy and be successful. You can't control the latter, and this is a...
Ripple Foods announced a $17 million financing round led by new investors Material Impact and Rich Products Ventures, alongside existing backers. The capital will be used to scale its pea‑protein based, high‑protein, allergen‑free plant milks and expand distribution. Ripple, a certified...

In this episode, Mike Gelb talks with Alec Jaffe, founder and CEO of Alec’s Ice Cream, about creating a premium, gut‑friendly ice cream brand using A2 dairy and regenerative farming. Alec explains how he built a supply chain with family...
"You're ruling out a bubble bursting?" @reidhoffman: "Yes" https://t.co/LfVBBbZfsf
This is the most interesting infra company I have met in a long time Exciting to be leading their $300M round via Elad Gil & Co https://t.co/MQuO3ksdrk
Any Heads of Finance looking for a new role? AirGarage, Series B stage portfolio co building a big business in an overlooked market, is looking. DM the CEO, @jonathonbarkl, if that's you. :)
"If you see something below the standard, and don't correct it, you've set a new standard." ht: @bhorowitz
From fringe to mainstream, prediction markets are now part of everyday culture. @Kalshi has created a new asset class and fundamentally changed how people engage with future events. Congrats to @mansourtarek_, @luanalopeslara & team. @Sequoia is proud to be on your...

In this episode, Braughm Ricke of Aduro Advisors explains how venture capital fundraising has shifted from relationship‑driven to a volume‑based numbers game, driven by data from over 650 firms managing $131 B+. He highlights the growing polarization between well‑capitalized “haves” and...
When a VC tells me they own 10% It's usually like 6%-7% It's the VC version of optimistically rounding up
Zoho’s business would be first to be competed away by people building their own custom software built by people using @Replit @emergentlabs and @Taskade Why pay $30/seat/month for over bundled SaaS when soon even nontech ops ppl can vibe-code a...
One-to-many software companies might not exist in 3 to 5 years. Software production is en route to becoming abundant and free. When one component of production becomes abundant and cheap, value accrues to what remains scarce scarce and difficult (e.g. those...